Client Hold lets 3PL clients prevent their orders from being picked, packed, and shipped until the hold is removed. It is controlled entirely by the client account — giving clients direct control over their fulfillment flow without requiring the 3PL operator to intervene.
Important
Client Hold is controlled by the client account that owns the order. 3PL operators cannot set or remove Client Hold — whether manually or through Automation Rules.
Before You Begin
- You must be logged in to a 3PL client account. Client Hold is not available on operator accounts.
- To use Automation Rules to apply Client Hold, rules must be created at the client account level.
Table of Contents
- How to Apply a Client Hold from the Order Details Page
- How to Apply a Client Hold via Automation Rules
- How to Remove a Client Hold
- Important Notes about Client Hold
How to Apply a Client Hold from the Order Details Page
Client Hold can be applied directly from an order's details page. This method is best for placing a hold on individual orders.
- Go to Orders > Manage Orders.
- Click the hyperlinked Order Number to open the order details page.
- Scroll to the Holds section in the bottom-right of the page.
- Check the box next to Client Hold.
- Click Update.
Client Hold is not available in the bulk edit tool on the Manage Orders page. To apply it to multiple orders, use Automation Rules or apply it from each order's details page individually.
How to Apply a Client Hold via Automation Rules
Use the Set Client Hold action in Automation Rules to automatically place orders on Client Hold when defined conditions are met — for example, when an order imports with a specific tag or from a specific store.
For step-by-step setup instructions and example rules, see How to Manage Order Holds with Automation Rules.
Pro-Tip
Pair a "Set Client Hold → On" rule at import with a "Set Client Hold → Off" rule triggered by a specific tag or status change to create a fully automated hold and release workflow.
How to Remove a Client Hold
Client Hold can be removed from two places:
- Order Details page: Follow the same steps as applying the hold, but uncheck the Client Hold box and click Update.
- 3PL Client Portal: Clients can manage holds directly from the 3PL Client portal.
Important Notes about Client Hold
- Bulk edit is not supported. Client Hold cannot be applied or removed in bulk from the Manage Orders page. Use Automation Rules for bulk application, or manage holds individually from the Order Details page.
- 3PL Operators cannot set or remove Client Hold. Only the client account that owns the order has control over Client Hold, whether manually or through automation.
- Other hold types are unaffected. Setting or removing a Client Hold does not change the status of Fraud, Operator, Payment, or Address holds on the same order.
- Public API. Client Hold can also be managed programmatically via the ShipHero Public API.
For a full overview of all hold types in ShipHero, see Overview: Order Holds in ShipHero.