Setup: Options (Order Tags, Showing in Emails, Validation, Interference from Other Apps)

screens: The button "Add Tags" at the top of the screen / left menu "Option"
verified_from: The admin implementation (field names, texts)

PROC-O1 Tag orders with the delivery date (manual)

Where: The button "Add Tags" at the top of the app screen (in the same row as "Save", "Contact" and the language button)
Steps:
1. Press the button "Add Tags" at the top of the admin (the same row has "Save", "Contact" and the language button). After pressing, "Tags were added" is shown
Result: in the order list, the delivery date specified by the customer is added as a tag (YYYY-MM-DD format)
Limit: only orders that are open and within 3 days of the day you press the button are targeted

PROC-O2 Tag orders automatically (Shopify Flow)

Where: App left menu "Option" > "Auto Tag to Order (Shopify Flow)"
Steps (left menu "Option" → "Auto Tag to Order (Shopify Flow)"):
1. Install Shopify Flow (if it is not installed)
2. Download shopify-flow-import-file.flow with the "Download" button
3. Import that file with "Import" at the top right of Flow
4. Turn the imported workflow on ("Turn on workflows")
Result: every item in the order's "Additional details" becomes a tag
Optional: to tag only specific items, choose "Edit" → delete the action → choose the label string you want to tag and copy the code → add the action and save
Note: the date format follows the admin setting. For a different format, the Pro plan is needed

PROC-O3 Show the delivery date and time in emails and on the thank-you page

Where: App left menu "Option" > "How to display by email and checkout screen"
- "Mail of Order Confirmation": open the instructions and paste the Liquid code into the notification email template (manual)
- "Thank you page (Adding Script)": the method using additional scripts
- "Thank You Page, Order Confirmation Page": the method using the extension (for merchants on the Basic plan or above). Check support of other apps before switching
Note: inserting the code is manual work by the merchant. It is not inserted automatically

PROC-O4 Validate the date at checkout

Where: App left menu "Option" > "Validation for delivery date" > the check "Activate"
What is validated: whether required fields are filled, the shortest date, the longest date (on failure the customer cannot proceed to purchase)
Limits:
- The cut-off time cannot be validated. If cut-off times exist in several groups, choose only one "Cut off time" for validation (groups/options with the unselected cut-off times are not used in the shortest-date calculation)
- For options (delivery area, etc.), delivery time selection and input texts, only whether required fields are filled is validated
- It cannot be turned ON when the saved size exceeds the limit
Messages: "Validation message for delivery date verification" and others can be edited (default texts exist)

PROC-O5 When it interferes with other apps

Where: App left menu "Option" > "Cart Attributes Update"
- "Do not update cart attributes when the app (cart page) loads"
- "Do not update cart attributes when the 'Buy' button is pressed"
Use: when another app causes a malfunction, turn it ON and try to resolve it
Note: when ON, the updates that make sure the delivery date and time are added to the order are no longer performed. Check on the live store

List of headings on the “Option” screen (from the top. Confirmed on the real screen)

  1. Validation for delivery date (“Activate”. It shows the current saved size)
  2. Creating a backup file of saved data
  3. Auto Tag to Order (Shopify Flow)
  4. Display switching for each language
  5. How to display by email and checkout screen
  6. Cart Attributes Update
  7. Holiday Calendar Settings (automatically delete dates before a given day)
  8. Request Support for Setting Up (paid)

FACTS

O-1  "Add Tags" is a manual button. To tag automatically, use Shopify Flow (PROC-O2).
O-2  Showing in emails is done by the merchant pasting code into the template. The app does not rewrite emails automatically.
O-3  Even with validation ON, the cut-off time cannot be validated.

ESCALATE

  • “The delivery date and time does not appear in the email”: check whether the code was pasted into the template, whether the label matches (re-fetch it if the group name was changed), and the kind of notification email.
  • “Validation stops the customer from purchasing”: ask for the store URL, the products in the cart, the displayed message, and the shortest/longest date of the group.

SEE

Install