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  3. Role Play As Customer
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  2. Sales Channel : Webstore
  3. Role Play As Customer

Role Play As Customer

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 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 get your default address

Step 5: If choose 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 Your SiteGiant Order > All Order

Step 2: For Manual Payment Method, you will need to click into the order details page and mark the order as Paid once confirm received the payment

Step 3: Once the status is Paid, you may proceed to fulfill this order either by 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 done, the order will change to processed status and fulfilled

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

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