Testing AutoShips

Learning Experience Team

May 18, 2021 22:21

Back to Testing Checklist

After going through the checklists in the Get Started section and setting up AutoShips, you’ll want to ensure AutoShips work correctly for your Associates. To do this, you create AutoShip orders using a test Associate in Corporate Admin, Web Office, and eCommerce Shop and see if they process.

Do this on your Live environment.
Do this for each of your Stores (mainly Corporate, Wholesale, Retail).
Do this for every market you have set up.

Report any errors you find to Customer Care or your DirectScale contact.

Before You Start

Create a test Associate.
Set up AutoShips.
Ensure your money in payment provider is set up on Live. You’ll be charging a valid debit/credit card just as your customers would, so ensure there are funds available.

In Corporate Admin

Navigate to your test Associate’s Detail page.
Click the AutoShips & Subscriptions tab.
Add an AutoShip. There are a few things to look out for when adding an AutoShip:
- Click the Frequency dropdown. All your available frequencies should appear. If they don’t, you can add them in Advanced Settings.
- The test Associate’s address on file should populate the address fields automatically.
- Change the payment method to a valid card to test that the funds are withdrawn. Card declines will cause the AutoShip to error and not process.
- Add items by clicking Add Item. If no items appear in the dropdown:
  - Check your AutoShip carts configuration.
  - Check your categories and ensure the AutoShip Store have been added.
  - Check applicable inventory items and ensure the AutoShip Order Type and Store has been added to each one.
Once added, click the Process AutoShip button. If the process failed, a pop-up would display a reason, and the Status will show as "Failed". You can check the AutoShip Log by expanding it. You can also use the AutoShips page to Review and Forecast AutoShips.
Successful AutoShips will display a "Success" Status.
Check that the funds withdrew from the payment method you provided.
Cancel the AutoShip by clicking Cancel AutoShip.

In Web Office

Impersonate your test Associate’s Web Office
- Or navigate to [CLIENTID].office2.directscale.com and log in with your test Associate’s credentials.
Using the tools detailed in Managing AutoShips in the Web Office, create an AutoShip order by adding an AutoShip item to the cart.
- All your available frequencies should appear. If they don’t, you can add them in Corporate Admin > Advanced Settings.
- All applicable shipping methods should pull in from the warehouse configuration.
- The test Associate’s shipping address should pull in from the account.
- Change the payment method to a valid card to test that the funds are withdrawn. Card declines will cause the AutoShip to error and not process.
Use the AutoShips page in Corporate Admin to see the status of the AutoShip.

In eCommerce Shop

Navigate to your test Associate’s eCommerce Shop ([CLIENTID].shop.directscale.com/[TEST_ASSOCIATES_WEBALIAS]/).
- If your test Associate’s eCommerce Shop is not found (no webalias), you must add their website in Corporate Admin.
Using the tools detailed in Managing AutoShips in the eCommerce Shop, create an AutoShip order by adding an AutoShip item to the cart.
- All your available frequencies should appear. If they don’t, you can add them in Corporate Admin > Advanced Settings.
- All applicable shipping methods should pull in from the warehouse configuration.
- The test Associate’s shipping address should pull in from the account.
- Change the payment method to a valid card to test that the funds are withdrawn. Card declines will cause the AutoShip to error and not process.
Use the AutoShips page in Corporate Admin to see the status of the AutoShip.