Custom Holds: Flexible Control Over Order Flow
Not every order should move straight through fulfillment.
Whether it’s a fraud check, an inventory issue, or a special handling requirement, teams need a reliable way to pause orders without losing visibility or slowing down operations.
Custom Holds give you that flexibility. They allow you to define exactly how and when orders are held, while maintaining control over allocation and fulfillment workflows.
What It Is
Custom Holds are user-defined order holds that control whether an order can move forward in fulfillment.
They can be created at the organization level or tailored to specific clients, giving both 3PLs and brands the flexibility to manage exceptions based on their unique workflows.
Each hold can be applied manually or automatically, and can be configured to either block allocation or simply flag the order for visibility.
Why This Matters
In real operations, not all holds are created equal.
Some situations require stopping an order entirely, while others just need a flag for review without interrupting inventory allocation. Without that distinction, teams often rely on manual workarounds or overly broad rules that slow things down.
Custom Holds help you:
- Control exactly how orders move through your workflow
- Reduce manual intervention with automation
- Maintain visibility without blocking progress unnecessarily
- Ensure consistent handling across teams and clients
Instead of one-size-fits-all logic, you get precise control over how exceptions are handled.
Key Capabilities
User-Defined Holds
Create custom hold types based on your workflows, whether at the organization level or for specific clients. Tailor holds to match real operational scenarios.
Flexible Application and Management
Apply or remove holds directly from the order page. Easily manage exceptions as they arise without disrupting your broader workflow.
Automation Support
Automatically apply holds using automation rules based on order conditions. This ensures consistent handling without requiring manual intervention.
Filtering and Visibility
Filter orders by hold type within the orders table to quickly identify and manage held orders at scale.
Allocation Control
Each hold can be configured to control allocation behavior.
- When enabled, the hold prevents the order from being allocated
- When disabled, the order can still reserve inventory while remaining on hold
This allows you to separate operational blocking from simple visibility.
Built for Real Workflows
Custom Holds are designed to reflect how teams actually operate.
From fraud review to inventory exceptions to special handling requirements, they give you the flexibility to manage edge cases without adding complexity.
Whether you’re a 3PL managing multiple clients or a brand with evolving workflows, Custom Holds help you stay organized, consistent, and in control.
Final Thoughts
Order exceptions are inevitable—but how you handle them makes all the difference.
With Custom Holds, you can move from reactive workarounds to structured, scalable workflows—keeping your operation efficient while maintaining full control over order flow.