Set Default Holds

Add or edit a default hold

A file gets the hold when one routing leg matches the mode, trade, and load, and the file's incoterm matches. Leave a criterion on Any to match everything.

1. Go to Settings > Operations > Default Holds.
2. Pick the hold type, an optional description, and the modes, trades, loads, and incoterms it applies to.
3. Click Add Default Hold, or change an existing row and click Save.
4. Untick Active to pause a rule without deleting it.

When holds are opened

1. Rules are checked when a routing leg is added, when a leg's mode, trade, or load changes, and when the file's incoterm is set.
2. A hold type is only opened once per file. Once it is resolved it is never re-opened automatically.
3. Closed and cancelled files are skipped.

Clear old open holds

Superusers and staff with permission to change holds see Clear Open Holds at the bottom of the page.

1. Tick the hold types to clear and, optionally, an Opened before date.
2. Click Preview to see how many holds and files match.
3. Click Resolve to mark them resolved with a note. Holds a person added by hand are never cleared.