How to Place A Shopify Test Order? (2021)
Find out how to set a test order on Shopify Below!
Table Of Contents
From the barter system to bricks-and-mortars, business formats have changed drastically through ages. But since the existence of online business, the business game changed upside down. Setting off an e-business turned into the laying foundation of earning billions.
Shopify is one of the most advocated platforms for online businesses. It helps the owners sell their goods and services across various marketplaces and websites.
A business can be successful only when it keeps its customers satisfied. Therefore, all the services should be easily accessible to potential customers.
Importance of testing the sales process on your Shopify store
To expand the customer base, one tends to spend loads of money on marketing via various social media platforms. But what is the use of it if no customer arrives on your page or makes any purchase. Owners generally overlook the significance of testing the checkout process.
A test order needs to be done before making your store go live. It is critical to confirm the smooth functioning of the final process. It will improve the customer experience, ensuring customers buy what they without facing any problem.
Also, it will help you in the verification of correct order processing and shipment, so, your business could work in sync with the demands.
Placing a test order on your Shopify site
Placing an order requires the involvement of money. There are a few ways to do it without spending a penny. So, make sure to follow some easy steps to set it up properly.
- Doing a transaction and canceling/refunding the order immediately
- Using ‘Shopify Bogus Gateway’ for test transactions
Doing a transaction and canceling/refunding the order immediately
This method involves the risk of uncertainty. You have to be quite alert for it. You may need to pay credit card processing fees if you don’t cancel the transaction on time. So, if you are willing to take this bit of a risk, then you can certainly try it out.
It is advisable to go for a cheap transaction as you will pay a minimal amount in case you mess up. Try doing it as quickly as possible.
If you placed your test order and the billing cycle closes abruptly after it, then the transaction fees will show up on your bill.
Step 1: Go to the Settings option and click on the Payment Providers
Step 2: Proceed to the Accept Payments Section and then ‘Accept Credit Cards.’
Step 3: After the ‘Accept Credit Cards’ screen appears, press on the ‘Select Credit Card Gateway.’
Step 4: Choose the type of payment gateways you will need. You will need to use the ‘Use Text Mode’ box for this.
Step 5: Now get the product from your store as a customer and using a credit card complete the checkout process
Step 6: If you used a third party gateway, ensure that the transaction is complete first.
Step 7: Go to the ‘Order’ section in your Shopify store panel.
Step 8: Cancel or refund the order that you made. Avoid paying any fees and try to repay them as soon as possible.
Step 9: Click on the order number and open the order.
Step 10: Finally, click on the ‘Refund’ link.
If you strictly follow these steps, then you won’t make any payment.
Using ‘Shopify Bogus Gateway’ for test transactions
Bogus Gateway can be used by any store to generate online test orders. So basically, it is a payment provider. Every order you create on it is a test order. You can easily place the order by entering your store as a customer. All you need to do is enter the card details given by the gateway.
Step 1: Go to the Admin option in your Shopify store.
Step 2: Click on the ‘Settings’ button and then click on ‘Payment Providers.’
Step 3: Before activating the bogus gateway, deactivate any previous credit card gateway enabled.
Step 4: Press ‘Add a Provider’
Step 5: Now change Provider and examine the ‘Third Party Credit Card Provider’
Step 6: You will need to accept the credit cards to move to the next step.
Step 7: Choose ‘Bogus Gateway’
Step 8: If you are using bogus for the first time, then click ‘Activate’ and, if not, then click ‘Reactivate.’
That is how you can set up the bogus gateway and place your order. At the time of checkout, you have to provide the details given by the bogus gateway for testing.
Other Options – Shopify Plus
Though you would want to make a test order for free, if it doesn’t work, then there is another option available too.
With the help of Shopify Plus, you can place and run live test orders. It would be easier if you already have your account on Shopify Plus.
Step 1: Firstly, ensure that you have an account working correctly. Use a customer tag to differentiate admins from regular customers
Step 2: Install a Script Editor, open it, and create a payment script.
Step 3: Select the ‘Payment Gateways’ tab and choose the Blank Template. It should be named something descriptive
Step 4: Then you will have to enter a code
Step 5: Go to the ‘Settings’ and then ‘Payments.’ Select ‘Manual Payment’ and then ‘Create Custom Payment Method.’
Now you can check it on your site. You can review the steps again if they don’t look right.
With a little bit of A/B testing, you can ensure that you reach out to your customers better and understand the pain points. Focusing on the checkout system will ensure that customers actually end up buying the product than just leaving it in the cart.
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