As of February 1st, 2026, to streamline our internal processing and improve visibility for your team (while also reducing the chance of items getting lost across threads or handoffs) we’re updating our workflow for orders flagged as too soon to fill.
Current process:
When an order is identified as too soon to fill, it’s placed On Hold. A processor then shares the order details and next eligible fill date with our Partner Support team, who relays that information to your team and waits for confirmation before scheduling.
What’s changing:
Because these orders are almost always ultimately scheduled, we’re simplifying the process by removing the On Hold step and moving directly to scheduling the order for the next eligible fill date.
What this means for you:
• If connected via API, your team will receive a webhook notification when the order is scheduled & will also see it on the Dashboard.
• If not API connected, all scheduled orders will appear at the top of the Orders view in the Dashboard for quick reference. This updates in real time, so simply logging into your Dashboard will give you visibility into Scheduled orders. You can also filter to this order status to see them all in one view, and export if desired!
• From there, your team can keep the order scheduled, cancel it, or place it on hold for another reason if needed.
We expect this update to provide quicker visibility into upcoming fills, reduce back-and-forth communication, and minimize downtime when confirming scheduled dates.