In this article, you will learn how to set up a delivery window for your clients to select at the time of check-out, configure order limits and update timeslots.
Configuring the Timeslot feature will allow you to offer your customers the ability to choose the delivery day and time
This article will cover:
- Setting up Timeslots
- Configuring Order Limits per Timeslots
- Customize Prep Time by Product
-
Updating Timeslots
Setting up Timeslots
Onfleet offers the ability for you to provide delivery time for customers at checkout. Configuring the Timeslot feature will allow you to offer your customers the ability to choose the delivery day and time
Enabling Time Slot Selection:
Activate the Onfleet cart widget across your store to offer customers the ability to choose delivery time slots. This extension supports all Shopify cart types and will automatically adapt to your store's theme. The timeslot feature is only supported for themes in the Shopify app store. By using the timeslot selection feature, customers will not be able to select Buy It Now as that will bypass the cart widget. The widget will automatically hide the Buy It Now button on your store.
Note: If you have a custom theme, you will need to reach out to support@onfleet.com for further assistance
Navigate to the Onfleet App. In the "Location Configuration" section, navigate to the "Additional Settings" area and select the option for enabling delivery time slots.
Click "Enable Widget". You will be redirected to your theme editor in a new tab.
You will be redirected from the Onfleet App to your Shopify theme editor in a new browser tab.
Toggle on the Onfleet App. You will now be able to see a preview of the changes on your storefront.
Switch back to the previous browser to the Onfleet App in Shopify. Navigate back to the location that you were configuring in the integration.
Enter your Zip Codes that correspond to this location. Zip Codes must be unique per location. If you are using Shopify’s Local delivery feature, It's essential that these zip codes match exactly to ensure accurate delivery area recognition.
Set up the days and times when you wish to provide delivery services. Before completing their purchase, customers will have the option to select a delivery timeslot. You have the flexibility to offer one timeslot for the entire day or several timeslots throughout the day. If a customer places an order after the beginning of a timeslot, that timeslot will no longer be visible or available for selection to the customer.
Preparation times can be set in minutes, hours, or days, offering flexibility based on your operational needs. Cutoff times determine when the current day's timeslots become unavailable, pushing orders to the next available slot.
The "Delivery Note" option allows customers to convey special instructions, preferences, or requests related to the delivery.
Select "Save" to save your configuration.
In the Onfleet App, select the Widget Configuration section and then click the “View in theme editor”
You can now test out the time slot selection as customers would see it. Click "Save" to confirm your changes.
If you wish to restrict checkout if a customer is not in an eligible Zip Code, enable the setting below on the "Widget Configuration" screen. If you have multiple themes on your store, you can enable the widget for them here by clicking "View" in the theme editor.
The details gathered at checkout will be displayed in the "Additional Notes" section, where you can view the delivery date, time, and any notes provided.
Configuring Order Limits per Timeslots
You can configure order limits by enabling the "Order Limits" option for the location. Once you have enabled this feature you can then set the capacity for each time slot.
Note: When an order is cancelled or deleted, the orders do not count towards order limits for the time slot.
Order limits may be exceeded if multiple customers are checking out at the same time. Both customers may select the last available slot.
Customize Prep Times by Product
You can set custom preparation times for individual products at a location.
Note: This will override the default daily prep times for the selected products.
In the Onfleet Location, navigate to the "Prep time" configuration and select the "Add custom preparation time" button.
Once you select "Add custom preparation time," the products available at the location will be available. You can scroll through the products and select the product you want to configure, or you can use the search to find specific products.
After selecting the product or products you would like, you will then be able to configure the preparation time for the product. You can set a preparation time in days, hours, or minutes, and once you have configured the products, you select "Save".
When there are many products in the cart, the overall order preparation time will be the longest duration of either the location or the product that has the longest preparation time. For example, when a cart has a jacket that doesn’t have a product-specific preparation time, the jacket will use the location preparation time (if configured).
If a snowboard has a preparation time of 1 hour, a t-shirt with a product-specific preparation time of 15 minutes, and the jacket inheriting the 10-minute preparation time from the location, the overall order preparation time will be 1 hour.
Updating Timeslots
The Complete After/Before times for Onfleet tasks can be adjusted through Shopify's metafields. You can update the value of it or set it manually.
Access Shopify Settings: In your Shopify admin panel, go to "Settings".
Within settings, select "Custom Data".
Choose the "Orders" group to add new metafields.
Add a Date and Time metafield named "Complete After". Ensure the field name matches exactly.
Add another Date and Time metafield named "Complete Before". The field name must be exact.
Once the metafields are created, you can set or update the delivery window on Shopify orders. This information will automatically update the corresponding Onfleet task with the specified Complete After/Before times.