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Account GRA033customer since 13/12/2019
All companies
Company recordWhat this company is, and who governs it. Every change is attributed
Company nameAccount referenceThree letters then three digits. Changing it moves every screen to the new address.Governed byThe MSC account manager who owns this account.Account statusOn hold stops new orders at the basket and shows the reason to their people.
Reason, if you are putting the account on hold
Saved changes are recorded against your name and the time, and show on the record history below.
Archive this companyArchiving takes the company out of the working book and the company switcher. Nothing is deleted: its orders, sites, people and history stay, and Restore brings it back. 
Ordering rulesWhat governs every basket
Approved Buying ListHeld as its own record. It defines the products available to this account's people; anything not on it is not available to select.Open the record
Eco preferenceEco-labelled alternatives are surfaced first in the shop.
The list is built and changed on its own screen. A change there reaches the shop the moment it is saved; there is no sync to run.
BudgetsOptional, per site
Woking Head OfficeAnnual · started 01/08/2026 · no rollover recorded in this prototypeOver budget waits for approval
Allocations and floors are edited in Budgets. The sites' actual budget periods, rollover and category exclusions are not captured yet. Confirm during migration.
Account and invoicingCommercial facts on record
Payment termsProforma
Invoice when fully shippedA partially shipped order holds its invoice until the last line leaves.
Account statusTrading normally.Active
Account managerDuncan Cusack
Invoices and the Xero flow live in Invoicing; the statement and reminders in Invoicing and credit.
NotificationsWho hears about what
Held ordersThe named approver is told the moment an order is held, with the reason.
Budget thresholdSite administrators hear at 80% of any category, before the stop, not after.
Delivery outcomesSite contacts hear when a delivery lands, is short or fails.
Today the equivalent notification job in BC has been dead since June 2025; here it is part of the record.