How to Place a Test Order in Shopify: A Step-by-Step Guide
By Sam Thomas Davies Head of Content
@ Sleeknote

In this comprehensive guide, we will walk you through the process of placing a test order in Shopify. Test orders are an essential part of running a Shopify store as they allow you to ensure that everything is functioning correctly before you start accepting real customer orders. By placing test orders, you can test your store’s checkout process, shipping options, and payment methods.

Understanding the Importance of Test Orders in Shopify

Before we dive into the details of placing a test order, let’s first understand why it is crucial. Test orders give you the opportunity to identify and fix any issues or bugs in your store’s setup before real customers start making purchases. By simulating the customer journey, you can ensure a seamless buying experience for your customers, which ultimately leads to higher customer satisfaction and repeat business.

Additionally, test orders are especially important if you have recently made changes to your store, such as updating your theme, installing new apps, or modifying your checkout process. By testing these changes with a test order, you can catch any potential issues early on and avoid negative experiences for your customers.

Furthermore, test orders also allow you to familiarize yourself with the order fulfillment process. This includes understanding how orders are received, processed, and shipped. By going through this process with a test order, you can ensure that you are prepared to efficiently fulfill and deliver orders once your store is live.

Preparing Your Shopify Store for Test Orders

Before you can start placing test orders, you need to make sure that your Shopify store is properly configured. Here are a few key steps to prepare your store:

  1. Ensure that you have installed and activated a payment gateway that supports test transactions. Most popular payment gateways, such as PayPal and Stripe, provide this functionality.
  2. Set up your shipping options and rates. You can create test shipping profiles to simulate different shipping scenarios.
  3. Review and configure your taxes. Make sure that your tax settings are accurate and reflect the appropriate tax rates for your products.
  4. Test any discount codes or promotions you plan to use during real customer orders.

Additionally, it is important to test the checkout process on your Shopify store to ensure that everything is functioning correctly. This includes testing the cart functionality, payment processing, and order confirmation emails. By going through the entire checkout process yourself, you can identify any potential issues or areas for improvement.

Creating a Test Customer Account in Shopify

To place a test order, you’ll need to create a test customer account in your Shopify store. This allows you to simulate a real customer’s experience and test the checkout process. Here’s how to create a test customer account:

  1. Login to your Shopify admin dashboard.
  2. Click on the “Customers” tab in the left-hand menu.
  3. Click on the “Add customer” button to create a new customer account.
  4. Fill in the required fields with test information, such as a fictional name, email address, and shipping address.
  5. Save the customer account.

Once you have created a test customer account, you can use it to test various aspects of your Shopify store. For example, you can test the checkout process by adding products to the cart and proceeding to the checkout page. This will allow you to see how the customer information is captured and how the payment process works.

In addition to testing the checkout process, you can also use the test customer account to test other features of your store, such as discounts and promotions. By applying discounts or promotional codes to the test customer account, you can see how they are applied to the order and if any errors or issues arise.

Navigating the Shopify Admin Dashboard for Test Orders

Once you have created a test customer account, it’s time to familiarize yourself with the Shopify admin dashboard. The admin dashboard is where you can manage all aspects of your store, including orders, products, customers, and settings. Here are some key sections of the Shopify admin dashboard that you’ll need to navigate for test orders:

  • Orders: This section displays a list of all orders placed on your store, including test orders.
  • Products: Here, you can manage your products, including adding new products and configuring their variants.
  • Customers: This section allows you to view and manage your customer accounts, including the test customer account you created earlier.
  • Settings: The settings section is where you configure various aspects of your store, such as payment providers, shipping options, taxes, and discounts.

Additionally, the Shopify admin dashboard provides a comprehensive overview of your store’s performance. In the Analytics section, you can access detailed reports and insights on sales, traffic, and customer behavior. These analytics can help you make informed decisions to optimize your store’s performance and drive growth.

Adding Products to Your Test Order in Shopify

Now that you are familiar with the admin dashboard, let’s move on to adding products to your test order. To place a test order, you’ll need to select the products you want to include in the order. Here’s how to add products to your test order:

  1. Go to the “Products” section in the admin dashboard.
  2. Select the products you want to include in your test order by checking the box next to each product.
  3. Click on the “Add to order” button.
  4. Specify the quantity and variants of each product in the test order.
  5. Save the changes.

Once you have added the products to your test order, you can review the order details before proceeding. Shopify allows you to view a summary of the products, quantities, and variants included in the test order. This summary helps ensure that you have selected the correct items and quantities for testing purposes.

In addition to reviewing the order details, you can also apply any discounts or promotions to the test order. This allows you to simulate real-world scenarios and test the effectiveness of your pricing strategies. By applying discounts or promotions, you can see how they affect the total order value and make adjustments if necessary.