Delivery Date: Magento Extension by Amasty. User Guide.

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Enhance customers’ satisfaction by enabling them specify preferable delivery dates and time intervals to receive orders. Easily define the dates and time available for delivery.

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Delivery Date: Magento Extension by Amasty. User Guide.

  1. 1. User Guide: Delivery Date Page 1 Support: http://amasty.com/contacts/ Delivery Date Magento Extension User Guide Official extension page: Delivery Date
  2. 2. Page 2 Support: http://amasty.com/contacts/ Table of contents: User Guide: Delivery Date 1. Delivery Date – General Settings………………………………………………………………………………………..3 2. Delivery date, time and comments field………………………………………………………………………….….11 3. Exceptions: Dates and Holidays………………………………………………………………………………………..13 4. Exceptions: Date Intervals……………………………………………………………………………………………….14 5. Time Intervals…………………………………………………………………………………………………………………15 6. Extended Features…………………………………………………………………………………………………………..16 7. Delivery Date in Different Places………………………………………………………………………………………20 8. Delivery Date – Confirmation Email…………………………………………………………………………………25 9. Delivery Date – Invoice Email………………………………………………………………………………………….26 10. Delivery Date – Invoice PDF……………………………………………………………………………………………27 11. Delivery Date – Shipment PDF………………………………………………………………………………………..28
  3. 3. Page 3 Support: http://amasty.com/contacts/ 1. Delivery Date – General Settings User Guide: Delivery Date To set up Delivery Date, please go to: System > Configuration > Delivery Date You can manually switch of the extension. If you want to pause the extension work, please set Enabled option to “NO” At “Disable Delivery on” field, please choose day of the week for which delivery won’t be available.
  4. 4. Page 4 Support: http://amasty.com/contacts/ You can set up the minimal interval for delivery. For example, we will set 3 as minimal delivery interval. In this case the delivery won’t be available for the same day when the order was placed and the next 2 days. All days and years before the order also will be restricted. User Guide: Delivery Date The day, when the order has been placed. According to the minimal interval (3), the next 2 days after the order has been placed also restricted. All dates , before the order, are not available for delivery 1. Delivery Date – General Settings
  5. 5. Page 5 Support: http://amasty.com/contacts/ User Guide: Delivery Date You can set up maximal delivery interval, which will be available for customers. This interval will include the day of the order and N - 1 days after the order has been placed. For example, we have set maximal delivery interval as 5, in this case the delivery will be available for the same day when the order was placed and 4 next days. The day, when the order was placed. According to Maximal delivery interval, there are only 5 days available for delivery: today and 4 next days. 1. Delivery Date – General Settings You can specify how many orders a customer can make per established time interval.
  6. 6. Page 6 Support: http://amasty.com/contacts/ It is also possible to restrict delivery for the same day as the order was placed after a certain time period. We will set 10:00, in this case for the orders, which were placed after 10:00 the delivery for the same day won’t be available. Now it is 15:01 and it means that all orders which will be placed can't be delivered today. User Guide: Delivery Date If we try to place the order at 15:03, according to the Delivery day settings, the same day delivery won’t be available for us 1. Delivery Date – General Settings
  7. 7. Page 7 Support: http://amasty.com/contacts/ It is also possible to restrict delivery for the next day as the order was placed after a certain time period. We will set 10:00, in this case for the orders, which were placed after 10:00 the delivery for the next day won’t be available. Now it is 15:03 and it means that all order s which will be placed can't be delivered next day. User Guide: Delivery Date According to the Delivery Date settings, delivery will be available the same day and on other days, except for the next day. 1. Delivery Date – General Settings
  8. 8. Page 8 Support: http://amasty.com/contacts/ It is possible to set a Time Offset. This will be added or subtracted (when with the minus) to the current time. Time Offset is applied to: 1. Minimal Delivery Interval; 2. Maximal Delivery Interval; 3. Disable Same Day Delivery After; 4. Disable Next Day Delivery After; User Guide: Delivery Date 1. Delivery Date – General Settings You can specify how many deliveries per day you r store can make. After your limit is exceeded customers will be shown this day as unavailable for delivery. c
  9. 9. Page 9 Support: http://amasty.com/contacts/ It is possible to add any comment to the delivery date. You can also use HTML in the comment text field. User Guide: Delivery Date This is the way how your comment will be displayed on the frontend. “As is” version of the comment. You can choose between two types of comment display: 1. Magento Notice 2. As is Magento Notice 1. Delivery Date – General Settings
  10. 10. Page 10 Support: http://amasty.com/contacts/ You can choose any date format of 3 available. The date format is used for columns sorting on grids: holidays and date intervals, And for fields sorting on the editing pages of: holidays and date intervals. NOTE: Date format in no way affects the output values ​​of the date field both on frontend and backend User Guide: Delivery Date 1. Delivery Date – General Settings
  11. 11. Page 11 Support: http://amasty.com/contacts/ Delivery date field can be Required or not. You can change the option at any time. 2. Delivery date, time and comments field User Guide: Delivery Date You can include delivery date information into any available order document. Delivery date can be displayed on different places. It is possible to add a note to the delivery date field. A note to the delivery date If you enable this value for delivery, it will be displayed on the checkout page as a default available date for delivery along with the current date. You can choose customer groups to display the delivery date option to. You can also specify shipping methods for which the option will be available.
  12. 12. Page 12 Support: http://amasty.com/contacts/ Delivery Time and Comments Field have the same options as the delivery date field set. Also you can disable/enable Delivery Time and Comments field. User Guide: Delivery Date 2. Delivery date, time and comments field Specify time offset relative to current delivery time - a time interval between current time and the first delivery time that can be selected by a customer.
  13. 13. Page 13 Support: http://amasty.com/contacts/ If you need to add exceptions to delivery (dates and holidays), please go to: Sales > Delivery Date > Exceptions Dates and holidays 3. Exceptions: Dates and Holidays User Guide: Delivery Date Specify the year option. It is possible to set up a specific year or set “Each Year” if your holiday have the same date each year. You can only choose a specific month or use the exception for each month. Specify the holiday day. Add a description for the exception. It is will be shown only on the backend. The extension supports multistores, it means that you can set delivery date exceptions separately for each store.
  14. 14. Page 14 Support: http://amasty.com/contacts/ If you need to add exceptions to delivery (date intervals), please go to: Sales > Delivery Date > Exceptions Date Intervals 4. Exceptions: Date Intervals User Guide: Delivery Date Set up exact dates for the exception. For example: You delivery service doesn’t work each year, each month, from 2 to 8 dates. If you specify such kind if rule, the delivery won’t be available each year, each month from dates you have set up. The extension supports multistores, it means that you can set delivery date exceptions separately for each store. Let imagine that you r delivery service won’t be working in 2013 year from November 26, to December 2013. In this case the delivery rule will restrict this date interval. As we can see on the frontend, date interval is restricted for the delivery
  15. 15. Page 15 Support: http://amasty.com/contacts/ User Guide: Delivery Date You can also add a new time interval manually. To add a new time interval, please go to: Sales > Delivery Date > Time Intervals > Add New Time Interval Set up the starting time for the interval, for example: 10:00 pm. You can input any text here like: 10:00 ante meridiem. In this case you will have the same view on the frontend: 10:00 ante meridiem Set up the finishing time for the interval, for example: 10:25 pm. You can input any text here like: 1:00 post meridiem. In this case you will have the same view on the frontend: 1:00 post meridiem. Set up the interval position for sorting 5. Time Intervals The extension supports multistores, it means that you can set delivery date exceptions separately for each store.
  16. 16. Page 16 Support: http://amasty.com/contacts/ If you need to add time intervals for delivery, please go to: Sales > Delivery Date > Time Intervals There are 2 options available 1. Add New Time Interval 2. Generate new time Interval 6. Time Intervals User Guide: Delivery Date Set “Starting Time” for generator. It will be the start point for generator and also it will be the beginning time at the first interval Set “Ending Time” when the generation of time intervals should be stopped. It is the starting position for the first interval. Depending on these positions, time intervals will be sorted on the frontend. Step for Position will influence on the difference among intervals positions . If you specify Starting Value for position is 1 and Step for Position is 1. Your time intevals will have the following view: 1, 2, 3, 4, 5, 6. It is possible to use a generate format, time intervals will be generated according to this format.
  17. 17. Page 17 Support: http://amasty.com/contacts/ User Guide: Delivery Date 6. Extended Features You can use Delivery Date in the e-mail Templates {{var order.deliverydate(‘code’)}} Where ‘code’ 1. date 2. time 3. comment
  18. 18. Page 18 Support: http://amasty.com/contacts/ User Guide: Delivery Date 6. Extended Features You can use Delivery Date in PHP code $value = $order->deliverydate(‘code’); Where $order is the order object Where ‘code’ 1. date 2. time 3. comment API Values of delivery date are available via Magento API with "sales_order.info" method. Works both via SOAP and XML- RPC. You can find the values by salesOrderEntity = deliverydate
  19. 19. Page 19 Support: http://amasty.com/contacts/ User Guide: Delivery Date 6. Extended Features You can allow or restrict edit delivery date to different admin users.
  20. 20. Page 20 Support: http://amasty.com/contacts/ User Guide: Delivery Date 7. Delivery Date in different places Delivery date can be shown on order grid. Delivery date can be shown on invoice grid. Delivery date can be shown on shipment grid.
  21. 21. Page 21 Support: http://amasty.com/contacts/ User Guide: Delivery Date Delivery date can be shown on: Order View, Invoice View, Shipment View (backend) 7. Delivery Date in different places
  22. 22. Page 22 Support: http://amasty.com/contacts/ User Guide: Delivery Date Delivery date can be shown on order view page (frontend) 7. Delivery Date in different places
  23. 23. Page 23 Support: http://amasty.com/contacts/ User Guide: Delivery Date Delivery Date can be edited by admin after the order has been placed. 7. Delivery Date in different places
  24. 24. Page 24 Support: http://amasty.com/contacts/ User Guide: Delivery Date Delivery Date can be edited by admin user when he/she creates a new order from admin panel. 7. Delivery Date in different places NOTE: To display the settings on the order creation page remember to select the appropriate field in general delivery date settings: System- >Configuration- >Delivery Date
  25. 25. Page 25 Support: http://amasty.com/contacts/ User Guide: Delivery Date 8. Delivery Date – Confirmation e-mail
  26. 26. Page 26 Support: http://amasty.com/contacts/ User Guide: Delivery Date 9. Delivery Date – Invoice e-mail
  27. 27. Page 27 Support: http://amasty.com/contacts/ User Guide: Delivery Date 10. Delivery Date – Invoice PDF
  28. 28. Page 28 Support: http://amasty.com/contacts/ User Guide: Delivery Date 11. Delivery Date – Shipment PDF
  29. 29. Thank you! Should you have any questions or feature suggestions, please contact us at: http://amasty.com/contacts/ Your feedback is absolutely welcome! Page 29 Support: http://amasty.com/contacts/ User Guide: Delivery Date

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