Running a Test order in Shopify

Before launching with a Supplier partner on Zelph, it's advisable to conduct a test order. This involves placing an order through one of your sales channels (e.g., your online store) that includes a product fulfilled by the Supplier.


Steps to Run a Test Order:

  1. Ensure Supplier's Products Are Added to Your Shopify Store:
    • Navigate to the Zelph app from the Shopify admin "Apps" page. You can pin the app to your left navigation bar for easy access.
    • Once products are approved by the Supplier, they will automatically be added to your Shopify store as drafts.

    • If you delete a Zelph-powered product from your Shopify store, you can re-add it through your Zelph Inventory tab by selecting "Add to Store" under the Status column.

      Note: If you haven't entered bank transfer or credit card payment information (used to pay your Supplier partner), you will be prompted to do so.

  2. Mark Product as "Active" and List on Your Online Store Sales Channel:
    • From your Shopify Admin, search for the desired product within your Products tab and select it.
    • Switch the Product status from "Draft" to "Active."
    • Click "Manage" next to "Sales Channels and Apps" and add the product to your Online Store.

    • Click "Save."

      If you plan to create the order from the backend, you do not need to complete this step to place the test order.

  3. Purchase the Product:
    • Option 1: Place Order on Website (Customer Flow):
      • In the upper right of the Shopify product page, click "View."
      • Proceed to checkout as a customer would.
      • To mirror typical customer behavior, consider adding one of your own products to the cart as well.
    • Option 2: Place Order on Backend:
      • From your "Orders" page, select "Create Order."
      • Add the product and your customer information (ensure to include address and fulfilment details so the Supplier partner can see how that flows through).
      • To replicate a combined customer order, you can add one of your own products to the cart as well.
      • Select "Collect Payment" at the bottom and either enter payment information or select "Mark as Paid."
      • Click "Create Order."
  4. Cancel the Order [Optional]:
    • If you prefer your Supplier partner not to proceed with fulfilment, navigate to the order page for the order you just placed, and select "Cancel order" under "More actions" in the upper right.

    • Ensure to refund and return inventory to maintain accurate accounting and product inventory levels.

      Note: There is a standard 65-minute delay from when an order is placed to when it appears in the Supplier’s Shopify backend for fulfilment. You can adjust this delay in your Zelph Settings page.