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
  Tutorial

---

• Tax Rates Configured
  Tutorial

---

• Data Loaded on Mobile App
  Tutorial

---