Put on Hold Feature

General Feature Information

Feature Name:

Put on Hold

Feature Overview:

The "Put on Hold" feature in OTO allows users to temporarily pause orders due to specific conditions such as pre-orders, damaged products, or other unique circumstances. This feature ensures seamless management of such orders without affecting the workflow for other shipments.

How to Use the Feature

Step-by-Step Instructions

Prerequisites:

• Ensure you are logged in as a user with permissions to manage orders.

• Orders must be in the Pending Orders tab to apply the "Put on Hold" status.

Steps to Put an Order on Hold:

1. Navigate to the Shipments Section:

   • Go to the Shipments tab on the sidebar.

   • Ensure the selected order is in the Pending Orders tab.

2. Select the Order:

   • Locate the order you want to put on hold.

   • Select the checkbox next to the relevant order.

3. Access the "Orders" Menu:

   • Click the Orders dropdown menu above the shipment list.

   • Select Put on Hold from the options.

4. Confirm the Action:

   • A confirmation prompt will appear.

   • Provide any necessary notes or reasons for holding the order.

   • Click Confirm to finalize the action.

5. Review the Order Status:

   • The selected order will now appear in the Shipment On Hold tab.

   • You can resume the order at any time by navigating to the order and selecting the appropriate action.

Use Case Example

Scenario: Pre-Order Management

• Situation: A customer places an order for an item that is currently out of stock but will be available soon.

• Action: Use the Put on Hold feature to temporarily pause the order until the stock is replenished.

• Result: The order remains organized in the system and can be resumed once the stock arrives.

Troubleshooting and FAQs

Common Issues and Solutions:

Issue: Unable to see the "Put on Hold" option.
Solution: Ensure the order is in the Pending Orders tab. This feature is only available for orders that have not been picked up or processed.

Issue: Accidentally put an order on hold.
Solution: Navigate to the Shipment On Hold tab, select the order, and resume the order by using send back to pending from Order menu. 

FAQs:

Q: Can I edit the order while it is on hold?
A: No, orders on hold must be resumed to make edits.

Q: How long can an order remain on hold?
A: There is no time limit. Orders can remain on hold until manually resumed.

Q: Will customers be notified when their order is put on hold?
A: No.