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--- admin:check_hold_on_crm [2025/11/05 07:34]
216.73.216.151 old revision restored (2025/09/16 16:44)
+++ admin:check_hold_on_crm [2025/11/05 07:58] (current)
216.73.216.151 old revision restored (2025/07/04 22:27)
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 ====== 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 Konnektive CRM as well as in OMS.
+We have to check twice a week to make sure we don't have held orders in Konneketive as well as in OMS
-. Log in to Konnektive CRM
-. Click **All Reports** in the navigation bar on the left. Then select **Fulfillments Details Report.**
-{{:admin:check_holds1.jpg?600|}}
-. Adjust **Start Date** and **End date** **(This Month)**
-. On **Fulfillment Status** - select **Hold** and **Pending**, then hit **GO.**
-{{:admin:check_holds2.jpg?600|}}
-. At the bottom - you will see all orders that being **held** and **pending.**
-{{:admin:check_holds3.jpg?600|}}
-. 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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