Hold Codes

Infoplus orders have an attribute called the hold code that is used for two purposes:

  • A grouping mechanism that holds orders out of normal processes
  • Controls whether an order is 'ship complete'
  • Orders that are ship complete won't process unless there is enough available inventory to fulfill the full quantity of all line items on the order.  
Value Description
Y Order is not held out of normal processes but is coded ship complete
N Order is not held out of normal processes
A Order is held out of normal processes, group mechanism, with ship complete
B Order is held out of normal processes, group mechanism, with ship complete
C Order is held out of normal processes, group mechanism, with ship complete
D Order is held out of normal processes, group mechanism, with ship complete
E Order is held out of normal processes, group mechanism, with ship complete
H This value is held out of all processes. It will never process until modified
1 Order is held out of normal processes, group mechanism, without ship complete
2 Order is held out of normal processes, group mechanism, without ship complete
3 Order is held out of normal processes, group mechanism, without ship complete
4 Order is held out of normal processes, group mechanism, without ship complete
5 Order is held out of normal processes, group mechanism, without ship complete

For editing and adding hold codes to a single order:

1. Go to the order table, pick the order you'd like to edit, and click on it (or search for it)

2. On the order, press 'Actions' at the top right of the browser and select 'Edit'

3. Within Editing Order, scroll down and open the 'Details' tab, and select 'Hold Code'

4. Select the new hold code, and click 'Save' at the bottom right of the screen

Notes for Using Hold Codes: 

When you use Hold Codes, they should be defined by your standard operating procedures. Each Infoplus customer uses Hold Codes in a different way and Infoplus clients are responsible for owning their Hold Code processes. 

For additional clarity, Infoplus users are able to customize hold codes A-E for your specific business rules. You can set up a grouping mechanism that holds orders out of normal processes, like a smart filter, and set it to that code. Then, you filter by that specific hold code to change the orders as needed before you ship. Hold Codes 1-5 are similar, but without 'ship complete' turned on.

*As a reminder, these hold codes control whether an order is 'ship complete'. Orders that are ship complete won't process unless there is enough available inventory to fulfill the full quantity of all line items on the order.