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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

May refer to How To Fulfill Order And Update Tracking Number Manually & How To Print Webstore 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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