How to set 'on hold' order status during reserve time in ReConvert | Shopify
How to set 'on hold' order status during reserve time in ReConvert | Shopify
ReConvert allows you to change an order’s status to on hold during the reserve time for upsells made on the thank you page and order status page. This ensures that orders are not prematurely processed while customers review and complete their upsell purchases. It also allows for better warehouse-management, particularly where multi-location warehouses are involved and products in a customer's order are from different locations.
By default, on the post purchase pages, Shopify already marks orders as on hold until payment is completed, but previously, upsells from the thank you page and order status page were not included in this process. (Checkout upsells for Shopify Plus merchants remain in draft since no payment has been made). Now, the thank you and order status pages also follow the same logic, keeping orders on hold until the upsell offer is accepted, declined, or the reserve time expires.
If you would like the fulfillment status during thank you page and order status page to read as 'unfulfilled' then you can leave the checkbox in step 6. disabled.
How to enable 'on hold' status for reserved items on thank you and order status pages
- Go to ReConvert → Settings
- Scroll to Order settings
- Find the items reserve time section
- Enable the checkbox: Change order status to on-hold during reserve time
- Check the reserve time is as you wish for these pages (default: 60 minutes, as per post purchase pages)
- Save your settings
How the Shopify orders page appears when the checkbox is enabled
- Customer places an order (payment status: paid; fulfillment status: on hold)
→ post-purchase page 1 is shown
- If the upsell is accepted, ReConvert edits the order and updates the item list (payment status: paid; fulfillment status: on hold)
- If the offer is accepted but not paid within the reserve time, the additional item is removed, and the order status is updated accordingly
- If the offer is declined ReConvert will not edit the order, the item list remains the same as per the original order (payment status: paid; fulfillment status: on hold)
→ post-purchase page 2 is shown
- If the offer is accepted, ReConvert edits the order and updates the item list (payment status: paid; fulfillment status: unfulfilled)
- If the offer is accepted but not paid within the reserve time, the additional item is removed, and the order status is updated accordingly
- If the offer is declined ReConvert will not edit the order, the item list remains the same as per the original order (payment status: paid; fulfillment status: unfulfilled)
→ an upsell is accepted on the thank you page or order status page (still requires payment)
- the item will now remain in reserve for the period defined in your ReConvert settings. While it is in reserve, the following tabs will display:- payment status: partially paid; fulfillment status:on hold)
- If the offer is paid for, or the defined reserve time expires (whichever is sooner), ReConvert edits the order and updates the item list (payment status: paid; fulfillment status: unfulfilled)
Why this matters
- Prevents fulfillment issues while upsell transactions are in progress
- Ensures accurate order management and better warehouse management by keeping the order on hold while activity is still commencing within a particular order
- Minimizes inventory conflicts caused by pending upsell additions
FAQs
What happens if a customer doesn’t complete the upsell purchase
If the reserve time expires, the additional item is automatically removed, and the order status updates to fulfilled & paid
Can I customize the reserve time
Yes, you can set a custom reserve time in the ReConvert order settings (default: 60 minutes)
Does this affect fulfillment or payment statuses
No, the order remains partially paid if the upsell is pending. Once finalized (either completed or declined), it updates to unfulfilled & paid
Well, that’s a wrap!
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Updated on: 02/03/2025
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