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.

The Delivery Option Title provides 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 the Customer Group.

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

Delivery Date

The limits section is the place, where you can arrange the amount of deliveries implemented per day/during the set time interval. To add the new hourly limit for some day, open this day tab and click the Add New Time Limit button. You can set the from-to time and the quote limit for this particular time interval.

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 recurring 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.

Display Delivery Dates Reserved by Unaccomplished Orders as an Available lets you avoid delivery disruptions caused by abandoned carts. For instance, the client A has added several products to cart and selected some date and time for the delivery. Then this client closes the website before the order is processed. If several more clients select the same date and time and exceed the limit for this interval, the client B will (if the Yes option is selected) or won’t (if set to No) be able to choose this time interval.

The Quote Limitation Mode 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 Use General Queue chooses wthether the full queue should be used for all methods or separate for each one.

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 ans specify its name.

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 Time Intervals Labe 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.

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 http://www.mageworx.com/support/

MageWorx offers outstanding services developing custom-tailored solutions for Magento platform to attain your eCommerce objectives. Our professional impassioned team provides profound and custom oriented development of your project in a short timeframe.