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admin:check_hold_on_crm
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| - | ====== How to check Fulfillment Shipping Holds in CRM ====== | ||
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| - | We have to check twice a week to make sure we don't have held orders in Konnektive CRM as well as in OMS. | ||
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| - | 1. Log in to Konnektive CRM | ||
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| - | 2. Click **All Reports** in the navigation bar on the left. Then select **Fulfillments Details Report.** | ||
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| - | 3. Adjust **Start Date** and **End date** **(This Month)** | ||
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| - | 4. On **Fulfillment Status** - select **Hold** and **Pending**, | ||
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| - | 5. At the bottom - you will see all orders that being **held** and **pending.** | ||
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| - | 6. Notify management if you see any orders that being **held** and **pending** (if the orders are more than 2 days old) | ||
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admin/check_hold_on_crm.1747759428.txt.gz · Last modified: 2025/05/20 16:43 by 20.171.207.252
