How do I filter orders by delivery date on EasyRoutes?
Collecting Delivery Dates from your Shopify Order
EasyRoutes can show the delivery date collected via the most popular date scheduling apps in the Shopify App Store. Review our latest list of supported apps here.
If we do not support this directly, we have an order automation rule that automatically parses the value of a specified order attribute, and applies that attribute's value as the delivery date for any order containing a matching attribute. Route planners can customize which order attribute to automate from, and which international date format to parse the delivery date under, by using the text box and dropdown when configuring this rule. This will allow you to add in the delivery date collected by any app that stores this information on a Shopify order using order attributes (e.g. the Additional Details section)
Instructions: Enable and configure order automation rules from your EasyRoutes Settings > General tab, within the Advanced automation section:
Once detected, the Delivery Date filter available under More Filters can be used for filtering by delivery dates. You may want to enable the delivery date column to check that what dates are collected. Review the instructions below on how to do so. Otherwise, you may need to filter using order tags and attributes.
Enable the Delivery Date and Time Window columns in your Settings for the Orders page
You can also view the delivery date as a column in your orders page. Here are instructions on how to set this up:
- Check Delivery Date in your EasyRoutes Settings under General > Orders page options > Columns.
Do you also provide a delivery time window? EasyRoutes will pull most time windows collected in your Shopify order or tags.
- Check Time Window in your EasyRoutes Settings under General > Orders page options > Columns.
Routes planned with a scheduled delivery date/time will show up automatically as well as warn you if the date doesn't match the route's planned date:
Appendix: Filtering Using Order Tags and Attributes
We support filtering orders by tags and attributes, so depending on your app, you can filter orders tagged this way or use information stored from third-party applications in your order by turning your attributes settings on.
You can find order details the Additional Details or Tags section of an individual order on your Shopify Admin. You can enable Order Attributes or Order Tags in your EasyRoutes settings and you can use this information for planning or to show this to your driver directly.
To view tags and attributes as columns for your orders, check these fields in your EasyRoutes Settings under General > Orders page options > Columns.
Note: if you are collecting delivery dates only via an item's properties, we also integrate with apps that help you collect additional information from your product items under product properties like Infinite Options. You can view and use this information for planning by checking "Item Properties" in your settings.