> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.timesact.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Creating a new Selling Plan in Timesact # Selling Plans: How to Set One Up for Preorders and Backorders A **Selling Plan** is a required setup in Shopify that enables you to sell products on preorder or backorder. It’s more than just a formality — it lets you customize how you handle **partial payments**, **inventory management**, **shipping schedules**, and **discounts**. If you’ve never created one before, don’t worry — the app will guide you through it when you start adding preorder items under the **Products** tab. ![Prompt to Create Selling Plan](https://storage.crisp.chat/users/helpdesk/website/-/c/9/b/3/c9b393c2e2547800/image_1pl75d5.png) Alternatively, you can create a new selling plan manually by heading to **Settings > Selling Plans**. ![Settings Tab](https://storage.crisp.chat/users/helpdesk/website/-/c/9/b/3/c9b393c2e2547800/image_f7waat.png) ![Selling Plans Sub-Tab](https://storage.crisp.chat/users/helpdesk/website/-/c/9/b/3/c9b393c2e2547800/image_1yha3hh.png) You’ll be prompted to give your plan a **unique name**. Once you’ve entered it, click the **Create Selling Plan** button at the bottom right. ![Create Selling Plan](https://storage.crisp.chat/users/helpdesk/website/-/c/9/b/3/c9b393c2e2547800/image_1n199ay.png) --- ## Selling Plan Settings After creating your plan, you'll see a range of settings to customize how preorders behave on your store. Here's a breakdown of each one: ### 📝 Selling Plan Name This name appears in the **cart**, **checkout**, and **order confirmation email**. It’s required by Shopify. | Tip: Use this field to communicate helpful info like shipping timeframes (e.g., “Ships July 15” or “Preorder – Dispatches in 2 Weeks”). ![Name Field](https://storage.crisp.chat/users/helpdesk/website/-/c/9/b/3/c9b393c2e2547800/image_4sly44.png) ![Name in Checkout](https://storage.crisp.chat/users/helpdesk/website/c9b393c2e2547800/image_1j1eyzv.png) ![Name in Email](https://storage.crisp.chat/users/helpdesk/website/c9b393c2e2547800/image_d7tv6h.png) --- ### 📝 Selling Plan Description *(Optional)* This shows up on the **product page**. While it’s optional, it’s great for giving customers more context — for example, mention discounts or shipping expectations. ![Description Field](https://storage.crisp.chat/users/helpdesk/website/-/c/9/b/3/c9b393c2e2547800/image_1wd0qz4.png) ![Description on Product Page](https://storage.crisp.chat/users/helpdesk/website/c9b393c2e2547800/image_1dx9ros.png) --- ### 🚚 Shipping Date This lets you set when the item will be shipped. You’ve got a few flexible options: #### ▫ No Set Date No shipping date is defined. Shopify will mark the order as **Unfulfilled**. ![No Set](https://storage.crisp.chat/users/helpdesk/website/c9b393c2e2547800/image_i8uf7e.png) #### ▫ Fixed Date Choose a specific shipping date. Orders will be marked as **Scheduled** in Shopify. ![Fixed Date](https://storage.crisp.chat/users/helpdesk/website/c9b393c2e2547800/image_m0sgq7.png) #### ▫ Period Set a dynamic shipping window (e.g., "Ships 14 days from order"). Perfect for made-to-order items. * **Period Value**: Enter a number (e.g., 5). * **Period Type**: Choose the unit (e.g., days, weeks, months). ![Period Setting](https://storage.crisp.chat/users/helpdesk/website/-/c/9/b/3/c9b393c2e2547800/image_9or69m.png) #### ▫ Interval Set a **range** with a start and end date for shipping. ![Interval Option](https://storage.crisp.chat/users/helpdesk/website/-/c/9/b/3/c9b393c2e2547800/image_1sjle8r.png) --- ### 💳 Billing Policy Decide how you want to charge customers for their preorder. #### ▫ Full Payment Charge 100% upfront. ![Full Payment](https://storage.crisp.chat/users/helpdesk/website/-/c/9/b/3/c9b393c2e2547800/image_1r6vvms.png) #### ▫ Partial Payment Charge a portion upfront (from 0% to 99%). The remaining amount is collected later. #### ▫ Fixed Upfront Charge a specific dollar amount at checkout, regardless of product price. #### ▫ Percentage Upfront Charge a specific percentage (e.g., 25%) upfront. ![Partial Payment Options](https://storage.crisp.chat/users/helpdesk/website/-/c/9/b/3/c9b393c2e2547800/image_1m1bhop.png) #### ▫ Final Payment Date Choose the exact date to charge the remaining balance. ![Final Date](https://storage.crisp.chat/users/helpdesk/website/-/c/9/b/3/c9b393c2e2547800/image_1yb6dme.png) #### ▫ Final Payment Time After Checkout Set a time delay (e.g., "Charge balance 2 weeks after checkout"). ![Time After Checkout](https://storage.crisp.chat/users/helpdesk/website/-/c/9/b/3/c9b393c2e2547800/image_w9npg2.png) --- ### 📝 Selling Plan Option *(Optional)* Only appears when partial payments are enabled. This message is shown on your product page — great for explaining payment breakdowns (e.g., “50% deposit, 50% later”). ![Selling Plan Option](https://storage.crisp.chat/users/helpdesk/website/-/c/9/b/3/c9b393c2e2547800/image_162gomu.png) --- ### 🏷️ Discount Set preorder-specific discounts. These apply at **checkout**, so it helps to mention them in the **Selling Plan Description** to manage expectations. ![Discount Field](https://storage.crisp.chat/users/helpdesk/website/-/c/9/b/3/c9b393c2e2547800/image_eflgae.png) | Note: Shopify shows the discount at checkout only, not on the product page by default. --- ### 📦 Inventory Policy Controls when inventory is subtracted from your stock: * **On Sale** – Inventory is reduced immediately when the order is placed. * **On Fulfillment** – Inventory is reduced only when the order is fulfilled. ![Inventory Options](https://storage.crisp.chat/users/helpdesk/website/-/c/9/b/3/c9b393c2e2547800/image_1avvfpo.png) --- ## 🔁 Duplicating a Selling Plan Need a similar plan? No need to start from scratch — just duplicate an existing one and update only what’s different. ![Duplicate Selling Plan](https://storage.crisp.chat/users/helpdesk/website/-/c/9/b/3/c9b393c2e2547800/image_iqyg3v.png) --- ## 🧾 Default Selling Plan Settings (If You Skip Customizing) If you don’t manually configure a selling plan, the app will automatically apply these defaults: 1. **Selling Plan Name**: "Preorder item delivers as soon as available." 2. **Selling Plan Description**: (empty) 3. **Shipping Date**: No set 4. **Billing Policy**: Full payment upfront 5. **Selling Plan Option**: (empty, not shown) 6. **Discount**: None 7. **Inventory Policy**: On sale --- Once you’re done configuring, hit **Save Selling Plan** at the bottom right. Your plan will now appear under **Settings > Selling Plans**. | ⚠️ Please note: Any changes to your selling plan only apply to **future orders** — existing ones won’t be affected.