Hold Order Rules

Hold Order Rules allow you to automatically place orders on hold when predefined conditions are met. This helps prevent incorrect, risky, or premature fulfillment without requiring manual intervention. You can configure hold order rules based on channel source, warehouse, address, SKU, or other predefined tags, define the conditions that temporarily stop an order from being processed or sent to WMS.

Scenarios

Use this feature when orders should be systematically paused based on predictable conditions, including:

• Orders from specific sales channels that require additional review
• Shipments to high-risk or restricted delivery addresses
• Orders containing pre-release, restricted, or high-value SKUs
• Temporary operational holds during promotions, audits, or warehouse issues

If you only need to pause one or two orders in exceptional cases, use Manual Hold Order instead.

Configure Hold Order Rules

1. Go to Automation > Hold Order Rules.
2. Click + Add New Rule.
3. In the Basic Information section:
   • Rule Name: Enter a descriptive name (e.g., High-Risk Address Hold).
   • Priority: Assign a numerical value; lower numbers have higher priority.
   • Status: Choose Enable to activate the rule immediately.
4. In the Hold Settings section:
   • Hold Mode: Select Permanent to hold orders indefinitely, or Date Range to hold within a specified time window.
5. In the Trigger Conditions section, define when the rule applies:
   • Order Source: Select one or multiple sales channels.
   • Warehouse: Choose the warehouses affected by this rule.
   • Delivery Address: Click Add Address Condition and choose Match Any (OR) or Match All (AND) for multiple conditions.
   • SKU Conditions: Search for specific SKUs to apply the hold rule.
   • Order Tags: Select tags or enter new ones (for Shopify orders only).
6. (Optional) Under Notification, configure alert methods:
   • Email: Select a user or team to notify when the rule is triggered.
   • Webhook: Enter a webhook URL to send automated notifications to external systems.
7. Click Save to confirm and apply the rule.