In this article, we will explain how to use the HOLD feature within Shipedge. This feature is useful when you need to review, modify, or delay an order before it moves forward to fulfillment.
If you want to hold orders without assigning inventory or placing them in Backorder, use the Standby feature instead: OMS: How To Enable Stand By Order for Saving Inventory
Introduction
HOLD is a feature in Shipedge that allows you to control when orders are shipped. You might need to add or remove an item, check delivery rules, verify that the correct product is being sent, or review an order for fraud prevention. Even though you can edit a Pending order, your warehouse team may process these orders quickly. Once an order has been processed, you can no longer edit it.
Orders can be put on HOLD manually or automatically (using rules, or from the integrations view). Orders on HOLD have been assigned inventory.
Holding Orders
Holding a single order
Go to your Orders and click the three-dot menu on the order row. Then click Put on Hold:
If necessary, add a comment or note and confirm:
You can also do this from the order details view.
Adding a hold to many orders using Bulk Actions
Go to your Orders, select all the orders you want to work with, and then go to the Actions menu > Put on Hold:
No confirmation is needed; the orders will be placed on hold automatically.
Automatic Holds
Shipedge allows you to configure all orders to be placed on HOLD automatically, but this is ONLY for orders from a specific source channel. This source channel can be a template or a sales channel.
You can use order rules to place specific orders on hold based on trigger actions. Learn all about it here: OMS: Automate Your Workflow with Order Rules
Go to Orders > Integrations, and search for the sales channel or template you’ll be working with.
Click on the right icon (Advanced Configuration) and activate on on-hold entry:
⇒ If you want all orders to be taken into account, you can leave the price field blank.
⇒ The system evaluates individual SKU prices, not the total order value
⇒ SKUs Declared and cost values will be considered. If either value exceeds the threshold, the order will be placed on hold.
The configuration is now ready!
Releasing Holds
Once you release an order, it can go back to pending status - if it has all products available or backorder.
Orders released from HOLD will use their original shipping method. To ensure orders entered through a sales channel are set up with the correct shipping method, make sure to configure the shipping method translator: OMS: How To Configure Shipping Method Translator
Releasing an order on hold
Go to your Orders and click the three-dot menu on the order row. Then click Release:
Alternatively, click on the Order Ship#:
Release it from the order preview and click on the confirmation:
Release many orders from a hold status
Go to your Orders, select all the orders you want to work with, and then go to the Actions menu > Release Hold:
No confirmation is needed; the orders will be released
Automatic Releasing
Shipedge allows you to automatically release orders from hold on a specified date. Simply set a date, and the order will remain on hold until that date is reached.
Create or edit an order, go to the Order Details section, and configure the field.
Click Save.