This involves placing an order on your online store, as a customer would do, to ensure the workflow runs as it should.
Test orders are practice transactions, and they are only for business owners. They help you to ensure that your store’s checkout order processing system, email notifications, shipping, taxes, inventory, and every other technology are perfect and functioning correctly.
Test orders could be done when you change your store’s payment settings, set up your online store, or test out new apps or features. Whatever the reason, you should know how to do a test order on Shopify, and this article outlines four methods. You can use this Shopify guide for tips on how to start your online store.
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The 4 methods to place a test order
1. Use a Shopify Bogus Gateway – Only new stores
You can use Shopify’s bogus gateway (a payment provider used to create test orders) to simulate a transaction and create test orders.
It’s the best method for new online stores because it requires that you change your payment gateway to a bogus gateway. During this process, nobody will be able to place an order on your live store, which is why it is best for new stores with no traffic.
To enable testing gateway:
- Go to “Settings“
- Go to “Payments“
- Select the hyperlinked text “See all other providers“
- Select the top option “(for testing) Bogus Gateway“
Bogus testing card details:
Note: The test purchase amount must be more than $1 (USD) in any currency.
|Field name||Details to enter|
|Card number||Enter each of these numbers to simulate different types of transactions:|
– Enter 1 to simulate a successful transaction
– Enter 2 to simulate a failed transaction
– Enter 3 to simulate an exception (this generates a message indicating that an error has occurred with the provider)
|Name on card||Type anything|
|CVV||Enter any 3-digit number (for example, 111)|
|Expiry Date||Enter any future date|
2. Use Shopify’s Payments Test Mode
Another method is to use Shopify payments as a payment gateway; you need to enable Shopify payments test mode to create test orders. Note that the test purchase amount must be more than $1 (USD) in any currency.
- Name on the card – type any two words
- Expiry date – enter any future date
- Security code – type any 3 numbers
- Card number – Use any of the following numbers:
|Card type||Test credit number|
3. Use a 100% Discount code
This method is best for established and running stores, so you do not mess with the payment gateways. Unfortunately, you will not be able to test money or prices when you use this method.
- Navigate to your Shopify dashboard
- Click on “Discounts“
- Click on “Create discount“
- Choose “Amount off order“
- Type “100%” and generate a code, then click “Save“
4. Place a test order with a real transaction, then refund
The next method you can try is to place a real order, and then refund yourself.
This method is advantageous because you get to see what customers go through at the checkout, but it is also disadvantageous because it is somewhat costly. After a refund, you will lose a small amount from payment processing fees.
- Set up the payment provider you want to test.
- Purchase something from your store and use your genuine credit card details during checkout.
- If you use a third-party payment provider, log in to ensure that your payment has been processed.
- Cancel and refund your order immediately after you are done.
5. Create an order
You can actually create an order within Shopify’s dashboard. This doesn’t bring you through the checkout as well as the other options, but I thought I would inform you of this one in case it works for your process.
- Go to the Shopify dashboard
- Go to “Orders“
- Click on “Create order“
- Once you have entered the details, click on “Collect payment“
- Click “Mark as paid“
Note: Please be aware that this will show as earnings in your Shopify accounts! So it may throw off your accountant and raise questions. Refund it if you want to reverse this.
Doing test orders on Shopify is a simple process; all you need to do is choose any of the methods above and follow the steps, and you will be done in no time. Do check out the different ways you can automatically capture your Shopify orders.