Testing Fulfillment through Order Entry
After you have added your fulfillment house and assigned to your products, you can test it through Order Entry. If you have not yet added your products or fulfillment house, please refer to our Product Creation and Adding and Editing Fulfillment Houses articles.
If you are testing a new fulfillment house while you are already running traffic, it is wise to keep the live base products assigned to the old fulfillment house for now. You can either create a test product and assign that to the new fulfillment house and follow the steps below; or go directly to following the steps below - but after you place your test orders, go to Customer → Fulfillments to search for your test(s) and perform a batch update to change the Fulfillment Company for those orders. This will ensure that only the orders you want to test with are being sent to the new fulfillment house.
Once your tests are complete and you confirm everything looks good you can then go ahead and assign the new fulfillment house to the appropriate base products.
Step 1: Go to the Campaigns Page and add/edit a phone campaign that is designated for testing. Be sure the "List in Order Entry" option is enabled.
Step 2: Add or edit a campaign product and set a base product that is assigned to the new fulfillment house.
Set the Gateway to one of your working gateways or create a new DUMMY GATEWAY to apply to the offer (DUMMY GATEWAY will never actually process the transaction).
You can keep the Billing Schedule set to a one-time offer for just $1 and then be sure to mark the offer as Shippable.
Step 3: Go to Order Entry and place an order on your test campaign by buying the campaign product that is assigned to the new fulfillment house.
Generally you will want to communicate with your fulfillment house that you are beginning testing. You may also want to set the shipping address as "123 NO SHIP" or something similar so the fulfillment house will notice it is a fake shipping address.
CheckoutChamp test card orders will NEVER reach the fulfillment house. Instead, you will need to test using a live card or the External Payment payment method. If the offer set to the DUMMY GATEWAY then no money will actually transact but the fulfillment will still send out. If you use the External Payment method then you will need to approve the order on the Customer → Quality Assurance page.
Step 4: You will see the fulfillment record in HOLD status. This means the order is in queue to be sent to the fulfillment house, in which the task runs once per hour.
Step 5: Once you see the order is in PENDING status, this means that it has successfully been sent to the fulfillment house. Please check your fulfillment portal to confirm.
If the order did not successfully send to the fulfillment house, it will display as FAILED. You can click the details button next to the failed fulfillment record to see why it failed.
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