When a user wants to secure items from your listing before officially completing an exchange, they can submit a hold request. As the listing manager, you control whether these requests are approved, allowing you to manage your available inventory effectively.
Learn how to locate hold requests in Circulate, evaluate them, and manage the expiration dates for holds you have already approved.
This article is helpful if:
You are the assigned listing manager for an active listing and have received a new hold request.
You need to review, approve, or decline a pending hold request.
You need to extend the expiration date or cancel an already approved hold.
Who can do this?
The assigned listing manager for the specific listing.
Users with organization admin permissions.
Where is it done?
On the Circulate platform at app.rheaply.com, under Selling > Orders on the Holds tab.
Depending on your organization's configuration, the Holds tab appears only when holds are enabled for your organization.
Understanding hold requests for listing managers
A hold request is a temporary freeze on your available inventory that requires your explicit approval. It functions as a pre-order request. While the requesting user (the recipient) remains in control of when the final order is placed, you must approve the hold before any quantity is actually reserved.
If you approve the request, the requested quantity is temporarily deducted from your available inventory until the hold reaches its expiration date or the recipient finalizes the order. If you decline the request, the quantity remains available for other users to claim.
Review and approve or decline a request
When a user submits a hold request, you will receive a notification. Follow these steps to review and respond to the request:
Navigate to Selling > Orders and open the Holds tab.
Click on the pending hold request, shown with the status Hold Requested, to open the details view. (You can also use the quick Approve and Decline buttons directly on the request card in the list.)
Review the requested quantity and the proposed timeframe.
Click Approve hold to accept the hold and reserve the items.
Click Decline hold to reject the request and keep the items available.
Extend an approved hold
All approved holds carry an explicit expiration date. If the recipient needs more time to coordinate their project, you can extend this deadline.
Navigate to Selling > Orders and open the Holds tab.
Click on the active hold you want to modify, shown with the status Hold Approved, to open its details view.
In the expiration notice near the top of the page, click Extend the expiration date.
Select the new expiration date.
Click Confirm to apply the extension. The recipient will be notified of the change.
Cancel an approved hold
If circumstances change and you need to release the reserved items back into your active inventory before the expiration date is reached, you can cancel an approved hold.
Navigate to Selling > Orders and open the Holds tab.
Click on the active hold to open the details view.
Click Cancel hold.
Confirm the cancellation in the prompt.
Email help@rheaply.com if you have questions or need additional support.