Hold Item

Hold Item

Info
Module:  Order Detail Page
Topic: Hold Item
Version(s): Version 5.1 and up 
Editions: Standard, Commerce, Call Center


IdeaYou can use Reports > Customer Service Reports > Customer Service Activity filtering for Activity = sys:Actions Hold to report on the action button usage

What is the function of the Hold Button?

The Hold button is a feature added to the order detail screen to allow you and your team members to pause an order allowing for future processing without cancelling the order.

Connect the Dots

Where will I see this within OLX?

You will see the Hold Button on the Order Detail Screen and during manual order entry if the script is set to allow holds.

What Reports can be pulled?

  1. Customer Service Activity Report Definitions
  2. Item Status Report Definitions

What Imports/Exports Relate to the Hold Button?

  1. OrderLogix Real-Time Order Submission API
  2. OLX Order Import/Export V4 Spec
  3. OLX Order Import/Export Spec

Trouble Shooting

  1. The line items are not displayed on the pop-up screen

    1. Check the item status and payment transactions
      1. if payment processing has completed for the item, you will not be able to place on hold

How To





Alert
Only items in the following status are eligible: Not Yet Available, Item Pending, Item Reg. Hold, Item Invalid, Item Pay Ready, Item Declined Authorization, or Item Back Order

Setting an Item on Hold:

To hold an item, click the Hold Item button at the top of the Order Items section of the page.


  1. The Hold Items pop up window will appear.
  2. Select the items you wish to hold.
  3. If you want to select all the items, click the Check All link.
  4. Enter a date to hold the item until.
  5. Choose a reason from the reason drop down list.
  6. Enter any notes about the item in the notes section.
    1. notes here will display on the customer record
  7. Click the Save button to save your changes and hold the selected items.
    1. To cancel any of the current changes you have made, click the   Cancel button. This will close the Hold Items window without saving any changes.
  8. The line items will go to Item Reg Hold with the hold date displayed.

Release an Item from Hold:

For items on hold only. This option allows you to remove the release date of the held item(s) so it becomes available for processing.
To release hold of an item, click the Hold Item button at the top of the Order Items section of the page. 

  1. The Hold Items pop up window will appear.
  2. Deselect the items you wish to release hold of.
  3. If you want to deselect all the items, click the Uncheck All link.
  4. Choose a reason from the reason drop down list.
  5. Enter any notes about the item in the notes section.
    1. notes here will display on the customer record
  6. Click the Save button to save your changes and release hold of the selected items.
    1. To cancel any of the current changes you have made, click the   Cancel button. This will close the Hold Items window without saving any changes.
  7. The line item will then move to Item Pending until prepayment processing runs.

Copyright 2019
Revised 5.11.2026

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