Checklist for testing your Shopify Integration

  Plan availability 

  Pro   Enterprise    |     Standard    Advanced  

 

Lightspeed-Shopify-Logo.png

In the following article, we have listed a few test scenarios for you to go through after successfully connecting Retail POS and Shopify and setting up your products or linking them successfully. We would recommend running through these scenarios to make sure everything is working as expected as well as getting familiar with the integration and the expected workflows.

Orders

When testing out orders for the following scenarios you can do this by creating Draft Orders on Shopify and making them into actual orders. We would recommend also creating a test order through your customer-facing website to test that it's set up correctly too. 

Test scenario Things to check Additional info
Process a sale online on Shopify and see if it syncs across into Retail POS
  • Did the order come across to Retail POS?
  • Are the taxes applied correctly in Retail POS?
  • Is the shipping method applied correctly in Retail POS?
  • If it is a new customer, did a new customer profile get created in Retail POS?
  • If it is an existing customer with a matching email address did the order get added to the existing Sales History for that customer?
Process a refund for an online order on Shopify
  • Note: That the sale in Retail POS will not get refunded and the inventory will not get added back on Retail POS
  • Make sure to manually refund the order on Retail POS to correct the inventory
Cancel an online order on Shopify
  • Note: The sale in Retail POS will not get voided and the inventory will not get added back in on Retail POS
  • Make sure to manually void the order on Retail POS to correct the inventory
Fulfill an online order on Shopify
  • When you mark the order as fulfilled in Shopify does the order get updated on Retail POS?
  • When you mark the order as Completed in Retail POS does the order get updated correctly on Shopify?
  • Note: If you are still expecting payment the order comes over to Retail POS as Delivery, Unfulfilled and will be counted as revenue already before the order has been completed.

Product Updates

The following test scenarios are in regards to making updates to your products in Retail POS and seeing how these updates interact with your Shopify products. It is important to remember that Retail POS is the 'System of Record' as part of the integration meaning that all product updates should be made in Retail POS.

Test scenario Things to check Additional info
Action an update to the product information (description, name, tags, price)  for a product published to Shopify

  • Did the update get reflected correctly on Shopify?
  • Note: If you make a change to the product on Shopify this does not sync to Retail POS.
  • Note: If you make another update to the product in Retail POS, that edit you made separately in Shopify will get overwritten again. 
Add a variant in Retail POS and check that it syncs to Shopify  
  • Did the new variant gets added on Shopify? 
 a variant in Retail POS and check that it syncs to Shopify
  • Did the variant gets deleted from Shopify?
Make a product that is published to Shopify inactive in Retail POS
  • Did the product become 'Invisible' on Shopify?
  • Note: If any update are made to the product in Retail POS whilst it is still inactive the product will become 'Visible' again on Shopify
Unpublish a product
  • Does the unpublish show successfully in Retail POS?
  • Note: That the product still exists on Shopify and it is still available on your sales channels
Make an inventory update to a product synced to Shopify  
  • Did the update get reflected correctly on Shopify?
  • Note: If you update the inventory directly on Shopify this does not sync to Retail POS.
  • Note: If you make another update to the product in Retail POS, the inventory update you made directly on Shopify will get overwritten again with Retail POS inventory.
If you have more than one outlet, transfer the stock between the two outlets and check that the inventory syncs to Shopify 
  • Did the inventory get updated correctly on Shopify?
  • Note: If both outlets are synced to Shopify the inventory on Shopify should remain the same.
Send and receive a stock order on the same outlet
  • Did the inventory get updated correctly on Shopify?
Perform a partial inventory count
  • Did the inventory get updated correctly on Shopify?
  • Note: Performing a full inventory count is not required for testing purposes.

Other

There are a few other scenarios that we recommend you to test out and can be unique to your setup. The results can vary based on your unique setup, if you run into issues testing out these scenarios we would recommend reaching out to Retail Support so we can take a further look at your account and your unique setup.

Test scenario Things to check Additional info
Test if any 3rd party plugins might affect the Retail POS Shopify integration
  • If you are using any third-party plugins that have permission to modify products or orders such as custom product fields or shipping plugins.
  • Please run additional tests with these plugins intact. The Retail POS integration will only interpret the basic implementation of Shopify and any customization through plugins or custom builds might affect the way the integration syncs information back to Retail POS.
 
Test your payment gateway by placing an order through your customer-facing website
  • Was the payment captured correctly on the order on Shopify?
  • Was the payment correctly reflected in Retail POS?
 
Set up a promotion on Shopify using promo codes or promotions and place a test order
  • Did the order come across to Retail POS?
  • Note: Check how the discount is displayed in Retail POS and how this is reflected in your reporting.
  • Note: That setting up a Promotion or Pricebook in Retail POS does not sync to Shopify. This is expected. 

 

Did this answer your question?
Have more questions? Contact us so that we can help you out.