Docs/Orders

Order Holds for B2B

Order holds let you block an order from fulfillment until specific conditions are met. Designed for B2B workflows where orders may need verification before shipping.

Use Order Holds if: You do B2B sales with PO verification, run credit checks before shipping, or have customers who regularly request delayed shipping.

Do NOT enable if: You are a direct-to-consumer store where every order ships immediately.

Enabling holds

Go to Settings > Organization and toggle Order Holds on.

Hold reasons

  • PO Verification -- Waiting for the customer's purchase order to be verified
  • Credit Check -- Customer credit needs approval before shipping
  • Customer Request -- Customer asked to delay the order
  • Other -- Custom reason with a free-text note

How holds work

  • An order can have multiple simultaneous holds (e.g., PO Verification AND Credit Check)
  • Each hold is resolved independently
  • The order cannot be fulfilled until ALL holds are released
  • Holds do NOT affect stock reservations -- stock stays reserved while the order is on hold
  • Hold badges appear in the orders table so nothing slips through

Applying a hold

Open the order detail page and click Add Hold. Select a reason and optionally add a note.

Releasing a hold

Click the release button next to the hold. Once all holds are released, the order becomes available for fulfillment.