How To: Add a New Stage to Manual Hold
Table Of Contents
Manual Hold sub-stages allow you to organise and manage specific groups of sales orders within the Manual Hold stage of the Sales Invoice Manager.
For example, you may want to separate orders based on delivery areas, customer requirements or internal processing rules. A common use case is automatically moving orders from specific postcodes into a dedicated Manual Hold sub-stage. For more information, see How To: Automatically Move Sales Orders to a Manual Hold Stage when they are from Specific Post Codes.
Create a Manual Hold Sub-Stage
- Open a Sales Invoice Manager screen (show me how).
- Select the Manual Hold stage.
- Right-click the stage and choose Add SubStage.
- Enter a name for the new sub-stage.
- Click OK to save.
- Close and reopen the Sales Invoice Manager to view the new sub-stage.
Additional Information
- Multiple sub-stages can be created within Manual Hold.
- Sub-stages help organise held orders into meaningful categories.
- Orders can be routed into specific sub-stages through automation or manual processes, depending on your system configuration.
- Using sub-stages can make it easier to manage workflows, prioritise orders and monitor exceptions.
Example Uses
You might create sub-stages for:
- Postcode-specific delivery restrictions
- Credit checks
- Stock availability reviews
- Export orders
- Customer service queries
- Special approval processes