Core Setup
Order Processing
Control how orders flow to fulfillment while customers can edit their orders. Choose to hold orders during editing or let them flow normally with release tags.
Set it in the app
1
Open Order Editing
In the Revize app, click Order Editing in the sidebar.
2
Choose processing method
In Order processing, select Hold orders or Skip hold and click Save.
Your options
Hold orders
Orders are put on hold during the editing window, then released for fulfillment when editing closes.
Prevents your 3PL from picking orders too early.
Prevents your 3PL from picking orders too early.
Skip hold
Orders flow normally through your systems. Use a release tag so your 3PL knows when editing is complete.
Good for tag-based fulfillment workflows.
Good for tag-based fulfillment workflows.
How each option works
Hold orders (Recommended)
Hold orders (Recommended)
How it worksOrders are automatically put on hold in Shopify when they’re created. When the editing window closes, the hold is lifted and the order flows seamlessly into your fulfillment system.Why it’s recommended
- Prevents your 3PL from picking orders immediately after checkout
- Ensures edited orders don’t cause fulfillment conflicts
- Simple workflow that works with any 3PL or WMS
- No additional configuration needed
Skip hold
Skip hold
How it worksOrders flow normally through your systems without being put on hold. Revize can add a release tag when the editing window closes to signal your 3PL that the order is ready for fulfillment.Pick this when
- Your 3PL can wait for a release tag before picking orders
- You want to use tag-based workflows instead of hold/release
revize:order_released when editing closes. Configure your 3PL to only pick orders that have this tag.Without a release tag, your 3PL might pick orders before customers finish editing, which can cause fulfillment issues.
Release tag configuration
When you select Skip hold, enable the release tag feature:- What it does: Adds
revize:order_releasedtag when editing window closes - Purpose: Signals to your 3PL that the order is ready for fulfillment
- Benefit: Prevents picking orders that are still being edited
1
Enable release tag
Turn on Add release tag in your Revize settings
2
Configure your 3PL
Set your 3PL to only pick orders with the
revize:order_released tag3
Orders flow safely
Orders flow normally but aren’t picked until editing is complete
Related setup
- Edit window — set how long customers can edit orders
- Fulfillment sync — control when orders release to your 3PL/ERP
- Customer edit options — decide what shoppers can change