How to create preoders – Homesome

ℹ️ Access to this dashboard section requires administrative permissions with "Manage Promotions" privileges enabled.

This article will assist you in creating preorders. A preorder promotion is a promotion where you can create an order window for your customers to place their order prior to a specific fulfillment date.

Before you begin, make sure you have a Preorder Pricelist created*, the correct Pricelist is selected, and add any new products to that Pricelist. Once you are ready to go, log into your store and navigate to the Manager dashboard.

*If you need to enable a new Preorder Pricelist, please contact support@gethomesome.com.

1. Click on Manage Promotions

Click on Manage Promotions

2. Ensure you are using the correct Pricelist

Please note you may edit the name of an existing Pricelist, but If you'd like to create a new Pricelist please contact support

Ensure you are using the correct Pricelist.

Please note you may edit the name of an existing Pricelist, but If you'd like to create a new Pricelist please contact support

3. Click on Add Promotion

Click on Add Promotion

4. Create a name

This name is internal only and can be used to find and manage the promotion

Create a name.
This name is internal only and will be used to find and manage the promotion.

5. Enter a name for the field "Show Under Category"

This field is visible to customers. You can either enter an existing category or enter a new category name which will be added to the shop's homepage page under the search bar

This field may be left blank

6. Create a start date

The start date is the date the promotion will be visible to customers

Create a start date.
The start date is the date the promotion will be visible to customers.

7. Create an end date

This will be the last day the promotion is visible to customers

Create an end date.
This will be the last day the promotion is visible to customers.

8. Enter 0 in this field

Enter 0 in this field

9. Click on Create

Click on Create

10. Click on Add Items Group

Click on Add Items Group

11. Enter a Name

This is for internal use only and won't be visible to customers

Enter a Name. Again this is for internal use only and won't be visible to customers.

12. Enter a name for the field "Show Under Category"

You can either leave this field blank and the system will default to the main product category, or you can create a new category name which will be visible to customers

This field can be left blank or you can choose which subcategory you want the promotion to be under

13. Select Preorder from the Promotion Type

Click on Preorder from Promotion Type

14. Select a start date for order fulfillment

This will be the date customers can begin to pickup their orders

Select a start date for order fulfillment. This will be the date customers can begin to pickup their orders.

15. Select an end date

This will be the last day customers can pickup their orders

Select an end date. This will be the last day customers can pickup their orders.

16. Click on Create

Click on Create

17. Click on Select Items

Click on Select Items

18. Select the products that are part of the promotion

If a product is greyed out, it means the product is inactive
Make sure to add new products to the pricelist prior to creating the preorder

Select the products that are part of the promotion. If a product is greyed out, it means the product is inactive.

*Make sure to add new products prior to creating the preorder.

19. Click Back

Click Back

20. Enter a Max Quantity

This is the availability of a product. For example, if you only have 100 pies to sell the max quantity would by 100
For unlimited quantities of a product enter 0

Enter a Max Quantity. This is the availability of a product. For example, if you only have 100 pies to sell the max quantity would by 100.

21. Click on Save

Note: A confirmation message won’t appear, but once the button is greyed out, the deal has been successfully saved.

Click on Save.
Please note a system message will not appear, but we can ensure the preorder details have been saved.

22. Click on Back

Click on Back

23. Click on Activate to activate the preorder

Once activated the promotion will automatically go live during the promotion start date that was selected in Step 6

Click on Activate to activate the preorder.

24. Click on Back