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Configure MSI backorders

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

This content is new and in-progress for MSI and includes content for "in development" and 1.0.0 Beta features. Information may change depending on development.


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

We recommend configuring specific thresholds and settings to best support backorders.

Out-of-Stock thresholds

Backorders uses with the Out-of-Stock Threshold to set a limit for total backorders or allow infinite backorders per product or globally. If you disable backorders, enter a positive value to indicate when a product nears being out of stock.

When you enable backorders globally or for a product, the threshold you can enter a negative value or 0. We recommend entering a negative amount. If you use a value of 0, backorders are considered infinite without a limit.

Use a negative value for this threshold to set the maximum amount of products that can be backordered before the product is truly considered out of stock. This amount adds to the salable quantity. The value set at the product level overrides any value at the global level.

The following is an example:

  • Quantity: 25
  • Notify for Quantity Below: 5
  • X left threshhold: 5
  • Out of Stock Threshold: -50

The Salable Quantity for this product is 70 (25 - 5 + 50). When customers purchase over 20 products, new orders enter as backorders. As your salable quantity reduces to 5, the product page will display a message of 5 stock left. When the salable quantity reaches 0, the product displays as out of stock in the store.

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 enable backorders globally 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 Backorders. 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
  5. Under Product Stock Options, locate Out-of-Stock Threshold. Click off the Use Default checkbox to enter a specific amount:

    • Enter a negative number below 0. For example, enter -50 to allow orders up to this amount. The value is added to the Salable Quantity.
    • Enter 0 to allow infinite stock.
  6. Tap Save Config.

Configure backorders per product

You may want to enable backorders at the product level for the following:

  • Globally disable backorders with specific products enabled for backorders
  • Override global backorder thresholds for specific products

To enable backorders 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. 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
    Backorders Setting Enabled
  5. Under Product Stock Options, locate Out-of-Stock Threshold. Click off the Use Default checkbox to enter a specific amount:

    • Enter a negative number below 0. For example, enter -50 to allow orders up to this amount. The value is added to the Salable Quantity.
    • Enter 0 to allow infinite stock.
  6. Tap Done then tap Save.

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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