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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)
admin:check_hold_on_crm [2026/02/04 07:49] (current)
216.73.216.182 old revision restored (2026/02/04 04:37)
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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 as well as in OMS +We have to check twice a week to make sure we don't have held orders in Konnektive CRM as well as in OMS
 + 
 +1. Log in to Konnektive CRM 
 + 
 +2. Click **All Reports** in the navigation bar on the left. Then select **Fulfillments Details Report.** 
 + 
 +{{:admin:check_holds1.jpg?600|}} 
 + 
 +3. Adjust **Start Date** and **End date** **(This Month)** 
 + 
 +4. On **Fulfillment Status** - select **Hold** and **Pending**, then hit **GO.** 
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 +{{:admin:check_holds2.jpg?600|}} 
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 +5. At the bottom - you will see all orders that being **held** and **pending.** 
 + 
 +{{:admin:check_holds3.jpg?600|}} 
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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) 
 + 
admin/check_hold_on_crm.1770179558.txt.gz · Last modified: 2026/02/04 04:32 by 216.73.216.182