How to test the bulk order form

Written By Floris de Vries

Last updated 16 days ago

Overview

Testing ensures that the bulk order form works as expected before customers start ordering.

This guide walks you through testing:

  • Visibility

  • Product selection

  • Pricing

  • Ordering flow

Step 1: Check dashboard status

Start in the app dashboard.

Verify:

  • Product Page Active or Bulk Order Page Active is enabled

  • The bulk order form status is On

This confirms the form can appear on the storefront.

Step 2: Open the storefront

Visit the page where the form should appear:

  • A product page (for product page extension)

  • The bulk order page (for bulk order page extension)

Make sure:

  • You are viewing the active theme

  • The page contains the correct extension

Step 3: Test as the correct customer

Testing as the wrong user is the most common mistake.

Depending on your visibility settings:

  • Log out (for “All customers”)

  • Log in as a regular customer

  • Log in as a tagged or specific customer

Step 4: Verify product selection

Check:

  • The correct products are shown

  • Variants are selectable

  • No unexpected products appear

If products are missing, review product selection settings.

Step 5: Verify pricing

Check:

  • Prices match your pricing rules

  • Discounts are applied correctly

  • Individual pricing overrides work as expected

Test multiple products if needed.

Step 6: Place a test order

  1. Enter quantities

  2. Add products to the cart

  3. Open the cart

  4. Verify:

    • Products are added correctly

    • Quantities are correct

    • Prices match the form

Step 7: Test changes

After making any changes:

  • Save the bulk order form

  • Refresh the storefront

  • Retest the flow

Recommended testing methods

  • Use a test customer account

  • Test in a private/incognito window

  • Test both product page and bulk order page if used

Common issues during testing

Form is not visible

  • Visibility rules are not met

  • Extension is not added

  • Wrong theme is active

Prices look incorrect

  • Another bulk form is shown

  • Pricing priority rules apply

  • Customer does not match visibility rules

Final checklist

Before going live:

  • ✅ Form is enabled

  • ✅ Correct extension is active

  • ✅ Visibility rules work

  • ✅ Pricing rules are correct

  • ✅ Orders can be placed successfully

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