When managing your orders, you may need to put some orders on hold, assign certain orders to specific users on your ShipStation account, or cancel the order in ShipStation to remove it from Awaiting Shipment without shipping it.
The Hold action puts orders into the On Hold status until a specified date. This is useful for Pre-Orders, delaying orders with out of stock products, or delaying orders for any other reason.
Orders can be set to On Hold until a select date or after a specified number of days.
Select the Orders to put on hold from the Order Grid.
Click the Hold action button.
ShipStation will display a calendar.
Select a date in the future.
Click Confirm in the pop-up to complete the process.
View the orders in the On Hold status by selecting On Hold from the order status sidebar.
To take orders out of the On Hold status, simply select the orders and click the Restore button.
A few things to note about On Hold orders:
Use Automation Rules to automate the process. Review the Automation Rules article for details.
Add the Hold Until column to show the Hold Until date in the Orders grid.
The Hold Until date will also appear next to the order number in the Order Details screen.
Use filters and create custom views for On Hold orders.
You can continue to configure shipping and create labels for orders when they are in the On Hold status.
Some stores, like Magento, can import orders directly into the On Hold status. Automation rules will not run on these orders until they move to the Awaiting Shipment status.
For orders that were initially in the Awaiting Shipment status and then moved to On Hold, automation rules will not run on these orders when moved back to the Awaiting Shipment status.
Orders which are put On Hold will be updated to the Cancelled status if ShipStation receives a marketplace update which indicates the order was cancelled.
Assigning orders to other users on your ShipStation account can enhance your workflow efficiency. Used in conjunction with User Permissions, you can ensure all your staff knows what they should be working on as soon as they log in.
Assigning can be done using the Assign action button or with a bulk action.
Automation rules can also assign orders to your users as the orders import. To learn how to automate the assigning process, see our Automation Rules article.
Select the order(s) in the Orders Grid.
Click the Assign Action button and select a username from the drop-down menu.
That's all there is to it. If you find that you need to assign a very large number of orders to a user, you can also use the Bulk Action option in the Other Actions menu.
If you need to assign the user to more orders than your page view size, you can use a bulk action to assign the users to all orders in the current view.
Click the Other Actions button and choose Apply Bulk Actions.
Select Assign to a User from the first drop-down menu.
Select the appropriate user from the second drop-down menu.
You can cancel orders if you are not going to ship them and need them removed from the Awaiting Shipment status. You can also restore orders in ShipStation if they were canceled by mistake.
Canceling an order in ShipStation will not affect the status of the order within your Selling Channel/Marketplace (with the Jet marketplace being the notable exception).
To completely cancel the order, it is best practice to cancel it from the selling channel. ShipStation will update the order as canceled the next time you import orders from that store.
To cancel manual orders or move orders to the Canceled status without affecting the order in the selling channel, do the following:
Select the order(s) to cancel from the Order grid.
Click the Other Action button and select Cancel.
An alert will appear asking for confirmation.
Click Ok, Cancel Order(s).
This will send the order to the Canceled status. View Canceled orders by selecting Canceled in the order status sidebar.
To restore an order from either the Canceled status or the Complete status back to Awaiting Shipment:
Select the status of the order you wish to restore from the status sidebar.
Select the order(s) to restore.
Click the Restore button.
ShipStation will move the order to Awaiting Shipment.