Run through these scenarios to make sure everything is working as expected with your Shopify integration, as well as getting familiar with the integration and the expected workflows.

Orders

To test orders, create Draft Orders on Shopify and making them into actual orders. Additionally, create a test order through your customer-facing website to test that it's set up correctly too. 

1. Process a sale online on Shopify and see if it syncs across into Retail POS.
   • Did the order come across to Retail POS?
   • Are the taxes applied correctly in Retail POS?
   • Is the shipping method applied correctly in Retail POS?
   • If it is a new customer, did a new customer profile get created in Retail POS?
   • If it is an existing customer with a matching email address did the order get added to the existing Sales History for that customer?
2. Process a refund for an online order on Shopify. The sale in Retail POS won't get refunded and the inventory will not get added back on Retail POS.
   • Make sure to manually refund the order on Retail POS to correct the inventory.
3. Cancel an online order on Shopify. The sale in Retail POS will not get voided and the inventory will not get added back in on Retail POS.
   • Make sure to manually void the order on Retail POS to correct the inventory.
4. Fulfill an online order on Shopify.
   • When you mark the order as fulfilled in Shopify does the order get updated on Retail POS?
   • When you mark the order as Completed in Retail POS does the order get updated correctly on Shopify? If you are still expecting payment the order comes over to Retail POS as Delivery, Unfulfilled and will be counted as revenue already before the order has been completed.

Product Updates

Update your products in Retail POS and seeing how these updates interact with your Shopify products. Remember that Retail POS is the System of Record as part of the integration meaning that all product updates should be made in Retail POS.

1. Action an update to the product information (description, name, tags, price)  for a product published to Shopify.
   • Did the update get reflected correctly on Shopify?
2. Add a variant in Retail POS and check that it syncs to Shopify.
   • Did the new variant gets added on Shopify? 
3. Delete a variant in Retail POS and check that it syncs to Shopify.
   • Did the variant gets deleted from Shopify?
4. Make a product that is published to Shopify inactive in Retail POS. If any update are made to the product in Retail POS whilst it is still inactive the product will become visible again on Shopify.
   • Did the product become invisible on Shopify?'
5. Unpublish a product. The product will still exist on Shopify and it be still available on your sales channels.
   • Does the unpublish show successfully in Retail POS?
6. Make an inventory update to a product synced to Shopify.  If you update the inventory directly on Shopify this does not sync to Retail POS. If you make another update to the product in Retail POS, the inventory update you made directly on Shopify will get overwritten again with Retail POS inventory.
   • Did the update get reflected correctly on Shopify?
7. If you have more than one outlet, transfer the stock between the two outlets and check that the inventory syncs to Shopify.  If both outlets are synced to Shopify the inventory on Shopify should remain the same.
   • Did the inventory get updated correctly on Shopify?
8. Send and receive a stock order on the same outlet.
   • Did the inventory get updated correctly on Shopify?
9. Perform a partial inventory count. Performing a full inventory count is not required for testing purposes.
   • Did the inventory get updated correctly on Shopify?

Other

Results to these tests can vary based on your unique setup, but if you run into issues testing out these scenarios we would recommend reaching out to Retail Support for assistance.

1. Test if any 3rd party plugins might affect the Retail POS Shopify integration. This only applies if you are using any third-party plugins that have permission to modify products or orders such as custom product fields or shipping plugins.
   • Run additional tests with these plugins installed and activated. The Retail POS integration will only interpret the basic implementation of Shopify and any customization through plugins or custom builds might affect the way the integration syncs information back to Retail POS.
2. Test your payment gateway by placing an order through your customer-facing website.
   • Was the payment captured correctly on the order on Shopify?
   • Was the payment correctly reflected in Retail POS?
3. Set up a promotion on Shopify using promo codes or promotions and place a test order.  setting up a Promotion or Pricebook in Retail POS does not sync to Shopify. This is expected.
   • Did the order come across to Retail POS?
   • Check how the discount is displayed in Retail POS and how this is reflected in your reporting.