Before the connector starts automatically syncing orders from your eCommerce platform to Retail Express, we will work with you to send through a test order to confirm that the integration is set up correctly. We need to collaborate on this process with you, which is also a chance to familiarize yourself with how processing orders will work when the connector is live. If you're interested in customising how payment types appear in REX, please look into our article How are payment methods mapped between my eCommerce store and Retail Express?


The test order process is as follows: 

  1. Place an order in the store as a customer would. 
    1. Choose a product that has no issues and is successfully linked in the connector
    2. It’s a good idea to choose a cheap product
    3. During checkout, it can be useful to take steps to make it clear that this is a test order – e.g. details in a customer note, or listing the customer name as ‘TEST TEST’
  2. Let your Implementation contact know once it’s done so they can send it through to REX
  3. Once it’s sent through, review the order and invoice in REX. The sales person of the order will be Translator HQ. Making sure the following items on the order are correct:
    1. Order comments
    2. Total paid, freight and GST amounts 
    3. Discounts were applied (If applicable)
    4. Customer shipping and billing information
    5. Payment method
    6. Product information 
  4. Cancel the order in both REX and your eCommerce platform
  5. Let your Implementation contact know if you’re happy with how the order came through, or if you want to change anything


Multiple freight or payment options

If you have multiple or complex freight or payment options, you may like to consider sending through a test order for each option. This can provide you with confidence that these options function like you expect, but requires more time and effort. If you would like to undertake more extensive order testing, please let us know.