Guide: Setting up Estimated Delivery Date (EDD) Functionality with LUMA in WeSupply

1. How to Enable Estimated Delivery Date in WeSupply

To enable the Estimated Delivery Date (EDD) functionality in WeSupply, follow these steps:

1. Ensure Plan Eligibility
   First, confirm that your WeSupply account is subscribed to a plan that includes support for Estimated Delivery Date features. If you're unsure, check with your account manager or review your subscription plan details.
2. Enable Promise Date Functionality
   Navigate to:
   Settings → Delivery Promise Date → Promise Date Configuration
   Toggle the switch to Enable Promise Date.

   

3. Configure Location-Based EDD Logic
   In the same section, select the location logic that will be used to calculate EDD. The available options include:
   • Default Shipping Location
   • Closest Warehouse
   • Specific Location

   ⚠️ Important: At least one location must be configured to support the selected logic:

   • If Default Shipping Location is selected, go to Settings → Locations → Manage Locations and mark one location as the default.
   • If Closest Warehouse is selected, ensure at least one location is designated as a Warehouse.
   • If Specific Location is selected, you will be prompted to choose the desired location from a drop-down list of available locations.

     

4. Set Default Carrier and Shipping Service
   Navigate to:
   Settings → Carriers → Delivery Promise Date Carriers
   Select your default promise date carrier and assign the appropriate shipping service that will be used for EDD calculations.
   
5. Save Changes After Each Step
   Be sure to click Save after completing each step to ensure your settings are properly applied.
6. Confirmation
   That’s it! The Estimated Delivery Date is now successfully enabled and active in your WeSupply account.

2. How to Enable LUMA-Assisted Estimates

LUMA, developed by EasyPost, is a powerful logistics logic engine that enhances delivery and return operations by using intelligent rulesets and real-time carrier data. Through WeSupply’s native integration with LUMA, merchants can offer highly accurate Estimated Delivery Dates (EDD) and smart Return Label Rate Calculation to elevate the post-purchase experience.

ℹ️ Note: LUMA-powered shipping label rate calculation is coming soon and will provide even deeper automation for outbound shipmnts.

2.1 How to Enable LUMA for Estimated Delivery Dates

To activate LUMA for EDD in WeSupply:

1. Go to:
   Settings → Carriers → Delivery Promise Date Carriers
2. Toggle Luma Shipping AI to ON.
3. When prompted, input the following:
   • EasyPost API Key
   • Mode: Select Production or Test
   • Ruleset Name: Provide the name of the LUMA ruleset to be applied
     (See Section 2.a for ruleset setup)
     
4. Click Save to enable the configuration.

2.2 How to Enable LUMA for Return Labels Rate Calculation

To enable LUMA’s smart logic for return label pricing:

1. Go to:
   Settings → Carriers → Return Carriers
2. Locate and edit the LUMA API entry.
3. Provide the required setup information:
   • EasyPost API Key
   • Mode: Set to Production
   • Ruleset Name: Enter the LUMA ruleset you want to use
     (See Section 2.a for configuration details)
4. Toggle LUMA AI to ON.
5. Select the default return carrier as Luma API.
   
6. Click Save to complete setup.

Why This Matters for Rate Calculation

By enabling LUMA, you gain access to logic-driven, real-time rate calculation that helps ensure:

• The most cost-effective return shipping method is chosen
• Carrier selection is dynamically optimized based on service levels, zones, and rules
• Your operations become more efficient and less prone to manual error

2.a. How to Configure a LUMA Ruleset

LUMA rulesets are created and managed directly within your EasyPost dashboard. These rules define how shipping or return rates are selected based on factors like carrier, service level, destination, weight, and more.

To configure a LUMA ruleset:

1. Log into your EasyPost dashboard.
2. Navigate to:
   Shipping Settings → Luma Select
3. Click Add a Rule to begin setting up your logic.
   
4. Configure the rule with your desired criteria:
   • Carriers and services to include or exclude
   • Destination zones
   • Weight and dimension filters
   • Priority logic (e.g., fastest, cheapest, specific services)
5. Once configured, save the rule.

Connecting your ruleset to WeSupply:

• Use the name of the rule you created in EasyPost as the Ruleset Name when setting up either:
  • Estimated Delivery Date in:
    Settings → Carriers → Delivery Promise Date Carriers
  • Return Label Rate Calculation in:
    Settings → Carriers → Return Carriers

Be sure the rule name matches exactly to ensure successful integration.

3. How to Set EDD in Shopify

3.a. EDD Product Page

To display the Estimated Delivery Date (EDD) on the product page of your Shopify store, follow these steps:

1. Access Theme Customization
   In your Shopify admin, go to:
   Online Store → Themes → Customize (for your active theme)
   
2. Enable the App Embed
   • In the left panel, click App Embeds
   • Locate BOPIS – WeSupply Returns & Exchanges
   • Enable the toggle to activate the app
   • In the configuration settings, set Pickup Functionality to:
     “Show Estimated Delivery Date Only”

     

3. Add the App Block to the Product Template
   • In the theme editor, go to:
     Sections → Default Product
   • Click Add Block, and select BOPIS – Shipping & Pickup
   • Drag and drop the block to the desired position on the product page (e.g., under the price or near the "Add to Cart" button)

     

4. Save Your Changes
   Once positioned, click Save to apply the configuration.

Your product pages will now dynamically display the estimated delivery date based on WeSupply’s logic, helping customers make informed purchasing decisions right from the start.

3.b. EDD Checkout Page

To display Estimated Delivery Date (EDD) and shipping rates on the Shopify checkout page, follow these steps:

1. Add WeSupply Carrier as a Shipping Rate in Shopify
   • In your Shopify admin, navigate to:
     Settings → Shipping and Delivery
   • Under Shipping, find your shipping profile and click on Manage Rates.
     
   • Scroll down to Shipping Zones and click Add Rate.
     
   • For Rate type, select Use Carrier or app to calculate rates, then choose WeSupply Carrier from the list.
   • Click Done, then Save to confirm your changes.
     
2. Configure Return Insurance in WeSupply
   • Go to your WeSupply dashboard:
     Settings → Return and Warranty Methods → Return Insurance
   • Set Returns Insurance to Insurance as part of shipping options.
     
3. Add Shipping Rates in WeSupply
   • Click Add Shipping Rate within the Return Insurance section.
   • Configure the rate by selecting your preferred carrier and shipping service that should appear at checkout.
   • For more detailed instructions, refer to the linked article here.
4. Save Your Configuration
   • Once all rates are configured, click Save to apply the changes.

With this setup, your Shopify checkout page will display real-time shipping rates and estimated delivery dates powered by WeSupply and LUMA, improving transparency and helping customers finalize their purchase decisions confidently.

4. Other Related Settings

1. Order Cut-Off Time and Delivery Cut-Off Time

• Order Cut-Off Time: The daily time by which an order must be placed to be processed on the same day. Orders placed after this time will be processed the next business day, affecting the estimated delivery date.
• Delivery Cut-Off Time: Exclude order creation date from calculations if order is placed after specified time.

 2. Holiday Configuration
Used to exclude non-working days from delivery calculations:

• Recurring Day: Holidays that happen on the same date or weekday every year (e.g., Christmas, Thanksgiving).
• Single Day: One-off holidays or special dates specific to a particular year.
• Period: A range of dates representing an extended holiday or shutdown (e.g., company-wide vacation from Dec 24 to Jan 2).

3. Days Off
Specific days of the week when no order processing or deliveries occur (e.g., Sundays). These days are automatically excluded when calculating estimated delivery dates.

4. Allowed Countries and Restricted States

• Allowed Countries: List of countries where orders can be shipped and EDDs will be calculated. Orders to countries outside this list are excluded from delivery promise calculations.
• Restricted States: Specific states or regions within allowed countries where shipping is limited or not offered. These restrictions adjust EDD calculations accordingly.