Adding a label to an account's credit card

Often, accounts have several credit cards attached to their profile. Some may be inactive but attached to existing orders (Confirmed, In-Progress, or Partially Fulfilled), so they cannot be deleted. Note: The only way to delete a credit card that has been used on orders is if all orders the card has been used on are in Fulfilled, Canceled, Draft or HFC status.

You are able to add a label to credit cards to differentiate them and make ordering and updating orders easier. This is particularly useful for accounts that have several credit cards attached to their profile.

You are able to add labels to credit cards in the account edit screen and the PO review screen.

From the account edit screen

• Go to the Users tab in the Workdesk
• Search for the account
• Click on the account name

• Click the pad an pencil icon next to the credit card information

• Enter your label on the label line in the pop-up screen
  • Note: you can add whatever label you like. You can use "Primary" to denote a current card or "Old/Do not use" to denote and expired or 
• Click Update

• The label will appear next to the credit card information

From the PO Review screen

• Find the order on the Purchase Order tab in the workdesk
• Click on the Pad and Pencil icon next to the credit card information

• Follow the same instructions as above for the pop-up edit screen