Preferred Delivery Date

Overview

Let users specify a preferred delivery date for their order.

Step-by-step guide

For the Preferred Delivery Date section to display, add the Forward Orders Widget to the Checkout template. Because of the complexity of functions and options on the Checkout page, there are a few other steps that are needed as well.

1. Add the Forward Orders Widget

1. In the CMS, navigate to Content → Pages & Templates → Checkout.
   
   
2. Click Edit for the Checkout template.
    
   
   
3. In the zone you want the Preferred Delivery Date section to display, click Add Widget. TIP- Recommended placement: 'Zone: Step1'
   
   
4. Find the Forward Orders Widget and click Add Widget.
   
   
5. Edit the widget options as you require. For a guide, see: Forward Orders Widget.
   
   
6. Save your changes.
   

2.  Change the default preferred delivery text (optional)

By default, the label for one of the preferred delivery type is 'Back to School'. This may not be suitable for your business. 

To edit this label:

1. In the CMS, go to Content → Advanced Content → Resources.
   
   
   
2. In the Search tool, enter rcDynamicServiceForwardOrder_FWD, then click Search.
   
   
   
3. Click Edit for 'Guest Checkout'.   
   
   
   
4. Click Modify.
   
   
5. Edit Resource Value. This is displayed to users on the Checkout page. 
   
   
   
6. (Optional) If you wish to add a useful description for your team members with access to Resources, enter a Description. This is not displayed to users.
   
   
7. To save, click OK.

3. Check Quotes settings 

The Quotes feature need to be enabled and set to Standard, Advanced with Freight or Pronto Approved. Otherwise, this feature will not display.

To configure the setting: 

1. In the CMS, go to Settings → Feature Management → Payment & Checkout.
   
   
2. Enable Quotes, then click Configure.
   
3. ln Quote Mode Selection select either Standard, Advanced with Freight or Pronto Approved.   
   
   
   
4. Click Save & Exit. 
   
   

Additional Information

You can add a preferred delivery date field for your customers. 

Guest Checkout

Related help

• Page:
  Forward Orders Widget