BackOrder – User Guide

Change Log

V1.0

V1.1 – What’s new in 1.1

  • New Assignment page
    • Merchants can now fill in product backorder setting while assigning products 
    • Merchant can now make bulk assignment easier with new Bulk Assignment Flow
  • New Setting page
    • Storefront Template & Packing Slip are now moved to Setting, which means these will apply to all assigned products to Backorder. 
  • New Product Detail Page
    • Backorder Threshold & Stock are moved to product level. 
    • Merchants can now update product purchasability right from the Backorder application from the product detail page. 
  • New Product Management Page
    • Merchant can now manage & preview product purchasability from the product management page.
  • Improved UI & UX 
  • Minor improvements to the Report page. 
  • Fix Bulk assignment bug.

To set up for Backorder, you will need to follow these step below:

  1. Setup backorder switch condition
  2. Setup your Backorder Templates
  3. Assign your products
  4. Import Product Stocks

Store Owners will need to set up conditions for products to be switched to backorder automatically. 

1.1. Set a Backorder Switch Condition 

  • Go to the setting tab

  • Input a number into backorder switch condition 

  • Click Save to save changes

This setting will help you determine when a product will be switched to Backorder automatically

 

1.2. Set up Storefront Setting

Store Owners can configure how the Backorder button appears and customize the backorder description via storefront setting. 

1.3. Set up Notification

Store Owner and Operator can receive notification for the following events:

  • Product assigned to the Backorder app

  • Backorder enabled for a product 

  • Backorder disabled for a product 

  • Product unassigned from the Backorder app

To configure the email for these notifications, user can go to Notification Setting: 

When a product is assigned to Backorder, to help users enable Backorder automatically & quickly, the assigned product will receive it’s backorder setting from the preset template. 

There are some required elements on a template as below: 

  • Storefront Template

  • Stock Template

  • Fulfilment Template

3.1. Storefront Template

Storefront template helps user dictate customer’s experience such as

  • Backorder button

  • Backorder message

  • Cart message

3.2. Threshold & Stock Template

Threshold & Stock template helps managing the product in backorder status

  • Backorder Threshold 

    • The limit quantity of backorder for a product. You can use this number to control the number of backorder quantities for each product. Note that when threshold runs out, product will be automatically disabled, refer to Disable Backorder

  • Incoming Stock

    • The quantity of incoming stock to your warehouse 

  • Back in Stock date

    • The date of when this product should be back in stock. When this date arrives, backorder will be automatically disabled. 

3.3. Packing Slip Template

Packing templates is what user can use to notify customer about order containing backorder products when shipping 

3.4. How to use templates

The templates are values that will be automatically given to a product that is being assigned to the backorder app. This way every product assigned to the backorder app will receive the same data immediately without having to manually update every single product.

To be able to control how many products can be automatically Backordered at the same time, you will need to assign your products to backorder using the assignment function. 

  • Go to Assignment tab & search for the product you want to assign

  • Toggle a product to assign to Backorder app

  • Once the product is assigned, you should be able to see it under the Assigned Products section & in Product Management Tab

In case you are assigning variants within a product, the other related variants will be synchronized as well. You should still be able to update the related variants stock & purchasability from the Product Management tab.

NOTE

  • Assigned products will have it’s stock tracked by the Backorder app. 
  • Once a product is assigned, it’s purchasability will be managed by the Backorder app which you can edit from the product detail screen on Backorder App. Please do not change this on BigCommerce admin dashboard
  • Once the product is assigned, inventory tracking on BigCommerce will be turned off. The stock number will be tracked from the Backorder side. Please do not change this on the BigCommerce side otherwise it might affect how Backorders behave. 

Once a product is assigned to the Backorder app, stock and purchasability of the product will be managed by the Backorder app. Merchant will be able to edit

  • Purchasability 
  • Stock number 
  • Back Order Threshold. 

To edit product details on the Backorder app, head to the product tab and click on Edit Detail

A screen slider should appear to edit product details as follow.

From here user should be able to: 

  • Change product purchasability 
  • Change product’s stock 
  • Change Stock Setting 
  • Change Backorder Setting 

Edit Product Purchasability

Changing product purchasability from the Backorder app can be done using the product detail screen.

NOTE

  • Please note Backorder will be managing product purchasability so if you are updating this from BigCommerce, Backorder will not behave as expected.

6.1. Automatically Enable Backorder Status

Once a product is assigned to Backorder, to allow backorder enabled automatically, you will need to ensure that Backorder can track your product stock. 

  • In case you are tracking your inventory on Bigcommerce, don’t worry, Backorder will automatically sync the stock amount over and dynamically keep track just like in BigCommerce. 

  • In case you are using an Inventory management to track inventory, you can assign products & need to import your stock into backorder for tracking. 

If you are looking for integration with 3rd party platforms for inventory management, please contact us at [email protected]gritglobal.io

6.2. Manually Enable Backorder Status

  • Once a product is assigned to Backorder, locate the product in the Product Management Tab

  • Click on edit Backorder from the drop down button toggle from Action column to view product details & enable

After backorder is enabled for a product, you will receive a notification email about enablement.

When backorder is disabled for a product: 

  • Store Owner will receive a notification email about backorder disable 
  • The product will be switched to unavailable for purchase after backorder is disabled 

Disable Backorder Status Automatically

Backorder status can be disabled automatically in 2 scenarios: 

  • Disable on the Back in Stock Date 
  • Disable when Backorder threshold runs out

Disable Backorder Status Manually 

To disable backorder status for a product manually, simply go to the Product Tab & locate Edit Backorder button from Action column.

NOTE

  • To continue selling the product, store owners will need to switch products to available for purchase from the Backorder app. 
  • To allow the product to be automatically backordered again, please also make sure to input stock numbers into the Backorder app so product stock can be tracked.

Unassign products will mean that the product is no longer tracked by the Backorder app. Unassign products can be used when store owners need to assign new products to allow automatic backorder instead. 

To unassign products, simply go to the assignment page & toggle to disabled:

NOTE

  • Stock data will be returned to you via email 
  • Product purchase will be disabled to ensure no discrepancy in stock tracking. 
  • You can continue to assign the product again if needed. 

In case a product’s stock is not available in Bigcommerce, the store owner will need to input the stock number into Backorder. Using the Import function will allow stock to be updated in mass smoothly. 

Import Product data

  • To import, head to the import tab

  • Download the product template using the download button 

The downloaded file will contain all assigned product’s detail so you can fill in the following information: 

  • Stock
  • Backorder Threshold
  • Incoming Stock 
  • Back in stock date

  • Import file back into Backorder using the Browse File button


  • Once imported, the system will notify on importing is successful or not