Permission required to create plans: Holds Manager
Permissions required to automatically submit orders: Holds Manager, Purchase

Holds Manager lets you respond to demand for titles quickly and easily by building carts or automating orders based on holds. You can create as many Holds Manager plans as you like.

How to create a Holds Manager plan

  1. Click Automate carts from the Shop drop-down menu.
  2. Click Holds Manager.
  3. Click Create new.
  4. Fill out the required questions to create a Holds Manager plan (see the "Holds Manager tips" section below for recommendations and to preview the questions). When you're ready, select Continue to complete your plan.
  5. You'll be taken to a confirmation page where you can review the terms of your plan. If these are all correct, select Save this plan.

How to run a Holds Manager plan

When you create a Holds Manager plan, you'll specify how often you want it to run and whether you want it to save a cart for your review or automatically place a holds-driven order when it runs. Your plan will then run automatically based on your preferences. Each time your plan runs, you'll be notified by email.

At any time, you can also select a plan you've created from the Holds Manager home page and click Run now to have that plan create a cart for you to review within five minutes. Selecting Run now will never place orders automatically.

Holds Manager tips

You'll be asked the following questions when creating your Holds Manager plan. In the sections below, you'll also find tips and recommendations to help you create the best Holds Manager plan for your collection.

Need more help?

If you have any questions about Holds Manager, please contact your Account Manager (whose contact information is listed under the Marketplace Support tab).

Last Updated: Jul 31, 2018 01:33PM EDT