# When can I go live?

Before you go live, it very important to complete some test orders to ensure everything is behaving as expected.

#### Pre-Testing Checklist

1. [**Settings configured** ](/oe-help-book/onboard/getting-started-with-order-editing/start-finish-onboard-guide/settings-configuration.md)- Editing deadline, fulfillment rules, inventory management set
2. [**App Blocks configured** ](/oe-help-book/self-service-edits/app-blocks.md)- Customer-facing features enabled (upsells, address editing, etc.)
3. [**Upsell strategies configured**](/oe-help-book/upsell-strategy-optimization/start-earning-exponential-upsell-revenue.md) (if applicable) - Free shipping, checkout, or AOV upsells set up
4. [**Integration configured**](/oe-help-book/integrations/integrating-order-editing-with-your-tech-stack.md) (if applicable) - 3PL/WMS/ERP integration complete with required Flows active
5. [**Staff-only rule created** ](/oe-help-book/onboard/getting-started-with-order-editing/start-finish-onboard-guide/rules.md)- Testing rule active to prevent customers from seeing Order Editing
6. [**Checkout published** ](/oe-help-book/self-service-edits/checkout-installation.md)- Duplicated checkout with Order Editing blocks is now live

**If any items are incomplete, go back and finish setup before testing.**

***

### Create Staff-Only Testing Rule

This prevents customers from accessing Order Editing while you test.

#### How to Create the Rule:

1. Navigate to **Settings** > **Order Editing Rules**
2. Click **Create a Rule**
3. **Use Template:** "Only Staff Can Edit Orders"
4. Click **Save Rule**

**Why this matters:** Customers won't see editing options while you test—only you (staff) will have access.

***

### Test Order Requirements

#### Important Rules for Test Orders:

**Order must be greater than $1**

* Use real products with realistic pricing

**Use a real payment method**

* Test with actual credit card or payment processor
* This ensures payment capture/authorization works correctly

**Don't use draft orders**

* Draft orders behave differently than customer orders
* Place orders through actual checkout process

***

### What to Test

Run through each scenario to verify Order Editing works correctly:

***

#### Test 1: Basic Order Creation

**Goal:** Verify Order Editing appears after checkout

**Steps:**

1. Place a test order through your store's checkout
2. Complete payment
3. **Check Thank You page:** Verify Order Editing interface appears
4. **Check Order Status page:** Click link in confirmation email, verify editing interface appears
5. **Verify countdown timer:** Confirm editing deadline displays correctly

**Expected result:** Order Editing interface visible on both pages with correct time remaining

***

#### Test 2: Add Products (Upsell)

**Goal:** Verify customers can add products and payment processes correctly

**Steps:**

1. Place test order
2. Navigate to Order Status page
3. **Add a product** using upsell feature
4. **Complete payment** for additional item
5. **Wait for editing period to expire**
6. **Check Shopify Admin:**
   * Go to Orders
   * Open the test order
   * Verify added product appears in order line items
   * Verify payment was captured for additional amount

**Expected result:** Added product appears in final order with correct payment

***

#### Test 3: Remove Products

**Goal:** Verify customers can remove products and refunds process correctly

**Steps:**

1. Place test order with 2+ items
2. Navigate to Order Status page
3. **Remove one product**
4. **Confirm refund** is processed
5. **Wait for editing period to expire**
6. **Check Shopify Admin:**
   * Verify removed product is NOT in final order
   * Check Transactions section for refund
   * Confirm refund amount is correct

**Expected result:** Removed product doesn't appear in final order, refund processed

***

#### Test 4: Change Quantities

**Goal:** Verify quantity changes update correctly

**Steps:**

1. Place test order with 1 quantity of an item
2. Navigate to Order Status page
3. **Increase quantity** to 2 or 3
4. **Complete payment** for additional quantity
5. **Wait for editing period to expire**
6. **Check Shopify Admin:**
   * Verify quantity reflects the change
   * Confirm payment captured for additional items

**Expected result:** Final order shows updated quantity with correct payment

***

#### Test 5: Shipping Address Change

**Goal:** Verify address updates sync correctly

**Steps:**

1. Place test order with Address A
2. Navigate to Order Status page
3. **Change shipping address** to Address B
4. Confirm change
5. **Wait for editing period to expire**
6. **Check Shopify Admin & External Systems**
   * Verify shipping address shows Address B (not Address A)
   * If "Recalculate Shipping" enabled, verify cost updated

**Expected result:** Final order shows new shipping address

***

### Common Test Scenarios by Industry

#### Fashion/Apparel:

* Test swapping sizes/colors (variant changes)
* Test adding accessories with clothing
* Verify size changes reflect correctly

#### Food/Beverage:

* Test adding flavor varieties
* Test removing items with dietary restrictions
* Verify subscription items (if applicable)

#### Beauty/Cosmetics:

* Test adding complementary products (lipstick + liner)
* Test shade changes
* Verify travel sizes appear as upsells

***

### Troubleshooting Failed Tests

#### Order Editing doesn't appear:

* Verify checkout with Order Editing blocks is published
* Check that staff-only rule is active (you should still see it as staff)
* Confirm App Blocks are enabled

#### Edits don't appear in final order:

* Check editing deadline—edits may have been made after expiration
* Verify order in Shopify Admin Timeline for edit events
* Check for error messages in order notes

#### Payment issues (added items):

* Verify payment gateway supports additional authorizations
* Check that amount being charged is correct
* Test with different payment method

#### Refund issues (removed items):

* Verify refund settings in Order Editing
* Check payment gateway supports partial refunds
* Review Transactions tab for refund status

#### Integration not syncing:

* Verify Flows are active (Delayed Payment, ON-HOLD, etc.)
* Check 3PL/WMS settings for download triggers
* Confirm payment status or tags are configured correctly
* Test timing—ensure editing period expires before checking

#### Upsells not appearing:

* Verify upsell strategy is configured and active
* Check product availability and inventory
* Confirm order meets upsell criteria (value threshold, products, etc.)

***

### Going Live

Once all tests pass successfully:

#### Final Pre-Launch Checklist:

* [ ] All test scenarios passed
* [ ] Edits appear correctly in Shopify backend
* [ ] Integration syncs properly (if applicable)
* [ ] Upsells display and function (if configured)
* [ ] Payment and refunds process correctly
* [ ] Staff verified order details match edits

#### Delete Staff-Only Testing Rule:

1. Go to **Settings** > **Order Editing Rules**
2. Find "Only Staff Can Edit Orders (Testing)" rule
3. Click **Delete**
4. Confirm deletion

**Congrats!!! Order Editing is now live for all customers.**

***

### Update your Order Confirmation Email

Now that you are live, the last step is to update your Order Confirmation email to let your customers know that they have time to edit their orders!

<a href="/pages/oZAEhUgz61jmUqXg1owc" class="button primary">Learn how to do this</a>

***

### Post-Launch Monitoring

#### Monitor Your First 10-20 Orders:

**Check for:**

* Customer editing engagement (how many edit their orders?)
* Which features customers use most
* Any error messages or issues
* Integration sync accuracy
* Upsell conversion rates

**Address issues immediately:**

* If customers report problems, investigate and resolve quickly
* Monitor Shopify Admin for unusual order patterns
* Check fulfillment system for any discrepancies

<a href="/pages/qgEbJAp9ztg8GnUYexCQ" class="button primary">Go to FAQ's</a>


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