Hold code allocation configuration

To create a new hold allocation rule for an order type:

  1. Log on as the Facility user.
  2. Select Configuration > Codes > Hold Allocation to open the Hold Allocation screen.
  3. Click New.
  4. Select the Order Type Description. Only types that were configured are displayed in the list.
  5. Specify a Sequence for the order type. The system uses the sequence to determine the priority for allocating product with the Hold Code identified in the next step.
  6. Select a Hold Description.
  7. Click Save to complete the record.
    Here are some examples of how Hold Allocation can be configured: Examples of Hold Allocation configurations.