By default, Trexity schedules and dispatches every order for you. Manual scheduling hands you the controls instead: new orders arrive as drafts, and you decide the service level and the time each one posts to the courier network.
The dashboard shows a Manual Mode badge when it’s on. In settings the feature is called manual scheduling — same thing.
Automatic vs manual — the short version
| Automatic (default) | Manual | |
|---|---|---|
| Checkout | Shows each service level with delivery dates | Shows one option, “Trexity Local Delivery”, no dates |
| Checkout availability | Follows your location slots and cutoffs | Trexity shows 24/7 wherever it covers |
| When an order is paid | Delivery is created and scheduled for you | Delivery is created as an unscheduled draft |
| Your job per order | Print the label | Schedule it, then print the label |
| Batching | Automatic (on batch locations) | You choose with Batch selected |
In both modes the delivery is created automatically when the order is paid — you never hand-create each shipment. Manual mode only changes what happens after it’s created: instead of auto-scheduling, Trexity holds it for you to schedule.
Turning manual scheduling on
- Go to App → Settings → Checkout.
- Find the Order handling section.
- Tick Turn on manual scheduling and save.
The help text there spells out the trade-off:
New orders are created as drafts that you schedule from the dashboard by choosing a service level and a time to post to the courier network (not an exact pickup time). Trexity still shows at checkout for every order unless your service availability rules say otherwise, and your rate overrides and availability rules continue to apply.
When it’s on you’ll see a “Manual scheduling is on” banner in settings, and your Locations page will note that delivery slots and automatic scheduling are paused (your slot configuration is kept, just not used).
Two options that appear underneath
- Allow next-day delivery for held drafts. Off by default. Off, drafts are priced at the cheapest same-day rate so they stay batch-eligible. On, they use the cheapest available rate — which may be Next-day, but Next-day can’t be batched.
- Checkout subtitle (optional). A short second line (up to 40 characters) shown under the “Trexity Local Delivery” price at checkout.
What customers see at checkout
With manual scheduling on, all the individual service levels collapse into a single checkout option: Trexity Local Delivery, priced at the cheapest eligible rate, with no delivery date (you haven’t committed to a timeline yet). If you set a checkout subtitle, it shows as a second line.
Because Trexity isn’t tied to your delivery slots in this mode, it shows 24/7 wherever it has coverage.
Scheduling an order (your daily workflow)
Each new paid order lands on the dashboard as an Unscheduled
draft (Shopify tag TRX: Unscheduled).
1. Schedule it
In the order’s row, click Schedule. The scheduling dialog opens. Pick:
- Service level — Same-day, Direct, or Next-day (if you allowed it). See Service levels.
- Post-to-network date and time — when Trexity hands the order to couriers.
The dialog is explicit about what that time means:
You’re choosing when Trexity posts this order to our courier network — not an exact pickup time. Times stay within your store hours with a 4-hour delivery window before close.
Available times come from your store hours. For Next-day, the pickup window is fixed and shown read-only. If you pick a service level that costs more than what was collected at checkout, the dialog warns you how much you’ll absorb.
Once saved, the status becomes Scheduled for … and the tag flips
to TRX: Scheduled.
2. Print the label
After scheduling, the order shows Needs label until you print one. Trexity won’t post an order to couriers until its label is printed — no label, no post. See Printing labels.
3. (Optional) Batch or co-schedule
Select several unscheduled orders from the same location and use a bulk action:
- Batch selected — combine them into one optimised route. Tracking and labels stay per order; you can Unbatch later.
- Co-schedule — post them at the same time but as separate deliveries. (This isn’t a batch.)
Batching rules: at least the minimum number of orders (usually two), one location, and Next-day can’t be batched.
Managing orders after they’re scheduled
From a row’s actions you can Reschedule, Unschedule, Put on hold, or Cancel, depending on where the delivery is in its lifecycle. To unbatch a batched route you first unschedule it — you’ll see “Unschedule this batch before you can unbatch it.”
Turning manual scheduling off
Untick Turn on manual scheduling in Checkout settings. New orders go back to being scheduled automatically.
Drafts you already held stay held. Turning the feature off does not auto-dispatch them — you still need to schedule the backlog from the dashboard. You’ll see a reminder banner:
Manual scheduling is off — held drafts remain. Automatic scheduling is back on for new orders, but drafts held while manual scheduling was on still need to be dispatched.
Common questions
“Do I have to create each delivery myself in manual mode?” No. Deliveries are still created automatically when an order is paid. You schedule them; you don’t create them.
“What does the post-to-network time control?” When Trexity offers the order to couriers — not a guaranteed pickup minute. Trexity keeps it within your store hours with a delivery window before close.
“Time-sensitive products in manual mode?”
Orders with a time-sensitive product are still forced to Direct
when the delivery is created, even in manual mode.
“Can different locations behave differently?” Manual scheduling is a store-wide setting. Per-location fulfilment rhythm (batch vs JIT) applies in automatic mode — see Batch vs Just-in-time.