# 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:** ``` Standard Delivery Express Delivery Same-Day Delivery ``` **Not case-sensitive variations (won't work):** ``` standard delivery ❌ STANDARD DELIVERY ❌ Standard delivery ❌ (capital D required) ``` **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 --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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