You have created a portal in DocketManager and added products for your customers to order, great! What's next? Before putting the portal live (sending the link to your customer) we recommend testing all aspects of the portal to ensure a seamless ordering process for your users. 

• If you are allowing registration on the portal, test the online ordering process from the very start by registering on the portal and checking out with an item - using the same steps your users would. 
• If you are not allowing registration, create a contact in your CRM and log in using the username and password you set on their profile. 

Things to look for:

Test Orders - Any test orders you place on the portal can be voided so that they do not enter production or count towards your monetary totals. 

Customer Defaults - On the checkout page - does the user have access to edit the addresses? Do they have the shipping and payment options you want them to be able to check out with? If not, find the Customer Default Profile set on the portal and make any necessary edits. 

Security Roles - The Customer Default Profile will also determine which online security role the contact is assigned upon registering (you set this manually if you are adding the contacts through the MIS). Add a security role to the Customer Default Profile that has the applicable settings the users should be allowed. Security roles can be edited in Online Ordering > Security.

Registering Contacts Under a Specific Customer - By default, any users registering on the portal will create both a new customer and contact in your CRM. If you would like registering contacts to automatically fall under an existing customer in your CRM, select a customer in the Register Users Under Specific Customer dropdown on the portal settings page. 

Credit Card Payments - There are a few options for testing payments before putting your portal live: 

1. Our Authorize.Net integration can be put into test mode so that you can check out with a test payment that does not actually charge your card.

2. You could temporarily change the price of your product to a low amount such as $1 and check out with a real transaction.

3. If the user is allowed to pay On Account, or if you do not need to test your credit card processor (it will normally work perfectly online if it is working to take payment within your MIS already), you can check out with the On Account payment method to skip credit card testing.

Shipping 

• If you are using Shippo, test the integration and ensure you can checkout after selecting a carrier rate. If you can not, check our Shippo Troubleshooting guide for possible misconfigurations.
• If you are not using Shippo, available Shipping Types are set on the Customer Default Profile given to the contact upon registering, or the customer the contact was manually created under in the MIS.

Additional Pages - After placing the order, can your contact see the order on the Order Status page? Do you want them to be able to see that page? Whether or not the contact is allowed to view additional pages (such as Order Status, Orders with Balances, Approvals, etc,) is set on their online security role. However, even if permissions are configured properly. They will not see the page in the Navigation unless you have added the page there. 

Note: After testing the process, if any of the items above are misconfigured, correct them then test again. Any contacts, orders, or payments that you create in the CRM while testing can be deleted. Thorough testing is the best way to ensure a seamless delivery to your clients. An added bonus of testing is that it will provide you with knowledge of all steps your users are taking on the portal and you will be able to assist them with troubleshooting, should they have any issues.