- Available on Pro, Standard, Advanced, Enterprise
- Available on Core, Plus
In the following article, we have listed a few test scenarios for you to go through after successfully connecting Retail POS and Shopify and setting up your products or linking them successfully. We would recommend running through these scenarios to make sure everything is working as expected as well as getting familiar with the integration and the expected workflows.
Orders
When testing out orders for the following scenarios you can do this by creating Draft Orders on Shopify and making them into actual orders. We would recommend also creating a test order through your customer-facing website to test that it's set up correctly too.
Test scenario | Things to check | Additional info |
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Process a sale online on Shopify and see if it syncs across into Retail POS |
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Process a refund for an online order on Shopify |
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Cancel an online order on Shopify |
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Fulfill an online order on Shopify |
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Product Updates
The following test scenarios are in regards to making updates to your products in Retail POS and seeing how these updates interact with your Shopify products. It is important to 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.
Test scenario | Things to check | Additional info |
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Action an update to the product information (description, name, tags, price) for a product published to Shopify |
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Add a variant in Retail POS and check that it syncs to Shopify |
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a variant in Retail POS and check that it syncs to Shopify |
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Make a product that is published to Shopify inactive in Retail POS |
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Unpublish a product |
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Make an inventory update to a product synced to Shopify |
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If you have more than one outlet, transfer the stock between the two outlets and check that the inventory syncs to Shopify |
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Send and receive a stock order on the same outlet |
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Perform a partial inventory count |
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Other
There are a few other scenarios that we recommend you to test out and can be unique to your setup. The results can vary based on your unique setup, if you run into issues testing out these scenarios we would recommend reaching out to Retail Support so we can take a further look at your account and your unique setup.
Test scenario | Things to check | Additional info |
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Test if any 3rd party plugins might affect the Retail POS Shopify integration |
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Test your payment gateway by placing an order through your customer-facing website |
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Set up a promotion on Shopify using promo codes or promotions and place a test order |
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