{"id":551588,"date":"2026-07-31T10:18:12","date_gmt":"2026-07-31T10:18:12","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=551588"},"modified":"2026-07-31T10:18:20","modified_gmt":"2026-07-31T10:18:20","slug":"user-guide-for-erpnext-website-pre-order","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/user-guide-for-erpnext-website-pre-order\/","title":{"rendered":"User Guide for ERPNext Website Pre Order"},"content":{"rendered":"\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Introduction<\/h2>\n<\/div><\/div>\n\n\n\n<p>ERPNext Website Pre Order lets stores manage pre-order sales through ERPNext Webshop.<\/p>\n\n\n\n<p>The Website Pre Order app adds pre-order settings to Items and Website Items, then uses those settings on product listings, product pages, carts, and orders.<\/p>\n\n\n\n<p>When enabled items are ordered, the app creates linked Pre-Order records from the Sales Order flow and tracks their payment and fulfillment status.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Prerequisites for using ERPNext Website Pre-Order<\/h2>\n<\/div><\/div>\n\n\n\n<p>ERPNext Website Pre Order works in conjunction with the following apps:<\/p>\n\n\n\n<p>1. ERPNext<\/p>\n\n\n\n<p>2. Webshop<\/p>\n\n\n\n<p>3. Payments<\/p>\n\n\n\n<p>You must install the above-mentioned apps to use ERPNext Website Pre Order.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Features<\/h2>\n<\/div><\/div>\n\n\n\n<p>1. Enable or disable pre-orders globally from Pre-Order Settings.<\/p>\n\n\n\n<p>2. Configure default full or partial payment rules.<\/p>\n\n\n\n<p>3. Set default minimum and maximum pre-order quantities.<\/p>\n\n\n\n<p>4. Enable item-level pre-order settings on Item records.<\/p>\n\n\n\n<p>5. Show pre-order badges and ribbon labels on Website Item listings.<\/p>\n\n\n\n<p>6. Replace website cart actions with Pre-Order when the item qualifies.<\/p>\n\n\n\n<p>7. Apply pre-order pricing and quantity rules during checkout.<\/p>\n\n\n\n<p>8. Create linked Pre-Order records from submitted Sales Orders.<\/p>\n\n\n\n<p>9. Track pre-order status, payments, remaining amount, and linked invoices.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Installation<\/h2>\n<\/div><\/div>\n\n\n\n<p>1. After purchasing the app from the Webkul store, you will receive a link to download the module ZIP file.<\/p>\n\n\n\n<p>2. Extract the downloaded ZIP file, and you will see a folder named \u2018erpnext_website_pre_order\u2019.<\/p>\n\n\n\n<p>3. Set up the module in your Git repository.<\/p>\n\n\n\n<p>4. If the app is hosted on GitHub, fetch it using the command:<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">bench get-app --branch main \n\nhttps:&#047;&#047;github.com\/your_account\/erpnext_website_pre_order.git<\/pre>\n\n\n\n<p>(Replace \u201cmain\u201d with your branch name and replace the \u201cHTTPs URL\u201d with your HTTPS clone URL.)<\/p>\n\n\n\n<p>5. Install the app on your site using the command:<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">bench --site &lt;your-site_name&gt; install-app erpnext_website_pre_order<\/pre>\n\n\n\n<p>6. Finally, run the \u201cbench migrate\u201d command to complete the installation.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Workflow<\/h2>\n<\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Backend Configuration<\/h3>\n\n\n\n<p>1. Open Selling from the ERPNext backend.<\/p>\n\n\n\n<p>The app adds a Pre Order section with links for Pre Order Received and Pre Order Settings.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"919\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/a-n-1200x919.webp\" alt=\"1\" class=\"wp-image-551792\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/a-n-1200x919.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/a-n-300x230.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/a-n-250x192.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/a-n-768x588.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/a-n-1536x1177.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/a-n-2048x1569.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>2. Open Pre Order Settings to configure global pre-order behavior.<\/p>\n\n\n\n<p>Enable Pre-Orders to turn on website pre-order behavior for items that have pre-order enabled.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"919\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/two-1-1200x919.webp\" alt=\"2\" class=\"wp-image-551793\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/two-1-1200x919.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/two-1-300x230.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/two-1-250x192.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/two-1-768x588.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/two-1-1536x1177.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/two-1-2048x1569.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>3. In Pre Order Settings, configure the default payment and quantity values.<\/p>\n\n\n\n<p>You can choose the Default Payment Type as Full or Partial, set the Default Partial Payment Percent, and define default minimum and maximum quantities.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"540\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/three-1-1200x540.webp\" alt=\"3\" class=\"wp-image-551794\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/three-1-1200x540.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/three-1-300x135.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/three-1-250x112.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/three-1-768x346.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/three-1-1536x691.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/three-1.webp 1918w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>4. In Pre Order Settings, configure stock-based pre-order switching if required.<\/p>\n\n\n\n<p>Enable Auto Enable Pre-Order on Low Stock and set the stock quantity at or below which enabled items switch to pre-order.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"919\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/four-1-1200x919.webp\" alt=\"4\" class=\"wp-image-551795\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/four-1-1200x919.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/four-1-300x230.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/four-1-250x192.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/four-1-768x588.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/four-1-1536x1177.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/four-1-2048x1569.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>5. Open an Item and go to the Pre-Order tab.<\/p>\n\n\n\n<p>Enable Pre-Order to allow the item to use the pre-order flow on the website.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/five-1-1200x943.webp\" alt=\"5\" class=\"wp-image-551796\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/five-1-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/five-1-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/five-1-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/five-1-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/five-1-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/five-1-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>6. On the Item, enter the Pre-Order Price.<\/p>\n\n\n\n<p>This price is used when the item is handled as a pre-order item.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/six-1-1200x943.webp\" alt=\"6\" class=\"wp-image-551797\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/six-1-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/six-1-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/six-1-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/six-1-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/six-1-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/six-1-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>7. On the Item, use Override Global Pre-Order Settings when this item needs its own payment and quantity rules.<\/p>\n\n\n\n<p>The item can then use Payment Type, Partial Payment Percent, Minimum Pre-Order Quantity, and Maximum Pre-Order Quantity.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/seven-1-1200x943.webp\" alt=\"7\" class=\"wp-image-551798\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/seven-1-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/seven-1-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/seven-1-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/seven-1-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/seven-1-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/seven-1-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>8. On the Item, add Pre-Order Deadline and Expected Availability Date if required.<\/p>\n\n\n\n<p>The pre-order deadline must be today or later, and expired deadlines stop the item from being treated as an active pre-order.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/eight-1-1200x943.webp\" alt=\"8\" class=\"wp-image-551799\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/eight-1-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/eight-1-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/eight-1-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/eight-1-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/eight-1-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/eight-1-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>9. On the Item, enable Force Pre-Order CTA if the website should show the pre-order action even when stock is available.<\/p>\n\n\n\n<p>You can also enable item-level Auto Enable Pre-Order on Low Stock and set the item stock threshold.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/nine-1200x943.webp\" alt=\"9\" class=\"wp-image-551800\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/nine-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/nine-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/nine-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/nine-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/nine-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/nine-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>10. Open the linked Website Item and go to the Pre-Order section.<\/p>\n\n\n\n<p>Enable Show Pre-Order Badge to show a ribbon on website product listings.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/ten-1200x943.webp\" alt=\"10\" class=\"wp-image-551801\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/ten-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/ten-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/ten-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/ten-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/ten-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2026\/07\/ten-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Need Help?<\/h2>\n<\/div><\/div>\n\n\n\n<p>Hope you find guide helpful! Please feel free to share your feedback in the comments below.<\/p>\n\n\n\n<p>If you still have any issues\/queries, please create a ticket at the <a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\" rel=\"noreferrer noopener\">UV Desk<\/a>.<\/p>\n\n\n\n<p>I hope this helps. In case of any further queries, contact us at our <a href=\"mailto:support@webkul.com\" target=\"_blank\" rel=\"noreferrer noopener\">support mail<\/a>.<\/p>\n\n\n\n<p>Thanks for paying attention!!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>ERPNext Website Pre Order lets stores manage pre-order sales through ERPNext Webshop. The Website Pre Order app adds pre-order settings to Items and Website Items, then uses those settings on product listings, product pages, carts, and orders. When enabled items are ordered, the app creates linked Pre-Order records from the Sales Order flow and tracks <a href=\"https:\/\/webkul.com\/blog\/user-guide-for-erpnext-website-pre-order\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":736,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16119],"tags":[14730],"class_list":["post-551588","post","type-post","status-publish","format-standard","hentry","category-erpnext","tag-erpnext"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User Guide for ERPNext Website Pre Order - Webkul Blog<\/title>\n<meta name=\"description\" content=\"ERPNext Website Pre Order manages pre-order products, checkout pricing, Sales Order links, payments, and fulfillment.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/webkul.com\/blog\/user-guide-for-erpnext-website-pre-order\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"User Guide for ERPNext Website Pre Order - 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