Testing your customer's workflow on your storefront | CORE_010

0:00 In this short tutorial of the Infigo core learning pathway we're going to do one simple thing. We're going to test our customer's workflow on our storefront from start to finish.
0:12 So what we're going to do is impersonate one of our customers and then go through the checkout flow as if we were them to see if everything's working to the level that we expect.
0:22 So the first thing we need to do is make sure that we're impersonating the customer that we want to fulfill this task on.
0:30 And we can do that from within the customer management screen. Looking at our list of customers, you can see that I'm able to impersonate the user that we created earlier on in this series.
0:44 Anyone that has a lower standing in terms of customer roles, you are able to impersonate. So if I click impersonate on that particular user, that will now take me directly to the front because that user doesn't by default have access to the back end of Infigo.
1:03 If I need to get back to my admin area for whatever reason I need to stop impersonating that user. I can do that by going to the My Account section at the top of the screen and clicking Finish Impersonation.
1:15 So now we're going to use the site as if we were our customer. I'm going to navigate to one of my products.
1:25 Add that to my basket. Then I can either continue shopping or or I can proceed through checkout. I'm going to input a billing and a shipping address or I can utilize the same address for both billing and shipping.
1:58 Select the delivery method that I want to utilize. and then the only payment method that we have available is our purchase order.
2:10 So now I can input a purchase order. And proceed. Final step is to confirm the order. And that's it. Order placed.
2:29 In terms of where the customer goes from here, they can see all of the orders that they've placed inside their My Account.
2:35 Alternatively, if they want to jump straight to the details of this order that they've just placed, they can click on this button here.
2:42 And that will show them loads of information related to their order. So it will show the status of each of the items within the order, the status of the order itself, all of the details they put into the checkout flow.
2:55 Then they can print and obtain a PDF invoice if they wish to do so. In addition, that will have sent out a couple of emails, which were automatically turned on when we created them.
3:12 So I'm just going to go and finish impersonation so I can get back to our admin area and take a look at our message queue.
3:15 I can see there's a couple of emails registered as part of that purchase.
3:24 I can go in there and I can see the content of those emails and resend them if necessary. And that's it.
3:32 That is an order being placed on the storefront that we've set up over the last few tutorials. In the next tutorial, which is the last in the series, we'll take a quick look at how you can manage orders that have been placed within your Infigo platform itself, utilizing shared print operations.