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admin:check_hold_on_crm [2026/02/04 04:32] 216.73.216.182 old revision restored (2025/12/20 08:14) |
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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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| + | 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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| + | {{: | ||
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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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