Holds, splits, merging and deleting
Put an order on hold and release it, split an order or a delivery, merge drafts, and delete or restore a draft order.
Orders don't always go in a straight line. These tools handle the common detours: pausing an order, splitting it, combining drafts, and removing one.
#Putting an order on hold
- Open the order and choose Actions → Put on hold….
- Pick a reason: Unpaid deposit, Commercial dispute, Customer decision, Quality issue or Other.
- Add a note.
The factory is told. The order shows as On Hold (or Partial On Hold).
To resume, choose Actions → Release hold. The work goes back to where it was.
Good to know
you can't release a hold the factory placed. The release is refused; talk to the factory.
#Splitting
| Action | Use it to |
|---|---|
| Split order (A / B) | Divide one order into two. |
| Partial delivery (A1 / A2) | Deliver part of an order separately. It stays with the same factory and keeps its PO and dates. |
| Shipment split | Split how the order ships. |
All three are under Actions in the workspace and in the row ⋯ menu on Orders.
#Merging drafts
On Orders, tick two or more drafts for the same customer and press Merge. The oldest keeps its number.
#Deleting
You can delete draft orders. Tick them on Orders and press Delete, or use Actions → Delete order in the workspace. Deleted orders go to the Graveyard, where they can be restored.
#Common questions
Can I merge orders for different customers? No. Merging needs drafts for the same customer.
I deleted a draft by mistake. Restore it from the Graveyard.