Holds and releases

Putting inventory on hold blocks it. Units in state Hold stay in stock and are counted in the Hold column of the inventory overview, but they are not available. They can't be allocated, picked, moved or removed by an adjustment until they are released.

Inventory goes on hold in three situations. Each one creates a ticket on the Problems list (see Problems), and resolving that ticket releases the inventory.

Situation	What goes on hold	How it is released
Receiving with a hold reason	The units received with that reason	Inspect the order line items on the ticket
Picking problems	The units of the product on the problem bin location	Reallocate or undo the picking problem on the ticket
Container holds	A container and the units directly in it	Release the manual hold on the ticket

When units are put on hold, Boxture remembers their previous state, so a release can put them back where they were.

Holds on orders

Orders and shipments can also be put on hold. That blocks processing of the order, not the inventory itself. See Holds.

Holds during receiving

When you receive goods that are damaged or need to be checked, choose a Hold reason (for example Damaged) on the receive screen. The units are received into the bin location as usual, but go to state Hold instead of Available. The order line items are held too, and a ticket is created for the order.

To release them:

1. Open the ticket from Tickets › Problems, or from the order.
2. Run the task Inspect order-line-item. For each product, enter the quantity (or serial number) you inspected and the status the units should get: New if they are fine, or Defective if they are damaged.
3. The inspected units are released to Available with that status, and the order line items count as received. A container the units were received into is made Available again once none of its units are on hold any more.

The ticket is complete when no order line items of the order are on hold any more. Units released as Defective stay in stock with status Defective, so normal sales orders won't allocate them. Move them to a Defective bin location or remove them as needed. See Receiving.

Picking problems

When a picker reports a problem at a bin location, Boxture takes that bin location out of play for the product:

• No inventory during picking: the picker can't find the units.
• Inventory to pick has expired: the units at the bin location are past their expiry date.

When the problem is reported:

• Open pick lists that have lines for that product on that bin location are put on hold.
• The product's units on that bin location that are Available, Allocated or Picking go to Hold. For an expiry problem, only the expired units are affected.
• The affected order line items go on hold.
• A ticket is created for the bin location and the affected orders.

The ticket offers these tasks:

Task	Effect
Reallocate all orders	The affected orders are allocated again from other stock, so they can be picked elsewhere.
Undo no inventory picking problem	For a No inventory problem that turned out to be a mistake, for example the units were found after all: puts units, order line items and pick lists back in their previous state.

Count the bin location and correct the inventory with an adjustment if units are really missing. See Picking problems for the picker's side.

Container holds

You can put a container on hold yourself, for example while you check a suspicious pallet or wait for a quality decision.

Putting a container on hold

1. Open the container (Containers in the sidebar).
2. Click Hold in the menu.

Hold is only offered when the container isn't retired or already on hold, and all units directly in it are Available. If any of them is allocated or being picked, you get Container … cannot be put on hold.

What happens:

• The container and its sub-containers go to state Hold.
• The units directly in the container go to state Hold.
• A ticket Manual hold for container … is created. It appears on the container's Tickets tab and on Tickets › Problems.

While on hold, the container page shows no actions: you can't put, take, split, merge, move, open, close or retire it. Move inventory refuses it with on hold and cannot be moved.

Releasing a container hold

1. Open the ticket from the container's Tickets tab or from Tickets › Problems.
2. Run the task to release the manual hold.

The container returns to the state it had before the hold, and its units return to their previous state (normally Available). Boxture then right away tries to allocate backordered and pending orders for the products in the container, so released stock is used straight away.