Process a test shipping order

Before your first real order goes out, run a test one. You'll place a shipping order, see how fulfillment looks, then cancel it.

On this page

• Place the order
• Add the customer
• Check out
• Cancel the test order

Place the order

1. Click Orders > Place an Order. Your available products appear, and you can filter by product type in the top left.
2. Click a product to add it to the cart. Each click adds one more.
3. The column on the right shows what's in the order. Click an item there to change the price or quantity, delete it, or exclude it from a discount, then click Save.

Note: Discounts and packaging fees are applied automatically where they apply.

Add the customer

If the customer is already in your account, click Customer Lookup and search by name or email.

Note: No customers in your account yet? You can add one during checkout.

Check out

1. When the cart looks right, click Checkout.
2. Customer details: confirm or add the name, email, phone number, and date of birth. The order confirmation and shipping details go to the email you enter here.
3. Order destination: select an existing address or enter a new one, then click Continue. A shipment can only include items that ship — keep tasting fees and pickup items in a separate transaction.
4. Shipping address: optionally ship to a UPS Access Point. Each option shows its location, days, and hours.
5. Shipping class: select the one you want.
6. Credit card: click Enter Credit Card and add the billing information. If the billing address is already on file, select Use Existing Address.
7. Once the details are confirmed, click Charge in the lower right. The card is charged.

That's a test shipping order placed. Now take a look at how you'd fulfill it, then cancel it.

Cancel the test order

Full details, including refund options and what happens if an order has already gone to fulfillment, are in Cancel an order. The short version:

1. Click Orders > All Orders and find the order.
2. Click the order number.
3. If a UPS label has already been created, click Modify Order > Cancel UPS Label.
4. Click Modify Order > Cancel Order.
5. Enter the reason for the cancellation.
6. Select Restore inventory so the test products go back into your counts.
7. Confirm the order number and click Cancel Order & Refund.

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