How to Do a Test Order on Shopify: A Step-by-Step Guide

7 minute read

ThoughtMetric Metric Calculation

Shopify is one of the most popular e-commerce platforms for selling products and services online. Before launching your store, it's crucial to test and ensure a smooth customer experience. One way to do this is by performing a test order. In this article, we'll provide a step-by-step guide on how to do a test order on Shopify and analyze the results.

Understanding the Importance of Test Orders

Test orders are an essential component of any successful e-commerce business. In today's fast-paced digital world, customers expect a seamless shopping experience, and test orders can help ensure that your store meets those expectations.

When you perform a test order, you are essentially simulating a real customer purchase. This process allows you to verify payment and shipping integrations, identify potential issues early, and ensure a smooth customer experience. By doing so, you can avoid any issues that could arise after launching your store, saving you time and money in the long run.

Ensuring a Smooth Customer Experience

One of the main objectives of performing a test order is to ensure a smooth customer experience. Your customers expect a seamless journey from browsing your store to completing their purchase, and any issues can lead to frustration and cart abandonment.

During the test order process, it's crucial to test the entire process, including the checkout process, to make sure all the elements are working correctly. This includes verifying that product information is accurate, shipping rates are calculated correctly, and payment methods are functioning correctly. If there are any issues, it's better to fix them before launching your store.

Identifying Potential Issues Early

Performing a test order allows you to identify any potential issues before launching your store. Some issues that may arise include incorrect shipping calculations, payment gateway errors, or a poor checkout experience.

By identifying these issues early, you can address and solve them before your customers experience them. This can help prevent negative reviews and customer complaints, which can damage your brand's reputation and hurt your bottom line.

Verifying Payment and Shipping Integrations

It's crucial to verify that your payment and shipping integrations are working correctly before launching your store. This involves testing payment and shipping methods to ensure they are correctly configured and functioning correctly.

During the test order process, you should verify that payment methods like credit cards, PayPal, and Apple Pay are functioning correctly. You should also test shipping methods to ensure that rates are calculated correctly and that customers can choose their preferred shipping method.

In conclusion, performing a test order is an essential step in launching a successful e-commerce store. By ensuring a smooth customer experience, identifying potential issues early, and verifying payment and shipping integrations, you can launch your store with confidence and provide your customers with the seamless shopping experience they expect.

Setting Up Your Shopify Store for Test Orders

Before performing a test order, you need to set up your Shopify store for testing. This involves creating a test product, configuring payment gateways, and setting up shipping options.

Creating a Test Product

In order to create a test product, you will need to access your Shopify admin panel. Once you have logged in, navigate to the "Products" tab and click on "Add product." Create a test product that will only be used for testing purposes. This test product should be a non-real product that won't confuse your customers. The test product should be labeled and priced accordingly so that it doesn't interfere with the actual products you sell. You can use Lorem Ipsum text and placeholder images to create a realistic-looking test product.

When you have finished creating your test product, make sure to save it and take note of its product ID. You will need this ID later when performing a test order.

Configuring Payment Gateways

Make sure to configure your payment gateways correctly. In the Shopify admin, go to the "Settings" section and select "Payment Providers." Here, you can choose which payment gateways you want to use for your store. Test payment gateways are available in Shopify's development environment to simulate the payment process without incurring transaction fees.

It's important to test each payment gateway thoroughly to ensure that it is working correctly. You can do this by performing a test order and checking to see if the payment is processed correctly. If you encounter any issues, make sure to contact Shopify support for assistance.

Setting Up Shipping Options

Set up shipping options in the Shopify admin. It's important to test all possible scenarios, including different shipping methods and rates. You can use the Shopify calculator to estimate shipping rates for different regions and weights. Test orders can help you identify shipping issues that need to be addressed before launching your store.

When setting up your shipping options, make sure to consider the different shipping carriers available and their respective rates. You should also think about how you will handle returns and exchanges, as well as any international shipping restrictions that may apply.

Performing test orders is a crucial step in ensuring that your Shopify store is functioning correctly. By following these steps and thoroughly testing your store, you can identify and address any issues before launching your store to the public.

Performing a Test Order on Shopify

Once you've set up your Shopify store for testing purposes, it's time to perform a test order. In this section, we'll provide a step-by-step guide on how to perform a test order in Shopify.

Adding the Test Product to Your Cart

The first step is to add the test product to your cart. But before you do that, it's essential to ensure that the product is set up correctly. Make sure that all the product details, including the title, description, images, and pricing, are accurate.

Once you've verified that the product is set up correctly, go to the test product listing, and click on the "Add to Cart" button. After adding the product to the cart, click on the cart icon located in the top-right corner.

Entering Customer and Shipping Information

In the cart section, enter the customer and shipping information as though it were a real order. This step is crucial as it helps you test the checkout process thoroughly. Make sure to enter all the necessary details, including the customer's name, shipping address, and email address. Double-check the information for accuracy before proceeding.

It's also a good idea to test the checkout process with different shipping options to ensure that they are working correctly. You can do this by setting up different shipping zones and rates.

Selecting a Payment Method

After entering the customer information, proceed to the payment section. Choose the payment method you would like to use for the test order. If possible, test all payment methods available to ensure they are functioning correctly.

It's also a good idea to test the checkout process with different payment options, such as credit cards, PayPal, and Apple Pay, to ensure that they are working correctly.

Reviewing and Completing the Test Order

After selecting a payment method, review the order details. Ensure that everything is correct, including the product, customer, and payment information. Once you've reviewed everything, press the "Complete Order" button to finalize the test order.

Once the test order is complete, you should receive an order confirmation email. Check the email to ensure that all the details are correct and that the email is formatted correctly.

Performing a test order is essential to ensure that your Shopify store is functioning correctly. By following the steps outlined in this guide, you can test your store thoroughly and ensure that your customers have a seamless shopping experience.

Analyzing the Test Order Results

After performing a test order, it's essential to analyze the results to identify any issues that may have arisen. In this section, we'll provide a step-by-step guide on how to analyze the test order results in Shopify.

Reviewing Order Details in Shopify Admin

In the Shopify admin, go to "Orders" to view the test order details. Review all the information provided, including customer and payment information. Ensure that everything is accurate and correct. If there are any issues, address them before launching your store.

Checking Email Notifications

After performing the test order, check your email notifications to ensure that everything is functioning correctly. Verify that you receive an order confirmation and any other notifications you expect to receive.

Verifying Payment and Shipping Integrations

Finally, verify that your payment and shipping integrations are working correctly. Check to see if the payment was processed correctly and that the shipping information is accurate. If there are any issues, address them before launching your store.

Conclusion

In conclusion, performing a test order on Shopify is an essential part of launching a successful online store. By following the steps outlined in this article, you can identify potential issues early, ensure a smooth customer experience, and verify that your payment and shipping integrations are working correctly. Performing a test order can save you time and money in the long run, making it a crucial step in the e-commerce store launch process.

Ready to dive in? Start your free trial today.

Try ThoughtMetric and start understanding the performance of your e-commerce marketing today.

Try for Free
ThoughtMetric Ecommerce Marketing Analytics Screenshot