Releasing Soft Credit Holds At Counter

Document Version	v2
Document Last Updated	3/17/2025
Software Version Documented	v10

Releasing Soft Credit Holds at Counter

A user with proper security to release a soft credit hold on an order at the counter. Soft credit holds will not allow an order to be released/allocated or pick/shippers tickets created so this will allow the counter to override the hold for a certain order to release the products.

Add a PIN to a User and Grant Security to Release Soft Holds

Go to Admin, Administrator, then User tab
Click on Edit
On the Settings tab, click on the checkbox to Enable PIN Code.
Two fields appear to type in PIN code and Confirm PIN code.
You can click on Show Pin to show fields

Enter the user’s PIN in the first field and second field. It must be 4 to 6 digits long
Click Update. If they are not 4 to 6 digits, a confirmation message will appear.
- “PIN code should be numeric only. Must be between 4 and 6 characters.”

A dialog box appears stating the pin fields do not match or user information is updated.

Adding a PIN that already exists in another user

If a PIN is entered in the user’s PIN in the first field
But it is a PIN that already exists
Upon clicking Update, a dialog box appears stating it’s being used by another user

Releasing Credit Holds At Counter - Self - PIN Accepted

Enter a Quote for a Customer who is on a SOFT CREDIT HOLD.
Convert to an Order, the red banner “Order is on Credit Hold” appears at top.
A button called “Authorized Hold Release” appears below the hold banner
Click the button called “Authorized Hold Release”
A window appears to enter the PIN code of the user logged in.
And press enter (or click/tap Accept button)
A dialog box appears stating the hold was released
Click OK
Back on the order screen, the hold banner is no longer there and the rest of the order may be processed.

Releasing Credit Holds At Counter - Other User - PIN Accepted

If a user who processes sales orders at a counter and does NOT have a PIN code with the ability to release a hold on an order. But a user who does have this security is available, and they are allowed to enter their PIN, it will be accepted. A dialog box appears stating the hold was released

Releasing Credit Holds At Counter - PIN Not Accepted

Enter a Quote for a Customer who is on a SOFT CREDIT HOLD.
Convert to an Order, the red banner “Order is on Credit Hold” appears at top.
A button called “Authorized Hold Release” appears below the hold banner
- The order cannot be released
Click the button called “Authorized Hold Release”
A window appears to enter the PIN code of the user logged in.
And press enter (or click/tap Accept button)
If the PIN is incorrect, a dialog box appears stating “PIN Code Not Accepted.”
Click OK
Back on the order screen, the hold banner “Order is on Credit Hold” will still be enabled.
And the order cannot be processed until an authorized user does so through this process or through Accounting>Accounts Receivable>Orders On Hold>Order Credit Holds.

Released Soft Holds on Orders Report

There is a report that can track how often release holds happens and who is releasing them called “Soft Holds Released With PIN”