Test
Step 6: Place test orders and verify everything works correctly before enabling for customers.
Pre-Testing Checklist
Settings configured - Editing deadline, fulfillment rules, inventory management set
App Blocks configured - Customer-facing features enabled (upsells, address editing, etc.)
Upsell strategies configured (if applicable) - Free shipping, checkout, or AOV upsells set up
Integration configured (if applicable) - 3PL/WMS/ERP integration complete with required Flows active
Staff-only rule created - Testing rule active to prevent customers from seeing Order Editing
Checkout published - 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:
Navigate to Settings > Order Editing Rules
Click Create a Rule
Use Template: "Only Staff Can Edit Orders"
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:
Place a test order through your store's checkout
Complete payment
Check Thank You page: Verify Order Editing interface appears
Check Order Status page: Click link in confirmation email, verify editing interface appears
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:
Place test order
Navigate to Order Status page
Add a product using upsell feature
Complete payment for additional item
Wait for editing period to expire
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:
Place test order with 2+ items
Navigate to Order Status page
Remove one product
Confirm refund is processed
Wait for editing period to expire
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:
Place test order with 1 quantity of an item
Navigate to Order Status page
Increase quantity to 2 or 3
Complete payment for additional quantity
Wait for editing period to expire
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:
Place test order with Address A
Navigate to Order Status page
Change shipping address to Address B
Confirm change
Wait for editing period to expire
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:
Delete Staff-Only Testing Rule:
Go to Settings > Order Editing Rules
Find "Only Staff Can Edit Orders (Testing)" rule
Click Delete
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!
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
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