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Running a Test order in Shopify

Before launching with a Supplier partner, it is best practice to run a test order. This is an order placed through one of your sales channels (i.e. your online store) that contains a Supplier-fulfilled product.

 

You can run a test order in 5 easy steps:

  1. Ensure your Supplier's product are added to your Shopify

    • Navigate to the Canal app from the Shopify admin "Apps" page (you can pin the app to your left nav bar for easy access as well!)
    • Once products are approved by the Supplier, they will automatically added to your Shopify store as draft.

      • If you delete a Canal-powered product from your Shopify, you are able to re-add it through your Canal Inventory tab by selecting “Add to Store” under the Status column.Herstory_·_Canal_for_Storefronts_·_Shopify.png 

    *If you haven't yet entered ACH or Credit Card payment information (used to pay your Supplier partner), you will be prompted to do so

  2. Mark product as “Active” and list on your Online Store Sales Channel

    • From your Shopify Admin, search for the desired product within your Products tab and select it

    • Switch the Product status from "Draft" to "Active"

      Herstory_·_Products_·__Gallery__Alana_Dress_by_Few_Moda_·_Shopify.png

    • Click "Manage" next to "Sales Channels and Apps" and add the product to your Online Store

    • Click "Save"

    • *If you are planning to create the order from the backend, you do not need to complete this step to place the test order

  3. Purchase the product

    • When placing the order, you have two options:
      1. [Recommended] Place order on Website (Customer Flow)

        • In the upper right of the Shopify product PDP, click "View"

          Herstory_·_Products_·__Gallery__Adriana_Wrap_Dress_by_Hermoza_·_Shopify.png

        • Check out as you normally would

        • To mirror customer behavior, add one of your own products to the cart as well

      2. Place order on backend

        • From your “Orders” page, select “Create Order”

          Herstory_·_Orders_·_Shopify.png

        • Add the product and your Customer Information (be sure to add address/ fulfillment info so the Supplier partner sees how that flows through)

        • [Recommended] To mirror a combined customer order, you can add one of your own products to the cart as well

        • Select “Collect Payment” at the bottom and either enter payment information or select “Mark as Paid”

        • Create Order!

          Screen Shot 2022-12-20 at 4.22.39 PM.png

  4. Cancel the order [OPTIONAL]

    • If you do not wish for your Supplier partner to proceed with fulfillment, navigate to the order page for the order you just placed, and select "Cancel order" under "More actions" in the upper right.

      • NOTE: There is a standard 65 minute delay from when an order is placed and when it drops into the Supplier’s Shopify backend for fulfillment. You are able to edit this delay on your Canal Settings page. Learn how here.

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    • Make sure to refund and return inventory to ensure accurate accounting and product inventory levels!

      Screen Shot 2022-12-20 at 4.24.52 PM.png

Questions? Reach out to our Support Team @ support@shopcanal.com — we're happy to help!

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