> For the complete documentation index, see [llms.txt](https://docs.roadmap.so/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.roadmap.so/trade-and-b2b/overview-of-trade-dashboard/show-pre-order-and-back-order-info-on-trade-quotes.md).

# Show pre-order and back-order info on Trade quotes

Show pre-order and back-order status, with estimated delivery dates, across the Trade Dashboard, quote cards, and draft orders.

Show pre-order and back-order status where trade customers review quotes.

Roadmap reads delivery dates from product metafields, then shows that status across the Trade Dashboard, quote cards, and the resulting draft orders.

#### How it works

Roadmap reads a pre-order date and a back-order date from product metafields.

Populating one of those metafields does two things at once:

* it sets the estimated delivery date shown to the customer
* it triggers the pre-order or back-order badge

If a metafield is empty, no badge shows for that product.

#### Open Pre-order & back-order settings

{% stepper %}
{% step %}

#### Open Trade Dashboard settings

In the Roadmap app, go to **Settings → Trade Settings → Trade Dashboard**.
{% endstep %}

{% step %}

#### Open Pre-order & back-order

Select **Pre-order & back-order.**
{% endstep %}
{% endstepper %}

<figure><img src="https://393112916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJ8asLD4FVCFagK40xEr4%2Fuploads%2FfIBDoTTMRy5JMLwmxddd%2FScreenshot%202026-09-07%20at%203.16.18%E2%80%AFPM.png?alt=media&amp;token=d28a496d-e00d-40ee-a77b-b35a4086601a" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The **Trade Dashboard** tab's sections run top to bottom: **Header & tabs**, **Display**, **Pre-order & back-order**, **Filters**, **Quote builder**, then **Access**. This guide covers **Pre-order & back-order**.
{% endhint %}

#### Set the metafields and labels

Configure these fields:

* **Pre-order metafield** / **Back-order metafield** — the `namespace.key` Roadmap reads the date from. Leave either field blank to use the Roadmap defaults, `custom.preorder_eta` and `custom.backorder_eta`.
* **Pre-order label** / **Back-order label** — the badge text. Use `{{date}}` as the placeholder for the estimated date. For example, `Pre-order: ETA {{date}}`. Leave a label blank to hide that badge.
* **Date display format** — choose **Full date**, **Month & year**, or **Month**.

#### Set up a product

{% stepper %}
{% step %}

#### Add a delivery date to the metafield

On the product, populate the pre-order or back-order metafield with the estimated delivery date.

<figure><img src="https://393112916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJ8asLD4FVCFagK40xEr4%2Fuploads%2FqGYkAshgHWnrCaXiaWdr%2FScreenshot%202026-09-07%20at%203.18.01%E2%80%AFPM.png?alt=media&amp;token=d3809ae1-8420-4073-b739-c258ead89003" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Check the badge appears

The badge and estimated date appear automatically wherever the product is shown to trade customers.

<figure><img src="https://393112916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJ8asLD4FVCFagK40xEr4%2Fuploads%2FrypW2jKmvbQUuUffIBVj%2FScreenshot%202026-09-07%20at%203.17.53%E2%80%AFPM.png?alt=media&amp;token=61be2d02-3f71-4fdd-99fb-92864e5123c1" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

#### Where it shows

The status and estimated date carry through the full quote flow.

<figure><img src="https://393112916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJ8asLD4FVCFagK40xEr4%2Fuploads%2FLGeEduACg07Us1o43BKf%2FScreenshot%202026-09-07%20at%203.19.53%E2%80%AFPM.png?alt=media&amp;token=b3a34dc9-8cc6-4c9c-b945-8a114546c14e" alt=""><figcaption><p>Shown in the individual quote view</p></figcaption></figure>

They appear on the Trade Dashboard, on quote cards, and on the resulting draft orders.

They also persist across draft order states including **Open**, **In Review**, and **Closed**.

The badge can also appear on [quote PDFs](/trade-and-b2b/quote-builder-and-draft-orders/generate-download-and-share-quote-pdfs.md) as a line-item subtitle: turn on **Display pre-order / backorder note as subtitle** in the Quote PDF template.

<figure><img src="https://393112916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJ8asLD4FVCFagK40xEr4%2Fuploads%2FSRBNmqNjbNRPsDzf8t6s%2FScreenshot%202026-09-07%20at%203.21.24%E2%80%AFPM.png?alt=media&amp;token=7d480518-a4a8-4501-b735-5292678812d7" alt=""><figcaption></figcaption></figure>

#### Use an existing metafield

If you already use your own metafield for pre-orders or back-orders, you do not need to migrate.

Set **Pre-order metafield** or **Back-order metafield** to your own `namespace.key` instead of the Roadmap default.

#### Show less specific dates

Use **Date display format** if you want to show a broader estimate.

Choose **Month** or **Month & year** to avoid showing an exact day.

The underlying data still stays as a full date.

#### Troubleshooting

**A badge does not show**

* Check whether the relevant metafield has a date.
* Check whether the corresponding label field is blank.

**The date looks too specific**

* Change **Date display format** to **Month** or **Month & year**.

#### Frequently asked questions

<details>

<summary>Do I need to move to the default Roadmap metafields?</summary>

No. You can point Roadmap at your own \`namespace.key\` fields instead.

</details>

#### Related guides

* [Overview of the Trade Dashboard](/trade-and-b2b/overview-of-trade-dashboard.md)
* [Customize how products display on the Trade Dashboard](/trade-and-b2b/overview-of-trade-dashboard/customize-how-products-display-on-the-trade-dashboard.md)
* [Generate, download, and share quote PDFs](/trade-and-b2b/quote-builder-and-draft-orders/generate-download-and-share-quote-pdfs.md)


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