When the feature is enabled, Reps and Admins will not be able to place orders for "Prospective" accounts.
When creating a "new order", users can type the account name & see the account in the dropdown but the account cannot be selected. The user will get a notification alerting the user that the “Orders cannot be started for prospective accounts. Please contact your Admin.”
The flag would need to be removed by an Admin user for the order can be placed for that account.
ADMINS: To block orders for Prospective accounts:
Navigate to the Admin panel (My Account > Manage > Edit)
Under the Warehousing / Order Entry section, enable the Order Entry: Block Order on Prospective Accounts? setting
Click Save
How to Flag an Account as "Prospective"
Vinosmith allows you to mark an account as a Prospective account.
How to Create a New Account
Please refer to your integration document to understand your organization's logic for creating accounts from QB.
Allow Sales Reps to Create Accounts
By default Vinosmith restricts Account creation and editing to Admins. However, there is an option to expose Account Creation to your Sales Reps.