1. Getting Started
  2. Role Play As Customer In Webstore
  1. Sales Channel : Webstore
  2. Role Play As Customer In Webstore

Role Play As Customer In Webstore

1. Introduction
2. Place A Test Order
3. Manage Test Order

1. Introduction

Once you have completed the online webstore setup, you may role-play as a customer for your SiteGiant Webstore to go through the purchase and checkout flow to ensure that the checkout process is smooth and correct.


2. Place A Test Order

Step 1: Go to Channels > Webstore and click on the preview icon to view your webstore.

Step 2: Add a product to the cart > click on the Check Out button.

Step 3: Confirm the product to check out > apply the Vouchers (optional) > Check Out.

Step 4: You can choose to either Continue as a Guest or Login to your customer account.

Step 5: If choose to Continue as a Guest, after clicking on the button, you will need to fill in all the shipping details > Add Address.

Step 6: The Shipping Method that supported your Shipping Address will be shown here, you may click on Change to select your preferred Shipping Method.

Step 7: Choose your preferred Payment Method > tick on the check box to agree and accept the Terms and Conditions > Place Order.

Step 8: Order is placed successfully.


3. Manage Test Order

Step 1: You can find the order in Orders > All Orders.

Step 2: For the Manual Payment Method such as Bank Transfer and E-Wallet, you will need to go to the order details page and mark the order as Paid once confirm that received the payment.

Step 3: Once the status is Paid, you may proceed to fulfill this order either manually or using Order Processing.

💡Tips: May refer to How To Fulfill Order And Update Tracking Number Manually & How To Print Webstore And Others Shipping Label.

Step 4: Once the fulfillment is done, the order will change to Processed status and Fulfilled.

Step 5: After the product is delivered to the customer, you may go to the product details page and Mark As Completed Order. Then the whole process is considered completed.

Was this article helpful?

Need Support?
Can’t find the answer you’re looking for? Don’t worry we’re here to help!
Contact Support