User Guide for Magento 2 Pre-order

Magento 2 Pre Order extension allows the customer to pre-order products that are not yet available at the online store.

With the help of the Magento 2 backorder extension, the admin can allow customers or guest users to place orders for upcoming or unavailable products in the store.

The admin can set whether the customer will pay a full or partial amount for the product.

Additionally, You can also check the Magento 2 Scan and Go extension if you require to enable a self checkout system for customers in your physical outlet.

Using the Magento 2 One Step Checkout extension, streamline your entire checkout process into a single page for a faster customer experience.

Check the Magento 2 backorder Plugin working in the video mentioned below –

• The buyer can pre-order products.
• Magento 2 backorder module also supports the product with custom options.
• Set a custom message to display on the preorder product page.
• Admin can set preorder status and availability dates.
• Using Magento 2 Pre Order modules customers can pay the full or partial payment.
• Set the custom percentage of the partial amount to pay for pre-ordering.
• Customers can receive an automatic email notification when a product is made available in the store and removed from the PreOrder state.
• Customer can also order preorder product with normal product.
• Customer can also order two preorder product at once.
• Guest users can also use the pre-order feature and place orders.
• The admin can display Free Preorder notes to customers.
• Multi-Lingual support / All language working including RTL.
• Magento 2 backorder Plugin is compatible with the Hyva Theme.
• The code is fully open & you can customize it according to your need.

Note –

• Partial payment info is visible on the product page and the cart page only when admin enables the partial’s payments from the configurations.
• For the configurable, bundle and grouped products admin needs to add its associate product in the preorder state.
• All product types are compatible only with module version 3.0.0 and above. Module Versions below 3.0.0 will only support Simple, Configurable, Downloadable, and Virtual Products.
• MSI is compatible with module version 3.0.0 and above (not compatible with versions below 3.0.0).

Customers will get a zip folder and they have to extract the contents of this zip folder on their system.

The extracted folder has an src folder, inside the src folder you have the app folder.

You need to transfer this app folder into the Magento2 root directory on the server as shown below.

After the successful installation, you have to run these commands in the Magento2 root directory.

You need to run the following commands:

php bin/magento setup:upgrade

php bin/magento setup:di:compile

php bin/magento setup:static-content:deploy

php bin/magento indexer:reindex

php bin/magento cache:flush

For the multilingual support, the admin will navigate through Store->Configuration->General ->Locale Options

Then select the locale as German (the language the admin wants to translate his store content).

If you want to translate their module language from English to German then follow the path app/code/Webkul/Preorder /i18n

It is the unzipped Magento2(Adobe Commerce) Preorder folder and then you will get a CSV file with the name “en_US.csv”.

Now, rename that csv as to your region code and language code “de_DE.csv” and translate all right-side content after the comma in your language.

After editing the CSV, save it and then upload it to the path app/code/Webkul/Preorder /i18n where you have installed Magento 2 on the server.

Magento 2 Pre Order plugin will get translated into your desired Language. It also supports RTL and LTR languages.

The user can edit the CSV like the image below.

For configuring Magento 2(Adobe Commerce) Pre-order extension go to Stores>Configuration>Webkul>Pre-order. The following options will be available:-

Enabled- Select Yes or No to pre-order the products.

Preorder Type – Select how the customers will make the payment for pre-order – Full Payment or Partial Payment.

Preorder Message – You have an option to display a small message on the pre-order product page.

Enable Automatic Email – When the product is made available in the store, the customers receive an email notification for completing the order process.

Select Yes for auto-email notification, else select No for manual email notification.

Store Email Address – Enter the sender’s email address for the pre-order email notification.

Email Order Note For Preorder – You have to enter a note or a message for the order email.

Free Preorder Note – Enter the message for the preorder product page that requires no advance payment.

The Preorder Percent must be ‘0’ to display this note. This note will be visible on the product page.

The product In Stock Email Template – Select the email template for the product availability notification which will be sent to the customers.

Preorder Additional Fee Type – Select the preorder additional fee calculation type as fixed or percentage.

The preorder additional Fee – Enter the preorder additional fee amount.

If you are using module versions below v3.0.0  such as – v2.1.0, 2.0.6, 2.0.5, etc

If the store admins are using the Initial versions i.e. module version less than 3.0.0, they need to make some changes to the configuration.

After which the PreOrder product will be displayed in the store.

The admin needs to navigate to Store -> Configuration -> Catalog -> Inventory -> Stock Options.

Here on the Display Out of Stock Products, select the Yes option. After that click on the Save button.

After this, on the product edit/creation page, the admin will set the Stock Status as In Stock, quantity 0, and enable the PreOrder status for the product.

Then enter the PreOrder Availability Date that will be visible on the product page at the front end.

Also, enter the maximum PreOrder quantity of the PreOrder product that can be placed by the customers.

The admin can even charge Pre-order Additional fees to customers. For this, the admin needs to navigate to Customer -> All Customers as per the below image.

This will redirect the admin to the customer list page.

Here, the admin will select the customer from the list to define the preorder additional fee.

Under the Account Information section, the admin will –

• Allow Custom Preorder Fee: Set Yes to allow the preorder additional fee. Else set No.
• Preorder Fee: Enter the preorder additional fee amount.
• Preorder Fee Calculation Method: Select the preorder additional fee calculation type as fix or percentage.

And finally hit the Save Customer button.

Now the admin needs to go to Catalog>Product and Edit the product.

• Pre-Order – Then, set the Pre-Order option as ‘Yes’
• Availability – Select the date of Product Availability.
• Maximum Pre-order Quantity– And can also define the allowed preorder product purchase limit for the customer.

You can enable or disable the action of assigning products to Pre Order.

After selecting all the products click on the Apply Pre-Order option.

• Stock Status:  Select the status of the product In stock or out of stock.
• Quantity: Enter the available quantity of the product.
• Pre-Order Availability: Select the date when ever you want to start the pre-booking or pre-order of the product.
• Pre-Order Quantity: Set the limit on how much quantity will be pre-ordered.

The customer will see the various information about the pre-order:

• Partial Payment Info
• Preorder Message
• Product Availability Date
• Pre Order button

The pre-order extension works with all types of products. In the configurable product, the admin can set the Pre-Order Status as Yes for any of its associated products.

Case 1 – Full Payment

The product purchase process is the same as before, the customer can make the full payment including the shipping cost, and place the order.

Now, when the product is available on the store, the customer receives an email notification.

Case 2 – Partial Payment

In partial payment, two separate orders IDs are created for completing the pre-order process. In the first order, the customer pays some percentage of the product’s price plus the shipping cost.

When the product is available on the store, the customer receives an email notification for making the remaining payment using the second-order ID.

Shopping Cart:

After adding the product to the shopping cart, the customer can see the following details about preorder:

• Type: The type can be preorder the product.
• Payment Type: The preorder type can be partial or full payment for preordering the product.
• Preorder Percent: Here the percentage of the partial type payment is set by the admin.

Once the order is placed, the customer can view the order information from My Accounts>My Orders section.

When the product will be available on the store, the customers will get an email notification. Then they can complete the order and pay the remaining amount.

After clicking the link in the email, the order page will open to the customer. Here, the customer will see the ‘Complete Preorder‘ button.

After clicking on Complete Preorder, the remaining amount will be added to the shopping cart.

The product will have a new image and a new name as it is a part of the preorder product.

Also, at the checkout, the customer will not have to pay for the shipping again.

When the remaining payment is paid for the pre-order product, the customer can see the second-order information from ‘My Account>My Orders’.

The admin can view the preorders easily as per the below image.

The admin can even see a list of all the pre-orders received on the store under a separate section by navigating to Preorder>View Preorder.

On the following page, the admin will see the Order, Purchase Date, Product Name, Customer Name, Customer Email, Paid Amount, Remaining Amount, Preorder Type, and Preorder Status.

To view the detailed order information, click View Order.

You can also set the catalog price rule for pre-orders Marketing> Catalog Price Rule> New Rule.  you have to set the condition and selected YES from the drop down list.

Then you have to select some action as per the condition.

You can also set the cart price rule for pre-orders Marketing> Cart Price Rule> New Rule. 

Then set the condition and select YES from the drop-down list. Then you have to select some action as per the condition.

To send an email notification to the customer, first, select the customers from the list. Then go to Actions and select Notify Customers option.

A pop-up confirmation box will appear, click OK and an email will be sent to the customer if the product is available.

Here is the sample Product Availability Email Notification.

The guest users can also use pre-order functionality without logging into the store. After clicking the Pre Order button, the product will be added to the cart.

The guest users then have to go to the checkout and fill in the information.

For Sign In you can click on the Sign In button.

After that, the guest users will select the payment method and place the order. Order ID will be created for guest users. The guest users can check the pre-order details using their email address.

In the store backend, the admin can check the pre-orders details of the guest users as well.

After clicking any of the pre-order from the list, the admin can see the detailed information about the pre-order.

Once the invoice has been generated and the product is available, an email notification will be sent to the guest user for completing the pre-order.

The guest user can complete the pre-order either by clicking the link in the email or go to the store and click ‘Orders and Returns‘ option in the footer section.

After clicking the Orders and Returns the guest user will be redirected to order and return page. Here the guest user will provide essential data for viewing their order like:

1. Order ID: Here the guest will provide the order ID
2. Billing Last Name: The last name which was given during the time of partial payment billing.
3. Find Order By: The order can be search based on the email or zip code.
4. Email: The email address provide for the preorder.

On submitting the order details the guest user will redirect to the order information page for completing the preorder via the “Complete Preorder” button.

The guest users will see the partial preorder reference and the remaining amount to pay on the shopping cart page.

That’s all for Magento 2 backorder (Preorder) module still have any issues feel free to add a ticket.

And let us know your views to make the module better http://webkul.uvdesk.com/ You may also check our quality Magento 2 Extensions.