Limiting a House Account to Specific Store Locations

House Account access can be restricted to specific store locations and order types. This article explains why a restaurant might limit House Account access and how to configure those limits.

Why Restrict House Account Access to Specific Locations

Reasons to restrict House Account access to certain store locations include:

• While many businesses choose to accommodate tax-exempt customers, doing so is not mandatory.
• A store location may want to establish a trusted relationship with a customer before allowing a House Account.
• For House Accounts with a tax-exempt distinction, some cities or jurisdictions may require tax-exempt entities to hold special certifications to receive tax benefits within those zones. In those cases, it may be advisable to limit such an entity's House Account to place tax-exempt orders only from restaurant locations within the designated zones.

How to Limit a House Account to a Specific Store Location

1. In the Direct Ordering Admin Panel, go to Customers House Accounts and select the House Account to modify.
2. In the left navigation, select Revenue Centers.
3. Select the checkboxes for each Revenue Center where this House Account should be activated. The list has an Online Ordering column and a Catering column. House Account settings are specific to both Revenue Center and order type, so to give a customer House Account access for both order types, select the Revenue Centers in both columns.
4. Click Submit to save.