SellRules User Guide

From creating selling schedules to pre-orders, made-to-order, back-in-stock notifications, and order management — explained step by step.

1. What You Can Do with SellRules

SellRules manages product sales across phases — announcement, pre-order / made-to-order, and regular sale — and automatically switches the storefront buy button to match each phase.

Collect emails or take pre-orders before launch, or keep selling sold-out products as made-to-order — so there is never a moment when a product "can't be sold".

Admin navigation: Home / Schedules / Order Progress / Rules / Waitlist / Notification Log / Settings.

2. Getting Started (Initial Setup)

1

Install the app

Install SellRules from the Shopify App Store.

2

Enable the theme app embed

Go to Online Store → Themes → Customize → App embeds and enable SellRules. This activates the storefront button switching.

3

Set the sender email

In Settings, configure the sender name and default language for notification emails.

We recommend creating one schedule on a test product first to confirm how it works.

3. Create a Selling Schedule

From Schedules, set the selling phases and dates for each product.

Announcement

A phase for collecting emails before launch and notifying customers of restock or release.

Pre-order

A phase for accepting orders before launch (paid up front).

Made-to-order

A phase where products are produced and shipped after the order is placed.

Regular sale

The standard add-to-cart purchase phase.

1

Choose a product

Go to Schedules → New and select the target product (or variant).

2

Set phases and dates

Enter the start date for the announcement, the pre-order (or made-to-order), and the regular sale.

3

Save

Once saved, phases switch automatically at the dates you set. The calendar view shows the schedule for all products at a glance.

To change the dates of multiple products at once, use Bulk Edit.

4. Automatic Storefront Button Switching

Depending on the phase, the buy button on the product page switches automatically (Notify me / Pre-order / Request made-to-order / regular Add to cart).

You can customize the button labels from Settings or the theme app embed.

If the button does not appear, check that the theme app embed is enabled.

5. Made to Order

Use this for products that are produced and shipped after an order is placed, without holding stock. Setting a made-to-order phase in the schedule switches the buy button to a made-to-order request.

1

Set a made-to-order phase

When creating the schedule, set the made-to-order phase and the estimated shipping time (in days).

2

Manage orders

Orders you receive are tracked as made-to-order in Order Progress.

6. Automatic Switching When Out of Stock

You can set rules that automatically switch a product to pre-order, made-to-order, or waitlist when its inventory reaches zero — preventing lost sales due to stockouts.

Inventory-linked switching works by monitoring the inventory limit you set inside the app.

7. Purchase Limit Rules

From Rules, set per-order and per-customer purchase limits as well as payment-method restrictions.

1

Choose target products

Select the products (or variants) the rule applies to.

2

Set the limits

Enter the maximum quantity per order and the cumulative maximum per customer.

3

Payment / customer limits (optional)

Set VIP-only sales (customers with a specific tag) or restrict payment methods for pre-order and made-to-order orders.

Set the "per-customer limit" to be greater than or equal to the "per-order limit". If it is lower, customers effectively cannot purchase, which is a contradictory configuration.

8. Waitlist (Notification Sign-ups)

During the announcement phase or when out of stock, customers can register their email address. You can view registrants in the Waitlist.

When pre-orders open or stock arrives, registrants are automatically notified by email.

9. Email Notifications and Templates

You can edit email templates for each purpose — order confirmation, shipping notice, delay alert, back-in-stock notification, and more.

Edit templates

Edit the subject and body of each template from Settings. Templates support 9 languages, and you can vary the content per language.

Notification log

Check sent and pending notifications in the Notification Log.

10. Managing Order Progress

In Order Progress, manage the progress of pre-order and made-to-order orders in one list.

1

Check progress

View phase, delay status, and estimated ship date in a single list.

2

Change the ship date

Change the estimated ship date when needed. If you push it back, you can send a delay notification to the customer (both single and bulk are supported).

3

Print and fulfill

Print packing slips, or bulk-fulfill orders in Shopify.

11. Dashboard and Plan

On Home, a dashboard shows the number of products in each phase and the latest status.

You can review or change your pricing plan and billing status from Settings.

12. Need Help?

For questions, please also check the FAQ and the Changelog (update history).

Contact us via SellRules → Settings → contact form in your Shopify admin, or through the Support link on the App Store.