Put an order on hold

In Heyquip: Dashboard > Items on orders

You will set a line aside as On hold. The line stays on the order.

Steps

1. Open the order
2. Click Actions.
3. Choose Send quote by email.
4. In the pop-up, select the Put on hold option, then choose an expiration date for the item.
5. Before sending the quote to the customer for acceptance, you must define the acceptance method. A card deposit requires the customer to pay a cash deposit. An SMS confirmation code requires the customer to enter their phone number to receive an SMS code and verify their identity. Both options are security measures.

When you finish, the line reads On hold and groups under the On hold tab on Items on orders.

Related tasks

• Work the Items on orders screen
• Item states on orders
• Prepare a pickup