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How do I hold until plan ship date in Quick Quote

Customer are able to request an order be held until a specific date. This is called, holding until Plan Ship Date. 

Examples may include; school is on break, college warehouse won't accept early, etc. 

When in the draft of the quote, the user is able to navigate to the freight section of the quote.

  • In the top right corner there is a field for a "Plan Ship Date" as well as a toggle to "hold until plan ship date". 

  • This function will still keep the order in line with production, but the warehouse won't ship it until that Plan Ship Date arrives. 

    Screenshot 344