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admin:check_hold_on_crm [2025/07/04 22:16] 216.73.217.3 old revision restored (2024/09/17 09:02) |
admin:check_hold_on_crm [2025/07/04 22:52] (current) 216.73.217.3 old revision restored (2024/09/08 05:12) |
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====== How to check Fulfillment Shipping Holds in CRM ====== | ====== How to check Fulfillment Shipping Holds in CRM ====== | ||
- | We have to check twice a week to make sure we don't have held orders in Konneketive | + | 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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+ | {{: | ||
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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** |