How To: Add a New Stage to Manual Hold

It is possible to create sub stages within Manual Hold which can be used to hold specific groups of orders, for example see How To: Automatically Move Sales Orders to a Manual Hold Stage when they are from Specific Post Codes.

  1. Open a Sales Invoice Manager screen (show me how).
  2. Focus on the Manual Hold stage.
  3. Right click and select Add SubStage.
  4. Enter the name for the new sub stage in the popup and click on OK, you will need to close and re-open the Sales Invoice Manager to see the changes.

See Also

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