Hold Management System Startup Overview

The Hold Management System automatically checks sales and loaner orders as they are entered and modified, and it automatically place holds on orders when appropriate - based on your company requirements and configuration options.  The Hold Management system also provides you with tools that allow you to view, manage, and clear order holds and to process credit card and other automated payments.

Items that should be completed before Hold Management Startup

      Verify that system tables such as the Terms, Shipvia, and other tables are loaded.

Verify that the CRM system has been installed and that your customer data is loaded into the system.

Define your sales tax or VAT processing requirements.


Hold Management System Startup Tasks