Dynamics Community Forum Thread Details

Customer's Pre-Order Management

We use Microsoft Dynamics 365 Commerce in our retail business and currently offer pre-order promotions for newly released mobile phones before they are available in our stores.

Our existing process is as follows:

Customers pay either the full amount or a deposit for the pre-order.
Instead of recording the payment against the pre-order, we load the amount onto a gift card.
Once the phones arrive in our stores, the customer returns, and the gift card is redeemed to complete the purchase of the phone.

We would like to discontinue using gift cards for this process.

Is there a standard feature or recommended process in Dynamics 365 Commerce that allows us to:

Accept full or partial payment for a pre-order.
Hold the payment against the customer's order until the product becomes available.
Allow the customer to pay any remaining balance (if applicable) when the phone is ready for collection.
Complete the sale without the need to issue or redeem a gift card.

If so, could you explain the recommended process and any configuration required to support this scenario?

Categories:

Dynamics 365 Commerce

Dynamics 365 Supply Chain Management

If your goal is to move away from using gift cards for pre-orders, I'd recommend evaluating the standard Customer Order Prepayment functionality in Dynamics 365 Commerce first. It supports recording prepayments against customer orders, while payment authorization and capture depend on your payment provider's capabilities. This may meet your requirements without needing the gift card workaround.
Kindly check these references for further clarifications on how to go about it

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