How to setup and use B2B Preorders in Shopify using STOQ
B2B preorders allow merchants to sell products to other businesses before they are available, enabling better inventory management and production planning.
With STOQ, setting up and managing B2B preorders is straightforward and efficient. This guide will walk you through the process step by step.
Your store is on the "Shopify Plus" Plan.
You have setup B2B in Shopify Admin.
You have STOQ configured and installed for preorders.
Go to your STOQ Dashboard and head to "Preorders > Offer > Edit Offer > Products".
Add the products you wish to sell as B2B preorder; ensure they are out of stock and have "Continue selling when out of stock" setting enabled.
After completing the above step, the "Preorder" button will appear for the selected products on your store, allowing B2B customers to place orders.
Payment & Fulfillment Settings set on the Preorder Offer cannot be applied to B2B Orders. If you have setup any payment options for the company, those are automatically applied as listed in Step 2.
Customers must be logged in to place a B2B order. Here's how the process works:
Login to the store by clicking on the user icon.
When prompted, enter your email, followed by a code sent to your email to login successfully.
When logged in, customer can see the "Preorder" button on the product available for preorder and can add product to cart.
When the preorder products are added to cart, they can also see the line item property as "Purchase Type: Preorder" ensuring that their order will be a preorder.
The checkout process for B2B preorders depends on the payment collection method and order submission method when setting up the company. Below are some possible scenarios you can use.
Customer proceeds to checkout and enters payment details for partial payment.
Upon successful payment, customer sees a confirmation screen indicating the order has been placed.
Merchants will fulfill the order and collect the remaining payment when the products are shipped.
Customer proceeds to checkout and confirms the order details.
Order is created as a draft instead of being immediately processed.
Merchant will review the draft order in Shopify Admin under "Orders > Drafts".
After reviewing, merchants can send an invoice or manually request payment from the customer.
If you are using the flow in Scenario 2, clearly communicate the payment terms and expected fulfillment timelines to your B2B customers to ensure a great shopping experience.
Refer to Shopify B2B Guide to understand how B2B orders work in Shopify.
Refer to Shopify B2B Discounts Guide to offer discounts for your B2B customers.
Refer to Shopify B2B Rules & Volume Pricing Guide to setup quantity rules and volume pricing for your B2B customers.
As always, if you need any help in setting up your B2B preorders, feel free to contact our team on live chat. We are happy to help and are available 24/7!
With STOQ, setting up and managing B2B preorders is straightforward and efficient. This guide will walk you through the process step by step.
Prerequisites
Your store is on the "Shopify Plus" Plan.
You have setup B2B in Shopify Admin.
You have STOQ configured and installed for preorders.
Step 1: Add Products to Preorder Offer
Go to your STOQ Dashboard and head to "Preorders > Offer > Edit Offer > Products".
Add the products you wish to sell as B2B preorder; ensure they are out of stock and have "Continue selling when out of stock" setting enabled.
After completing the above step, the "Preorder" button will appear for the selected products on your store, allowing B2B customers to place orders.
Payment & Fulfillment Settings set on the Preorder Offer cannot be applied to B2B Orders. If you have setup any payment options for the company, those are automatically applied as listed in Step 2.
Step 2: Customer Login and Preorder Process
Customers must be logged in to place a B2B order. Here's how the process works:
Login to the store by clicking on the user icon.
When prompted, enter your email, followed by a code sent to your email to login successfully.
When logged in, customer can see the "Preorder" button on the product available for preorder and can add product to cart.
When the preorder products are added to cart, they can also see the line item property as "Purchase Type: Preorder" ensuring that their order will be a preorder.
Step 3: Checkout and Payment
The checkout process for B2B preorders depends on the payment collection method and order submission method when setting up the company. Below are some possible scenarios you can use.
Scenario 1: Upfront Deposit and Automatically Accept Orders
Customer proceeds to checkout and enters payment details for partial payment.
Upon successful payment, customer sees a confirmation screen indicating the order has been placed.
Merchants will fulfill the order and collect the remaining payment when the products are shipped.
Scenario 2: No Payment Terms and Orders are drafted for Review
Customer proceeds to checkout and confirms the order details.
Order is created as a draft instead of being immediately processed.
Merchant will review the draft order in Shopify Admin under "Orders > Drafts".
After reviewing, merchants can send an invoice or manually request payment from the customer.
If you are using the flow in Scenario 2, clearly communicate the payment terms and expected fulfillment timelines to your B2B customers to ensure a great shopping experience.
Additional References
Refer to Shopify B2B Guide to understand how B2B orders work in Shopify.
Refer to Shopify B2B Discounts Guide to offer discounts for your B2B customers.
Refer to Shopify B2B Rules & Volume Pricing Guide to setup quantity rules and volume pricing for your B2B customers.
As always, if you need any help in setting up your B2B preorders, feel free to contact our team on live chat. We are happy to help and are available 24/7!
Updated on: 22/04/2025
Thank you!