PreProduct has a customer screen which allows you to view all pre-order customers.

You can filter via product, as well as via different conditions including; Charge triggered, Followup charge triggered, Deposit Paid, Paid, Charge not triggered, Followup charge not triggered, Deposit not paid, Not paid, Failed charge. You can also search for customers via name or email address.

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 search for a customers name in the search bar, or alternatively if you want to view all customers who have pre-ordered a specific product you could select the product from the product drop down menu.
• Once you have found the specific customer, you can then click the manage button to view all of their pre-orders.

• To edit a specific pre-order click the + button, here you can edit the quantity and variants, as well as cancel the pre-order (please note you can only edit capture only pre-orders)

• If you make any changes to the pre-order quantity or variants ensure you click ‘Save’.

Steps to charge customers for multiple products at once #

• Navigate to the ‘Customers’ screen in PreProduct.
• From here you can select the products you wish to trigger a deferred-charge for (or send a payment link) as well as add any filters, once you select the products and filters it will bring up all the customers that have ordered one.
• The filters give you a fair bit of control. For example, you could choose: ‘mask a’ or ‘mask b’  plus ‘not charged’ and ‘last 5 pre-orders’. Which 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).
• You can click the ‘status’ button to check on Shopify stock levels and storefront availability for the product.
• Under actions click ‘Charge customers’, this will then show any filters you have selected and the products you will be charging for.