If you want to check whether your checkout process and settings for order processing, inventory, shipping, and taxes are properly working, you can place a test order by simulating a transaction on Shopify.
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There will be no fee for operating this action that you should practice it at least once during your store setup, or whenever you make adjustments to your payment settings. To know the detailed process, check this post to know how to place a test order by simulating a transaction on Shopify.
How to place a test order by simulating a transaction
- Step 1: Select Payment providers
- Step 2: Choose Deactivate
- Step 3: Set provider as Bogus Gateway
- Step 4: Press on Activate
- Step 5: Add the information
- Step 6: Change back to your payment provider
Step 1: Select Payment providers
From the admin page of the Shopify, choose Settings at the bottom of the page. After that, the list of Settings will appear then click on the Payment providers which is the second option in the first column.
Step 2: Choose Deactivate
In case you currently activate a credit payment provider, you need to disable it before moving on to the next step. Select Edit and Deactivate respectively then confirm your selection.
Step 3: Set provider as (for testing) Bogus Gateway
In the Accept credit cards section, you will see a drop-down menu which called Select provider then click on it. The list of candidates will appear which includes smaller parts. Remember to choose the first option below the Other which is the (for testing) Bogus Gateway.
Step 4: Press on Activate
The detailed settings for Bonus Gateway will present under the Select provider that you can setup it by filling in the given space and select Activate to enable its use.
Step 5: Add the information
Move to your online shop and place an order as a customer would. Then replace the genuine numbers with the following details:
| Name on card | Fill in Bonus Gateway |
|---|---|
| Credit card number | Enter each of these in turn to simulate different types of transaction: Insert 1 to simulate a successful transaction while 2 is for the failed one. If there is an Exception, enter 3 (this generates a message indicating that an error has occurred with the provider) |
| CVV | Put in any 3-digit number (247 for instance) |
| Expiry Date | Add a day that you want but be noted that it should fall in the future |
Step 6: Change back to your payment provider
If you have completed the testing process, go back to the Payment providers to set your provider to the one that you normally use for your online store.
To place a test order by simulating a transaction on iPhone and Android
Step 1: Head to Payments
Get access to your Shopify account on the app and head to Store at the bottom bar of the display. Choose Settings afterward and you will see its list of options which includes three main parts. Scroll down to the Store settings section and press on Payments.
Step 2: Select Deactivate
Before going to other steps, you have to disable the use of the current credit payment provider first. Hence, find the Accept credit cards under the Payments and tap on Edit then Deactivate. The system wants to ensure your choice that you will see another dialog box appear on your screen. Select Deactivate to confirm your selection.
Step 3: Choose provider as (for testing) Bogus Gateway
In the Accept credit cards now, you will see a drop-down menu called Select provider then press on it to show the list of providers. You have to choose the (for testing) Bogus Gateway which stays below the bold Other.
Step 4: Tap Activate
The settings for this method will appear under it that you have to fill in the needed information and select Activate to allow the use of it.
Step 5: Enter the details
Create an order as a customer would at your online store and enter the following credit card information instead of genuine numbers at the checkout section:
| Name on card | Fill in Bonus Gateway |
|---|---|
| Credit card number | Enter each of these in turn to simulate different types of transaction: Insert 1 to simulate a successful transaction while 2 is for the failed one. If there is an Exception, enter 3 (this generates a message indicating that an error has occurred with the provider) |
| CVV | Put in any 3-digit number (247 for instance) |
| Expiry Date | Add a day that you want but be noted that it should fall in the future |
Step 6: Set back to your provider
After you are done, move to the Payments again to change the provider back to your original use one.
Conclusion
In brief, I have shown you the guideline of how to place a test order by simulating a transaction on Shopify. It seems to be time-consuming and complicated, however, I tried to deliver it in the simplest way that I hope you can easily go through the steps and earn benefits from this writing.