How do I make test orders
As a store owner, with Admin role, I want to be able to take orders, while training staff, which will be shown in the Order History of the Back Office but won't be reflected in the Reports.
Please note that the order)s) information will be visible for the Admins only. The orders won't be visible in the Reports for the other users.
Back Office
Setup
Company: Setup > Company > Company Details: enable Allow training mode
Please note the feature is visible and available only for Company and Store level Admin role
Company: Reporting > Settings > Tick on 'Show Test Orders' and press Update
Take an order on either the Web or POS, or in fact any channel.
Store: Reporting -> Sales > Order History > Select/De-Selec*t** the order(s) in the Training column
Due to them being 'Test Orders' this will not show on all your other reports.
If someone else logs on into the Back Office, the orders will not be shown to them.
These 'Test Orders' will still be shown on the Z read as normal.
Please note that the order)s) information will be visible for the Admins only. The orders won't be visible in the Reports for the other users.
Back Office
Setup
Company: Setup > Company > Company Details: enable Allow training mode
Please note the feature is visible and available only for Company and Store level Admin role
Company: Reporting > Settings > Tick on 'Show Test Orders' and press Update
Take an order on either the Web or POS, or in fact any channel.
Store: Reporting -> Sales > Order History > Select/De-Selec*t** the order(s) in the Training column
Due to them being 'Test Orders' this will not show on all your other reports.
If someone else logs on into the Back Office, the orders will not be shown to them.
These 'Test Orders' will still be shown on the Z read as normal.
Updated on: 27/11/2024
Thank you!