> ## Documentation Index
> Fetch the complete documentation index at: https://docs.winedirectfulfillment.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Order Hold Management

> Understanding and managing different types of order holds in the fulfillment system

When orders are submitted into the Fulfillment Portal, there are a few ways an order can go:

* Waiting to Be Released
* Future Requested Ship Date
* Sent to WMS
* A different type of order hold

The desired outcome is for the order to show a status of **"Waiting to Be Released,"** **"Sent to WMS,"** or **"Future Requested Ship Date."** These statuses indicate that there are no issues with the order, and it can ship on the next available date or the date specified in the order.

Orders that are **Processing** can be edited in the system, including modifications to the ship date, destination address, and SKU lines on the order.

Orders that are **Fulfilling** have exceeded all other holds and are currently being physically packed by the warehouse. Therefore, orders that are Fulfilling **cannot be edited in the system**. All modification requests (except for UPS redirect/address change) must be emailed to [csoperations@winedirectfulfillment.com](mailto:csoperations@winedirectfulfillment.com) to submit to the carrier.

However, further intervention is needed when an order shows any other type of status.

To view a summary of all order holds on your account, go to the Fulfillment Dashboard and refer to **"Orders On Hold"**:

<Frame>
  <img src="https://mintcdn.com/winedirectfulfillment/X9nl_9iqyk0HynZa/images/order-hold-management-dashboard.png?fit=max&auto=format&n=X9nl_9iqyk0HynZa&q=85&s=9fad697dc8e48bb7964b5096da9c466a" alt="Orders On Hold Dashboard showing different hold types and their counts" width="821" height="413" data-path="images/order-hold-management-dashboard.png" />
</Frame>

## Order Hold Names and Definitions

There are many holds that an order can go under, and it is important to understand what each hold means so that the order can be managed correctly to remove the hold (if applicable).

We have created a glossary of all order holds that can be viewed below.  This glossary will provide the hold name as well as the description of the hold and what action will need to be taken to remove the hold.

| HOLD NAME                                            | HOLD DESCRIPTION                                                                                                                           |
| :--------------------------------------------------- | :----------------------------------------------------------------------------------------------------------------------------------------- |
| 001 - WineDirect Fulfillment Action In Progress      | WineDirect Fulfillment action is currently in progress; **no action needed from the client**                                               |
| 005 - WineDirect Fulfillment Action In Progress      | WineDirect Fulfillment action is currently in progress; **no action needed from the client**                                               |
| 006- WineDirect Fulfillment Action in Progress       | WineDirect Fulfillment action is currently in progress; **no action needed from the client**                                               |
| 007 - WineDirect Fulfillment Action In Progress      | WineDirect Fulfillment action is currently in progress; **no action needed from the client**                                               |
| Active Cutoff Profile Not Found                      | Cutoff profile not configured, WineDirect Fulfillment action required.                                                                     |
| Address Length Exception                             | The Shipping Address is too long for the carrier label. Edit the address to shorten the address lines.                                     |
| Auto Release Configuration Exception                 | Auto Release configuration issue, contact Client Success for resolution.                                                                   |
| Billing Exception                                    | An issue occurred while the order was processed for billing. WineDirect Fulfillment action required.                                       |
| Carrier Requirements Exception                       | Carrier requirements do not match the order or configuration needs correction.                                                             |
|                                                      | Carrier: \[Carrier]                                                                                                                        |
|                                                      | Service Level/Priority: \[Service Level]                                                                                                   |
|                                                      | State: \[State Code]                                                                                                                       |
|                                                      | Zip Code: \[Zip Code]                                                                                                                      |
| Carrier Validation Error                             | Carrier Validation failed after max retries. WineDirect Fulfillment action is currently in progress. **No action needed from the client.** |
| Client Account Exception                             | Customer account is currently on shipping hold. Contact WineDirect Fulfillment for resolution.                                             |
| CoolPack Exception                                   | Order contains items incompatible with CoolPack Packaging or has multiple CoolPacks on the order.                                          |
| Fulfillment Center Configuration Exception           | The Fulfillment Center on the order is not configured, or a fulfillment center configuration is missing.                                   |
| Future Requested Ship Date Hold                      | Future Requested Ship Date:                                                                                                                |
|                                                      | Ship Date: \[Date]                                                                                                                         |
| Insufficient Inventory Exception                     | Insufficient inventory for the following ordered products:                                                                                 |
|                                                      | Product(s): \[Product1, Product2 …]                                                                                                        |
| Order Type Configuration Exception                   | Customer Order Type Detail configuration is missing.                                                                                       |
|                                                      | Order Type: \[Order Type]                                                                                                                  |
| Order Type Configuration Not Found                   | Customer order type configuration is missing.                                                                                              |
|                                                      | Order Type: \[Order Type]                                                                                                                  |
| Pending Carrier Validation                           | Carrier Validation in process. Edits can still be made to the order. The hold will remove automatically once complete.                     |
| Product Registration Configuration Exception         | Product registration is not available. Work with Client Success to verify product configuration.                                           |
|                                                      | Product(s): \[Product1, Product2 ...]                                                                                                      |
| Requested Seller Product Not Found                   | One or more products on the order are not configured:                                                                                      |
|                                                      | Product(s): \[Product1, Product2 …]                                                                                                        |
| Requested Service Level Configuration Exception      | An issue with the requested service level configuration has occurred; WineDirect Fulfillment action required.                              |
| Requested SKUs Not Found                             | The following SKUs were not found in the WineDirect Fulfillment system:                                                                    |
|                                                      | \[SKU1]                                                                                                                                    |
|                                                      | \[SKU2]                                                                                                                                    |
|                                                      | …                                                                                                                                          |
| Required License Not Found                           | Required license not found.                                                                                                                |
|                                                      | State: \[State]                                                                                                                            |
|                                                      | License: \[Required License]                                                                                                               |
| Required Order Details Not Found                     | Order contents do not meet order requirements. Review the order and make corrections.                                                      |
| Required Permit Not Found                            | Permit for the ordered items not found.                                                                                                    |
|                                                      | Product(s) without permits: \[Products1, Product2 ...]                                                                                     |
| Required Seller Details Not Found                    | Account configuration is missing required details. WineDirect Fulfillment action required.                                                 |
| SEQ - WineDirect Fulfillment Action In Progress      | WineDirectFulfillment action is currently in progress.                                                                                     |
| Ship To Address Exception                            | Ship to address cannot be a PO Box for wine shipments.                                                                                     |
| Ship To Address or Requested Service Level Not Found | Ship To address elements or the requested service level are missing.                                                                       |
| Ship To Zip Code Exception                           | The ship to Zip Code is a dry zip code or does not match the ship to state.                                                                |
|                                                      | \[Dry region State Code]                                                                                                                   |
|                                                      | \[Zip Code does not match state State: State Code, Zip Code: Zip Code]                                                                     |
| Shipment Processing Exception                        | Shipment processing error, WineDirect Fulfillment action required.                                                                         |
| Shipping Channel Not Found                           | A Shipping Channel for this order was not found. Please contact Client Success to resolve.                                                 |
|                                                      | Order Category: Wine or Non-Wine                                                                                                           |
|                                                      | State: State Code                                                                                                                          |
|                                                      | Ship From Warehouse: Warehouse                                                                                                             |
| Shipping Instructions Hold                           | Order held for Shipping Instructions.                                                                                                      |
|                                                      | Shipping Instructions: Shipping Instructions                                                                                               |
| VAL - WineDirect Fulfillment Action In Progress      | WineDirect Fulfillment action is currently in progress.                                                                                    |
| Volume Limit Exception                               | Order Exceeds Volume Limit for the destination state.                                                                                      |
|                                                      | State: State Code                                                                                                                          |
|                                                      | Volume Limit Rule: Rule Name                                                                                                               |
|                                                      | Order Volume: XXX ml                                                                                                                       |
| Waiting to be Released                               | Clear of standard holds. Waiting to be released by the Operations team. Edits can be made. \*\*No action is needed from the client. \*\*   |
| Weather Hold                                         | Order on Weather Hold:                                                                                                                     |
| WMS - WineDirect Fulfillment Action In Progress      | WineDirect Fulfillment action is currently in progress.                                                                                    |
