Portal Test Cases

Below are the written steps to take to complete the test cases in the Portal (not via EDI, XML, JSON, CSV, etc.)

Test Case Summary (see further below for the steps to take for each test):

TC1 - Single Line Ship
- The purpose of this test is to ship a single line order, using the requested service level, then invoice the shipped item.
TC2 - Single Line Cancel
- The purpose of this test is to cancel a single line order with a valid cancel reason.
TC3 - Multi-Line Ship
- The purpose of this test is to ship a multiple line order, using the requested service level. Then invoice the shipped item and include a shipping fee and drop ship fee.

We also have a few videos that walk through inventory setup and the 3 test cases below (from a Portal user perspective).

Getting Started: https://www.screencast.com/t/bdpH6ZarY9
Test Case 1: https://www.screencast.com/t/HVMVnmSQ
Test Case 2: https://www.screencast.com/t/ynpAe501Tvdh
Test Case 3: https://www.screencast.com/t/ypeCIvOO9jJV

TC1 - Multi-Line Ship in Multiple Boxes/Containers

Step	Process	Description	Action to Take
1	Order	Vendor/Supplier will create the order and it will contain one line item. The order will be available in the Portal in a status of Ready to Ship. NOTE: Pay extra close attention to any personalization requests on the order. That information is located below each item listed.	None, other than to confirm you can see the order and it is in the right status. It may take a moment (less than 30 seconds) after you've generated the order for the order to be Ready to Ship.
2	Shipment	You will ship the order in one box and provide one tracking number for the one item ordered. Be sure to match the service level requested on the order. For example, if the Service Level if Ground, a Ground shipping method should be selected (UPS Ground, FedEx Ground, etc.).	Submit the shipment through the Portal by navigating to the order and selecting Ship from the top header menu. Once the shipment details of box weight, carrier, tracking number and items shipped per box are entered, select Submit. NOTE: The required fields to enter on every shipment are weight, carrier, tracking number and the items in the box.
3	Invoice	The invoice will be for the shipped item.	Submit the invoice from the shipment in the Portal by navigating to the shipment created and selecting Invoice. Once the invoice details are entered and validated (invoice number, item price, and quantity) select Submit. NOTE: Go back to the Testing module in Stage Portal to review the results of your tests. It may take a moment (less than 30 seconds) for the Testing status to update.

TC2 - Cancel All Items

Step

Process

Description

Action to Take

Order

Vendor/Supplier will create the order and it will contain one line item. The order will be available in the Portal in a status of Ready to Ship.

None, other than to confirm you can see the order and it is in the right status. It may take a moment (less than 30 seconds) after you've generated the order for the order to be Ready to Ship.

Acknowledgement

The acknowledgement should cancel quantity 2 (of 2 ordered), using a valid Change Reason for the cancellation. See here for a list of valid codes to use.

Submit the acknowledgement through the Portal by navigating to the order detail, selecting Accept/Reject from the top header menu.

On the Create Acknowledgement page, update the Quantity Cancelled field for the line to quantity 2. Then select Submit to complete.

NOTE: Go back to the Testing module in Stage Portal to review the results of your tests. It may take a moment (less than 30 seconds) for the Testing status to update.

TC3 - Partial Cancel First and Ship the Rest in Full

Step	Process	Description	Action to Take
1	Order	Vendor/Supplier will create the order and it will contain two lines of items. The order will be available in the Portal in a status of Ready to Ship.	None, other than to confirm you can see the order and it is in the right status. It may take a moment (less than 30 seconds) after you've generated the order for the order to be Ready to Ship.
2	Shipment	You will ship the order in one box and provide one tracking number for the two lines ordered. Be sure to match the service level requested on the order. For example, if the Service Level if Ground, a Ground shipping method should be selected (UPS Ground, FedEx Ground, etc.).	Submit the shipment through the Portal by navigating to the order and selecting Ship from the top header menu. Once the shipment details of box weight, carrier, tracking number and items shipped per box are entered, select Submit. NOTE: The required fields to enter on every shipment are weight, carrier, tracking number and the items in the box.
3	Invoice	The invoice will be for all items that shipped on the order. You will also enter in a shipping charge and a drop ship fee. The only times you will submit a shipping charge or drop ship fee is if those fees are part of your setup. The purpose of this step is to show you how to do it, not that it is required in all instances.	Submit the invoice from the shipment in the Portal by navigating to the shipment created and selecting Invoice. Enter and validate the invoice number, item price, and quantity. Additionally, enter in a value greater than zero for the Shipping/Freight field and Dropship Fee field. Then select Submit. NOTE: Go back to the Testing module in Stage Portal to review the results of your tests. It may take a moment (less than 30 seconds) for the Testing status to update.