Manage customer holds
Find out the different types of customer holds and how the app treats them.
On this page:
Overview
The Account Hold lets you temporarily restrict specific customers from placing orders online. When a customer is on hold, they can still browse your catalog, but will not be able to submit new orders through the web or mobile app.
As part of your onboarding, we've configured holds to align with your ERP settings. However, because the Cut+Dry app syncs with your ERP at different times of the day, there is potential for a hold addition or removal to be delayed. Therefore, you can manually override the holds in our system at any time.
Customers with accounts on hold see a persistent banner in their portal that clearly indicates their account is on hold—helping increase visibility and reduce confusion.
Explore these sections to learn how to manage account holds and understand how Cut+Dry handles different hold types.
Manage holds
1. Select Customers from the navigation menu.
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2. Find and select your customer.
Tip: You can search by Salesperson, use the customer filters, or start typing into the search box.

3. On the customer's Profile tab, look for the Account Hold field. Then, click the purple edit icon.
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4. Click on the dropdown to select an option. Then, click Save.

Result
- The customer will receive a pop-up notification when they start an order.
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- And then, a persistent banner letting them know the status of the account.
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Review customer hold types
General Hold
- Customers can still submit orders.
- A notification informs the customer that their account is on hold.
- Customers are prompted to contact your team to process the order.
Credit Hold (Soft Hold)
- Customers can submit orders, but they will receive an alert stating their account is on hold due to outstanding payments.
- Customers are encouraged to reach out to resolve payment issues before the order is processed.
Hard Hold
- Completely blocks order submission for all users, including Account Executives (AEs).
- Orders cannot be processed until the hold is removed.
Inactive Hold
- Customers cannot submit orders.
- Customers are encouraged to reach out to resolve payment issues before the order is processed.