We understand that testing your workflows may not be the most exciting activity; however, testing common user scenarios and workflows is a crucial step to ensuring a smooth launch.
Recommended Testing Scenarios
From the Website:
- Navigate through each page of your website and check for broken links and typos.
- Check your website to make sure you have Product shots and they are loading properly.
- Review your website on a mobile device.
- Create a test Customer account.
- Sign up for Club Membership.
- Login as a Club mMember and check Promotions and/or Coupons are working as expected.
- Complete and refund an Order and make sure your Payment Gateway is working - and that confirmation emails are firing as expected.
- Temporarily edit one of your Products to be $1. Log in as a Customer to purchase it, then immediately refund it. Once done testing, set the Product back to the original price.
- Limit the number of test Web Orders to a maximum of 2.
From the Admin Panel:
- Create a cart and ensure taxes/shipping are correct and Promotions and Coupons are working as intended. (You don't need to process the Cart to see taxes and shipping).
- If using ShipCompliant, make sure your test order does not quarantine (if quarantine happens, review our ShipCompliant Compliance Issues & Messages: Managing Quarantined Orders
From the POS:
Complete and refund an Order from the POS to make sure your Payment Gateway is working - and that confirmation emails are firing as expected.
- Temporarily edit one of your Products to be $1. Process a POS Order, then immediately refund it. Once done testing, set the Product back to the original price.
- Limit the number of test POS Orders to a maximum of 1.
From the Payment Terminal (if applicable):
Complete an Order with a credit card on your EMV device to make sure your Payment Gateway is working - and that confirmation emails are firing as expected.
- Temporarily edit one of your Products to be $1. Process a POS Order, then immediately refund it. Once done testing, set the Product back to the original price.
- Limit the number of test POS Orders to a maximum of 1.