A big part of your eCommerce store's success will depend on the customer experience. This includes a smooth checkout process as tiresome, time-consuming checkouts could lead to abandoned carts or customers not returning to your site.
It's a great idea to place at least one test order during your store setup so that you can make any changes needed before your store goes live.
There are a few ways to set up a test order. For this step-by-step guide, we will focus on Shopify Bogus Gateway and Shopify Payments test mode.
This is a testing process that simulates the real transaction experience your customer will have on your website.
A test order helps you to see the types of issues customers may come across and lets you fix any errors before your store goes live.
This would include payment settings, settings for inventory and shipping, order processing, taxes, and email notifications. A test order has no transaction fees and will not show up in your eCommerce store reports.
There are a few methods of testing payments and checkout processes on Shopify. You can use Shopify Bogus Gateway, Shopify Payments test mode, or run an order through a real payment provider and then immediately delete and refund the order.
Be aware that if you run the order through a real payment provider you might be subject to fees from the payment processor that you use.
Setting up a test order and testing payments on Shopify is easy to do. We will cover setting up a test order step-by-step below.
Shopify Payments has a test mode capability. Before activating test mode, please make note of the following:
- Only set test mode if your store is not live as you cannot use real credit card payments while this is active.
- Make sure that you don't fulfill the test orders as you will be charged for any shipping labels.
- If you have an app that automatically fulfills orders, make sure to deactivate it before activating test mode.
To set up a test order follow the steps below.
From your Shopify admin page, in the left-hand navigation menu go to settings and select payments.
If Shopify Payments is not active, you will need to activate it to continue. If it is activated, click manage on the top right.
The first step is to disable any accelerated checkout options which are enabled, these include payment gateways such as shop pay apple pay, google pay, amazon pay, and facebook pay. You can do this by unchecking the boxes next to each one.
Once these are deactivated, scroll down to the bottom of the page and check enable test mode in the test mode section.
Confirm activation by clicking save. A red banner will appear that shows test mode is enabled.
Close the settings page to return to your home page. In the left-hand navigation menu, click on the eye icon next to online store.
Your shop’s landing page will open in a new tab.
Place at least one item in your cart. Next, go to your cart page and click checkout.
Fill out your details as if you were a customer, making sure to use a working email address to check that the order confirmation email settings work. You can also add an address to test out the settings for any shipping zones you may have set up. Click continue to shipping.
On the shipping page, choose your shipping option and click continue to payment.
Enter payment details on the payments page using the following guidelines:
- Name on card: Enter at least two words.
- Expiry date: Enter any date in the future.
- Security code: Enter any 3-digit number
- Card Details: Enter one of the mock credit card numbers provided by Shopify below.
Click pay now to process the order.
On the front end, once the order has been placed you will see the order confirmation page and should receive an order confirmation email.
On the back-end, you can review the order by clicking on orders in the left-hand navigation menu.
Select the order you just created and you will see a banner stating that it is a test order.
The order will also show as unfulfilled. Remember not to fulfill the order or print any shipping labels as this will incur charges.
When you are done checking the test order you can archive it or cancel it. If canceling the order, a pop-up window will appear and you will need to click the cancel order button.
If you go back to the orders page, the archived order will show up as greyed out. If canceled, the order will have a strike through it and say refunded under the payment status.
If the order has been canceled, you can also remove it from the order list completely. Click on the order and scroll down to the bottom and click delete order. You will be asked to confirm the deletion.
Another method of setting up a test order on Shopify is to enable Shopify's Bogus Gateway. When Bogus Gateway is set up, every order that you create will be a test order.
From the payment menu, do one of the following:
- If Shopify Payment is set up, click manage on the Shopify payments section. Scroll to the bottom and click on switch to a third-party provider, then confirm this action in the pop-up.
- If you don't have Shopify Payments enabled, then in the Shopify payments section, click see all other providers.
- If Shopify Payments isn't available in your country, then in the Payment providers section, click choose a provider.
From the list provided, select (for testing) bogus gateway and click activate. Bogus gateway will now show up as your payment provider.
You can now place an order as outlined above for Shopify Test Mode, but using the payment details below instead:
If you have tested the payment process and are happy with the setup, you can deactivate test mode.
For Shopify payment test mode, there will be a red banner that says, “Shopify Payments is running on test mode.” Click Turn off test mode, scroll to the bottom of the page, uncheck the test mode box, and click save.
For Shopify Bogus Gateway, click manage and Deactivate (for testing) Bogus Gateway.
Test mode is now deactivated and if an order is placed it will be processed as an actual transaction.
Setting up a test order is a crucial part of testing your online checkout process from the customer’s point of view.
The two methods outlined above will help you identify areas that need improvement and assist you in providing a seamless, positive experience for your customers.
If you enjoyed this step-by-step guide, please feel free to check out our other guides on setting up a Shopify store.