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Set up Local Delivery Sheet
Happify Local Delivery Sheet turns open local delivery orders into printable sheets, packing totals and driver runs. This guide covers setup, each screen, plans and what the app changes in Shopify.
Version 0.1.0 · Updated 2026-09-24
Install and permissions
Happify Local Delivery Sheet is installed from Shopify and billed by Shopify. When you install it, Shopify asks you to approve these permissions. Each one is used only for the reason shown.
| Permission | Why the app needs it |
|---|---|
| read_orders | Import open orders, their delivery attributes and shipping addresses. |
| read_customers | Customer names and contact details on the sheet, through the shared customer import. |
| read_products | Product names for stops and the packing summary. |
| read_locations | Granted with the fulfillment scopes; the app has no location-specific screen. |
| write_fulfillments | Mark orders out for delivery and delivered in Shopify, optionally notifying the customer. |
| read_merchant_managed_fulfillment_orders | Find the fulfillment order to update for a local delivery. |
| write_merchant_managed_fulfillment_orders | Create and update the delivery fulfillment on that order. |
The app needs Shopify’s protected customer data approval for name, email, phone and address. They are shown on sheets, in CSV exports and on the driver page.
First run
- Install the app and choose a plan. Every plan starts with a 7-day free trial billed by Shopify.
- Wait for the first import of open orders. A banner shows while it runs.
- Open Settings and check the delivery date and time slot attribute names match your delivery date app.
- Open Home, filter by delivery date and print your first sheet.
Without Shopify’s approval for order and customer data the app cannot build sheets, because each stop needs a name, phone and address.
Settings
| Setting | Default |
|---|---|
| Delivery date attribute names | delivery date, delivery_date, date |
| Time slot attribute names | delivery time, time slot, timeslot, slot |
| Group stops into runs by | Postcode area (or order tag, time slot, one run, or zones) |
| Postcode characters that define an area | 3 (1–10) |
| Run tag prefix, when grouping by order tag (an order tagged run:north joins the “north” run) | run: |
| Driver link expires after | 7 days (1–30) |
| Notify customers when a run is dispatched | Off |
| Paper size and orientation | A4, landscape |
| Packing summary, order notes, signature column | On |
The delivery sheet
Home lists every open delivery order with stops and unit counts. Warnings flag orders with no shipping address, and “Dispatch readiness needs attention” lists orders missing a phone, date or slot. Select orders and print, or export CSV on Advanced.
From any order in Shopify admin, the “Delivery sheet” print action prints that order’s sheet.
Runs and driver links
- Open Runs (Advanced). Stops are grouped by the option you chose in Settings.
- Save a run with a name, driver and vehicle. Open it to reorder stops with Up and Down.
- Dispatch the run and copy the driver link. Tick “notify” to send Shopify’s out-for-delivery update (Pro).
- The driver opens the link on any phone. On Pro they record each outcome with a photo or signature.
Dispatched and completed runs are read-only. The link expires after the days you set, or when the run is cancelled.
History
On Pro, History lists completed runs with outcomes, the on-time rate and customers notified, with CSV export, plus a log of settings changes.
Theme block
Add the “Delivery promise” app block to your product template in the theme editor to show a line such as “Choose a delivery date at checkout.” The text is what you type.
Troubleshooting
- Dates or slots are blank: check the attribute names in Settings match what your delivery date app writes on the order.
- “Grouping by zones needs an Advanced plan or higher”, or “…needs Happify Delivery Zones installed”: upgrade, or install Delivery Rates by Zip on the same store.
- Orders cancelled or refunded before fulfillment are not treated as open.
Plans
Prices are in US dollars per month, billed by Shopify. Every plan starts with a 7-day free trial, and you can change or cancel the plan from the app at any time.
| Basic $9.99/mo | Advanced $14.99/mo | Pro $29.99/mo | |
|---|---|---|---|
| Delivery sheet with address, phone, date and time slot | Included | Included | Included |
| Filters by delivery date, tag, postcode and order date | Included | Included | Included |
| Print view | Included | Included | Included |
| Packing summary for the selected orders | Included | Included | Included |
| Saved runs grouped by postcode, tag or time slot | — | Included | Included |
| Edit and reorder stops in a saved run | — | Included | Included |
| Runs grouped by Delivery Rates by Zip zone | — | Included | Included |
| Secure, expiring driver links with no per-driver fee | — | Included | Included |
| Mark orders delivered in Shopify | — | Included | Included |
| CSV export | — | Included | Included |
| Proof of delivery from the driver link | — | — | Included |
| Out-for-delivery and delivered updates to customers | — | — | Included |
| Delivery outcomes and on-time history | — | — | Included |
| Settings change history | — | — | Included |
| Free trial | 7 days | 7 days | 7 days |
Uninstall and your data
Uninstall from Settings › Apps and sales channels in Shopify admin. Uninstalling cancels the subscription and stops syncing straight away.
- Fulfillment updates the app created (out for delivery, delivered) stay on your orders.
- Driver links stop working once the store’s data is deleted.
- Remove the “Delivery promise” block from your theme if you added it.
Shopify asks us to delete your store’s data 48 hours after uninstall, and we delete it then. The privacy page for this app lists exactly what is stored and what is deleted.
Still stuck?
Read the FAQ, or send us a request with your store URL and a screenshot. We reply within 2 business days.
Contact support