Pre-order and Backorder

Sell products not currently on-hand based on your established business rules.

There are two methods to ingest inventory data: the OMS user interface to perform a bulk import of a CSV file and the Bulk Import API.

Log-in to the OMS UI using Copilot and use Update Inventory & Bulk Import feature to add inventory in-transit via CSV file.

  1. Click Import in the upper left of the Inventory Overview page.
  2. Download a template by clicking the Import button, then the template here link in the modal box.

  3. In the CSV file, make sure all the fields are filled in the template.

    • Only alphanumeric characters and numbers are allowed; no blank spaces, returns, line breaks or other characters. If any non-alphanumeric characters are detected during upload, the system will return a relevant error message.

    • Always save the file in CSV format and ensure the name of the file does not contain any spaces.

  4. Set the stock type = intransit and add Transit Ref, Transit Order Date and Transit Stock Date. 

  5. Upload the completed CSV file using the Import CVS file dialog box.


Note: Inventory cannot be edited manually in Copilot at this time.  Inventory must be added through csv file import.

CSV file upload
CSV file upload

OMS users can configure and use the Bulk Insert API to sync the inventory positioning from ERP and WMS directly.  

Bulk Insert API documentation page

Merchants have placed a replenishment request with a defined amount of inventory. They have secured a purchase order date of when that order will reach the merchant warehouse and will be available to pick and ship to the customer. 

In order to support this scenario, the merchants need to build the UX frontend for the Product Listing Pages (PLP), Product Description Pages (PDP) and Checkout to notify the customer that the order they are placing is against advance inventory. And they will only receive their item once it is available to ship. 

The information for when the item will be in stock can be retrieved from the fabric OMS API endpoint Retrieve Inventory of Single Item.

Retrieve Inventory of Single Item API documentation page


Set the stock type = intransit and add Transit Ref, Transit Order Date and Transit Stock Date. 

The PDP page will make a call to OMS API endpoint Retrieve Inventory of Single Item. This endpoint will return if the availability of the item is in Stock or Intransit. If it is in transit then the item is set up for back/preorder. 

The PDP will need to display that the product is on backorder with an expected delivery date range. This can be configured using the stock date plus any buffer the merchant wants to add to account for fulfillment and shipping.  

The add to cart function needs to be enabled to do an inventory check based on in transit order quantity > 0 and needs to be set up to be disabled when the intransit quantity = 0. Cart will clearly display that the product is on backorder with an expected delivery date range. These actions can be replicated for checkout as well.  

End shoppers can receive a confirmation email upon successfully placing an order with a backordered item that tells them the order is on backorder and the expected delivery timeframe. 

Other optional settings can include the in-stock item and a backordered item within the same transaction. The in-stock item should be allowed to ship immediately and the backorder item can be shipped based on the stock availability date. Also, the shopper can be charged based on the product being shipped when the order is back-ordered. 

Merchants have the intent to continually receive advance orders with a defined amount of inventory, however there is not a current purchase order placed when the on hand inventory is sold out or have no intimation when the inventory will be stock. 

The PDP will need to display that the product is on backorder with an expected delivery date range or message. This estimate is purely based on a static range not based on any actual date coming from inventory service. 

The add to cart function needs to be enabled to do an inventory check based on in transit order quantity > 0 and needs to be set up to be disabled when the intransit quantity = 0. Cart will clearly display that the product is on backorder with an expected delivery range. These actions can be replicated for checkout as well.  

End shoppers can receive a confirmation email upon successfully placing an order with a backordered item that tells them the order is on backorder and the expected delivery timeframe or message stating when the item will be tentatively delivered.

Other optional settings can include the in-stock item and a backordered item within the same transaction, the instock item should be allowed to ship immediately and backorder can be shipped based on the stock availability date. Also the endshopper can be charged based on the product being shipped when the order is back-ordered.

Last update: Oct 18, 2021

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