Understanding order hold codes

When you select a hold code from the Hold Code drop-down list on the Order Details tab, an order is prevented from being processed through the order processing stages. An order on hold does not display on the order processing windows, and Hold displays next to the Status field on the Overview tab as an indication that the order is on hold. When you remove an order's Hold Code, the order is released to its appropriate order processing stage.

To place an order on hold, you first must define the hold codes on the HOLD_CODES general lookup/validation table (from Customers, select Set up tables > General lookup/validation).

To view all of the orders on hold, run the Orders On Hold report from the Generate reports window (from Orders, select Generate reports, select Order Status, and select Orders On Hold).

When Orders may require hold codes

  • A customer has an outstanding balance on a previous order
  • An order is incomplete, and specific questions need to be answered before the order can be shipped
  • The customer does not want the order shipped until a certain date

To place an order on hold

  1. From Orders, select Enter and edit orders to open the Enter and edit orders window. The Overview tab displays by default.
  2. Open the order (see Finding orders) that is being placed on hold.
  3. Select the Order Details tab.
  4. Click Edit.
  5. (optional) Enter the date the order is scheduled to ship in the Date Scheduled field.
  6. Select an order Hold Code from the drop-down list.
  7. Enter a Hold Comment.
  8. Enter any applicable Notes.
  9. Click Save to place the order on hold. Hold will display next to the Status field on the Overview tab.

To release orders placed on hold

  1. From Orders, select Enter and edit orders to open the Enter and edit orders window. The Overview tab displays by default.
  2. Open the order (see Finding orders) that you want to release from its hold status.
  3. Select the Order Details tab.
  4. Click Edit.
  5. Select the Hold Code drop-down list to display all of the defined hold codes.
  6. Select the blank area at the top of the Hold Code drop-down list. This will remove the previously selected hold code.
  7. Delete any comments entered in the Hold Comment field.
  8. Click Save. Hold will no longer display next to the Status field on the Overview tab, and the order will be released to its appropriate order processing stage.

To edit an order's freight and handling charges

If you enable the Automatic Calculation of Freight Charge or the Automatic Calculation of Handling Charge option on the Add-on Charges window (from Orders, select Set up module, and click Add-on Charges), freight and/or handling charges will be calculated automatically for all orders.

You can disable the automatic calculation options and override an order's freight and handling charges on the Order Details tab. If the automatic calculation options are not enabled, you can enter freight and handling charges for an order manually.

  1. From Orders, select Enter and edit orders to open the Enter and edit orders window. The Overview tab displays by default.
  2. Open the order (see Finding orders) for which you want to edit freight and handling charges.
  3. Select the Order Details tab.
  4. Click Edit.
  5. (optional) Enter the date the order is scheduled to ship in the Date Scheduled field.
  6. (optional) Enter a Salesperson.
  7. (optional) Enter a Commission Rate for the salesperson.
  8. Enter any applicable Notes.
  9. If enabled, disable the Auto Calc Handling option.
  10. Enter a handling charge in the Manual Handling field.
  11. If enabled, disable the Auto Calc Freight option.
  12. Enter a freight charge in the Manual Freight field.
  13. Click Save to update the freight and handling charges.

To edit a credit memo order's restocking charge

If you are entering credit memo orders and the Automatic Calculation of Restocking Charge option is enabled on the Add-on Charges window (from Orders, select Set up module, and click Add-on Charges), restocking charges are calculated automatically.

You have the option of disabling the automatic calculation option and overriding the calculated restocking charges on the Order Details tab. If the Automatic Calculation of Restocking Charge option is not enabled, you can enter a restocking charge for a credit memo order manually.

  1. From Orders, select Enter and edit orders to open the Enter and edit orders window. The Overview tab displays by default.
  2. Enter (see Entering credit memo orders) or open (see Finding orders) the credit memo order for which you are entering or editing restocking charges.
  3. Select the Order Details tab.
  4. Click Edit.
  5. (optional) Enter an applicable date for the restocking charge in the Scheduled Date field.
  6. (optional) Enter a Salesperson.
  7. (optional) Enter a Commission Rate for the salesperson.
  8. Enter any applicable Notes.
  9. Enter any applicable Manual Handling charge.
  10. Enter any applicable Manual Freight charge.
  11. If enabled, disable the Auto Calc Restocking option.
  12. Enter a Restocking charge.
  13. Click Save to update the restocking charge.