Test orders in your online store
Introduction:
Effectively managing orders is essential for maintaining smooth operations and ensuring customer satisfaction in your online store. This guide provides step by step instructions on how to handle completed, canceled, and marked for fulfillment orders.
Description:
To ensure that your eComm operations run smoothly, it is vital to understand how to navigate and manage different order statuses from placement to completion, cancellation and fulfillment. Testing orders is highly recommended to become acquainted with the software functionalities and to ensure you are comfortable with the order management process before handling real customer transactions. This practice helps identify and rectify any potential issues in the order flow, enhancing your ability to manage orders effectively under various scenarios.
Solution Steps:
How to Complete an Order: Start a Test Order
From the Administrator Profile copy the email to place test orders.
Add a product to the cart, proceed to Checkout and choose a delivery location, preferably with manual shipping.
Enter the Administrator Profile email you copied earlier, in the Email field.
Complete the Order:
Fill in all required information and press the Complete Order button.
Verify Order Status:
Log into your store's admin panel and navigate to the Orders section.
Open the order, by clicking on it, to find it listed with the status Pending.
Prepare the Order:
Press the Fulfill products button.
The order status will automatically update to Fulfilled.
Finalize the Order:
Click the Fulfilled button to reveal a dropdown menu. Then change the status from the dropdown menu to Completed, canceled and not fulfilled respectively.
FAQs:
What should I do if an order is stuck in Pending?
Review the order details for any missing information or errors in the processing steps and update accordingly.
What should I fo if I encounter difficulties while testing my orders?
Reach out to your Customer Success Manager (CSM) to discuss your concerns.