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How do I use the Calendar feature?
How do I use the Calendar feature?

Here's how to set your inventory and fulfillment slots based on your available dates

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Written by Cococart Support Team
Updated over 3 months ago

Everything in this article is related to managing your settings in your Calendar. You'll learn how to properly optimize your shop's Calendar settings according to how you want to accept and manage your orders! 🀩

How to Use Your Calendar

  1. Head to your Fulfillment settings, and toggle on "Fulfillment dates". This will activate your Calendar, which you will see beside the Fulfillment tab.
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  2. You can choose between setting your available dates, or leaving your calendar dates open if you're taking orders everyday.
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    1. Set Available Dates
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      Toggle on "Set available dates" and choose the date you want to start accepting orders. You can also set an end date, if you're only accepting orders up to a certain date.
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    2. Leave Your Dates Open
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      If you choose this option, dates up to 3 months from the current date will be shown in your shop.
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      This is how the dates in your shop will look like. For example, if you're on the last week of June, the dates will show up to the whole month of August.
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    3. Manually open or block individual dates
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      If you're only available for certain days of the week, you can choose this option. For example, you only take orders from Fridays to Sundays, choose the dates individually and set them as "Open for orders".
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      You'll have to block the full month/s first and click save before you can choose the dates you want to accept orders.
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  3. Set the number of days your customers need to place their orders in advance. The cut-off date is similar to a lead time. For example: you need at least 2 days prior to the fulfillment date to complete the order, so set the cut-off date to 2 days.
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    From here, you can also set a cutoff time your customers can place an order. For instance, your customer wants to order on a Friday. The maximum time your customer can place an order is Tuesday at 12PM.
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  4. Always remember to hit Save. πŸ˜‰

NOTE:

  • If you're still seeing today's date in your shopfront even though you've set a cut-off date, it means you didn't apply it to your pickup methods. All you need to do is toggle on "Apply to pickup methods" so today's date doesn't appear in your shop.


What else can you do in your Calendar?

Manage Your Fulfillment Slots

  1. Click on the date/s you want to manage.
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  2. Toggle on "Limit delivery/pickup slots", and set the number of slots you want to open per Fulfillment method.
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  3. Don't forget to hit Save!
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🚩 Need to Know:

  • This is an important setting to remember: If you set an end date, and the current date is beyond the end date you initially set, then the following dates won't be available in your shop. You'll have to change your end date.
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  • We're still working on a way for you to be able to set a weekly or monthly inventory. We'll be sure to announce it once it's available! 😊
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  • Leaving your inventory slots blank means you have an unlimited number of products available. If you're not accepting orders for a certain product, please put "0" in your inventory.
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  • When a customer checks out an order, we hold the inventory of the items for 30 minutes while waiting for payment. These will be reflected on the calendar, but not on the orders page because the order is not completed yet. If the order is not paid after 30 minutes, it is automatically canceled and we restore the inventory.

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