Pre-orders and splitting or holding orders

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Tourist
5 0 2

I know taking pre orders in Shopify is relatively straightforward. Here's my issue.

 

Our warehouse cannot hold orders and then process them when quantity is received. And they also cannot process an order on an existing order number, so if the order has 2 items -- one on pre order, one in stock -- the item that's on pre order would have to be processed on a new order number once stock is available. The warehouse is suggesting we split and hold the orders back in our ERP, but we aren't sure how to do this.

 

Is there an app in Shopify that can help us sort out this problem? Can Shopify hold the order until quantity is updated? Can Shopify split the order at checkout so 2 separate order numbers are created? Or something else entirely that could help?

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Shopify Partner
49 2 6

Hello @rfletcher,

 

When you say "our warehouse", am I correct to assume that you are using a third party warehousing solution or is it your own warehouse?

 

This type of order management is something our system does...it handles back orders, splitting orders based on what is in stock and can be fulfilled vs what is on inventory hold, then automatically releasing the balance of the order once you receive the inventory into stock.

 

Let me know if you'd like to setup a time to discuss in more detail.

Chad Richardson
Mozzo Software - Modular Software that grows with you from solopreneur to a 200 person mega team. Why keep outgrowing your Shopify Apps? Start with us, and just use the modules you need, then add more as you grow. http://MozzoERP.com
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Tourist
5 0 2

Yes, it's a third party warehouse, but we are not looking to switch ERP platforms. We are on Dynamics Navision 2013 and will remain on the Nav platform.

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New Member
1 0 1

This is also a problem for us and our 3PL regarding pre-orders mixed with items in stock. We would like to ship what is available, and hold the remaining until there is stock available. But we only want the customer to have to order and pay once. Our 3PL is saying they would require a new order number for each new shipment. They cannot ship one line item and then hold other line items until available in the warehouse.

Business scenario:  3 order line items - 1 ships today, 1 ships next week, and the last one ships in 2 weeks.

We are trying to work with the 3PL on an approach, but wondering if anyone has solved this on the Shopify side to split the order, or integration side, or via app?  

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New Member
2 0 1

I'm having the same issue. As far as I can tell, this has to be a solution set up by our ERP, but I was trying to avoid this. If there are any apps that can "pause" an order in Shopify and not send it to our ERP until a product has inventory (or until we flip a switch), I would happily pay for this service. I, too, cannot change our ERP.

 

Thanks,

Tim

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Shopify Partner
49 2 6

Yes, typically 3PLs don't do Order Management. They just ship. Some will though use your system to fulfill with. i.e. if you used our system, they could have a login and ship using it, and it would handle only telling them to ship orders you have inventory for. You could ask them if that is an option.

Mozzo's Order Management allows you to place an entire order into a Back Order status, which then it waits until you receive new inventory, at which point it will automatically release it to ship.

Or, if you want to split the order and ship what is available, we do that as well...and again, the new split Back Order will auto release upon receipt of more inventory.

Here's a video that explains it a bit. But note that we also just yesterday, greatly improved the process for splitting orders. It is now faster and much more intuitive.

https://www.youtube.com/watch?v=KqN3idXoGpo

Mozzo is however, a separate app, and ERP, so if for those of you that already have an ERP, that's a big change usually for an organization.

But if you don't use any sort of ERP and are looking to build a better foundation as you grow, Mozzo is a great way to do that. It gives you all sorts of advanced Order Management, Inventory Management, fulfillment strategies, and integrates with QuickBooks and more. If you feel like you're internal processes are about to implode, we can help you stream line them to make you ready with a strong foundation for continued growth.

 

Chad Richardson
Mozzo Software - Modular Software that grows with you from solopreneur to a 200 person mega team. Why keep outgrowing your Shopify Apps? Start with us, and just use the modules you need, then add more as you grow. http://MozzoERP.com
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New Member
2 0 1
Thanks for the information and offering to help. We do have and ERP and we'll have to make modifications to our system to accommodate pre-orders. Thank you!

Tim
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Shopify Partner
49 2 6

Yep, make sense Tim. Good luck with it.

Chad Richardson
Mozzo Software - Modular Software that grows with you from solopreneur to a 200 person mega team. Why keep outgrowing your Shopify Apps? Start with us, and just use the modules you need, then add more as you grow. http://MozzoERP.com
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Tourist
7 0 2

Hi Chad,

catching up on this thread and wondering if MozzoERP would allow for split PO automation for backorders that come through vs manually having to "move items/split off of order" to backorder status once the customer places the order? If I understood the youtube video correctly it appears splitting POs for items with multiple deliveries ie backorder status is a manual process(?); and after that manual split is instated, the allocation of items for that backorder is automated? 

I think my apprehension is how the manual backorder PO splitting is different from manually going into an order and Editing it to create a new PO for those backorderd items. 

 

thanks!

s

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Shopify Partner
49 2 6

Hi @KrisNations 

By default, when an order is imported from Shopify and that order doesn't have enough inventory to satisfy it, it goes to an Inventory Hold status. This flags it as something you need to look at. You can then manually put the entire order on Back Order or split the order to ship a partial so you can make decisions around how you want to handle it.

Now, can we automate that process? Coincidentally, we have been in talks with one of our other clients about that very thing right now. The short answer is Yes, we could have it do that. But there have been some interesting discussions about if they want to go through with it that make it more complex, like:

  • Did the customer know at the time they placed the order that it was going to be back ordered? If not you probably want to reach out to them and if this is done automatically the warehouse could have it shipped and then the customer calls and says, no, cancel the order...now you have to pay return shipping as well.
  • What if you have a partial line available? Depending on the product, you may want to ship them together, even if you have some of the inventory now. And maybe that allows you to fulfill another order completely. i.e. You have 3 units of SKUA and someone orders 4, then shortly after that, someone orders 1. If you auto ship the 3 you have, now 2 customers that may be upset vs just 1 if you ship 1 to the second order to fulfill it completely.
  • What if you have a new purchase PO of inventory arriving tomorrow, do you still want to ship the partial order today and have to spend more on shipping to send the remaining 1 tomorrow? What if that PO isn't arriving for 2 days...5 days, 9 days...where's the cut off that you decide to partial ship vs hold it back and wait for the inbound PO to arrive.
  • etc

So yes, we can make it just auto split and release the part that you do have to ship automatically, but these are just some things to consider.

Let me know if you have any more questions that I can answer for you!

Chad Richardson
Mozzo Software - Modular Software that grows with you from solopreneur to a 200 person mega team. Why keep outgrowing your Shopify Apps? Start with us, and just use the modules you need, then add more as you grow. http://MozzoERP.com
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