This Checklist will be at your hand to go through and verify before going live with Ingrid Delivery Checkout.
Before any GO LIVE it's a Merchant who is responsible for the end-to-end testing (from the Checkout to a printed label). Ingrid supports a Merchant on this last mile and assists in the situations when something goes not according to the plan. At this phase the setup of Delivery Checkout is finalised on the staging environment, and Ingrid helps to migrate the staging configuration to the production site.
Checklist review
Warehouse information
- Set warehouse cutoffs per a Warehouse in Ingrid admin
This is the break time in the Checkout widget for when Ingrid adds another day to delivery time.
Eg. Let say category is set to show 1-3 business days. Cut off is set to: 15:00 every week day:
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- Checkout will show 1-3 business days until 15:00 is passed, then Ingrid uses the following cut off (15:00 next day to calculate delivery time)
- Since it is set to 15:00 also in this case Ingrid will show 2-4 business days after 15:00
- Set correct warehouse addresses and coordinates. Learn more
User experience tests
- Test load of all the countries with a correct locale. Learn more on locales and translations
- Review that preselected option is correct. Learn more
- Review naming of categories in all supported languages that are used on the sites. Learn more
- Test the Delivery time promise per options. Learn more
- Test the Shipping prices and price adjustments if you use price rules. Learn more
- Check Free shipping indicator for multiple countries and cases. Learn more
- Secure that all external_method_id per Region is set correctly. Learn more on external method ids.
- Secure that integration forwarding of info works to WMS.
- Secure that correct label is printed end-to-end.
Test the end-to-end booking flow
From the Checkout to printing out the label. The end-to-end test consists of testing :
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Order creation.
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Shipment creation.
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Shipment booking.
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Label generation.
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Label print.
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Carrier confirmation.
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Verify and secure the custom declarations (if applicable for international shipping)
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Debug any error occurred, using the trace ID.
It's recommended to check every single carrier service and to make sure that the service is responding correctly:
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Ideally: 1-2 shipments are booked with each shipping method. Booking requests, responses, and labels are to be secured to the carriers.
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When testing, it's best to create multiple scenarios to predict a variety of user actions.
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Once the label is generated, the merchant needs to confirm whether the size, format, fonts, and information on the labels are correct, or if any changes needs to be made.
When activating a new carrier method on Ingrid TA, some further test needs to be conducted, including, but not be limited to, the following:
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Check for add-ons.
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Verify that credentials are correct.
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Verify that credentials are activated.
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Verify that the Customer-ID is correct.
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Verify the labels.
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Verify the EDIs files - Check if the EDI file was received by carrier and if it’s correct
For international products (beyond EU):
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Verify the custom declarations (depending on the carrier product).