A seamless shopping experience is essential for converting potential buyers. Before going live for the first time, test the entire shopping process and see things from your customer's point of view.
- Create A Test Product
- Add to Cart
- Review Cart and Preview Shipping
- Select Shipping and Payment
- Place Order
- Review Order Confirmation Emails
- Collect Payment and Process Order
- Refund Order
- Get Selling!
Create A Test Product
We recommend creating a test product with a Price of $0.01, so that you can easily process payment for the order without tying up any of your funds. Your product should also have something entered in the Weight field in order to trigger shipping methods:
Create a Test Shipping Method
While you're at it, we also recommend creating a similarly inexpensive, flat rate shipping method to use with your test order.
We'll still make sure that your live rates display during the checkout process, but you'll be able to place your test order for a total of 2 cents.
Add to Cart
Before testing, be sure to log out of your administrator account so that you’re viewing the store as a brand new shopper would.
Add the test item to your cart, then click the shopping cart icon at the top right or View Cart on the Add to Cart pop-up to start the checkout process.
Review Cart and Preview Shipping
On the shopping cart page, you'll see a list of items you’ve added to your cart, along with their total costs and quantities. Review the contents of your cart to ensure they're correct. If you're using discounts and coupons, confirm that any applicable discounts or coupon codes are successfully applied.
Enter your basic shipping information in the Calculate Shipping section to ensure your preferred shipping methods appear. You'll also have a chance to confirm this later in the checkout process.
Not seeing any shipping methods besides "online delivery"? Check out our Shipping guide for configuration steps.
If you've enabled Tax on your store, make sure any applicable taxes appear above the order total. Since tax is based on the shopper’s location, tax totals will display once a shopper has entered a shipping address.
Select Shipping and Payment
Depending on which payment methods you've enabled for your store, your shoppers can take one of several paths from here: Proceed to Checkout, PayPal Checkout, or Amazon Pay. If you offer more than one experience, be sure to place a test order using each payment method.
You can enable a variety of built-in payment methods for your store, but credit cards are the most common way to pay online. For U.S.-based merchants, we recommend processing those transactions through the Authorize.net payment gateway.
Proceed to Checkout
To continue and pay by credit card, click Proceed to Checkout. Enter your Billing Information where indicated. Any field with an asterisk (*) is required. Be sure to use a valid and accessible email address; you'll be accessing that account later to confirm receipt of the order confirmation email.
If you want to turn your test shopper profile into a customer account, enter and retype a password in the Registration section. When you place your next test order, you'll be able to log in for faster checkout.
If you don't want customers to create saved accounts, you can enable All Checkouts Anonymous.
Confirm that your Shipping Information automatically populates with the details you entered for your billing address. To use a different address, select the appropriate option from the "Ship To" drop-down menu and enter address details in the newly exposed fields. Logged-in customers see a list of previously used addresses to choose from.
From the shipping method drop-down menu, select the test flat rate method you created earlier.
While you're here, make sure any other applicable rates display and are listed in your preferred order. To learn more about configuring shipping methods (and their display order at checkout), see our Shipping article.
In the Payment section, choose the Credit Card option from the Payment Method menu and enter your card details.
PayPal Express Checkout
Before you can test this method, you'll need to connect your store with your PayPal business account.
From the shopping cart page, select either PayPal Checkout or PayPal Credit. (PayPal Credit is enabled by default, and we recommend offering it; however, you can disable it if you'd like.)
When the PayPal Express modal appears, log in to your PayPal account and follow the prompts to enter review and approve your order. For more details on that process, see our main PayPal Express Checkout article.
Once you click Continue, the PayPal Express checkout modal will disappear, and you'll be redirected back to your store’s checkout page.
Check to make sure that your address and payment info from PayPal automatically populates on your checkout page. In the Payment section, you'll see a PayPal logo indicating your chosen payment method.
Before you can test this method, you'll need to set up Amazon Pay for your store.
From the shopping cart page, click Pay with Amazon and enter your Amazon credentials in the pop-up window that displays. Once you log in, you'll be redirected to your store's checkout page.
Make sure that the Billing Information section shows a "Billing information managed by Amazon" message. Amazon already has your stored billing information stored, so you don't need to fill out these fields!
In the Shipping Information section, select an existing address from your Amazon account or add a new one. Next, select your test shipping method again.
In the Payments section, use Amazon's Payment Method widget to select one of your stored payment methods.
When your shipping and payment details are all set, click Place Order.
Once you place the order, you should be redirected to your Order Finished page. You can customize most of the content on this page by editing various articles at Design > Site Content in your Admin Area. See How to Customize Your Order Finished Page for more details.
If you receive an error message when submitting a credit card payment, you may not have completely configured your payment processing gateway or card types. An expired or missing SSL certificate may also be the culprit when credit card payments fail.
Review Order Confirmation Emails
It’s important to finalize the sale by sending an electronic receipt to the customer. The Volusion software automatically sends an order confirmation email to the email address a shopper entered at checkout. You'll also receive a merchant copy to the email address you entered at Settings > Company.
If you used a valid email address when placing this test order, you can log in to that email account to verify that you’ve received an order confirmation email.
You can also take this opportunity to confirm that the order confirmation email is coming from the email address you prefer (the "Send Billing Emails From" address).
For more information, see the "OrderConfirmation_To_Customer.asp" and "OrderConfirmation_To_Merchant.asp" sections of our Default Store Emails article.
Collect Payment and Process Order
Complete your test order process by collecting payment, then click Complete Order from your Admin Area.