Request a specific delivery or pickup date for an order

Optimizely Configured Commerce's Admin Console admins can allow website customers the option to request the date that their order will be fulfilled, whether pick up or delivery. The maximum length of time allowed for future delivery can be customized to match existing business workflows.

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Note

This functionality is turned off by default.

Delivery date request overview

When a customer is checking out, the Review and Pay page displays the option to request a specific date.

After the order has been submitted, the requested delivery or pickup date is displayed on the order confirmation below the fulfillment method and is also shown on the Order Details Page (Admin Console > Sales > Cart History > Details finger tab).

Allow delivery date requests

To complete the following steps, the user must be assigned a role that can edit system settings.

1. Go to Admin Console > Administration > System > Settings.

2. In the Search Box, enter "Enable Request Delivery Date" or go to Order Management > Checkout > Enable Request Delivery Date.

3. Change the setting to show YES.

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   Note

   Once the setting Enable Request Delivery Date is set to YES a new Setting, Maximum Delivery Period, will appear below Enable Request Delivery Date.

4. In the Maximum Delivery Period Setting, set the maximum number of days ahead that a customer can request a delivery- the default value is set to 90.

5. Click Save to accept changes.

Allow pick up date requests

To complete the following steps, the user must be assigned a role that can edit system settings.

1. Go to Admin Console > Administration > System > Settings.
2. In the Search Box, enter "Enable Request Pick Up Date" or go to Shipping > General > Enable Request Pick Up Date.
3. Change the setting to show YES.
4. Click Save to accept changes.