Checklist for testing your BigCommerce Integration

Written by Guilli Mens

Updated March 17, 2022 00:27

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Below is a list of test scenarios to run through after successfully connecting Retail POS and BigCommerce and setting up your products or linking them successfully.

We recommend running through these test scenarios to make sure everything is working as expected, as well as getting familiar with the integration and the workflows.

Orders

When testing orders for the following scenarios you can do this by creating Draft Orders on BigCommerce 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 BigCommerce 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?	How BigCommerce orders work with Retail POS Will a BigCommerce test order come through into Retail POS?
Process a refund for an online order on BigCommerce	Did the order in Retail POS get a return processed against it? Did the inventory get added back correctly?	Returning BigCommerce orders
Cancel an online order on BigCommerce	Did the order in Retail POS get successfully voided? Did the inventory get added back correctly?
Fulfill an online order on BigCommerce	When you mark the order as fulfilled in BigCommerce 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 BigCommerce? 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.	Online Order Fulfilment in Retail POS

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 BigCommerce 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 BigCommerce	Did the update get reflected correctly on BigCommerce? Note: If you make a change to the product on BigCommerce 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 BigCommerce will get overwritten again.	Managing products linked with BigCommerce
Add a variant in Retail POS and check that it syncs to BigCommerce	Did the new variant gets added on BigCommerce?	Adding new variants to an existing product
Delete a variant in Retail POS and check that it syncs to BigCommerce	Did the variant gets deleted from BigCommerce?	How to delete a single variant
Make a product that is published to BigCommerce inactive in Retail POS	Did the product become 'Invisible' on BigCommerce?	Are inactive products in Retail POS available for sale on BigCommerce?
Unpublish a product	Does the unpublish show successfully in Retail POS? Note: The product still exists on BigCommerce, but it has changed to Invisible so it will not be available on your customer-facing website.
Make an inventory update to a product synced to BigCommerce	Did the update get reflected correctly on BigCommerce? Note: If you update the inventory directly on BigCommerce 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 BigCommerce will get overwritten again with Retail POS inventory.	Adding or adjusting inventory for products linked with BigCommerce
If you have more than one outlet, transfer the stock between the two outlets and check that the inventory syncs to BigCommerce	Did the inventory get updated correctly on BigCommerce? Note: If both outlets are synced to BigCommerce the inventory on BigCommerce should remain the same.	How to transfer stock
Send and receive a stock order on the same outlet	Did the inventory get updated correctly on BigCommerce?	How To Order Stock
Perform a partial inventory count	Did the inventory get updated correctly on BigCommerce? Note: Performing a full inventory count is not required for testing purposes.	Partial Inventory Counts

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 BigCommerce 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 BigCommerce 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 BigCommerce? Was the payment correctly reflected in Retail POS?