Inventory / Item Management
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      2. Inventory / Item Management

      Wholesale Order Inventory Hold Process

      The customer will have the ability to reserve inventory for an order but NOT have the order ship until the order is confirmed to be 'Paid' and approved to be released and shipped.

      Customer Actions:

      1. Set the Hold Until Date on the order in ShipStation
      2. Add the tag "Carrier Pending Payment" to Order in ShipStation
      3. Assign Ship From Location to ShipCalm
        ---------- ShipCalm Processes and Picks Order in InfoPlus ----------
      4. In the open Slack channel, Notify the team that:
        • The order is approved to ship
        • Provide/Confirm the carrier or service to use for shipping the order
          • i.e. Rate Shop Cheapest, or a specific carrier service such as FedEx Ground.
      5. Remove the Hold Until Date in ShipStation
      6. Update the tag in ShipStation to the appropriate carrier away from "Carrier Pending Payment"
        • i.e. Rate Shop Cheapest, or a specific carrier service such as FedEx Ground.
      ---------- ShipCalm Updates the order in IP, Finalizes, and Ships the Order in InfoPlus ---------

      ShipCalm Actions:


                ---------- Customer releases an Order with a First Ship Date and Carrier Pending Payment ----------
      1. Processes and Picks the order in InfoPlus as normal
      2. Stage the Order after Picking
        ---------- Customer approves release of order and provides/confirms carrier in Slack ----------
      3. Remove the First Ship Date from the Order in InfoPlus
      4. Apply the approved carrier to the order in InfoPlus
      5. Notify the B2B team the order is updated and ready to ship!
      6. Finalize and Ship the order in InfoPlus