How To: Automatically Move Sales Orders to a Manual Hold Stage when they are from Specific Post Codes

The system can automatically move sales orders to a stage within Manual Hold when it meets the specified postcode criteria.

  1. Open a Sales Invoice Manager screen (show me how).
  2. Display the drop-down 'Other Actions' menu either by pressing F9 or clicking the down arrow immediately to the right of the green circle with a white cross icon at the top of the button bar.
  3. Select Edit Invoice Rules...
  4. In the Invoice Rules dialog click on the Terms Enforcement tab.
  5. Click on the Postcodes button in Invoice Rules button.
  6. Click on the the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right button.
  7. Tick the Enabled checkbox.
  8. In the Country column F4 and locate the country.
  9. Enter the postcodes into the adjacent field, see Configuring Postcodes for the format. The postcode matches throughout the system, will trigger on partial matches, for example NG2 will trigger on NG21, NG22 and NG23.
  10. Click Close to return to the Terms Enforcement dialog.
  11. Select the Manual Hold stage that the orders are to move to when they meet the post code criteria.
    Note: it is possible to create new stages within Manual Hold that the orders can be saved into, see How To: Add a New Stage to Manual Hold.
  12. Click on OK.
  13. Close the dialog and reopen to see that the checkbox at the beginning of the row is now ticked. This is to ensure that all the settings have been completed.


  • When Khaos Control is assessing Postcode regions, the rules will only be enforced if the delivery or invoice postcode (depending on against which rule these have been set) is one of the postcodes specified against that country, for example, if postcode region '12345' is used in both France and Germany and a single row for '12345' against 'Germany' is set within the delivery postcode restrictions grid, when processing an order with a delivery address which contains a postcode '12345' but a Country of 'France', this rule will not apply and the order will not be held against this rule.
  • Where a list of Postcode regions is specified within this grid but a 'Country' is not set, this list of postcode regions will apply to any order regardless of country, per the current functionality existent within the system.
  • Postcode matching evaluates both parts of a UK postcode in Sales Invoice Rules, Courier Bandings and Delivery rates, see Modify Sales Invoice Manager Rules Postcode matching to match whole Postcode.

See Also

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