How do I place an outbound 3PL order on hold?
Here's how to temporarily pause a 3PL outbound order to wait for additional inventory, client approval, or other fulfillment conditions.
Note: This guide is for 3PL providers (as opposed to operators who use a 3PL solution).
Sometimes, you may need to delay fulfillment of an order in your 3PL workflow. Common reasons include:
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The customer wants to ship the order later.
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You’re waiting for stock to arrive for a full shipment.
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You're grouping this order with others.
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You need approval before releasing it.
The Hold function allows you to pause the order temporarily without canceling it, maintaining full visibility for both you and your 3PL client.
🚚 Where to Place an Order on Hold
You can place a 3PL order on hold directly from the Sales Order Management screen in ERP.
📍 How to Place an Order on Hold
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In ERP, go to Sales > Sales Order Management.
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Locate the order you want to place on hold.
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Click to open the Sales Order.
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In the header section, find the Status dropdown.
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Change the status to Hold.
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Click Save, then Yes to confirm.
🔄 The order will now show as Hold in both the ERP and 3PL Client Portal. It cannot be fulfilled or invoiced until removed from Hold.
💡 Common Use Case: Partial Inventory
If only part of the order can be fulfilled, and you want to wait until the rest of the inventory arrives:
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Let the system generate a PO Proposal for the unfulfilled quantity.
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Delete the PO Proposal for the remaining items.
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Place the order in Hold status.
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When new inventory arrives:
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Return to Sales Order Management.
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Change the status back to Ready to Ship.
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The system will now generate a new fulfillment record for the remaining quantity.
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✅ Tip: This gives you full control of how and when to ship partial orders without causing confusion or generating incorrect invoices.
🔁 Removing Hold Status
Once you're ready to proceed with fulfillment:
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Return to the Sales Order.
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Change the Status from Hold to Ready to Ship or Processing, depending on your workflow.
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Save the changes.
A new pick ticket or fulfillment record will be generated automatically.
⚠️ Caution: Timing Matters
If the shipping team has already started fulfilling the order, placing it on Hold may not stop the shipment. Always check with your warehouse team before making status changes on in-progress orders.