1. What is an Offer?
An Offer is a selling plan in the new multi-offer Pre‑Order system. Unlike the previous single-plan structure, you can now create multiple Offers, each with unique settings and applied only to selected products.
2. When Should You Create a New Offer?
You should create separate Offers when:
Different products need different discounts, billing, or fulfillment rules.
You want to segment pre-order campaigns (e.g., Holiday Collection Pre‑Orders vs Regular Restock Pre‑Orders).
3. Step-by-Step: Creating an Offer
Step 1 – Go to Offers Table
Navigate to the Home page in the app.
Press the Add offer button on the top right of the page. The Create new offer page opens.
Note: You don't need to remove products from other offers first. If a product you pick is already in another active offer, you can move it into this offer when you save (see Step 4b).
Step 3 – Name the Offer
Enter a unique name (required).
Offer names cannot duplicate existing Offer names.
This name is only for internal use and is not visible to customers.
Step 3b – Name shown to customers
Right under the Offer name card you will find Name shown to customers. This is the wording shoppers see next to the product in the cart, at checkout and on the order – for example “Pre-order” or “Précommande”. It starts as preorder.
Type the name you want shoppers to see, then click Save. The name is required and can be up to 255 characters.
Shopify updates your storefront within a couple of minutes. A product that is already in a shopper’s cart picks up the new name the next time the cart loads.
Orders placed before the change keep the wording they were placed with.
Each Offer has one name, shown the same in every language your store sells in.
If your theme lists Shopify’s own purchase options on the product page, that list shows this name too. The Notify Me! selling plan selector card keeps its payment-based titles (Full payment, Reserve now, pay later).
This is what shoppers see in the cart and at checkout:
Plan requirement: Name shown to customers is available on the Standard plan and above. On other plans the card is locked (hover the lock icon to see Upgrade to Standard plan to use this feature) and the name stays preorder. If you later move to a lower plan, every Offer goes back to preorder automatically.
Step 4 – Select Products (“Include For”)
By default, new Offers apply to no products (0 included).
Click Edit to open the product picker.
Choose the products or variants you want this Offer to apply to.
Save your selection; included products will appear in the Offer’s product list.
Step 4b – Products already in another offer
A product variant can be in only one active offer. If some of the products you pick are already in another active offer (the Default offer or an offer you created), a yellow warning appears in the Applies to card, for example 6 variants are already in another offer. It lists each offer and the products in it. You can still save.
When you click Save, a confirmation opens, for example Move 6 variants to "Help doc demo"? It shows each offer the variants are in and the products that will move.
Move and save creates your new Offer and moves the variants into it, in one step.
Variants that were in the Default offer are added to the Default offer's excluded products.
Variants that were in another offer you created are removed from that offer. If that offer has no products left, it is turned off (Inactive).
Keep editing closes the confirmation. Nothing is saved or moved. You can click Edit to change your products, and the warning updates.
Only active offers count. If your Default offer is turned off, its products are not in the way.
If the move can't be completed, nothing is saved and nothing moves. You'll see We couldn't move the variants, so nothing was saved. Please try again.
Step 5 – Configure Logic & Settings
Set the following per Offer:
Billing Policy (e.g., full payment upfront, partial payment).
Discount Policy (e.g., fixed discount, percentage discount, no discount).
Delivery & Fulfillment Rules (expected fulfillment date, behavior after stock is replenished).
Inventory reserve preferences(Reserve on sale or Reserve on fulfillment)
Step 6 – Save and Activate
Click Save.
The new Offer is automatically Active and applies its logic to the selected products.
4. Configuring Offer Settings
To edit an Offer:
Open the Offers Table (Home page → See All).
Click on the Offer name.
Adjust settings (logic, product inclusion) as needed.
Save changes.
Offers can be set Active, Inactive, or may enter Action Required status (if rules are unmet—e.g., pre-order limit reached or widget disabled).
5. Managing Included Products
Use Include For selection to choose products specific to each Offer.
A product variant can be in only one active Offer at a time. When you create a new Offer, you can move variants into it from another offer (see Step 4b).
Use the Search bar to find products by Product ID or Variant ID.
6. Offer Status & Actions
Active – Offer is live; pre-order button appears on included products.
Inactive – Offer paused; pre-order button is removed.
Action Required – Offer requires action (limit reached, service misconfigured).
Troubleshooting
"Moving products from other offers is only available for offers that start now." – Your new Offer has a later start date. Either remove the products from the other offer first, or start this Offer now.
"One of the other offers changed while saving. Please try again." – Another offer was changed at the same moment. Nothing was saved; click Save again.
"Some of the products are included in other active offers" when you edit an existing Offer – moving products only works when you create a new Offer. Remove the products from the other offer, or deactivate it, then add them here.