Search
Review customer hold types
Find out the different types of customer holds and how the app treats them.
On this page:
Overview
As part of your onboarding, we've configured holds to align with your ERP settings. However, because the Cut+Dry app syncs with your ERP at different times of the day, there is potential for a hold addition or removal to be delayed. Therefore, we allow you to manually override the holds in our system at any time.
Tip: For any questions or for assistance with holds, please contact Cut+Dry support.
Explore these sections to understand how Cut+Dry handles different hold types.
Review customer hold types
General Hold
- Customers can still submit orders.
- A notification informs the customer that their account is on hold.
- Customers are prompted to contact your team to process the order.
.png)
Credit Hold (Soft Hold)
- Customers can submit orders, but they will receive an alert stating their account is on hold due to outstanding payments.
- Customers are encouraged to reach out to resolve payment issues before the order is processed.
.png)
Hard Hold
- Completely blocks order submission for all users, including Account Executives (AEs).
- Orders cannot be processed until the hold is removed.
.png)
Inactive Hold
- Customers cannot submit orders.
- Customers are encouraged to reach out to resolve payment issues before the order is processed.
.png)
