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Configure MSI backorders

Lori Krell edited this page Jul 18, 2018 · 23 revisions

This content is new and in-progress for MSI and includes content for in development and 1.0.0 Beta features.


Backorders allow your store to continue selling products after the quantity reaches zero, or is effectively out of stock. When a customer order is a backorder, the funds are authorized and captured immediately, the processing status of the order does not change, and the shipping remains on-hold until stock is available. Depending on your store and sales, you may want to enable backorders globally for all products or only on specific products.

Backorder settings and thresholds

Out of Stock thresholds

In Beta 1.0.0, when you enable backorders globally or for a product, the Out-of-Stock Threshold amount is ignored. The inventory quantity is considered unlimited or infinite. A negative threshold will be supported at a later time.

In current development, when enabling backorders globally or per product through Advanced Inventory options, enter a negative amount for the Out-of-Stock Threshold. This value adds up to this amount as salable inventory, not allowing orders beyond this amount.

Products in stock

Products must be set to In Stock status when enabling backorders. You can set this through the Product page. For Multi Source merchants, you must have at least one source marked as In Stock.

Configure backorders globally

To support backorders for all inventory in your store:

  1. On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

  2. Select Default Config for the Store View.

  3. Tap Catalog. Then choose Catalog and Inventory.

  4. Under Product Stock Options, locate Out-of-Stock Threshold. Uncheck the Use Default checkbox. Enter a negative threshold to add to this amount to the salable quantity, not allowing backorders beyond this amount. For example, if you set this to -50, the salable quantity is increased by 50. Any orders that sell beyond this amount are not allowed.

    For 1.0.0 Beta, you can enter a value of 0. This allows for infinite backorders. In current development, you should enter a negative amount to indicate the maximum backorder threshold.

  5. Under Product Stock Options, locate Backorders.

  6. Uncheck the Use Default checkbox and select an option from the drop-down menu:

    • No Backorders - Disables backorders for the entire store
    • Allow Qty Below 0 - Allows for orders when the product quantity falls below zero
    • Allow Qty Below 0 and Notify Customer - Allows for backorders and notifies the customer the order is a backorder
  7. Tap Save Config.

Configure backorders per product

To enable backorders strictly per product:

  1. On the Admin sidebar, tap Catalog. Then, choose Products.

  2. Select a product to edit. Scroll down the page to the Sources area.

  3. Tap Advanced Inventory. A page of product specific configurations displays. Any setting listed as global displays the current global setting for the store.

  4. Click off the Use Default checkbox and select an option from the drop-down menu:

    • No Backorders - Disables backorders for the entire store
    • Allow Qty Below 0 - Allows for orders when the product quantity falls below zero
    • Allow Qty Below 0 and Notify Customer - Allows for backorders and notifies the customer the order is a backorder
    Backorders Setting Enabled

    Note: Backorders allow for an infinite quantity below 0, ignoring any configuration entered for Out-of-Stock Threshold. A negative threshold will be supported at a later time.

  1. When done, tap Done then tap Save for the product.

MSI Documentation:

  1. Technical Vision. Catalog Inventory
  2. Installation Guide
  3. List of Inventory APIs and their legacy analogs
  4. MSI Roadmap
  5. Known Issues in Order Lifecycle
  6. MSI User Guide
  7. DevDocs Documentation
  8. User Stories
  9. User Scenarios:
  10. Technical Designs:
  11. Admin UI
  12. MFTF Extension Tests
  13. Weekly MSI Demos
  14. Tutorials

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