How to test the bulk order form

Written By Floris de Vries

Last updated 2 months 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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