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Customer Screen

1 min read

You can search and filter your pre-order customers, then look at each pre-order within the overarching order. You can also trigger charges and fulfilment against your filtered pre-orders.

If you’d prefer a video walkthrough, we have one here.

How to view customer pre-orders #

  • Navigate to the ‘Customers’ screen in PreProduct.
  • This will then show you all pre-order customers.
  • You can then filter by pre-order state and/or product, as well as search within that filtered criteria.
customers screen
  • Once you have found the specific customer, you can then click the manage button to view all of their pre-orders.
  • To see a specific pre-order click the + button, here you can view and edit the quantity/variants (if the type of pre-order supports it), as well as cancel it.
Expanded pre-order customer view

Charging pre-orders for multiple products #

  • Navigate to the ‘Customers’ screen in PreProduct.
  • From here you can select the products that you wish to trigger charges, fulfilment or payment links for.
  • The filters give you a fair bit of control. For example, you could choose: ‘t-shirt a’ or ‘t-shirt b’  plus ‘not charged’ and ‘last 5 pre-orders’. This would charge the oldest applicable 5 pre-orders in the queue for those two products (adding additional products expands the search instead of narrowing it).
  • After clicking “Charge customers” from the “Actions” drop-down, a pop-up modal will appear. You can click the ‘status’ button to check on Shopify stock levels and storefront availability for the product.
Skip to the 4 minute mark to see a walkthrough of charging

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