How to Use Date Rules

Overview

Date Rules are used to define time slots for pickup and delivery. This can be used for In-Store pickup, Local Delivery or Same Day Delivery.

Examples of Date Rules

  • Only allow In-Store Pickup on Mondays, Wednesdays and Fridays between 10:00AM and 2:00PM every 30 minutes and allow pickup every 15 minutes between 2:01PM and 8:00PM
  • Offer Local Delivery to customers in Columbus between 2:00PM and 5:00PM every 30 minutes
  • Offer Same Day Delivery to customers in Ohio between 2:00PM and 5:00PM every hour

Creating a New Rule

You will need to turn on Date/Time as an advanced feature to use Date Rules. To do so, go to the Features tab in the lefthand nav and toggle Date & Time to ‘Enabled’.

When Date & Time is Enabled, there will be a new Date Rules tab in the nav.

  1. Go to Date Rules
  2. Enter the name of the rule – this should explain what the rule does. For Example: In-Store Pickup MWF
  3. Set the Time Slots you have for the shipping options. Enter the Start Time, End Time and Time Slot Interval.
  4. Proceed to the Conditions panel, and set the Pickup location or Carriers if you are configuring the rule for.
  5. If you only want the rule to apply to certain Zones, you should specify this under Restrict to Zones.
  6. Under Applicable Days, select which days you want this rule to cover.
  7. Select Add and then Save the rule.

Advanced

Under the Advanced panel, you can set a Valid To and Valid From date, if applicable. You can optionally set this Date Rule to override other date rules, and also set the Display as 12-hour rather than 24-hour time.

Conclusion

You have now set a rule to only allow pickup or delivery during certain times on specified days.

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