You should familiarise yourself with how Shipping Zones & Rules work before commencing with setting up delivery schedules.

 

Setting Up a Delivery Schedule

In order to setup a delivery schedule there are a number of components that need to be set to allow it to work:

  1. Set Operating Days under "Supplier Settings"
  2. Set Delivery Days under your "Shipping Zone"
  3. Set Order Cut-off and Delivery Delay under your "Shipping Zone Rule".

This setup allows for granular control over delivery schedules, even allowing you to offer same day and next day delivery options within the same zone. If any one of these steps is not completed then delivery schedules would not be used.

 

Set Operation Days

Operating days defines the days of the week that your business is operational. This is used to calculate the processing time. For example, if you offer next day delivery on Monday to Friday and you also operate only on Monday to Friday, then if someone misses the cut-off on the Friday we would know that any order placed after this would actually be delivered on the Tuesday rather than the Monday. 

 

To set the operating days:

  • Click on your company name in the top right and select "Settings". 

 

 

  • Select "Supplier Settings"  from the "Settings" menu.

  • Scroll to "Operating Days" then select which days your business operates then click "SAVE".

 

Set Delivery Days

Delivery days define which days you delivery in a specific zone. 

To set the delivery days:

  • Click on your company name in the top right then select "Settings", (as above). 

 

  • Select "Shipping Settings" from the "Settings" menu.

 

  • Click on the Shipping Zone you want to edit.

  • Click on the 3 dots in the top right-hand corner and select "Edit Zone". 

  • Under "Delivery Schedule" select which days you will deliver to this zone. 

  • Click "SAVE".

 

Set Order Cut-off and Delivery Delays

The order cut-off defines the time of day that an order needs to be placed before in order to receive a specific delivery. Delivery delays defines the processing time for the order. This allows you to manage if the rule is for same day, next day, +2 day delivery or more. The delivery delay is defined based on the operating days not the delivery days. 

To set the order Cut-off and Delivery Delay for a Delivery Zone: 

  • Click on your company name in the top right then select "Settings". 

  • Select "Shipping Settings".

  • Click on the Shipping Zone you want to add the Order Cut-off time to.

 

  • "Edit Shipping Rule" will open.

  • Scroll to "Advanced Settings" and complete the fields:
    • Warehouse Location - Whether or not to override the default warehouse location that orders for this shipping rule are mapped to. If set to "Default" it will use the setting defined in your Order Settings. If another location is defined the pick location and inventory will be allocation to the chosen location.

    • Order Cut-off - A delivery cut-off defines the period of time prior to a delivery day that an order must be placed. If this time has passed the delivery day would not be available to the customer when ordering. Choose "Not Set" to not use delivery schedules. You must also select "Delivery Delay"  to define the processing time of the order.

    • Delivery Delay - When using delivery schedules you can set the processing days before delivery would occur. Times range from Same Day Delivery to +5 Operating Days. 

    • Available To - Whether this rule is applies to "All Customers" or "Specific Customers Only". If "Specific Customers Only" is selected, a "Customer(s)" field will show allowing you to select specific customers.

    • Customer(s) - Select the customers you would like this rule to be applied to. This field will only show if "Specific Customers Only" is selected in the "Available To" field. 

 

Click "SAVE".