X-Cart:Post-Upgrade Checklist

After you have upgraded the development copy of the store, you must not proceed to replacing the live store until you have tested it thoroughly as advised in the checklist below and made sure that the store functions correctly. For convenience, the checklist is divided according to the available user interfaces: Customer area, Admin area, Provider area (X-Cart PRO) and Partner area (X-Affiliate).

Customer area

Make sure you can successfully carry out the following tasks:

Registration and login

• Log in to the store as an existing customer.
• Register in the store as a a new customer.

Product catalog

• Browse the product catalog and see products in subcategories of all levels.
• Find products using the built-in search and advanced search tool.
• Add a product to the cart from the product details page and from the product list.

Ordering and checkout

• Place a few test orders and proceed to checkout with every one of them.
• Apply a discount coupon to an order.
• Make sure discounts of different types are calculated correctly.
• Make sure orders include taxes and taxes are calculated correctly.
• Make sure orders include shipping cost and the shipping charges are calculated correctly for different destination zones.
• Partially pay for the order with a gift certificate and pay for the rest of the order amount with a credit card.
• Place several orders that include the same set of products but use different discounts and discount coupons.

Important: When placing test orders and testing the checkout mechanism, use sandbox merchant accounts that are normally provided by every payment gateway/system. To test credit card payments, use test credit card numbers. To find out what test credit card you should use, please refer to the documentation for your payment gateway/system.

Admin area

Make sure you can successfully carry out the following tasks:

Registration and login

• Log in to the Admin area.

Product catalog

• Create a new product category.
• Edit and save category properties.
• Remove a category from the catalog.
• Re-assign a category to a different parent category.

• Create a new product.
• Edit and save product properties.
• Remove a product from the catalog.
• Clone a product.
• Re-assign a product to a different category.
• Search for a product using basic and advanced search mechanisms.
• Edit properties of several products at once.

• Add a product to the list of featured products.
• Remove a product from the list of featured products.

Ordering and payment options

• Access the store orders.
• Search for orders and sort orders according to search criteria.
• Change order statuses in bulk.
• Delete selected orders.
• Issue invoices for the selected orders.
• Generate shipping labels for the selected orders.
• Export selected/all orders.
• Navigate between orders.
• Add tracking number to the order.
• Make sure order total is calculated correctly.
• Make sure order statuses get changed correctly.

• Create a new payment method.
• Edit and save existing payment methods.
• Enable a new real-time shipping method.

User management

• Create an administrator account.
• Edit and save administrator account details.

• Create a customer account.
• Edit and save customer account details.

• Create a provider account (X-Cart PRO).
• Edit and save provider account details (X-Cart PRO).
• Assign a product to a provider (X-Cart PRO).

• Block and unblock accounts of different types.
• Delete test provider and customer accounts.

Company details

• Edit company details and make sure they are displayed correctly.
• Make sure company details are displayed correctly in orders, invoices and email notifications.
• Make sure company details are used correctly when calculating shipping cost.

Shipping options

• Enable shipping in the store.
• Edit general shipping options.
• Enable real-time shipping rate calculation.
• Make sure shipping rates are calculated correctly depending on customers' address.

• Create a new shipping method.
• Edit details of an existing shipping method.
• Edit shipping rates for an existing shipping method.
• Make sure shipping markup is calculated correctly.

Taxes

• Create a new tax rule.
• Delete a tax rule.
• Edit tax rates for a tax rule.
• Make sure taxes are calculated correctly both in the Customer and Admin area.

Import/export

• Make sure data can be exported correctly according to the defined options.
• Make sure data can be imported correctly.