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Shopify 独立站上把一个尚未上市、尚未到货或按单生产的商品开放预售。完成标准是：发货时间、预售数量上限、收款时点与取消规则有书面依据；平台前提已核对；商品页在购买按钮之前展示条款；测试订单的定金、尾款与条款一致；延期、取消与发货各有处理流程和负责人。为什么这样定、各收款方式的取舍，见",[516,517,519],"a",{"href":518},"\u002Fzh\u002Fcommerce\u002Fpre-orders","预售","。",[522,523,524],"h2",{"id":524},"前置条件",[526,527,528,535,538,541],"ul",{},[529,530,531,532,534],"li",{},"已读过",[516,533,519],{"href":518},"，知道本次属于新品、补货还是定制场景。",[529,536,537],{},"有生产排期或采购单等能支撑发货时间的书面依据。",[529,539,540],{},"有 Shopify 后台的商品、订单与应用安装权限。",[529,542,543],{},"知道店铺使用的支付服务商。",[522,545,546],{"id":546},"步骤",[548,549,551],"h3",{"id":550},"_1-定发货时间数量上限收款时点与取消规则","1. 定发货时间、数量上限、收款时点与取消规则",[512,553,554],{},"写下四项，作为页面、邮件与客服的共同来源：",[526,556,557,568,578,584,590],{},[529,558,559,563,564,520],{},[560,561,562],"strong",{},"预计发货时间","：按生产或到货计划中最晚的合理日期定，写成区间；写的是发货（交给承运人），不是送达。美国邮购规则要求对陈述的发货时间有合理依据，未陈述时按收到完整订单后 30 天计，见",[516,565,567],{"href":566},"\u002Fzh\u002Fregulations\u002Fus-mail-order-rule","美国 FTC 邮购规则",[529,569,570,573,574,520],{},[560,571,572],{},"预售数量上限","：按确认的生产或到货数量减去损耗与售后预留，口径见",[516,575,577],{"href":576},"\u002Fzh\u002Fcommerce\u002Finventory-basics","库存管理基础",[529,579,580,583],{},[560,581,582],{},"收款时点","：下单全款、定金加尾款，或发货时扣款；定金比例与尾款扣款日期。",[529,585,586,589],{},[560,587,588],{},"取消与退款规则","：发货前能否取消、怎样取消、多久退款；延期时顾客的选择。",[529,591,592],{},"怎样确认做对：四项都有数值或日期，并注明依据文件与负责人。",[548,594,596],{"id":595},"_2-核对平台前提","2. 核对平台前提",[512,598,599],{},"Shopify 没有内置预售功能。帮助中心的 Pre-orders 与 Setting up pre-orders 页写明：",[526,601,602,605,608,611,614],{},[529,603,604],{},"需要从 Shopify App Store 安装预购应用，并先在应用内完成设置，后台才会显示预售信息。",[529,606,607],{},"目前只对使用 Shopify Payments 或 PayPal Express 的商家开放。",[529,609,610],{},"不支持自定义结账的店铺；顾客不能用 Shop Pay、Apple Pay、Google Pay 等加速结账，也不能用 Klarna、mollie iDEAL | Wero 等本地支付方式购买预售商品。",[529,612,613],{},"只支持 Online Store 与 Custom Storefront 渠道。",[529,615,616],{},"一个商品可以设置多个购买选项，但顾客不能在一次结账中组合不同购买选项；预售不支持 Buy X get Y 折扣，也不支持 Shop Promise。",[512,618,619,620,520],{},"这些限制会影响主要市场的支付转化，例如依赖 Apple Pay 或本地支付方式的市场。购买选项在平台层的机制、选择器与卸载应用后的数据删除，见",[516,621,623],{"href":622},"\u002Fzh\u002Fshopify\u002Fshopify-selling-plans","销售计划",[526,625,626],{},[529,627,628],{},"怎样确认做对：逐条对照店铺现状，记录每一条是否满足；不满足的，决定是改设置、接受限制还是不做预售。",[548,630,632],{"id":631},"_3-在预购应用与商品中配置","3. 在预购应用与商品中配置",[526,634,635,638,641,644,655],{},[529,636,637],{},"在预购应用中设置收款方式：帮助中心写明可以在下单时收取全额、部分或不收款；收款时会保存顾客的付款方式，之后再履约并收取剩余款项。",[529,639,640],{},"设置尾款的付款条件。Deferred payments 页列出的条件包括 Due on fulfillment（全部商品履约时到期）与指定日期到期。",[529,642,643],{},"确认库存占用时点：Managing pre-orders 页写明预售库存在销售时或履约时占用，部分应用可以选择。按第 1 步的数量上限设置可售数量。",[529,645,646,647,650,651,654],{},"在后台 ",[560,648,649],{},"Products"," 中打开该商品：只以预售方式出售时，勾选 ",[560,652,653],{},"Only display this product with these purchase options","；同时允许一次性购买时，取消勾选。",[529,656,657],{},"怎样确认做对：应用中的收款比例、到期条件与可售数量与第 1 步一致，并截图留存。",[548,659,661],{"id":660},"_4-商品页与购买前条款","4. 商品页与购买前条款",[526,663,664,676,686,689],{},[529,665,666,667,671,672,520],{},"在购买按钮之前展示预计发货时间、现在付多少与之后付多少、取消方式与延期处理；模块要求见",[516,668,670],{"href":669},"\u002Fzh\u002Fmodules\u002Fsubscription-terms-summary","订阅与预售条款摘要","，页面组成见",[516,673,675],{"href":674},"\u002Fzh\u002Fshopify\u002Fproduct\u002Fpreorder-subscription-page","预售与订阅商品页配方",[529,677,678,679,683,684,520],{},"主题需要提供销售计划选择器并提交 ",[680,681,682],"code",{},"selling_plan","，变体切换时同步可选计划，见",[516,685,623],{"href":622},[529,687,688],{},"在欧盟销售时，Directive 2011\u002F83\u002FEU 第 6(1)(g) 条要求在顾客受合同约束前告知商家承诺交付商品的时间。",[529,690,691],{},"怎样确认做对：商品页、购物车行、确认邮件中的发货时间与收款说明一字不差地来自第 1 步。",[548,693,695],{"id":694},"_5-用测试订单核对","5. 用测试订单核对",[512,697,698],{},"Setting up pre-orders 页写明的结账行为，逐项实测：",[526,700,701,704,707,710,717],{},[529,702,703],{},"结账时订单摘要显示应付的定金金额；顾客须在付款步骤确认自己购买的是带购买选项的商品，否则无法完成。",[529,705,706],{},"购物车里多个预售商品的到期日不同时，最早的到期日适用于全部商品；任一商品为 Due on fulfillment 时，全部商品按 Due on fulfillment；各商品的定金合并在结账时收取。",[529,708,709],{},"预售商品与现货同一购物车时，记录实际的收款与发货安排是否符合你的规则。",[529,711,712,713,520],{},"测试方法与证据记录见",[516,714,716],{"href":715},"\u002Fzh\u002Fshopify\u002Fshopify-purchase-validation","购买验证",[529,718,719],{},"怎样确认做对：每种组合都有订单号与截图，金额与第 1 步一致。",[548,721,723],{"id":722},"_6-管理预售订单与尾款","6. 管理预售订单与尾款",[526,725,726,745,759,769,772],{},[529,727,728,729,732,733,736,737,740,741,744],{},"在 ",[560,730,731],{},"Orders"," 中用 ",[560,734,735],{},"Unfulfilled"," 与 ",[560,738,739],{},"Unpaid"," 标签找出未履约或未付清的预售订单；有余款的订单显示 ",[560,742,743],{},"Partially paid"," 区域。",[529,746,747,748,750,751,754,755,520],{},"提前收尾款：只在商品比预期更早发货时进行，在订单的 ",[560,749,743],{}," 区域点击 ",[560,752,753],{},"Collect payment"," 扣取已保存的卡。Managing pre-orders 页提醒，顾客没有预期的扣款可能导致拒付，提前扣款前先告知顾客；顾客的银行可能质疑后续扣款，需要顾客手动确认。拒付机制见",[516,756,758],{"href":757},"\u002Fzh\u002Fcommerce\u002Fpayments-chargebacks","交易与支付",[529,760,761,762,732,765,768],{},"扣款失败时，可以在顾客资料的 ",[560,763,764],{},"Payment methods",[560,766,767],{},"Send link to update card"," 请顾客更新付款方式。",[529,770,771],{},"Deferred payments 页写明，带订阅、预售或先试后买等购买选项的订单不会发送付款提醒，尾款到期前的提醒需要自己安排。",[529,773,774],{},"怎样确认做对：每周有一份未付清预售订单清单，含到期日与扣款结果。",[548,776,778],{"id":777},"_7-延期时通知顾客","7. 延期时通知顾客",[526,780,781,786,789,799],{},[529,782,783,784,520],{},"一旦得知无法在陈述的时间内发货，在合理时间内、且不晚于原定时间，主动通知顾客并给出选择：同意延期，或取消并获得及时退款。通知包含有依据的新日期（或说明无法预测及原因）、取消权与免费的取消方式；新日期晚于原期限 30 天以内与超过 30 天，沉默的含义不同；再次延期时须重新取得同意。规则见",[516,785,567],{"href":566},[529,787,788],{},"用邮件等能送达顾客的方式通知；FTC 指南写明只在订单状态页发布不满足要求。",[529,790,791,792,794,795,798],{},"需要延后履约时，可在未履约订单的 ",[560,793,735],{}," 区域菜单中选择 ",[560,796,797],{},"Hold fulfillment","；Managing pre-orders 页提醒，暂停履约时要告知顾客订单状态。",[529,800,801],{},"怎样确认做对：每笔延期订单都有通知内容、发送时间与顾客选择的记录。",[548,803,805],{"id":804},"_8-取消与退款","8. 取消与退款",[526,807,808,820,823,826],{},[529,809,810,811,815,816,520],{},"Managing pre-orders 页写明：未履约、部分付款的预售订单可以取消；已履约的订单不能取消，只能全额或部分退款；顾客取消后可能仍需手动退款；在 Orders 中退款后，可能还要在预购应用中取消该订单。取消与退款的通用操作见",[516,812,814],{"href":813},"\u002Fzh\u002Fshopify\u002Fshopify-orders-management","订单管理","与",[516,817,819],{"href":818},"\u002Fzh\u002Fshopify\u002Fshopify-returns-refunds","退货、退款与补回库存",[529,821,822],{},"美国邮购规则要求的退款：一般付款方式在 7 个工作日内，卖家自有信用账户在一个账单周期内；退还已付全额（含定金），不得用店铺积分或代金券替代。",[529,824,825],{},"在欧盟，Directive 2011\u002F83\u002FEU 第 9 条的 14 天撤回期对买卖合同从顾客取得商品实物占有之日起算；第 18 条规定未按约定时间交付时顾客的解除权与退款。",[529,827,828],{},"怎样确认做对：取消订单在 Shopify 与预购应用两处状态一致，退款金额与时间有记录。",[548,830,832],{"id":831},"_9-发货与收尾","9. 发货与收尾",[526,834,835,838,841,846],{},[529,836,837],{},"到货后按订单先后履约，尾款按设定的条件收取；到货数量少于已售数量时，排在后面的订单按第 7 步处理，不擅自替换款式或颜色。",[529,839,840],{},"预售结束后，把商品改回一次性购买或下架预售选项，撤下预售条款与预计发货时间。",[529,842,843,844,520],{},"复盘按时发货率、预售取消率与尾款扣款成功率，口径见",[516,845,519],{"href":518},[529,847,848],{},"怎样确认做对：商品页不再显示预售条款，所有预售订单已发货、取消或在延期流程中。",[522,850,851],{"id":851},"完成检查",[526,853,856,866,872,878,884,890,896,902],{"className":854},[855],"contains-task-list",[529,857,860,865],{"className":858},[859],"task-list-item",[861,862],"input",{"disabled":863,"type":864},true,"checkbox"," 预计发货时间、数量上限、收款时点与取消规则有书面依据和负责人",[529,867,869,871],{"className":868},[859],[861,870],{"disabled":863,"type":864}," 平台前提逐条核对，限制对主要市场的影响已评估",[529,873,875,877],{"className":874},[859],[861,876],{"disabled":863,"type":864}," 预购应用与商品购买选项的配置与书面规则一致",[529,879,881,883],{"className":880},[859],[861,882],{"disabled":863,"type":864}," 条款在购买按钮之前可见，与购物车、确认邮件一致",[529,885,887,889],{"className":886},[859],[861,888],{"disabled":863,"type":864}," 测试订单覆盖单个预售、多个预售与预售加现货的组合",[529,891,893,895],{"className":892},[859],[861,894],{"disabled":863,"type":864}," 未付清订单有定期清单与扣款失败处理",[529,897,899,901],{"className":898},[859],[861,900],{"disabled":863,"type":864}," 延期通知、取消与退款流程已准备，记录可留存",[529,903,905,907],{"className":904},[859],[861,906],{"disabled":863,"type":864}," 预售结束后条款已撤下",[522,909,910],{"id":910},"常见问题",[512,912,913],{},"**下单时不收钱，是不是就不受发货时间规则约束？**美国邮购规则以「收到完整订单」为起点，包括部分付款或授权从已有账户扣款。只保存付款方式、不扣款时何时起算，条文与 FTC 指南都没有专门讨论，需要合规确认。无论如何，页面上的发货时间都应有依据。",[512,915,916],{},"**可以只在订单状态页写「预售延期」吗？**不够。FTC 指南写明，顾客错过承诺日期后才看到订单状态页时，不满足通知要求；订单状态页可以作为邮件等通知的补充。",[512,918,919],{},"**能不能用店铺积分代替退款，留住顾客？**美国邮购规则要求的退款不能用积分或代金券替代。顾客主动要求改用积分是否可行，条文与指南都没有专门讨论，需要合规确认。",[522,921,922],{"id":922},"待继续完善",[526,924,925,928,931],{},[529,926,927],{},"未安装或比较任何预购应用，应用内的设置项与延期、取消流程未核验。",[529,929,930],{},"预售与现货同一购物车时的实际收款与履约行为未实测。",[529,932,933],{},"卡组织对延迟扣款的规则、美国各州与欧盟成员国国内规则未核验，需要合规确认。",{"title":935,"searchDepth":936,"depth":936,"links":937},"",2,[938,939,951,952,953],{"id":524,"depth":936,"text":524},{"id":546,"depth":936,"text":546,"children":940},[941,943,944,945,946,947,948,949,950],{"id":550,"depth":942,"text":551},3,{"id":595,"depth":942,"text":596},{"id":631,"depth":942,"text":632},{"id":660,"depth":942,"text":661},{"id":694,"depth":942,"text":695},{"id":722,"depth":942,"text":723},{"id":777,"depth":942,"text":778},{"id":804,"depth":942,"text":805},{"id":831,"depth":942,"text":832},{"id":851,"depth":936,"text":851},{"id":910,"depth":936,"text":910},{"id":922,"depth":936,"text":922},"dtc",[171],"current","任务：在 Shopify 独立站上线一个预售商品，先定发货时间依据、预售数量上限、收款时点与取消规则，核对预购应用与支付方式的平台前提，配置购买选项与页面条款，用测试订单核对定金与尾款，并在延期、取消与发货时按美国 FTC 邮购规则通知顾客与退款。",[959,960],"product-pricing","fulfillment-logistics","partial","md",[],[],[],{},[73,60,70,129],[],[970,971],"us","eu",[253,199,242,250,249,243,76,38,106],[974,975,976,977],"owner","operations","support","developer",{"title":502,"description":957},[980,981,982,983,984,985,986],"https:\u002F\u002Fhelp.shopify.com\u002Fen\u002Fmanual\u002Fproducts\u002Fpurchase-options\u002Fpre-orders","https:\u002F\u002Fhelp.shopify.com\u002Fen\u002Fmanual\u002Fproducts\u002Fpurchase-options\u002Fpre-orders\u002Fsetup","https:\u002F\u002Fhelp.shopify.com\u002Fen\u002Fmanual\u002Fproducts\u002Fpurchase-options\u002Fpre-orders\u002Fmanage-pre-orders","https:\u002F\u002Fhelp.shopify.com\u002Fen\u002Fmanual\u002Ffulfillment\u002Fmanaging-orders\u002Fpayments\u002Fdeferred-payments","https:\u002F\u002Fwww.ecfr.gov\u002Fcurrent\u002Ftitle-16\u002Fchapter-I\u002Fsubchapter-D\u002Fpart-435","https:\u002F\u002Fwww.ftc.gov\u002Fbusiness-guidance\u002Fresources\u002Fbusiness-guide-ftcs-mail-internet-or-telephone-order-merchandise-rule","http:\u002F\u002Fpublications.europa.eu\u002Fresource\u002Fcellar\u002F51fedfcf-7025-11ea-a07e-01aa75ed71a1.0006.02\u002FDOC_1",[988,989],"convert","deliver","published","tasks\u002Fset-up-a-pre-order",[519,993,994,995,996,997,998,999],"预购","Pre-order","定金","尾款","延迟发货","Shopify","购买选项",[],[],"2026-10-10",[1004],"shopify","2026-10-10 读取 Shopify 帮助中心 Pre-orders、Setting up pre-orders、Managing pre-orders、Deferred payments 四页（经工具摘要读取）；经 eCFR versioner API 读取 16 CFR Part 435 全文；读取 FTC 邮购规则商业指南网页；经欧盟出版局读取 Directive 2011\u002F83\u002FEU 2022-05-28 合并文本第 6(1)(g)、9、18 条。销售计划与主题选择器的细节沿用站内销售计划正文 2026-09-29 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