Reschedule Order Delivery

What is Reschedule Delivery?

Reschedule Delivery allows customers to change their preferred delivery date after placing an order, as long as they're within the editing window. This feature is particularly useful for perishable goods, scheduled deliveries, or when customers need flexibility with delivery timing.

Key requirement: A delivery date selector must be active at checkout for this feature to work.


Configuration

How to Access Settings

  1. Navigate to Apps > Order Editing > Settings

  2. Select Reschedule Delivery


Step 1: Enable Rescheduling

Allow Customers to Reschedule Their Order Delivery Date

  • Toggle ON to enable delivery date rescheduling

  • Customers can update their delivery date during the editing period

  • Feature automatically disables when editing window expires


Step 2: Configure Shipping Method Restrictions

Define which shipping methods trigger rescheduling prompts:

  1. Under Restrictions, enter shipping method names

  2. Add one method per line

  3. Important: Shipping method names are case-sensitive and must match Shopify exactly

Example:

Not case-sensitive variations (won't work):

Why restrict by shipping method? Some shipping methods (like overnight or express) may not support flexible delivery dates. Restricting ensures only appropriate methods allow rescheduling.


Step 3: Choose Delivery Date Storage Location

Select where the rescheduled delivery date should be stored. You can choose multiple options.


Option 1: Order Attributes

What it does: Displays the delivery date to customers on the order page

Visibility: Customer can see their selected delivery date

Best for:

  • When transparency is important

  • Customers need to verify their delivery date

  • You want customers to see the date in their Order Status page

Customer experience: Date appears in order details as a visible attribute


Option 2: Metafield

What it does: Saves the date in Shopify without customer visibility

Visibility: Hidden from customers, visible to merchants and systems

Best for:

  • Internal tracking only

  • Integration with fulfillment systems that read metafields

  • When you don't want customers to see the technical delivery date field

Use case: Your 3PL reads metafields to determine when to ship orders


Option 3: Shipping Title

What it does: Adds the date to the shipping method name

Example:

  • Original: "Standard Delivery"

  • Updated: "Standard Delivery - Deliver by Jan 15, 2025"

Visibility: Customer sees date in shipping method name

Best for:

  • Clear visual indication of delivery date

  • Easy identification in order lists

  • When shipping method name is prominently displayed

Trade-off: Makes shipping method name longer


Option 4: Shopify Flow

What it does: Uses the new delivery date as a trigger for automation

Visibility: Available as a Flow trigger/variable

Best for:

  • Advanced automation workflows

  • Triggering actions based on delivery date changes

  • Integrating with external systems via Flow

Use case: Automatically notify your fulfillment team when delivery date is rescheduled


Key Features

Only Available Within Edit Period

Automatic disabling: Rescheduling is disabled automatically once the editing window expires

Why this matters: Prevents customers from changing delivery dates after fulfillment has begun

Customer experience: After deadline, customers must contact support for delivery changes


Merchant-Controlled Logic

You define:

  • Which shipping methods allow rescheduling

  • Where delivery dates are stored

  • How dates are displayed

Targeted control: Only relevant orders show rescheduling options


Automatic Reversion

What happens if customer doesn't complete the change:

If a customer starts rescheduling but:

  • Doesn't confirm the change

  • Doesn't pay added shipping costs (if applicable)

  • Abandons the editing process

The system defaults back to:

  • Original delivery date

  • Original shipping method

Why this matters: Prevents incomplete changes from causing fulfillment issues


No Rescheduling Fee by Default

Important: Merchants cannot charge a fee specifically for rescheduling through the app

If you need to charge a rescheduling fee: Contact Order Editing support for a custom integration

Why no fee: The feature is designed for customer convenience, not as a revenue source


Prerequisites

Delivery Date Selector at Checkout

Critical requirement: This feature only works if a delivery date is already captured from the customer at checkout.

How to set up delivery date at checkout:

  1. Use Shopify's native delivery date selector, OR

  2. Install a delivery date picker app, OR

  3. Add custom code to capture delivery dates

Common delivery date apps:

  • Order Delivery Date by CodeBlackBelt

  • Delivery Date Scheduler

  • Advanced Order Delivery Date

Without a delivery date at checkout: The reschedule feature will not appear to customers


Customer Experience

How Customers Reschedule

  1. Customer accesses Order Status page during editing window

  2. Sees "Reschedule Delivery" option (if shipping method qualifies)

  3. Selects new delivery date from available options

  4. Confirms change

  5. If shipping cost increases: Pays difference before change applies

  6. Receives confirmation of new delivery date


What Customers See

Based on storage location selected:

Order Attributes ON:

  • Delivery date visible in order details

  • Shows "Delivery Date: January 15, 2025"

Shipping Title ON:

  • Shipping method shows date

  • Example: "Standard Delivery - Deliver by Jan 15"

Metafield only:

  • Customer doesn't see the date explicitly

  • May see confirmation message that date was updated


Best Practices

Ensure delivery date selector is active at checkout - This feature only works if a delivery date is already captured from the customer at checkout

Leverage order attributes or metafields wisely - If you want customers to see their selected delivery date post-purchase, use the order attribute option

Communicate expectations - Let customers know about their ability to reschedule in:

  • Confirmation emails

  • FAQs

  • Order instructions

  • Thank You page banners

Match shipping method names exactly - Double-check case sensitivity and spelling

Test thoroughly - Place test orders with different shipping methods and verify rescheduling works as expected

Consider fulfillment capabilities - Only enable for shipping methods where you can realistically accommodate date changes


Settings Summary

Basic Settings:

  • Allow rescheduling: ON/OFF

  • Restricted shipping methods: List of method names (case-sensitive)

Storage Locations (select one or multiple):

  • Order Attributes: ON/OFF

  • Metafield: ON/OFF

  • Shipping Title: ON/OFF

  • Shopify Flow: ON/OFF


Common Use Cases

Use Case 1: Meal Delivery Service

Scenario: Customer orders meal kit for Friday delivery but needs to change to Monday

Configuration:

  • Rescheduling: Enabled

  • Restricted to: "Scheduled Delivery"

  • Storage: Order Attributes + Metafield

What happens:

  1. Customer reschedules to Monday

  2. Date appears in order attributes (customer sees it)

  3. Date saved in metafield (fulfillment system reads it)

  4. Meal kit prepared for Monday delivery instead


Use Case 2: Furniture Store

Scenario: Customer orders sofa with "White Glove Delivery" scheduled for next Tuesday but needs it Wednesday

Configuration:

  • Rescheduling: Enabled

  • Restricted to: "White Glove Delivery"

  • Storage: Shipping Title + Shopify Flow

What happens:

  1. Customer reschedules to Wednesday

  2. Shipping method updates to "White Glove Delivery - Deliver by Wed, Jan 17"

  3. Shopify Flow triggers notification to delivery team

  4. Delivery team schedules for Wednesday


Use Case 3: Grocery Delivery

Scenario: Customer orders groceries for same-day delivery but realizes they won't be home

Configuration:

  • Rescheduling: Enabled

  • Restricted to: "Same-Day Delivery", "Next-Day Delivery"

  • Storage: Order Attributes + Metafield

What happens:

  1. Customer reschedules from same-day to next-day

  2. May incur shipping difference charge (same-day more expensive)

  3. Date visible to customer in order details

  4. Grocery fulfillment prepares for next day instead


Troubleshooting

Reschedule option not appearing:

  • Verify delivery date selector is active at checkout

  • Check that shipping method name matches exactly (case-sensitive)

  • Confirm rescheduling is enabled in settings

  • Ensure customer is within editing window

Shipping method not working:

  • Double-check spelling and capitalization

  • View order in Shopify admin to see exact shipping method name

  • Copy exact name into restrictions field

Date not visible to customer:

  • Verify "Order Attributes" is enabled if you want customer visibility

  • Check that order has been updated (refresh Order Status page)

Date not triggering Shopify Flow:

  • Confirm "Shopify Flow" option is enabled

  • Verify Flow is set up to listen for the delivery date trigger

  • Test with a new order to confirm Flow triggers

Automatic reversion occurring:

  • Customer may not be completing the change process

  • Check if shipping cost increase is requiring payment customer isn't completing

  • Verify customer sees confirmation screen and clicks to finalize


Integration with Fulfillment Systems

How Fulfillment Systems Can Read Delivery Dates

If using Metafield storage:

  • Configure your 3PL/WMS to read the delivery date metafield

  • Metafield name provided in Order Editing settings

  • System can schedule fulfillment based on delivery date

If using Shipping Title:

  • Fulfillment system sees delivery date in shipping method name

  • May need to parse the date from the title

If using Shopify Flow:

  • Create Flow that sends delivery date to external system

  • Flow can trigger webhooks, API calls, or notifications

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