K1 PreOrder & Deposit Features

At a Glance

1. How K1 PreOrder Works

K1 PreOrder is an embedded Shopify application. Merchants configure pre-order behavior through rules. A rule targets products, collections, or selected variants and defines:

• when an item is shown as available for pre-order;
• which payment options are offered;
• which storefront elements are rendered;
• whether Shopify inventory policy is changed;
• whether a pre-order quantity limit applies;
• when the rule becomes active or inactive;
• which order tags and line-item properties are added.

Rule activation and synchronization

Saving a rule stores its product targets, payment options, storefront settings, inventory behavior, and schedule. Activating or updating the rule applies those settings to the selected Shopify products and variants.

The rule list and editor show activation and update progress. Queued operations can be cancelled before processing begins. Multiple rules can run simultaneously, while conflict detection prevents overlapping rules from controlling the same variant. Duplicating a rule creates an independent copy that can be configured and activated separately.

Large-catalog activation applies Shopify and database changes in bounded batches and adapts the selling-plan attachment size to Shopify’s response time. If a rule’s selling-plan group is missing from Shopify, K1 recreates the group, remaps the rule’s payment options, and verifies the mapping before publishing allocation state.

A terminal failure during a first activation releases partially applied ownership and moves the rule out of Activating so it can be retried or managed. If a refresh of an already-active rule fails after existing products have been applied, K1 preserves the rule’s active state instead of releasing the working pre-order configuration. Recovery of a stranded operation uses the rule’s lifecycle state rather than ordinary order-activity updates, so continuing sales do not prevent the operation from being detected.

2. Rule Management

Rule list

The application provides a rule list with:

• Active, Disabled, Scheduled, and All filters;
• search, sorting, and pagination;
• rule status and processing status;
• orders/items sold and rule revenue;
• conflict indicators;
• scheduled activation information;
• storefront preview links;
• single and bulk activation, deactivation, deletion, and queue cancellation.

Rules currently being processed are temporarily locked against duplicate operations. Bulk actions automatically skip rules that are already queued or in progress.

Rule targeting

A rule can target:

• individual products;
• collections;
• selected variants of a product;
• the complete product when no narrower variant selection is stored.

Products added to a selected collection are included in the active collection rule automatically. Product and collection changes are synchronized with rule membership.

Periodic integrity checks compare stored rule ownership with Shopify selling-plan membership, including rules with approximately 100,000 variants. When the collection-membership check finds missing products, K1 repairs only those products through the same product-level synchronization path used for a collection update. The complete rule does not enter Activating for this repair, and ownership held by another active rule is preserved as a conflict rather than overwritten.

When a selected collection is deleted, K1 releases the products reached through that collection in bounded pages. Products that remain covered by another target stay associated with the rule. If the deletion cleanup is interrupted, the recovery process can corroborate the deleted collection and resume the remaining work.

Shopify Flow add/remove actions work at product level. When Flow adds a new product to a rule, the complete product is added. If the product already has selected variants in that rule, K1 preserves the existing selection.

Shopify Markets targeting

An eligible rule can apply to All markets or to selected Shopify Markets. The merchant selects markets by their Shopify identity rather than by maintaining country lists, so Shopify’s buyer-market resolution, renamed markets, regional subdivisions, and “rest of world” configurations remain supported.

For a buyer outside the selected markets, the merchant chooses whether K1 shows its configured Sold Out state or returns control to the theme’s regular Add to cart experience. Market targeting is available on Growth and higher plans and the eligible grandfathered Unlimited plan. Stores may need to reopen the app once to grant Shopify Markets access.

Display conditions

A rule supports these display modes:

• Always — covered variants are treated as pre-order whenever the rule is active.
• When out of stock — pre-order presentation starts when regular sellable inventory is exhausted.
• Below inventory threshold — pre-order presentation starts when inventory reaches the configured threshold.

The display mode is evaluated on the storefront. It is not a membership rule. Restocking a product does not remove it from the rule; it changes whether the pre-order UI is visible and, depending on inventory-policy settings, whether continued selling remains enabled.

Scheduling

A rule can:

• activate immediately;
• activate at a future date and time;
• use an end date for automatic deactivation.

A scheduled start must be in the future when the rule is created as Scheduled. Background processing performs the actual Shopify synchronization, so a status change is not necessarily instantaneous for large rules.

Storefront visibility controls

Per rule, the merchant can control whether pre-order elements are used on:

• product pages;
• collection pages;
• the home page.

The rule also controls:

• pre-order message text;
• message placement relative to the add-to-cart area;
• badge visibility;
• payment-options widget visibility;
• line-item message generated by the selected payment option.

Continue selling when out of stock

A rule can manage Shopify's variant inventory policy. The configuration distinguishes:

• whether K1 should change the policy when pre-order becomes active;
• what should happen when pre-order is no longer offered;
• whether policy management applies for the full active campaign or only while the variant is currently pre-order-visible;
• an option not to manage the inventory policy.

When K1 manages the policy, it applies the selected Shopify inventory behavior during rule activation and updates or restores it during deactivation, restock, product removal, or rule deletion.

Conflicts

Only one active rule can own a variant. The application:

• detects overlapping product, collection, and variant coverage;
• stores and displays conflict information;
• prevents conflicting ownership from silently overwriting another rule;
• can reactivate or resynchronize a rule after the conflict is resolved;
• supports conflict export for large rules.

3. Payment Options

A rule can contain one full-payment option and multiple partial-payment options. Option names must be unique within the rule. Options can be reordered by drag and drop, and one option is selected as the default. If no default is saved, the application assigns one. When only one option exists, the merchant may hide the selector while K1 continues applying that option to the cart.

Each payment option can define:

• name and description;
• order tag;
• line-item property name and value;
• default state and display order;
• optional discount;
• translated text;
• dynamic variables.

How Full Payment Works

Full payment has two implementation methods.

Add-to-cart button replacement

• The buyer pays the full product amount.
• K1 replaces the standard add-to-cart presentation with the configured pre-order button and line-item message.
• The buyer pays the full amount through the store's regular checkout.
• The store's normal payment gateways remain available.
• This method can coexist in the same rule with one or more deposit options.

Native purchase option

• K1 creates and submits a Shopify selling plan representing full payment.
• Shopify displays the purchase option in surfaces that understand selling plans.
• Payment-gateway compatibility follows Shopify's purchase-option restrictions.

How Partial Payments and Deposits Work

A partial-payment option supports:

• percentage deposit;
• fixed-amount deposit;
• a zero-value deposit for authorization-oriented flows where supported;
• automatic balance charge;
• offline balance collection;
• balance due a number of days after the order;
• balance due on a specific date;
• custom option name, description, order tag, and line-item message.

For automatic collection, K1 schedules the remaining balance and charges it on the configured date using the customer's saved payment method when supported. Depending on store settings, the merchant or customer can also pay the balance early.

For offline collection, K1 leaves the remaining balance for the merchant to collect manually. The merchant then updates the Shopify order as appropriate.

Payment-option validation

Important validation and behavior rules include:

• an automatic-charge option requires charge timing;
• “days after order” requires a positive number of days;
• a deposit must be lower than the price to which it applies;
• a fixed deposit can be invalid for products priced below that amount;
• only one full-payment option is allowed per rule;
• payment-option names must be unique;
• at least one default option is maintained;
• the selected payment gateway must support the Shopify purchase-option/deferred-payment flow for plan-backed options.

Payment-option discounts

A full or partial payment option can have an optional percentage or fixed discount.

The configured discount is applied to the selected payment option. K1 supports discounts for both Shopify purchase-option payments and full-payment button-replacement pre-orders.

Global settings control whether the K1 automatic discount can combine with order, product, and shipping discounts. Selling-plan pricing policies are not Shopify discount objects, so those combination controls do not apply to the plan-backed path in the same way.

Implementation notes:

• save-time validation checks fixed discounts against covered product prices;
• rule payment-option discounts apply to rule-driven storefront pre-orders;
• manual pre-orders use their own detached payment configuration;
• discount-combination settings and cart-price presentation are configured separately.

4. Dynamic Variables and Text Resolution

K1 resolves a defined set of variables in rule messages, payment-option names and descriptions, and line-item properties. Supported values include payment amount, remaining amount, charge date, estimated shipping date, remaining pre-order limit, option references, and merchant-selected product metafields.

Product metafields are resolved for the relevant product or variant. Date output follows the applicable storefront or shop locale. Real instants are rendered in the store timezone, while fixed calendar dates remain on their selected calendar day instead of shifting across timezone boundaries. The rule editor and storefront use the same date-resolution rules. Unavailable values are handled without producing malformed cart-property names or values.

Estimated shipping date

A rule can enable an Estimated shipping date using either:

• a lead time of 1–365 calendar days from the store’s current calendar day;
• a fixed calendar date.

The {shipping_date} variable can be used in the pre-order message, payment-option name or description, and line-item property. The storefront resolves the value in the buyer-facing locale, and the rule editor resolves it in the preview. The line-item property carries the resolved date into the cart and preserves it on the order. With Smart Cart Allocation, the order keeps the value calculated when the pre-order line is added to the cart.

A newly selected fixed date must be today or later in the store timezone. A stored fixed date that has passed can remain while the merchant edits, duplicates, or disables the existing rule. Because Shopify selling-plan names are static, {shipping_date} used in a selling-plan option name can remain unresolved in the cart, checkout, and order; the pre-order message, option description, and line-item property should be used when the date must remain visible after the product page.

For stores with Smart Cart Allocation disabled, K1 also re-resolves each pre-order line-item property from the current payment-option message and product metafield when the cart or cart drawer appears and when the customer selects checkout. Each line uses its own selected payment option, existing cart properties are preserved, and an unavailable dynamic value does not overwrite previously resolved text.

5. Storefront Rendering

The theme app extension can render four main elements:

1. a pre-order badge on product imagery;
2. modified add-to-cart button text;
3. a pre-order message near the product form;
4. a payment-options widget on product pages.

App Embed and app block roles

• The App Embed supplies global storefront discovery, badge/button/message behavior, cart markers, Smart Cart logic, and compatibility handling.
• The Payment Options app block gives the merchant an explicit position for the selector on a product template.

The App Embed must be enabled for the full storefront integration. A payment widget also requires an active rule with payment options and widget visibility enabled.

The storefront normally reaches K1 through the app’s standard Shopify App Proxy path. If another application already owns that path, K1 can detect a working alternative proxy path for its own signed requests and synchronize it to the storefront configuration without changing the visible widget experience.

Theme and storefront compatibility

K1 supports product pages, collection pages, home-page product sections, dynamic theme sections, quick-view and quick-buy dialogs, and localized storefront routes.

Dedicated compatibility is available for common Shopify themes and supported page-builder experiences, including LayoutHub product pages, quick-view forms, and quick-add links. Theme-specific storefront adjustments can be configured when a store uses custom product forms or cart components.

Compatibility handling also detects delayed variant-ID updates on themes that write the selected variant programmatically without dispatching the standard event on the variant field. When the theme controls belong to the relevant product form, K1 re-reads the selected variant and keeps the payment-options widget, pre-order button, and cart properties aligned with it.

Market availability and accelerated checkout

When market targeting excludes the buyer’s Shopify Market, K1 applies the rule’s configured unavailable-market behavior. If the rule uses the K1 Sold Out state, K1 also hides Buy it now and other accelerated-checkout controls so the unavailable pre-order cannot be purchased through a bypass path. Those controls return when the selected variant is available to that buyer.

Built for Shopify

K1 PreOrder has earned the Built for Shopify designation. This badge is awarded to apps that pass Shopify’s quality review and meet its standards for performance, design, and platform integration.

For merchants, this means:

• the app is designed to preserve storefront performance and meet Shopify’s speed requirements;
• the admin experience follows Shopify’s design standards and feels consistent with the rest of Shopify;
• the app uses current Shopify integration standards for compatibility with the admin, storefront, checkout, Customer Accounts, and other supported Shopify surfaces;
• the app is reviewed against ongoing Shopify quality requirements rather than receiving the designation based only on developer claims.

Learn about the Built for Shopify standard

6. Design Configuration

The Design area controls global storefront defaults.

Button

• button text;
• inherited theme style or K1 custom style;
• text, background, border, and hover appearance;
• sold-out button behavior used when a pre-order limit is reached.

Badge

• badge text;
• ribbon/badge shape;
• position;
• colors and appearance.

Payment-options widget

• widget label;
• typography and option-name emphasis;
• text, border, background, selected-state, and spacing values;
• savings and discount labels;
• live preview using saved design defaults.

Mixed cart

The Design → Mixed cart tab controls the buyer-facing notice shown when mixed carts are allowed with a warning. The merchant can edit the notice text and configure its text, background, border, corner radius, font size, and emphasis while previewing the result in a cart layout.

The blocked-cart explanation is also editable from this tab, but its error styling is controlled by the storefront theme and Shopify checkout so the message remains consistent across product-page refusal, cart, and checkout surfaces.

Advanced customization

• custom CSS;
• custom JavaScript intended for controlled theme-specific adjustments.

Custom CSS and JavaScript are intended for controlled theme-specific adjustments implemented by a developer or support specialist.

7. Translations

The application reads the languages published in Shopify and maintains translation records for them. The default language is initialized automatically, and the admin shows completion status per locale.

Translatable content includes:

• global button, badge, sold-out, and widget labels;
• storefront validation/error text, including mixed-cart notice and blocked-cart messages;
• rule messages;
• payment-option names and descriptions;
• payment-option line-item property text;
• cancellation/refund text used by the buyer portal.

Translations use the source/default value as fallback when a localized value is empty. Cancellation/refund translations are consumed by the K1 backend and customer-account interface; they are not synchronized to the storefront rule metafield.

The Shopify Customer Account extension includes a complete Japanese interface locale. When the buyer’s resolved Customer Account locale is Japanese, the My pre-orders navigation, statuses, payment information, actions, and messages render in Japanese; other locales continue using their available locale or the extension’s English fallback.

8. Smart Cart Allocation, Mixed-Cart Controls, Shipping, and Pre-Order Limits

How Smart Cart Allocation Works

For inventory-dependent rules, Smart Cart can divide a requested quantity into regular and pre-order portions.

Examples:

• available inventory is 5 and the buyer requests 7 → 5 regular + 2 pre-order;
• available inventory is 0 → the full quantity is pre-order;
• requested quantity is within regular inventory → no pre-order split;
• Always mode → the full covered quantity is pre-order.

For below-threshold mode, the threshold acts as the regular-inventory boundary. The client uses Shopify cart responses as the final authority because Storefront and Admin inventory fields can differ from the quantity Shopify will accept at that instant. If Shopify accepts less regular quantity than expected, K1 reallocates the remainder to pre-order where possible.

Smart Cart Allocation is plan/capability gated and must be enabled in settings. It is synchronized to a shop metafield read by the storefront.

Mixed-cart warning and control

The shop-wide Mixed cart setting controls whether a cart may contain both regular in-stock items and K1 PreOrder items. It provides three modes:

• Allow — mixed carts continue without an additional K1 notice;
• Show a notice — mixed carts remain purchasable, and the merchant’s message appears on the cart page and in the cart drawer;
• Block — K1 refuses the action that would combine the two item types and prevents an already-mixed cart from proceeding through standard or accelerated checkout.

The notice and blocked-cart explanation are merchant-editable and translatable. The notice has dedicated styling controls under Design → Mixed cart. Cart and checkout messages resolve in the buyer’s storefront language, with the shop default as fallback.

The default mode is Allow, so installing or deploying the feature does not change an existing store until the merchant selects another mode.

Block is incompatible with Smart Cart Allocation, because allocation deliberately splits quantities into regular and pre-order lines and can therefore create a mixed cart. While allocation is active, Block cannot be selected; enabling allocation resets a stored blocked mode to Allow. Show a notice remains compatible with allocation.

Mixed-cart shipping

A mixed cart contains both in-stock items and selling-plan-backed pre-order items. Because those items may need separate deliveries, collecting only one shipping fee can leave the merchant paying for the second parcel. The Settings → Mixed-cart shipping configuration controls what customers pay for the pre-order shipment.

The merchant can choose one of three rate sources:

• Apply main shipping rates — use the store's main Shopify shipping rates;
• Apply a custom flat rate per zone — charge a configured flat amount for each supported shipping zone;
• Free pre-order shipping — do not charge for the pre-order shipment.

At checkout, the buyer can choose whether available items should wait for the pre-order and arrive together or ship separately. If the buyer selects separate delivery, Shopify collects the additional pre-order-shipment cost during checkout. If the buyer selects one delivery, K1 places the in-stock fulfillment on hold and releases it automatically after the pre-order fulfillment is completed.

Mixed-cart shipping is available on Growth and higher plans and eligible legacy paid plans. The pre-order delivery group requires a Shopify selling plan. Full-payment lines created through Add-to-cart button replacement do not carry a selling plan and are treated as in-stock for mixed-cart delivery grouping.

Mixed-cart shipping operates only while the Mixed cart setting is Allow or Show a notice. Selecting Block turns Mixed-cart shipping off and prevents it from being enabled, because a blocked mixed cart cannot reach the delivery-choice flow. Existing rate and zone configuration is retained so it can be reused after the merchant returns to Allow or Show a notice.

Changes to the mixed-cart shipping setting affect new checkout behavior. They do not recalculate shipping charges or rewrite fulfillment behavior for existing orders.

Pre-order quantity limits

Limits are stored per covered variant and include:

• configured pre-order limit;
• orders/pre-order quantity already placed;
• remaining quantity;
• enabled, disabled, or limit-reached state.

The storefront prevents additions above the remaining pre-order limit and shows a sold-out state when the limit is reached. Order creation increments counters. Cancellation and applicable refunds decrement quantity counters. Revenue is not decremented by refunds.

Resetting limits preserves the configured positive limit and resets the placed counter, reopening the variant. A row intentionally configured with a zero limit remains limit-reached. Disabled limit rows remain disabled.

Cart and checkout validation

K1 validates regular and pre-order quantities throughout the cart and checkout experience. The storefront provides immediate quantity feedback, while checkout validation enforces available inventory and configured pre-order limits across standard and accelerated checkout paths.

Live Shopify cart availability is used when dividing an order into regular and pre-order quantities.

If a regular cart line becomes pre-order-only after it was added, K1 can reconcile the stale line into an eligible pre-order line instead of leaving Shopify’s “Only 0 available” response to block the cart. When several lines become stale together, K1 repairs the affected quantities as one coordinated cart update so the buyer can continue changing the cart or proceed to checkout. After the batch update, K1 verifies the affected lines and any lines required by the follow-up repair by their cart keys; movement of an unrelated cart line does not abort a successful reduction and leave the buyer’s items missing.

Checkout validation remains within Shopify’s execution limits for large carts and continues enforcing inventory ceilings and pre-order limits when many lines are present. When mixed carts are blocked, the same validation layer prevents checkout across standard checkout and accelerated methods, while storefront checks try to stop the mixed state before it is created. Protection is enabled only after the storefront has produced a valid K1 widget heartbeat; if the required settings record is missing, that real render can create it and synchronize the enforcement state instead of leaving protection permanently disabled.

9. Pre-Order Tracking

When a Shopify order contains a K1 PreOrder, the application records the customer, products, quantities, payment configuration, amounts, status, and lifecycle timeline. The recorded payment type is an order snapshot: later edits, renames, deletions, or selling-plan remapping in the source rule do not downgrade a historical deposit or card-authorization pre-order to full payment. A refresh can repair a more specific type when reliable order evidence is available, but does not overwrite the historical state with a less specific current-rule interpretation.

It also:

• creates the balance schedule for eligible deposit orders;
• updates pre-order limits and usage;
• applies configured order tags;
• starts the relevant customer email and Shopify Flow events;
• preserves the rule information associated with the order.

10. Pre-Order Management in the Admin

The Pre-orders area provides list and detail views for full-payment, deposit, limit-based, offline, and manually created pre-orders.

List

The list supports:

• order/pre-order identifier;
• customer and product information;
• owning rule snapshot;
• payment type and derived status;
• dates and amounts;
• search, filtering, sorting, and pagination;
• empty, demo, and no-results states.

Detail and timeline

The detail view includes:

• customer and line items;
• subtotal, deposit, balance, collected, outstanding, refunded, and refundable amounts;
• payment schedules and attempts;
• collection method;
• Shopify order link;
• lifecycle event timeline;
• eligibility-based actions.

Available actions can include:

• charge the next outstanding balance now;
• change the charge date;
• cancel an active scheduled charge;
• refund deposit, balance, full collected amount, or a custom amount;
• request replacement of the saved payment method;
• send a manual pre-order payment link;
• delete an unconfirmed manual pre-order.

Action availability is calculated on the backend from current order state. Terminal, cancelled, fully refunded, missing-scope, missing-schedule, and missing-payment-method states remove actions that cannot be completed safely.

Refund behavior

Refunds from the admin do not automatically cancel the Shopify order. Deposit and balance presets are all-or-nothing for the still-refund-able portion. If a partial prior refund means the complete portion is no longer available, the merchant must use a custom amount. Refunds are capped by collected and still-refundable money.

A full Shopify refund cancels active deferred charges. A partial refund does not automatically cancel the remaining balance because money may still be owed.

Change-date limitation

Changing the charge date requires the live write_payment_terms scope. Stores that have not granted the scope see the action disabled/unavailable. The operation updates Shopify payment terms and the K1 schedule together when Shopify accepts it.

11. Manual Pre-Order Creation

Eligible plans can create a pre-order manually from the admin before a Shopify order exists.

The merchant selects:

• customer;
• product/variant and quantity;
• payment model;
• deposit type and amount;
• automatic or offline balance collection;
• charge timing where applicable;
• line-item message;
• whether to generate and automatically email a payment link;
• the payment-link email template.

K1 creates a unique checkout link for the selected customer and products. The Shopify order is created after the customer opens the link and completes checkout.

Manual pre-order requirements:

• each checkout link represents one pre-order and is completed once;
• selected variants must be active and available on the storefront;
• automatic delivery requires a selected payment-link email template;
• payment settings are configured directly for the manual pre-order.

12. Draft Orders

A per-shop setting can enable pre-order handling for Shopify draft orders. It is off by default.

When enabled, products covered by an active pre-order rule are recognized as pre-order items in Shopify draft orders. Inventory validation then applies the appropriate regular and pre-order quantities when the invoice is opened or the order is completed.

For stores enrolled in the current offline-channel cohort from September 29, 2026, an unmarked line from a completed draft order or Shopify POS is evaluated against the rule’s display mode, threshold, and inventory at the assigned fulfillment location. An in-stock retail quantity remains regular, while the quantity beyond the rule’s regular-inventory boundary is recorded as pre-order. If K1 cannot attribute all units to one readable location or the inventory read is incomplete, it preserves the existing recognition behavior instead of treating an uncertain read as proof that the line was regular. Earlier merchant cohorts and online-storefront recognition are unchanged.

Deposit-based manual pre-orders with a scheduled remaining balance are created through K1's manual pre-order flow.

13. Customer Account Self-Service

K1 provides a full-page “My pre-orders” extension for Shopify Customer Accounts. The merchant enables the extension and adds its customer-account page or menu placement.

Buyers can see:

• all identified K1 pre-orders;
• items, quantities, prices, and plan/line-item labels;
• subtotal, shipping, total, paid, balance due, and refunded amounts;
• status badges, including cancelled and refunded states;
• payment schedule and due date;
• card brand and last four digits when available;
• merchant cancellation terms or the reason cancellation is unavailable.

Depending on merchant policy and backend eligibility, buyers can:

• pay an outstanding balance now;
• use Shopify's hosted payment page with another method;
• update the saved card in-session for supported Shop Pay cases or request an emailed update link;
• cancel the pre-order and receive the refund outcome defined by merchant policy when buyer-initiated cancellation is enabled.

The merchant can hide the Cancel pre-order button in Customer Accounts without changing the configured refund policy. The button is shown by default and is removed from the buyer portal only when the merchant enables Hide the "Cancel pre-order" button in Customer Accounts under Settings → Pre-order cancellation & refunds.

Cancellation and refund outcomes are verified immediately before execution using the latest order status and the merchant's policy.

Requirements and action availability:

• the merchant enables the K1 page in Shopify Customer Accounts;
• Pay now is available when the merchant enables it and the order has a chargeable K1 balance;
• card updates use an in-session Shop Pay flow or an emailed/hosted Shopify flow, depending on the payment method;
• cancellation availability requires buyer-initiated cancellation to be enabled and follows fulfillment state and the merchant's cancellation/refund policy;
• offline balance collection uses Shopify's hosted payment page when available and allowed by merchant policy.

14. Cancellation and Refund Policy Settings

The Settings area lets the merchant configure buyer self-service policy separately for deposit and fully paid orders.

Supported policy concepts include:

• no refund;
• deposit refund within a configured number of days;
• deposit refund before fulfillment;
• no refund for fully paid orders;
• full refund;
• balance-only refund where a separable collected balance exists;
• localized terms text;
• an unavailable-action explanation;
• applying changed policy only to new orders or to new and existing orders;
• showing or hiding the Cancel pre-order button in Customer Accounts independently of the refund rules;
• enabling/disabling early balance payment.

The cancellation button is shown by default. Enabling Hide the "Cancel pre-order" button in Customer Accounts disables buyer-initiated cancellation without changing the refund rules configured for the shop.

Policy changes are timestamped only when policy fields actually change. Unrelated settings saves do not silently change the cohort of orders governed by the policy.

15. Custom Customer Emails

K1 includes a merchant-authored customer email system for pre-order lifecycle communications.

Email editor and templates

The admin supports:

• starter templates;
• subject, preheader, sender name, reply-to, and structured email content;
• merchant-authored labels for all seven rows in the Order summary block: Subtotal, Discounts, Shipping, Taxes, Total, Deposit, and Balance;
• preview in desktop, mobile, and plain-text modes;
• test sends;
• merge variables for customer, shop, order, pre-order products, payment amounts, dates, actions, and selected metafields;
• Draft, Active, Paused, and Sent states depending on send mode;
• duplication, soft deletion, and lifetime send statistics.

An empty Order summary label falls back to the established English text. The configured labels are rendered consistently in the editor canvas, delivered HTML, and plain-text email. Because rendered email content is stored, an existing email must be saved again before previously generated plain-text content adopts updated Deposit, Balance, or other row labels.

Triggered email events

Automated emails can be triggered by:

• pre-order placed;
• balance due date;
• balance overdue/failed;
• balance paid in full;
• item fulfilled;
• order cancelled or fully refunded.

Timing supports immediate delivery and supported days-before/days-after anchors. Audience rules use AND between groups and OR within a group. Delivery is deduplicated per email/order/customer; fulfillment events additionally deduplicate per fulfillment so separate fulfillments can each send.

Manual emails

An email can be configured for manual dispatch to a selected audience. Manual emails never enter the automatic trigger pipeline. Re-sending creates a new batch. Payment-link emails are excluded from general bulk sending because each link belongs to one unconfirmed manual pre-order.

Payment-link email

A dedicated email can be sent from an unconfirmed manual pre-order. Its context comes from the stored pre-order because no Shopify order exists yet. The email can include the unique checkout/payment URL.

Sender domains and delivery controls

The merchant can use:

• a K1-hosted sender subaddress;
• an authenticated custom domain on eligible plans;
• store contact or custom reply-to settings;
• SPF, DKIM, and DMARC verification workflow;
• automatic fallback to the K1 sender if a custom domain later loses verification.

The system records queued, sent, delivered, opened, clicked, bounced, failed, and suppressed states where available. Unsubscribes, hard bounces, spam complaints, and manual suppressions prevent future sends.

Delivery and activation requirements:

• custom sender domains require successful domain authentication and an eligible plan;
• triggered emails must pass activation validation;
• manual emails remain separate from automatic lifecycle emails.

16. Shopify Flow Integration

K1 exposes six Shopify Flow triggers:

1. Pre-order placed.
2. Pre-order balance payment succeeded.
3. Pre-order balance payment failed or overdue.
4. Pre-order balance due soon.
5. Pre-order fully paid.
6. Pre-order cancelled or fully refunded.

Trigger payloads include the Shopify order reference, K1 PreOrder ID, payment mode, amounts/currency, and the stored rule name and rule ID where available. Merchants can add Flow conditions to restrict a workflow to one or more rules.

K1 exposes ten Flow actions:

1. Collect pre-order balance.
2. Cancel scheduled pre-order charge.
3. Reschedule pre-order charge by a number of days from today.
4. Request pre-order card update.
5. Refund pre-order deposit.
6. Refund pre-order balance.
7. Refund pre-order in full.
8. Refund a custom pre-order amount.
9. Add product to pre-order rule.
10. Remove product from pre-order rule.

The repository also contains prebuilt Flow templates, including failed-charge recovery, team notifications, payment/fulfillment workflows, and inventory-driven add/remove-rule workflows. Template availability in the Flow gallery depends on Shopify review and the deployed production app version.

Workflow configuration requirements:

• Shopify Flow must be installed;
• add/remove actions select their K1 rule on a dedicated configuration page;
• inventory templates pass the triggering variant's parent product to the K1 action;
• existing variant selections are preserved when Flow updates rule membership;
• rescheduling is configured as a number of days from the workflow run date;
• runtime actions validate the order, schedule, amount, and rule configuration before execution.

17. Integrations Catalog

The in-app Integrations area currently includes:

Qikify Custom Product Options

The integration supports Qikify option fields, price add-ons, conditional logic, and preservation of selected options through cart and order data when the product form submits the Qikify and K1 fields together.

GemPages

• GemPages V7 can use the Shopify app element/app block.
• GemPages V6 uses a self-contained Liquid snippet copied from the integration page.
• The snippet adds the K1 payment-options widget to the selected position on the product page.
• Custom product-page implementations can use a dedicated integration setup.

LayoutHub

The App Embed supports LayoutHub product pages, quick-view forms, and anchor-based quick-add links through dedicated compatibility logic. The payment selector still requires an app-block-capable template or an appropriate placement path.

Shopify Flow

The catalog explains the triggers, actions, templates, and per-step rule configuration described above.

18. Merchant Reviews

The reviews below were published as five-star reviews of K1 PreOrder.

Football club store

KV Mechelen · Belgium · ★★★★★

The official fan shop of a Belgian Pro League club.

“Even got support on a Sunday evening. Quick fix & great service.”

Electric skateboards

Evolve Skateboards · USA & UK · ★★★★★

One of the world's leading electric skateboard brands.

“Easy to setup — works pretty much right out of the box.”

Bicycles

CYKL · France · ★★★★★

Titanium gravel and road bikes, designed and built in Montpellier.

“The perfect app for pre-order with a great future for sure.”

Trading cards

Card Fossil · Australia · ★★★★★

Magnetic display cases for graded cards and Pokémon booster packs.

“K1's ability to intelligently split in-stock and back-order products in a customer's cart is a true game-changer.”

Shapewear & activewear

What Waist · USA · ★★★★★

Size-inclusive waist bands and shapewear worn by Lizzo and Shay Mitchell.

“The team went above and beyond to make the customization.”

Wine & spirits

Nestor Liquor · USA · ★★★★★

Top-shelf bottles, barrel picks and custom engraving.

“CX is super responsive. This app is great to work with.”

Beauty supply

Beauty Zone Nail Supply · USA · ★★★★★

Everything nail techs need, from gels to equipment.

“Fixed my issue without me having to do anything, responds really fast.”

Auto parts

AUTOSOLUTIONS · Mexico · ★★★★★

Genuine SKF, Timken and Gates parts for cars, trucks and heavy equipment.

“Easy to activate and configure… no custom styles, no custom scripts, no headache!”

More Merchants Using K1 PreOrder

The following established brands use K1 PreOrder. No review text is attributed to them in this overview.

OppoSuits

Business: Fashion · Netherlands

A category-defining partywear brand known for bold, unmistakable suits and coordinated outfits, operating across five regional storefronts.

Peruvian Connection

Business: Luxury fashion · USA & UK

A heritage fashion brand known for artisan-made alpaca knitwear and natural-fiber clothing, working with craftspeople around the world since 1976.

New Era Cap Malaysia

Business: Headwear and sportswear · Malaysia

The official Malaysian store of New Era, one of the world’s most established names in licensed sports headwear and the creator of the iconic 59FIFTY cap.

Nootka Saunas

Business: Home and wellness · Canada

A leading North American outdoor-sauna manufacturer known for handcrafted, climate-ready products and trusted by hospitality brands including Fairmont and Four Seasons.

JBØRN

Business: Baby products · Europe

A specialist European baby brand known for personalised essentials made from bamboo, organic cotton, and other carefully selected materials.

19. Pricing

All paid plans include a 7-day free trial and a 60-day money-back guarantee. Charges are billed in USD every 30 days. Plan usage is based on pre-order revenue recorded during the current 30-day billing period. For stores enrolled in the current offline-channel cohort from September 29, 2026, confirmed pre-order quantities sold through Shopify POS and completed draft orders also contribute to pre-order revenue; ordinary in-stock quantities on those channels do not. Existing merchant cohorts and online-storefront revenue measurement remain unchanged. Current public pricing is available on the K1 PreOrder pricing page.

20. Onboarding and Configuration Detection

The Home page tracks onboarding/configuration steps such as:

• App Embed enabled;
• Payment Options app block placed;
• rule created;
• design reviewed/customized;
• Customer Account portal placement.

The onboarding checklist updates as the merchant completes each setup step, including supported page-builder and custom widget placements.

New and reinstalled stores can also receive a dismissible free-migration offer on Home and in Settings. The offer opens a prepared conversation with the K1 team to request help moving existing pre-order rules, settings, and outstanding-payment setup from another application.

21. Terminology

The terms below are used consistently throughout this document.

Rule

the merchant configuration controlling targets, visibility, payment, inventory, and limits.

Payment option

one buyer-selectable full-payment or deposit configuration inside a rule.

Button replacement

full-payment path that marks the line but does not submit a selling plan.

Native purchase option

Shopify selling-plan-backed path.

Deferred payment

a remaining balance scheduled to be charged later.

Offline collection

the merchant collects the remaining balance manually.

Smart Cart Allocation

functionality that splits a requested quantity into regular and pre-order portions.

Mixed cart

a cart containing at least one regular in-stock line and at least one K1 PreOrder line.

Mixed-cart control

the shop-wide choice to allow mixed carts, show a buyer notice, or block the combination.

Mixed-cart shipping

settings that control the pre-order-shipment charge and the buyer's delivery choice while mixed carts are allowed; the feature is disabled when mixed carts are blocked.

Market targeting

a rule restriction that offers pre-order behavior only in selected Shopify Markets and uses the configured Sold Out or regular-purchase behavior elsewhere.

Pre-order limit

the maximum pre-order quantity configured for a product variant.