Red Rook

Product Creation in Counterpoint (Minimum 5 SKUs for each scenario): 

Confirm all fields are created in web platform. 

Create simple product in Counterpoint with all fields identified as part of configuration. 

Create gridded product in Counterpoint with all fields identified as part of configuration. 

Confirm visibility / status for both product types.  

Test individual and/or global stock thresholds.

Test custom fields and custom dynamic formulas.

Test any custom triggers and/or CP product customizations.

Test tax class.

Assign to ecommerce category and confirm moves up to correct category in web platform. 

Compare ecommerce category structure in CP resembles Magento category structure. 

Product Update in Counterpoint (Minimum 5 SKUs for each scenario): 

Confirm all fields are updated in web platform. 

Update web name. 

Update description. 

Update inventory value. 

Update price and sales price, if applicable.

Remove all inventory from an item (confirm out of stock properly reflects). 

Update any other fields that are mapped and confirm update in web platform. 

Confirm updates are not being applied to any fields identified as ‘product create only.’ 

Customer Testing (minimum guest and signed-in customer test): 

Test the creation of a new customer in web platform and confirm a new customer is created in Counterpoint. 

Test the linking of existing customer account with the new order within Counterpoint.  

Test address update in web platform and confirm new address flows into Counterpoint. 

Place test orders as a Guest and as a Logged in Customer. 

Checkout Order Testing (minimum 10 orders): 

Test orders for every payment method: 

Credit Cards (Test Authorize Only or Authorize and Capture, as required)

Gift Cards, if applicable (existing card in CP as well as net new sale plus redemption) 

Test order should be placed with partial gift card redemption and credit card payment. 

Test order should be placed for gift card purchase and SKU. 

Test orders for EVERY shipping method: 

Fed-Ex Ground 

Fed-Ex Express Saver 

Fed-Ex 2Day 

Fed-Ex Overnight 

USPS Priority  

UPS OVN 

UPS 2day 

UPS 3day 

UPS Ground 

Test order should be placed for EVERY store pickup location. 

Test order should be placed with web fulfillment and BOPIS on one order. 

Test order should be placed for each web platform 'store.' 

Test order for every tax scenario: 

Taxable order (test tax code and tax rule)

Non-taxable order (test tax code and tax rule)

Review Test Order Data in Counterpoint: 

All test orders are imported to Counterpoint and mapped correctly: 

Pay Code 

Tax Code 

Tax Rule Code

Ship Via Code 

Store 

Drawer 

Station 

Inventory Location 

User 

Sales Rep 

Customer Number 

Gift Card Creation 

Gift Card Redemption