Pre-order Setup

10 articles Lan Phuong By Lan Phuong

Set up products, inventory, payments, shipping, and pre-order rules.

How to set up pre-order for specific collections?

This feature will activate the pre-order button exclusively for products belonging to designated collections. By implementing this customization, the pre-order option becomes selectively visible, aligning with specific product categories and enhancing the precision of your marketing strategy. Steps to manage: 1. Kindly go to Setup PreOrder Offer Name & Trigger section in the Information page. 2. Take a look in the Display only on section. 3. Select the Display only when products from specific collections, a search bar collection will appear. 1. Click to the Search collections search bar, all the collections will show 2. Put a check mark on the collections you want to show the pre-order button 1. Click Save to make sure everything has been updated. This tailored display ensures that the pre-order functionality is seamlessly integrated into the shopping experience for products within the specified collections, offering a refined and purposeful approach to your online store presentation. We value your feedback — it helps us continuously improve ForDeer and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Email us: hi@fordeercommerce.io 👉 Explore more apps: Discover more Fordeer apps. 👉 Join our community: Join ForDeer Community to get the latest updates, tips, and special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to set up the stock management?

To set up stock management to control when the pre-order button appears on your store, kindly go to Setting up Stock Management section in the Information page. There are three options for you to choose: 1. Only pre-order when the item is out of stock The Pre-Order button replaces the Add to Cart button when the variant stock in Shopify reaches 0. Once the stock level increases above 0 again, the Pre-Order label is replaced by the Add to Cart button. 2. Always available for pre-order The Pre-Order button permanently replaces the Add to Cart button for the product, regardless of the variant stock status in Shopify. 3. Pre-order is available for a limited Shopify inventory The Pre-Order button replaces the Add to Cart button when the variant stock in Shopify reaches number limit. Once the stock level increases above number limit again, the Pre-Order label is replaced by the Add to Cart button. In this field, besides the first step is putting a checkmark on the option: Pre-order is available for a limited Shopify inventory, you need to set up the Product quantity. We value your feedback — it helps us continuously improve ForDeer and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Email us: hi@fordeercommerce.io 👉 Explore more apps: Discover more Fordeer apps. 👉 Join our community: Join ForDeer Community to get the latest updates, tips, and special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

Supported payment methods for pre-orders

Let's dive deeper into the payment methods compatible with the Pre-Order feature in your Shopify store. Supported Payment Options for Pre-Orders: 1. Shopify Payments: If you opt for Shopify's native payment system, it seamlessly integrates to handle pre-orders, providing customers with a user-friendly process for placing their pre-orders. 2. PayPal Express: A significant player in online transactions, PayPal Express is fully equipped and compatible with pre-orders. Ensure proper setup of this method in your Shopify settings to facilitate these transactions effectively. Key Considerations: 1. Refunds and Cancellations: Given the nature of pre-orders, occasional cancellations may occur. Familiarize yourself with the refund procedures for both Shopify Payments and PayPal Express to facilitate efficient customer service interactions. 2. Transparent Communication: Always be transparent about your pre-order payment policies. A well-informed customer is more likely to trust and continue shopping with you. Choosing the appropriate payment methods for pre-orders not only streamlines the transaction process but also enhances the overall customer shopping experience. With Shopify Payments and PayPal Express, you have the tools to manage and process pre-order transactions effectively, optimizing sales and fostering customer trust. We value your feedback — it helps us continuously improve ForDeer and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Email us: hi@fordeercommerce.io 👉 Explore more apps: Discover more Fordeer apps. 👉 Join our community: Join ForDeer Community to get the latest updates, tips, and special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to select selling plan policy?

Kindly go to Payment page to be able to select the selling plan policy. You are presented with three distinct choices when it comes to selecting your selling plan for the pre-order button. 1. Only the full payment plan If you select this option, during the pre-order process, customers will be charged the full price for the product. On the other hand, you can select discount type for the full payment plan to attract customers to pre-order your products, including currency off and percentage off. Here you can change the name of the full payment plan name to another to meet your needs. When you change the selling plan setting, you will see the changes reflected in the preview section. 2. Full and partial payment plans In the pre-order process, customers are given the flexibility to choose their preferred payment method for the product. They can opt to pay the entire full price upfront or select the alternative option of making a partial payment. In this section, you need to modify the settings for the full payment plan and the partial payment plan. Settings the full payment plan Customers will be charged the full price for the product during the pre-order process. However, you can provide a discount in percentage or currency off to attract them. Besides, you can modify the name of the full payment plan to better suit your individual needs. Settings the partial payment plan Within this option, you have the ability to personalize the plan name and provide a discount code for customers opting for partial payments. A crucial aspect of configuring the partial payment plan involves specifying both the upfront amount customers need to pay and the final payment. Additionally, you can determine the final payment date, choosing between day after checkout or on a specific future date. This level of customization ensures a tailored and seamless partial payment experience for your customers. 3. Only the partial payment In the pre-order process, customers can opt for a partial payment, dividing the total amount in two, with the added option to enjoy a discount. In this option, you can change plan name, offer discount code for your customers when they choose to make a partial payment. The important part of the partial payment plan setting is you need to select the upfront value for the customers need to pay and the final payment. You can choose the final payment is day after checkout or a specific day. We value your feedback — it helps us continuously improve ForDeer and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Email us: hi@fordeercommerce.io 👉 Explore more apps: Discover more Fordeer apps. 👉 Join our community: Join ForDeer Community to get the latest updates, tips, and special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to choose the shipping date?

You can select the date when the pre-ordered products will be delivered - ASAP: If you deliver product as soon as possible, orders will be marked as Unfullfilled status, like common orders. - Not set: If you do not know when you will deliver the product, Orders will be marked with On-hold status. You can transition them to Unfulfilled when you are ready. - Period: If you know the exact number of days for the delivery of the product. Orders will be marked as Scheduled and will automatically change to Unfulfilled at the scheduled date. You can choose the shipping date in the Payment page. After that, kindly click Save at the end to make sure everything has been updated successfully. We value your feedback — it helps us continuously improve ForDeer and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Email us: hi@fordeercommerce.io 👉 Explore more apps: Discover more Fordeer apps. 👉 Join our community: Join ForDeer Community to get the latest updates, tips, and special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to set up the inventory policy?

When a customer places a pre-order for a product on Shopify, the inventory policy comes into play. The inventory policy determines how the system manages stock levels and availability for pre-ordered items. There are two primary inventory policies that are relevant in the context of pre-orders On sale Units purchased will be automatically deducted from the product inventory when the customer completes the checkout. When a customer completes the checkout process on Shopify, the platform will automatically deduct the purchased items from the inventory. On fulfillment Shopify will automatically deduct the purchased items from the inventory when the order is fulfilled. Deduction from inventory after fulfillment doesn't work with the ASAP shipping date! You can select the inventory policy to meet your needs in the Inventory policy section on the Payment page. We value your feedback — it helps us continuously improve ForDeer and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Email us: hi@fordeercommerce.io 👉 Explore more apps: Discover more Fordeer apps. 👉 Join our community: Join ForDeer Community to get the latest updates, tips, and special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to set up the start and end date for showing the pre-order button?

To ensure that the pre-order buttons align with your specified offer, it's crucial to set a specific date range. Here's a step-by-step guide: 1. Navigate to the Information section on the Dashboard page. 2. Scroll down within the Additional rules option until you locate the Date range. 3. Check the Date range checkbox to activate the option. 4. Choose both the start and end dates for your specified offer within the provided fields. 5. Lastly, remember to click the Save button at the end to preserve all the changes. By following these guidelines, you can seamlessly set the date range for your pre-order buttons, ensuring that your offer is effectively triggered only within the specified start and end dates. We value your feedback — it helps us continuously improve ForDeer and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Email us: hi@fordeercommerce.io 👉 Explore more apps: Discover more Fordeer apps. 👉 Join our community: Join ForDeer Community to get the latest updates, tips, and special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to show the pre-order for logged customers only?

To exclusively display the pre-order offer for logged-in customers, follow these steps: 1. Navigate to the Information section in the Dashboard page. 2. Scroll to the Additional Rules and click on it. 3. Within the Additional Rules, check the checkbox that says Show Only for logged customers. 4. After making this selection, click the Save button to preserve all the changes. By following these steps, you ensure that the pre-order offer is visible only to customers who are logged into their accounts, providing a more personalized experience for logged-in users. We value your feedback — it helps us continuously improve ForDeer and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Email us: hi@fordeercommerce.io 👉 Explore more apps: Discover more Fordeer apps. 👉 Join our community: Join ForDeer Community to get the latest updates, tips, and special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to set up the pre-order button event?

To set up the pre-order button, please follow the guidelines below to get your requirements: 1. Navigate to the Style section in the Dashboard page. 2. Select the Advanced settings. You have the flexibility to select the destination page after customers click the pre-order button, offering three distinct options: - Go to cart: redirect to the cart page - Go to checkout: direct to the checkout page - Go to specific URL: navigate to a specific URL of your choice Additionally, you can choose to open a new tab when clicking the pre-order button. 1. After making this selection, click the Save button to preserve all the changes. We value your feedback — it helps us continuously improve ForDeer and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Email us: hi@fordeercommerce.io 👉 Explore more apps: Discover more Fordeer apps. 👉 Join our community: Join ForDeer Community to get the latest updates, tips, and special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!

How to set up pre-order for specific products?

This feature will ensure a pre-order button is visibly presented on a specific product, allowing customers to express interest and place orders in advance of the item's availability. This strategic feature not only engages potential buyers but also establishes a seamless and convenient pre-ordering process for enhanced customer satisfaction. Steps to manage: 1. Kindly go to Setup PreOrder Offer Name & Trigger section in the Information page. 2. Take a look in the Display only on section. 3. Select the Display only on specific products, a search bar product will appear. 1. Press the spacebar key on the Search product, the product list will appear or you can type suggested text by product name or the full product name, the correct product with that name will appear. 2. Click Add to complete the selecting products process. 1. Click Save to make sure everything has been updated. By prominently showcasing the pre-order option, you create a dynamic shopping experience that caters to the preferences of your audience, fostering anticipation and driving pre-release sales. We value your feedback — it helps us continuously improve ForDeer and provide you with a better experience. 👉 Chat with us: Share your feedback directly with our team. 👉 Email us: hi@fordeercommerce.io 👉 Explore more apps: Discover more Fordeer apps. 👉 Join our community: Join ForDeer Community to get the latest updates, tips, and special deals. 🕐 Working hours: 8:30 AM – 5:00 PM (UTC+7), Monday–Friday. We typically reply to live chats within minutes and emails within a few hours. Need help? Feel free to reach out anytime via live chat or email!