Magento 2 Delivery Date Manual

Delivery Date Cover

Introduction

Magento 2 Delivery Date lets you optimize your delivery mechanisms by smart distribution of your delivery resources. With the extension, you can let customer choose the desired delivery date and time intervals. Also, you can set limits to eliminate the possibility of the shipments overbooking on the chosen day. It allows to define the correct and appropriate orders delivery schedule and exclude some special days (like holidays, days off etc).

Requirements and Installation

Delivery Date extension supports both Community and Enterprise edition of Magento starting from version 2.2. The current version of Magento installed on your website can be found in the lower right corner of any backend page.

Magento 2 Version

Delivery Date extension has 2 separate ways of installation: via Composer or by copying the code.

Installation Via Composer

  1. Create a folder anywhere on your server (preferably not in the Magento installation directory). Put the zip archive into this folder.

  2. Use any SSH client to connect to your server. Navigate to the root Magento folder. Bear in mind that the user should write permissions to this folder and its subfolders.

  3. Add the folder with the extension's archive as a repository. For this, run the Composer command:

    composer config repositories.mageworx artifact {/ABSOLUTE/PATH/TO/FOLDER}
    

    like

    composer config repositories.mageworx artifact /mageworx/extensions/zip
    

    This command will add these lines to your composer.json file

    "mageworx": {
        "type": "artifact",
        "url": "/mageworx/extensions/zip"
    }
    
  4. Perform the command:

    composer require mageworx/module-deliverydate
    
  5. Clear the compiled code and the cache:

    php bin/magento setup:upgrade
    php bin/magento cache:flush
    php bin/magento setup:static-content:deploy
    
  6. To update the extension via composer perform the command:

    composer update mageworx/module-deliverydate
    

    Installation by copying the code

  7. Download the extension's package from your customer account, unzip it.

  8. Use any SSH client to connect to your server. Bear in mind that the user should write permissions to this folder and its subfolders.

  9. Upload all the files and folders from the extension's package to the root Magento folder.

  10. Via SSH, navigate to the root Magento folder and perform the command:

    php bin/magento module:enable MageWorx_DeliveryDate
    
  11. Clear the compiled code and cache:

    php bin/magento setup:upgrade
    php bin/magento cache:flush
    php bin/magento setup:static-content:deploy
    

Delivery Options

To create, edit, disable or delete the delivery options, log into the Magento Admin panel and go to STORES ⟶ MageWorx Delivery Date ⟶ Delivery Option.

Delivery Date

Please note that during the initial setup this grid will be empty.

The Filters tab allows for using the standard Magento filters functionality to easily find the necessary delivery option.

To create a new delivery option, click the New Delivery Option button.

The workspace consists of 3 tabs: General, Limits and Holidays.

General

Delivery Date

The store owner can temporarily disable the extension by putting the Enable Delivery Option toggle to No.

In the Delivery Option Title field you can specify the name of the delivery option. This title will be visible for the store owners only.

The extension provides the possibility to limit the delivery option to some particular Store View or Customer Group.

The Working Days lets you define the days available for delivery. If no days are selected, the extension behaves as if all the days have been picked. Note that in this case the days without the delivery will be hidden on the Limits & Time Intervals tab.

The Disable Same Day Delivery after configuration sets the time when the same day delivery will be hidden. The website time will be used for this. The extension supports the AM/PM input here.

Delivery Date

The Shipping Methods Limit configuration has the dropdown so that the store owner can select whether to use All Methods or some Specific ones. If the Specific Methods setting is selected, the Shipping Method appears below this field.

The Shipping Method allows choosing the method(-s) to show the added delivery option for.

The Processing Order Period defines the number of days the store owner needs to implement order delivery. So if the store owner ships the orders next day, 1 should be written here. This field should be left blank if the shipment goes on the same day.

The Max Delivery Period provides the furthest possible delivery starting from the current date.

The store owner may define the time period when this particular delivery option will be shown for the customers using the Active From and Active To date pickers.

The Sort Order gives the possibility to set the desired sort order for the Delivery Option.

Limits & Time Intervals

The limits section is the place, where you can arrange the amount of deliveries implemented per day/during the set time interval.

First, you should select the setup of the Delivery Quotes & Time Intervals Scope.

Global (Unlimited)

Delivery Date

This setting comes useful when the store owner doesn't have some limitations for the order at some specific time. For instance, to add hourly delivery restriction intervals, click the Add New Time Limit button. You can set the from-to time.

Per Day

Delivery Date

This setting should be selected of the store owner has some daily/time limits. It adds the Daily Quote limit for the whole day and the Quote Limit for any time interval that the store owner adds. To add the new hourly limit, click the Add New Time Limit button. You can set the from-to time. Daily Quote is more important here so even if the time quote is not fully booked and the daily is, the customer won't be possible to select this day for the delivery.

Per Day of Week

Delivery Date

This setting provides the possibility to give different quotes limits for different days. The days that are enabled in the previous section will be shown. This setting adds the Daily Quote limit for the whole day and the Quote Limit for any time interval that the store owner adds. To add the new hourly limit, click the Add New Time Limit button. You can set the from-to time. Daily Quote is more important here so even if the time quote is not fully booked and the daily is, the customer won't be possible to select this day for the delivery.

Holidays

Delivery Date

This tab allows the store owner to set up the desired days to be excluded from the delivery (like holidays, days off etc).

It is possible to set each month option for some particular date so that this date won't be available in each month or set the annual option for some official holidays that happen each year.

Queue

To view the delivery queue, log into the Magento Admin panel and go to STORES ⟶ MageWorx Delivery Date ⟶ Queue.

Delivery Date

Once the customer makes the order and fills the delivery date and time information, it will be shown in this grid. Currently, our extension supports the basic information, such as the delivery date and time, the shipping method, the carrier and the store view.

Delivery Information For the Order

The delivery information is provided for any order. If the customer makes the order and fills the delivery date and time information, it will be shown in the order information.

Delivery Date

The merchant can edit this information by clicking the Edit button:

Delivery Date

Base Extension Configuration

Log into the Magento Admin panel and go to STORES ⟶ Configuration ⟶ MAGEWORX ⟶ Delivery Date. The extension configuration has 2 tabs: Delivery Date Configuration and Frontend Configuration.


Delivery Date Configuration

Delivery Date

The merchant can temporarily disable the extension by selecting No in the Enabled configuration.

The Allow Delivery Queue Overloading provides the possibility for the returned customer to be able to finalize the order with the specified date/time or not, if the limits are exceeded by the posterior customers.

The Delivery Queue chooses whether the full queue should be used for all methods (Global) or separate for each one (Per Delivery).

The merchant may add the display of the comment field on the Checkout. This field allows the customer to add some side notes that may be important to make a delivery. From the extension's configuration, you may enable this field and specify its name.

The Delivery Date Required option allows to turn the selection of the delivery date into the mandatory field.

The Pre-select Delivery Date setting automatically picks the quickest possible delivery option for any shipping method.

Frontend Configuration

Delivery Date

Date Display Mode and Time Interval Mode are designed for the layout of the delivery date and time options on the checkout: the radio buttons, drop-down or inside the boxes (buttons).

Delivery Date

This example shows the frontend layout for the drop-down and the button views

The Date Display setting manages the view of the date according to the local standards.

The Display today and tomorrow as words setting changes the dates to the direct words: the current date will be changed to Today while the next one will be shown as Tomorrow. The website time will be used for this.

The Time Intervals Label Template supports variables, such as {{from_time_24}}, {{to_time_24}}, {{from_time_12}}, {{to_time_12}} where the 12/24 at the ending means a time format. When the 12-hours format is used, a time will be displayed with the AM/PM suffix.

The Date Format field supports the custom design.

Delivery Date

While the default one is Y-m-d, it can be modified to any other according to the small cheatsheet.

Got Questions?

MageWorx offers FREE lifetime support and updates for any extension developed for Magento. Need help with the extensions? Feel free to submit a ticket from https://www.mageworx.com/support/

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