Onboarding Overview, Videos & Resources
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      3. Onboarding Overview, Videos & Resources

      Testing Your Workflows Before Launch

      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: 

      1. Navigate through each page of your website and check for broken links and typos.
      2. Check your website to make sure you have Product shots and they are loading properly.
      3. Review your website on a mobile device.
      4. Create a test Customer account.
      5. Sign up for Club Membership.
      6. Login as a Club Member and check Promotions and/or Coupons are working as expected.
      7. Complete and refund an Order and make sure your Payment Gateway is working - and that confirmation emails are firing as expected.
        1. 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.
        2. Limit the number of test Web Orders to a maximum of 2.

      From the Admin Panel: 

      1. 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). 
      2. 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.

      1. 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.
      2. 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.

      1. 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.
      2. Limit the number of test POS Orders to a maximum of 1.