How To Manage Orders With Backorders In Magento 2

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Managing orders with backorders can be a tricky process if not executed properly in Magento 2. Backorders occur when the ordered product is out of stock, but the customer still wishes to purchase the product and is willing to wait until the product is back in stock. In this article, we will discuss how to manage orders with backorders in Magento 2 and streamline the overall process.

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Enabling Backorders

To enable backorders in Magento 2, you need to ensure that the product is set as an out-of-stock product. To do so, navigate to the product’s Inventory tab and set the “Stock Status” to “Out of Stock.”

Once the “Stock Status” is set as out of stock, you can enable backorders by setting the “Backorders” option to “Allow Qty Below 0.” This setting allows the customer to place an order even if the product is out of stock.

Configuring Backorder Notifications

To keep your customers informed of the backorder status, you can configure email notifications through Magento 2. The notification options include the following:

  • Stock Alert for Customers: This email notification is triggered when the product is back in stock, and the customer has previously opted to receive stock alerts.
  • Backorder Notification for Customers: This email notification is triggered when the product is back in stock, and the customer has placed a backorder for the product.

To configure these notifications, navigate to Stores > Configuration > Catalog > Inventory > Product Stock Options and enable the desired notifications.

Creating Backorders

When a customer places an order for a product that is out of stock, Magento 2 automatically creates a backorder. These orders are stored in the backorder section of your Magento 2 admin panel. To view the backorders, navigate to Sales > Orders > Backorders.

From this section, you can manage the backorders, including updating the backorder status, updating the shipping dates, and processing the items. To update the backorder status, you can select the backorder, navigate to the Action drop-down menu, and choose the desired status.

Placing Orders on Hold

If a customer places an order for a product that is out of stock and you are expecting a shipment soon, you can place the order on hold until the shipment arrives. To do so, navigate to the backorder section of your Magento 2 admin panel, select the order, and navigate to the Action drop-down menu. Choose the “Hold Order” option, and the order will be placed on hold until the stock is replenished.

Processing Backorders

Once the stock is replenished, you can process the backorders by navigating to Sales > Orders > Backorders. Select the backorder, and navigate to the “Action” drop-down menu. Choose the “Receive Shipment” option to update the inventory and fulfill the order.

Conclusion

By following the steps outlined in this article, you can manage orders with backorders in Magento 2 efficiently. Enabling backorders, configuring notifications, creating backorders, placing orders on hold, and processing backorders are the essential steps. By streamlining the backorder process, you can keep your customers informed of the backorder status and manage the inventory efficiently.

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