Documentation

How To Manage Upcoming Deliveries

Managing your upcoming deliveries with WooCommerce Delivery Slots can be handled in two ways. By either using the order overview page or our dedicated deliveries page. We’ll cover both here.

Manage upcoming deliveries using the Deliveries page

We recommend managing your Delivery Slots orders using the Deliveries page. This page will allow you to see all upcoming deliveries, order contents, customer names, order status, and more.

To find the Deliveries page, in your WordPress dashboard go to WooCommerce > Deliveries (under Delivery Slots).

Deliveries page

To use this page, we’ve broken down each feature below.

The first thing you’ll notice when you land on the Deliveries page are the two tabs at the top. The first tab (Upcoming Orders) shows all your upcoming orders, the second (Currently Reserved) shows any orders that have been reserved (these will have been made using the reservation table if you have it up and running).

Upcoming Orders

Within this tab are a few features that will make your management of Delivery Slots much easier.

Upcoming orders tab

The first is the delivery key. This color-coordinated key will let you see, at a glance, which of your orders are scheduled for delivery today, tomorrow, or upcoming. 

Upcoming orders color key

This page is sorted by delivery date and time (which you can see in the first two columns), so you’ll be able to see which orders you need to fulfill first.

Upcoming orders date and time

The next column contains the order itself. It lists the ordered items and quantity, allowing you or your team to fulfill orders more quickly. If you need to see the order details, you can click the order number and you’ll be presented with everything you need in a new tab.

Upcoming orders order number

The next columns contain the customer’s address, name, and email address. Also included in the address field is their chosen delivery method. This is particularly useful if you have collections and deliveries in one store.

Upcoming orders address

Lastly, you’ll see the order’s status. This status can be changed by clicking on the order number.

Upcoming orders status

Currently Reserved

The currently reserved tab contains any time/date slots that have been reserved using the reservation table (if you have this active on in your store).

Currently reserved tab

These are reservations for orders that have not yet be fulfilled. In other words, a customer has selected a reservation slot but hasn’t yet completed their order. By default, customers have 30 minutes to fulfill their order before their slot is removed, but you can adjust this within your settings.

Just like the Upcoming Orders tab, the Currently Reserved tab displays the color-coordinated delivery key and is displayed in date/time order.

Reserved color key

This page doesn’t contain order details, it only contains the reserved date and time slots. If a customer has an account and is logged in, their name and email address will also show here.

Reserved customer name and email

Manage upcoming deliveries using the Orders page

If you need to, you can also manage your Delivery Slots deliveries using the standard Orders page that comes with WooCommerce.

To find the Orders page, in your WordPress dashboard go to WooCommerce > Orders.

Here you’ll be able to see all your store’s orders, including orders not made using WooCommerce Delivery Slots.

Orders page

We’ve added a few helpful features to this page to make it easier for you to manage your Delivery Slots orders.

The first is the Delivery column. This lets you know if the order is for delivery or collection and also includes the date and time slot for your convenience. 

Orders page delivery column

Additionally, we’ve added a filter option to this page. This way you can see which orders need to be fulfilled today, tomorrow, or in the future. 

To use this feature, take the following steps:

  1. On the Orders page, select the All delivery dates dropdown and pick which selection of orders you’d like to see.Orders page filter
  2. Once selected, click the Filter button to the right.

You’ll then be shown all orders relevant to your selection.

Filtered orders results

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