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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

1

Open Trade Dashboard settings

In the Roadmap app, go to Settings → Trade Settings → Trade Dashboard.

2

Open Pre-order & back-order

Select Pre-order & back-order.

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.

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

1

Add a delivery date to the metafield

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

2

Check the badge appears

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

Where it shows

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

Shown in the individual quote view

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 as a line-item subtitle: turn on Display pre-order / backorder note as subtitle in the Quote PDF template.

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

Do I need to move to the default Roadmap metafields?

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

Related guides

PreviousCustomize how products display on the Trade Dashboard
NextCustomize Trade Dashboard filters & sorting

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