Testing the Order Flow

Back to Testing Checklist

After going through the checklists in the Get Started section, you’ll want to create test orders to make sure everything is working correctly.

  • Do this on your Live environment.
  • Create a test order for each of your Stores (mainly Corporate, Wholesale, Retail).
  • Do this for every market you have set up.
  • Do this for each Shop site (Corporate Shop, Web Office Store, eCommerce Shop).

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

Before You Start

  1. Create a test Associate.
  2. Ensure your money in payment provider is set up on Live. The test Associate should be using an active merchant account and pay with a valid credit or debit card.

Corporate Admin

  1. Navigate to your test Associate’s Corporate Shop
  2. Read the following sections. Detailed are the various phases of the order flow with some suggestions of where you should test.

Finding Items

  • Select a category from the sidebar to view items. The items for the selected category should load.

  • Find an item by Product Name or SKU with the Search Bar. The correct items should appear on the page.

  • Change the display view with the List and Grid buttons.

    • List makes the item results layout appear in descending order.
    • Grid makes the results layout appear side-by-side.

    The view changes correctly based on the selection.

  • Once you locate the product, click the item’s title to view the Product Detail page. You should navigate to the Product Detail page. This page features all the details configured for the product. Learn more in the Inventory Items and Pricing Guide.

Viewing the Product Details

On the Product Detail page:

  • Click the thumbnails to view each image. The images should appear how they’re supposed to.

  • Click the Description or Benefits tabs to view the contents.

  • View the item’s Price and commission amounts. The item’s applicable Price, CV, QV, Rewards Points should all appear correctly. Learn how to edit item’s price and commission amounts in Adding Inventory Prices and Discounts.

  • Click Add to Cart. The item should add to the cart without error.

Viewing the Shopping Cart

From the Corporate Shop main page:

  • Click View Cart in the Shopping Cart sidebar. You should navigate to the Shopping Cart page.
  • Or, on the Product Details page, click Add to Cart. You should navigate to the Shopping Cart page.

On the Shopping Cart page:

  • Update the Quantity. The Quantity should update The CV (Commission Volume), QV (Qualifying Volume), and Total columns should reflect the change.
  • Click Continue Shopping to select more items. You should navigate back to the Corporate Shop main page.
  • Select a category from the sidebar to view and add more items to the cart. The items for the selected category should load.

Checking Out

On the Shopping Cart page:

  • Click Checkout. You should navigate to the Checkout page.

On the Checkout page, you can:

  • Change the Shipping Address. The Address Details pop-up window should open.

  • Add a Payment Method.

    • Click Add Payment Method. The Add Payment Method pop-up window should open.
    • Enter the payment card info.
    • Click Save Card. The payment method should save successfully.
  • Select a Shipping Method. The Shipping total should update based on your selection. Learn how to set up shipping methods in Setting Up a Shipping Method.

  • Add a Coupon Code. The Coupon Code field should be visible, and the selected Coupon Code should apply, discounting the total. Learn how to set up Coupon Codes in the Coupons Guide.

    Why can’t I see the Coupon Code field?

  • Override the Shipping or Tax amounts. The initial amounts should pull-in correctly and the amounts should override successfully. Learn more about this process in Adjusting Shipping and Tax on Orders.

Placing an Order

  • Click Place Order. If the order is successful, you will navigate to the Order Complete page.
  • On the Order Complete page, click the order number link. You should navigate to the order’s Detail page.

Web Office

  1. Impersonate your test Associate’s Web Office

    • Or navigate to [CLIENTID].office2.directscale.com and login with your test Associate’s credentials.
  2. Read the following sections. Detailed are the various phases of the order flow with some suggestions of where you should test.

Finding Items

  • Select a category from the horizontal menu to view items. The items for the selected category should load.
  • Find an item by Product Name or SKU with the Search Bar. The correct items should appear on the page.
  • Change the sorting by clicking the Choose Sorting dropdown. Each option should sort the page in the expected way.
  • Once you locate the product, click an item to view the product details. A pop-up window should open with the product details. This page features all the details configured for the product. Learn more in the Inventory Items and Pricing Guide.

Viewing the Product Details

On the product details pop-up:

Checking Out

  • Click PROCEED TO CHECKOUT in the Your Order sidebar. You should navigate to the Order Checkout page.
  • Update the Quantity. The Quantity should updates The CV (Commission Volume), QV (Qualifying Volume), and Total columns should reflect the change as well.
  • EDIT the Shipping Address. The Edit Shipping pop-up window should open where you can make changes to the default shipping address. Once UPDATED, the address should change on the Order Checkout page.
  • Select a Payment Method. The Associate should only have the PAYMENT CARDS added to their Payment Methods widget available.
  • Click the Credit Card/Other Methods option (if enabled) in the Select a Payment Method dropdown to add a payment card. The Add Payment Method pop-up should open with your payment provider’s form pull in. Complete the form to add the payment method. You’ll want to add a valid payment card so you can see if the payment goes through correctly.
  • EDIT the SHIPPING METHOD. The Shipping total should update based on your selection. Learn how to set up shipping methods in Setting Up a Shipping Method.
  • Enter a Promo/Coupon Code. The Coupon Code field should be visible and the selected Coupon Code should apply, discounting the total. Learn how to set up Coupon Codes in the Coupons Guide.
  • Select the Terms and Conditions.

Placing an Order

  • Click FINISH. If the order is successful, you will navigate to the Order Confirmed page.
  • On the Order Confirmed page, click the VIEW INVOICE button. The order’s invoice should open in a new browser tab. Inspect the invoice for errors.

eCommerce Shop

  1. Navigate to your test Associate’s eCommerce Shop.
  2. Read the following sections. Detailed are the various phases of the order flow with some suggestions of where you should test.

Finding Items

  • Select each category from the sidebar. The items for the selected category should load.
  • Find an item by Product Name with the Search Bar. The correct items should appear on the page.
  • Change the sorting by clicking the Choose Sort by dropdown. Each option should sort the page in the expected way.
  • Once you locate the product, click an item to view the product details. You should navigate to the Product Detail page. This page features all the details configured for the product. Learn more in the Inventory Items and Pricing Guide.

Viewing the Product Details

On the Product Detail page:

  • The images should appear how they’re supposed to.

  • The product info should be present. The formatting should appear correctly. Learn how to edit the content in Entering the Item’s Name and Details.

  • View the item’s Price and commission amounts. The item’s applicable Price, CV, QV, Rewards Points should all appear correctly. Learn how to edit item’s price and commission amounts in Adding Inventory Prices and Discounts.

  • Click ADD TO CART. The item should add to the cart without error.

  • Click the AUTOSHIP/SUBSCRIBE button. The item should add to the cart without error.

Checking Out

  • Click the CART button on the header. The Order Summary panel should open.
  • Click CHECK OUT in the Order Summary sidebar. You should navigate to the Checkout page.
  • Update the Quantity. The Quantity should updates The CV (Commission Volume), QV (Qualifying Volume), and Total columns should reflect the change as well.
  • Edit the SHIPPING ADDRESS. The Shipping page should open where you can make changes to the default shipping address. Once updated, the address should change on the Checkout page.
  • Add a payment card. Complete the form to add the payment method. You’ll want to add a valid payment card so you can see if the payment goes through correctly.
  • Choose a shipping speed. The Shipping total should update based on your selection. Learn how to set up shipping methods in Setting Up a Shipping Method.
  • Enter a Promo/Coupon Code. The Coupon Code field should be visible and the selected Coupon Code should apply, discounting the total. Learn how to set up Coupon Codes in the Coupons Guide.
  • Select the Terms and Conditions.

Placing an Order

  • Click PLACE ORDER. If the order is successful, you will navigate to the Order Complete page.
  • On the header, click the Associate’s name and select Orders. You should navigate to the Order History page where you can click the order number or View Order link to view the order’s invoice.
Was this article helpful?
0 out of 0 found this helpful
Previous Next

Comments

0 comments

Please sign in to leave a comment.