Overview

Testing is an essential part of onboarding to confirm that Float is set up and working correctly before you launch. You’ll need 1-3 test orders to validate the key parts of Float:

• Generating return labels via Float setup
• Return communications are set up correctly
• Refunds, exchanges and gift card refunds works as intended

This article contains two parts:

1: Building test orders in Shopify.

2: Testing the Float returns system.

1: Build test orders in Shopify

You will need 3 test orders, 1 to test a refund, 1 to test an exchange and 1 to test a giftcard refund.

To create the 3 orders you need to:

1. Open the Orders tab in Shopify and click Create order.
2. Add any products that are in stock from your store. If possible, choose an item with variants (like sizes or colours) so you can better experience the customer journey when using Float.
3. Assign yourself as the customer. This way, you’ll receive the same notifications a real customer would from Shopify and Float.
4. To limit reporting impact, apply a discount with the Add discount button. This will appear in Shopify as a large discount but won’t significantly skew revenue data.
   1. Best practice: Avoid setting the discount to 100%. Orders with no value won’t work correctly in Float.
   2. If you use return fees in Float, make sure the discounted order value is still higher than the return fee.
5. Ensure your fulfillment or warehouse team doesn’t process this order. You can do this by notifying them directly or leaving a “Do Not Fulfill” note on the order.
6. Click Collect payment and mark the order as paid.
7. Click Fulfill item, then confirm by selecting Fulfill item again on the next screen.

Important: The test order must meet the following conditions to be eligible for a return test in Float:

• It’s tied to a customer
• The shipping address is a real address
• It’s marked as paid
• It’s marked as fulfilled

Once these steps are complete, your test orders are ready to use. You can now follow the steps outlined below to begin testing.

2: Testing the Float returns system

The purpose is to end-to-end test various return scenarios and confirm that the system is set up and working correctly before launch.

You should use the test orders to:

1. register a return in the portal
2. Confirm that the return instructions via email are correct and that a valid return label is generated
3. That the return actions (refund, variant exchange, advanced exchange or giftcard refund) is executed
   1. Either manually yourself in the Float admin or automatically via WMS integration (if applicable)

Type of tests recommended

We recommend doing a test order for each return action you have setup (refund, variant exchange, advanced exchange or giftcard refund).

Meaning that if you have only refunds activated, you simply register a return with the refund option, and process that return action to end the test.

If you have the full range of exchange options activated, you should also test an exchange for a different variant (size), an exchange for another product (advanced exchange) and finally a gift card refund.