Checklist for Order Management Setup


Download a copy of the Order Processing Checklist here.

Use this checklist as a guide to go through the Checkout process and make sure everything is working properly.

  • Shipping Methods Setup and Rates are Working
    Shipping methods are located in Settings > Shipping Methods. Tutorial

  • Payment Methods in Live Mode and Working
    Payment methods are located in Settings > Payment Methods Tutorial

  • Checkout Settings Reviewed and OK
    Checkout settings are located in Web Settings > Cart Settings Tutorial

  • Quote Submit Settings Reviewed and OK
    Quote Submit settings are located in Quotes > Settings Tutorial

  • 3rd Party Payment and Shipping / Fulfillment Apps Integrated and Tested