Hold Order
The Hold Order action allows you to temporarily prevent an order from progressing to fulfillment. This is commonly used when an order requires further review, such as inventory shortages, address verification, payment validation, or customer-requested delays.
Orders can be placed on hold either indefinitely or for a defined time period, depending on operational needs.
Hold Methods
You can apply one of the following hold methods:
- Permanent Hold: The order remains on hold until it is manually released.
- Time-Range Hold: The order is automatically released after the specified time range expires.
Prerequisites
- Only orders in Imported status can be placed on hold.
- The hold action supports single-order selection only.
Manually Hold an Order
- Navigate to Sales Orders > Sales Orders.
- From the sales order list, select a single order with status Imported.
- Open the Actions menu and select Hold Order.
- In the Hold Order dialog, choose one of the following options:
- Permanent Hold: The order remains on hold until it is manually released through allocation.
- Hold Time Range: Specify a Start Date and End Date. The order will remain on hold during this period and automatically return to Imported status when the end time is reached.
- Select a Reason for the hold from the dropdown list:
- Insufficient Inventory
- Address Issue
- Payment Issue
- Customer Request
- Other
- (Optional) Enter additional information in the Remarks field.
- Click Confirm to apply the hold.
Once confirmed, the order status changes to On Hold and the order appears under the On Hold tab.
Example If a time-range hold is set from 2026-01-01 08:00 to 2026-03-01 08:00, the order remains on hold until 2026-03-01 07:59. At 08:00 on March 1, the order automatically returns to Imported status and becomes available for allocation.
Releasing a Held Order
- Time-Range Hold orders are released automatically when the configured end time is reached.
- Permanent Hold orders must be released manually by allocating the order.
Troubleshooting
| Issue | Possible Cause | Resolution |
|---|---|---|
| Hold Order action is unavailable | The order is not in Imported status | Only orders with status Imported can be placed on hold |
| Order did not auto-release after the end date | Time configuration mismatch | Verify the configured time range and system time settings |
| Need to release a permanent hold early | Permanent holds require manual action | Allocate the order from the On Hold tab |