Place an Active Offer On Hold

Active offers must be placed on hold to be edited or to unlock and edit their selected inventory allocations.  When an active offer has been placed on hold, clients are unable to place orders for that offer until the offer becomes active again.  

If clients try to place orders when an offer is on hold, they will receive a message that the Offer Menu is currently unavailable and to try again in a few minutes.                                                                          Screenshot_2023-01-11_at_2.51.58_PM.png

 

 

Place an active offer on hold

  1. Go to the Offers menu in the Sales sidebar and click Offers.
  2. Click the Search icon and type the name of the offer to place on hold.
  3. Click the offer's 3 dots icon and select Put On Hold.                                                                      Screenshot_2023-03-23_at_9.34.46_PM.png
  4. Click Confirm to confirm placing the offer on hold.
    • The offer will display an On Hold status which means it can be edited as needed and its' selected inventory allocation can be unlocked.                                                                       on_hold_confirmation.png 
  5.  To place an offer back into an active status, click the offer's 3 dots icon and select Activate.

    When the offer becomes active, the offer's selected inventory allocation will automatically be locked.

    Screenshot_2023-03-24_at_8.24.41_AM.png

 

Place multiple active offers on hold

  1. Go to the Offers menu in the Sales sidebar and click Offers.
  2. Click Filter and select the filters to apply to display the offers to place on hold.                          Screenshot_2023-03-23_at_10.12.07_PM.png
  3. Select the offers.                                                                                                                          Screenshot_2023-03-23_at_10.12.40_PM.png
  4. Click Actions and select Put On Hold.                                                                                                    Screenshot_2023-03-23_at_10.12.57_PM.png
  5. Click Confirm to confirm placing the selected offers on hold
  6.  To place multiple offer backs into an active status, select the offers, click Actions and select Activate.                                                                                                                                                          activate.png