How do I filter my Shopify orders based on a future Delivery Date (or Pickup Date) custom field?

If you're a bakery, for example, you may provide an option to your customers to specify the Delivery Date or Pickup Date when they place an order so you can use that information to determine when to start preparing the products.

For example, you may want to start preparing the items exactly 2 days before the Delivery Date in this case.  You may then want to automate this workflow so that every day, you would send a list of orders to a team member only for those that will be delivered or picked up in 2 days.

In EZ Exporter, you can do something like this to handle this workflow:

1.  If you're using an app like Zapiet ‑ Pickup + Delivery to provide your customers an option to select a Delivery Date, you can create a new Data Settings and use this formula under the Calculated Fields section to extract the "Delivery-Date" attribute from the cart/note attributes field of the Shopify order.

search_attributes({{ note_attributes }}, "Delivery-Date")

You can then assign a column name to it like "Delivery Date", so the order CSV export will have a dedicated column specifically for this attribute.

2. Under Custom Filters > User-Defined Fields, you can then add this filter:

This filter will only include orders where the value of this custom "Delivery Date" attribute is 2 days from the current date.

3. Create an Export Profile and assign this Data Settings to it.  Schedule it to run automatically Daily at your specified time and have it sent to your team via email, Google Sheets, Dropbox, etc.  This way, you don't have to manually create a report every day of items to be prepared for that day.


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App: EZ Exporter

Tags: advanced features, shopify orders, pickup and delivery