How Purple Dot supports your WMS/ERP software depends on whether Purple Dot is integrated into your Shopify store as separate checkout or as a payment provider inside Shopify's checkout. See more here to learn about these two options. When using Purp

<h1 id="shopify-stores">Shopify stores</h1>How Purple Dot supports your WMS/ERP software depends on whether Purple Dot is integrated into your Shopify store as separate checkout or as a payment provider inside Shopify&apos;s checkout. See more <a href="https://docs.getpurpledot.com/docs#feature-comparison" target="_blank" rel="noopener noreferrer">here</a> to learn about these two options.<h2 id="as-separate-checkout">As separate checkout</h2>When using Purple Dot in this way, any sold pre-order is held outside your Shopify store until stock arrives.All WMS/ERP systems are compatible with this version of Purple Dot.That is just a natural consequence of having 0 un-fulfillable orders inside your Shopify store until stock arrives.&#xA0;When stock arrives, Purple Dot will automatically turn the pre-orders it has collected into orders in Shopify, at which point the same fulfillment flow you already run for regular orders will kick in.If you want to see data about pre-orders ahead of fulfillment, you can look at various Waitlist/Pre-order/Sales reports inside our merchant portal, or use our <a href="https://docs.getpurpledot.com/docs/purple-dot-apis/private-api" target="_blank" rel="noopener noreferrer">Private API</a> to access the data programatically.<h2 id="as-payment-provider-inside-shopify-checkout">As payment provider inside Shopify checkout</h2>When using Purple Dot in this way, all sold pre-orders will land&#xA0;in your Shopify store right after purchase.&#xA0;However, Purple Dot still ensures that you have 0 un-fulfillable orders inside your downstream systems until stock arrives.WMS/ERPs already supported<ol id="isPasted"><li style="font-size: 16px;"><a href="https://www.fulfil.io/" target="_blank" rel="noopener noreferrer">Fulfill.io</a></li><li style="font-size: 16px;"><a href="https://www.flexport.com/" target="_blank" rel="noopener noreferrer">Flexport</a></li><li style="font-size: 16px;"><a href="https://www.shipstation.com/" target="_blank" rel="noopener noreferrer">ShipStation</a></li><li style="font-size: 16px;">(coming soon) <a href="https://www.linnworks.com/" target="_blank" rel="noopener noreferrer">Linnworks</a></li></ol>What if my WMS/ERP is not listed above?When using Purple Dot with Shopify checkout, any sold pre-order lands in your Shopify store right after purchase. Purple Dot does a couple of things to ensure that this does not create problems for fulfilment<ul><li id="isPasted" style="font-size: 16px;">all pre-order line items are automatically assigned to a &quot;Purple Dot Virtual Location&quot;&#xA0;</li><li style="font-size: 16px;">all pre-order line items can be additionally automatically put &quot;On hold&quot;</li></ul>These actions should indicate to your WMS/ERP that they are not ready for fulfillment.Here&apos;s how a pre-order purchased through Shopify checkout may look.&#xA0;<img src="https://attachments.gorgias.help/Oro0V7L0kw79d83N/hc/qgaXzxaKYN2vDWOp/2026012915-9d2a074f-fad4-442d-9937-2d4e06421897-screenshot%202026-01-29%20at%2014.54.10.png" style="width: 300px;" class="fr-fic fr-dib">In this example, the shopper has purchased the &quot;ACOTAR Tights&quot; on pre-order alongside buying &quot;Huggy Light Compression Tights&quot; that weren&apos;t on pre-order and could be fulfilled right away.Come Dec 9 -15 - when stock arrives for the &quot;ACOTAR Tights&quot; - Purple Dot will automatically<ul><li style="font-size: 16px;">remove the &quot;On hold&quot;</li><li style="font-size: 16px;">re-assign it to one of the real locations in your Shopify store (respecting the same sotck allocation rules as regular orders, although you do have the ability to assign all pre-orders for a particular product to a specific location)</li></ul>If your WMS/ERP is able to&#xA0;<ul><li style="font-size: 16px;">ignore line items in a Shopify order that are either &#x201C;On hold&#x201D; or assigned to &#x201C;Purple Dot Virtual Location&#x201D; when first ingesting the order, and then</li><li style="font-size: 16px;">re-ingest line item(s) from existing orders because &quot;On hold&quot; was removed and the location assignment had changed</li></ul>then it will be compatible with Purple Dot without any work required!If your WMS/ERP does not support these Shopify order state changes, Purple Dot will (and can) integrate with it directly.<h1 id="other-stores">Other stores</h1>Purple Dot is compatible with any eComm platform that can make use of our <a href="https://docs.getpurpledot.com/docs/purple-dot-apis/private-api" target="_blank" rel="noopener noreferrer">Private API</a>. Talk to use at <a href="mailto:sales@getpurpledot.com">sales@getpurpledot.com</a> to get started!

How does Purple Dot integrate with my WMS/ERP?

How to run email and sms campaigns for pre-orders

<h1 id="isPasted">Shopify stores</h1>How you need to use Purple Dot with Klaviyo software depends on whether Purple Dot is integrated into your Shopify store as separate checkout or as a payment provider inside Shopify&apos;s checkout. See more <a href="https://docs.getpurpledot.com/docs#feature-comparison" target="_blank" rel="noopener noreferrer">here</a> to learn about these two options.<h2 id="isPasted">As payment provider inside Shopify checkout</h2>Nothing custom required here. The same events/tracking that already works for your regular sales will work for pre-orders also.<h2 id="as-separate-checkout">As separate checkout</h2>First, head to the Integrations page in your Purple Dot merchant portal to enable the Klaviyo integration.Once enabled, Purple Dot can trigger <a href="https://www.klaviyo.com/uk/features/flows">flows</a> inside your Klaviyo that let you do custom email and sms marketing campaigns for pre-order shoppers just as you are able to do them for in-stock shoppers.Purple Dot does not configure or manage those flows or emails directly, brands typically handle that themselves so everything stays aligned with their existing marketing strategy and creative.Purple Dot does 3 useful things, all powered by these setting fields<img src="https://attachments.gorgias.help/Oro0V7L0kw79d83N/hc/0e8PW74jPE6DnpGB/2026042222-754f9506-7d87-489e-b0a0-589e8079282e-screenshot%202026-04-22%20at%2023.06.30.png" style="width: 698px;" class="fr-fic fr-dii"> How to track conversion/revenue from pre-ordersIf &quot;Send an event when shoppers place a new pre-order&quot; is turned on then Purple Dot will send to Klaviyo an event with the specified name every time some shopper buys a pre-order through the Purple Dot checkout. That event gives a lot of information about what has been purchased, see the event description <a href="https://docs.getpurpledot.com/docs/shopify-stores/pre-order-tracking#klaviyo">here</a>.<img src="https://attachments.gorgias.help/Oro0V7L0kw79d83N/hc/0e8PW74jPE6DnpGB/2026042223-5c310377-f5da-4218-a0ec-4bf04c72ab64-screenshot%202026-04-23%20at%2000.53.53.png" style="width: 411px;" class="fr-fic fr-dii">You can then - inside Klaviyo - combine this &quot;Placed Pre-Order&quot; event with the &quot;Placed Order&quot; event emitted by Shopify for regular sales to track all sales with a single metric. Make sure to exclude pre-orders from the Shopify metric so you&apos;re not double counting them when the pre-orders export to Shopify upon fulfillment.<img src="https://attachments.gorgias.help/Oro0V7L0kw79d83N/hc/0e8PW74jPE6DnpGB/2026042223-204b1070-3783-4f42-a11e-efc444043de7-screenshot%202026-04-23%20at%2000.56.43.png" style="width: 451px;" class="fr-fic fr-dii">How to run email marketing flowsA pre-order purchase can trigger the same email flows as a regular Shopify order purchase. Just make sure the trigger metric is &quot;&lt;cog&gt; Placed Order&quot; and that the name of the event in Purple Dot Klaviyo settings is also &quot;Placed Order&quot;:<img src="https://attachments.gorgias.help/Oro0V7L0kw79d83N/hc/0e8PW74jPE6DnpGB/2026042415-f148ec94-caf4-4b15-832c-efb9f473c43e-screenshot%202026-04-24%20at%2016.22.15.png" style="width: 469px;" class="fr-fic fr-dii"> How to run SMS marketing flowsIf the Private API key from above is filled out AND further up the Integrations settings the collection of sms marketing consent is turned on:<img src="https://attachments.gorgias.help/Oro0V7L0kw79d83N/hc/0e8PW74jPE6DnpGB/2026042222-ffd1874f-f403-4464-bd87-86a445a61460-screenshot%202026-04-22%20at%2023.43.02.png" style="width: 300px;" class="fr-fic fr-dii">Then Purple Dot&apos;s checkout will show the sms marketing consent box:<img src="https://attachments.gorgias.help/Oro0V7L0kw79d83N/hc/0e8PW74jPE6DnpGB/2026042222-6b118e47-9cc5-44c9-9fe2-d31180cd7e9c-screenshot%202026-04-22%20at%2023.42.08.png" style="width: 300px;" class="fr-fic fr-dii">and if the shopper gives consent AND they actually go on to purchase the pre-order, Purple Dot will either create or update their profile inside your Klaviyo as &quot;sms subscribed&quot;.&#xA0;This will then activate any Klaviyo flows where someone getting subscribed to sms marketing is the trigger:<img src="https://attachments.gorgias.help/Oro0V7L0kw79d83N/hc/0e8PW74jPE6DnpGB/2026042222-00323dd6-69af-4ffe-85cb-28cff0e345b2-screenshot%202026-04-22%20at%2023.32.44.png" style="width: 300px;" class="fr-fic fr-dii"> How to run SMS campaignsIf &quot;Subscribe shoppers to this SMS list when they pre-order&quot; is enabled and the shopper gave consent then Purple Dot will automatically add this shopper&apos;s phone number to the specified list.Having shoppers on a list is useful because it allows you to run e.g. a one-off sms marketing campaign that targets everyone who gave sms consent in the past. <img src="https://attachments.gorgias.help/Oro0V7L0kw79d83N/hc/0e8PW74jPE6DnpGB/2026042222-1dececcf-037b-4f1c-a300-0d8aa041a563-screenshot%202026-04-22%20at%2023.49.42.png" style="width: 300px;" class="fr-fic fr-dii">

How to use Klaviyo with Purple Dot

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Integrations

How do I set up a waitlist?

How do I pause a waitlist?

My stock is further delayed, what do I do?

I need to change the amount of stock I have available for pre-order?

I’m ready to export a waitlist to Shopify, how do I do this?

How do pre-orders affect my inventory in Shopify?

What do the different waitlist statuses mean?

Only one pre-order item is ready to be exported, can I split the pre-orders?

With auto-exports, do my waitlists pause when stock arrives?

How do I use Waitlist Releases?

Can my orders automatically export when the stock arrives?

Can I align my automatic exports to match when my Shopify inventory syncs?

Do I still need to close out waitlists if I use export automation?

How do I bulk edit waitlists?

If I click the "add future discount" box when adjusting a waitlist's expected ship date, how does this work?

If there's a warehouse delay, can I update the Timed Export setting same day?

Purchase Order Upload

What tags does Purple Dot apply that we can use for our online store?

How do I bulk upload waitlists?

Managing your waitlists

How can I tell if an order is a pre-order?

How can I cancel a customer’s pre-order?

A customer wants to change their pre-order item, how do I do this?

The item was shipped and it has been returned, how do we refund it?

How can I change a customer’s shipping address or email?

Are PD pre-order and the exported Shopify order numbers the same?

A customer has requested a different variant/SKU of the product after we exported the order. Is this possible?

Can I export a single pre-order or multiple single pre-orders?

If I have to cancel / close a waitlist does it cancel the line items of that product or the entire pre-order of the shopper?

If we schedule a waitlist what does the shopper see?

Managing Pre-orders / Cancellations & Refunds:

Setting up your shipping rates

Check your tax zones

Can I use calculated shipping rates?

Can I use weight based shipping rates?

I want to give customers the choice ship their mixed cart together

Can I set conditional shipping rates by shipment rather than total value of the cart?

I only want to offer free shipping IF they also purchase an in-stock item

As a US company we need to add Purple Dot as a vendor. How do we do this?

How do I customize the shipping configurations available to shoppers?

How do our manual rates work?

How Purple Dot’s separate checkout works with Avalara

I want certain items not to ship separate from their pre-orders

Shipping & Taxes

Connect your bank account

How do I enable deposits/split payments?

Can we allow the use of discount codes?

Do you support affiliate tracking?

Do you have gift card support?

When am I invoiced vs when am I paid out?

For pre-orders, can a shopper use gift cards and discount codes on the same order?

How do I update my bank account?

What happens if I issue a partial refund and the shopper used a gift card?

Why do I see a debit on my bank account for orders refunded in Shopify?

What makes up the "Held balance" total on the finance page?

When do I receive payouts?

What does the Statement section of the Finances page show me?

What do “Upcoming payouts” include on the Finances page?

What’s the difference between “Upcoming payouts” and “in-transit” payouts?

I am using Purple Dot’s Paypal integration. Are these funds included in the Finance tab of your dashboard?

Why doesn’t the latest “Closing balance” match the current “Held balance”?

Why is my “Upcoming payouts” figure negative?

What does the “currency exchange” line represent in my statement?

Are the total “Payments received” the same as my total gross sales for that time period?

I have multiple stores that are using Purple Dot. Which are included in my Finances figures?

How does Purple Dot handle fraudulent transactions?

If I have an existing Stripe account that I connect for Purple Dot, where do I see the transactions?

Finance & Payments

Payments, Discounts & Finances

I want to connect Purple Dot with Klaviyo

We closely monitor “Reached checkout” conversion metric. Are orders placed through your checkout included in that Shopify metric? If not, is there a way to include them to make our conversion data more accurate?

Can I change the language of the emails and checkout?

Can I customize the emails?

How do I change our reply-to email address?

Can I turn off Purple Dot abandoned cart emails?

How do I give access to the Purple Dot Dashboard?

Can I remove "Pre-order protected by Purple Dot?"

I want to connect Purple Dot with Attentive

How do I turn on Tracking and Analytics for Purple Dot?

How do I find pre-orders in Google Analytics?

We have some previous customers that are not able to checkout with us due to fraud concerns. How does this work with Purple Dot?

How do I automate the publishing of my sales channels for pre-orders?

I want to connect Purple Dot with Ometria

I want to connect Purple Dot with Braze

Preferred/Earliest Fulfilment Date

What is the "Purple Dot Virtual Location"?

How to enable Smart Cart

How does Purple Dot's Attentive integration work?

Checking/Enabling fulfillment locations

What are user roles?

How do I make sure an item is associated with the pre-order portion of the order?

Features, Emails, Integrations & Support

Sales Report

I need a payout report for reconciliation. Where do I find this?

Is there a report for waitlist performance?

How do I determine the sales of just pre-order products?

How do we get our pre-order download report into one currency?

Pre-order Report: Can I download a report of all pre-orders?

Pre-order Report: Why do the order totals only show on a single row?

Pre-order Report: How do I analyze if we're meeting our estimated ship dates?

Pre-order Report: How do a I download a subset of pre-order?

Pre-order Report: Why do I have multiple shipping rates for an order?

Pre-order Report

Reporting & Statistics

How does a Customer make a pre-order?

What does a Customer receive when they place their order?

What emails does a customer receive in their full pre-order journey?

How do I contact support?

Is our checkout ADA compliant?

Customer Experience

My exports are failing. What's wrong?

I need to turn off Purple Dot completely from my store

I'm getting an error message when I try to set up a waitlist in multiple stores.

When we try to checkout with a pre-order item, it redirects to to the homepage. How can I fix this?