Portal Test Cases

Below are the written steps to take to complete the test cases in the Portal (not via EDI, XML, JSON, CSV, etc.)

Test Case Summary (see further below for the steps to take for each test):

TC1 - Multi-Line Ship in Multiple Boxes/Containers
- The purpose of this test is to send multiple boxes in a single Shipment file while specifying which items and quantities go in each box, then Invoice all shipped items.
TC2 - Cancel All Items
- The purpose of this test is to cancel all lines on the order via the Acknowledgement file.
TC3 - Partial Cancel First and Ship the Rest in Full
- The purpose of this test is to do a partial cancel of a single line and to accept/ship the remaining items in multiple boxes/containers, then Invoice all shipped items.
TC4 - Multi-Line Ship (Conditional)
- TC4 - Multi-Line Ship - The purpose of this test is to send multiple items in a single box and Shipment (856) file).
- TC4A - Multi-Line + Perishable Undeliverable Return - The purpose of this test is to send multiple items in a single box and Shipment (856) file, and return the perishable order as undeliverable/refused.
- Note: If you are not shipping perishable items, you complete TC4 and skip TC4A. If you are shipping perishable items, you skip TC4 and move on to TC4A.

We also have a few videos that walk through inventory setup and the 4 test cases below (from a Portal user perspective).

Inventory: http://www.screencast.com/t/qlpq6g9wg1i
Test Case 1 (TC1): http://www.screencast.com/t/UaoJkghs
Test Case 2 (TC2): http://www.screencast.com/t/ZeLKeq4aG
Test Case 3 (TC3): http://www.screencast.com/t/15a8vrTe7hi9
Test Case 4 (TC4): https://www.screencast.com/t/h658X3dZyst
Test Case 4A (TC4A): https://www.screencast.com/t/eiaL7NZQiCwK

TC1 - Multi-Line Ship in Multiple Boxes/Containers

Step	Process	Description	Action to Take
1	Order	Vendor/Supplier will create the order and it will contain two lines of items. The order will be available in the Portal in a status of Ready to Ship.	None, other than to confirm you can see the order and it is in the right status. It may take a moment (less than 30 seconds) after you've generated the order for the order to be Ready to Ship.
2	Acknowledgement	The acknowledgement should contain all items with all quantities being accepted. The estimated ship date should be included.	Submit the acknowledgement through the Portal by navigating to the order detail, selecting Accept/Reject from the top header menu. By default, the acknowledgement will be drafted with all items accepted, you can then select Submit on the Create Acknowledgement page.
3	Shipment	You will need to make sure to ship the order in 2 different boxes/containers (2 different tracking numbers). In the first box, quantity 1 (of 1) and quantity 2 (of 4). In the second box, quantity 2 (of 4). Be sure to use the same shipping method as requested on the order.	Submit the shipment through the Portal by navigating to the order and selecting Ship from the top header menu. Once the shipment details such as carrier, tracking number and items shipped per box are entered, select Submit. NOTE: To create a shipment, the only required fields to enter are estimated delivery date, weight, carrier and tracking number.
4	Invoice	The invoice will be for all items that shipped on the order.	Submit the invoice from the shipment in the Portal by navigating to the shipment created and selecting Invoice. Once the invoice details are entered (price, quantity, and additional charges) select Submit. NOTE: Go back to the Testing module in Stage Portal to review the results of your tests. It may take a moment (less than 30 seconds) for the Testing status to update.

TC2 - Cancel All Items

Step

Process

Description

Action to Take

Order

Vendor/Supplier will create the order and it will contain two lines of items. The order will be available in the Portal in a status of Ready to Ship.

None, other than to confirm you can see the order and it is in the right status. It may take a moment (less than 30 seconds) after you've generated the order for the order to be Ready to Ship.

Acknowledgement

The acknowledgement should cancel all lines on the order.

Submit the acknowledgement through the Portal by navigating to the order detail, selecting Accept/Reject from the top header menu.

On the Create Acknowledgement page, select Cancel All Items to call all items on the order.

NOTE: Go back to the Testing module in Stage Portal to review the results of your tests. It may take a moment (less than 30 seconds) for the Testing status to update.

TC3 - Partial Cancel First and Ship the Rest in Full

Step	Process	Description	Action to Take
1	Order	Vendor/Supplier will create the order and it will contain three lines of items. The order will be available in the Portal in a status of Ready to Ship.	None, other than to confirm you can see the order and it is in the right status. It may take a moment (less than 30 seconds) after you've generated the order for the order to be Ready to Ship.
2	Acknowledgement	The acknowledgement should cancel quantity 2 (of 4 ordered) from the first line and accept all remaining quantities and lines. The estimated ship date should be included.	Submit the acknowledgement through the Portal by navigating to the order detail, selecting Accept/Reject from the top header menu. On the Create Acknowledgement page, update the Quantity Cancelled field for the first line to 2. The system will automatically change the Quantity Accepted from quantity 4 to quantity 2. Then select Submit to complete.
3	Shipment	You will need to make sure to ship the order in 3 different boxes/containers (3 different tracking numbers). Ship each line in a different box. In the first box, ship the remaining first line quantity 2 (of 4 ordered). In the second box, ship quantity 2 (of 2). In the third box, ship quantity 1 (of 1). Be sure to use the same shipping method as requested on the order.	Submit the shipment through the Portal by navigating to the order and selecting Ship from the top header menu. You will need to select Add Box to create a second and third box and you will need to add/remove the SKUs required for each box. Once the shipment details such as carrier, tracking number and items shipped per box are entered, select Submit. NOTE: To create a shipment, the only required fields to enter are estimated delivery date, weight, carrier and tracking number.
4	Invoice	The invoice will be for all items that shipped on the order.	Submit the invoice from the shipment in the Portal by navigating to the shipment created and selecting Invoice. Once the invoice details are entered (price, quantity, and additional charges) select Submit. NOTE: Go back to the Testing module in Stage Portal to review the results of your tests. It may take a moment (less than 30 seconds) for the Testing status to update.

TC4 - Multi-Line Ship

Step	Process	Description	Action to Take
1	Order	Vendor/Supplier will create the order and it will contain one line. The order will be available in the Portal in a status of Ready to Ship.	None, other than to confirm you can see the order and it is in the right status. It may take a moment (less than 30 seconds) after you've generated the order for the order to be Ready to Ship.
2	Acknowledgement	The acknowledgement should contain all items with all quantities being accepted. The estimated ship date should be included.	Submit the acknowledgement through the Portal by navigating to the order detail, selecting Accept/Reject from the top header menu. By default, the acknowledgement will be drafted with all items accepted, you can then select Submit on the Create Acknowledgement page.
3	Shipment	You will need to make sure to ship all quantities in one box. Be sure to use the same shipping method as requested on the order.	Submit the shipment through the Portal by navigating to the order and selecting Ship from the top header menu. Once the shipment details such as carrier, tracking number and items shipped are entered, select Submit. NOTE: To create a shipment, the only required fields to enter are estimated delivery date, weight, carrier and tracking number.
4	Invoice	The invoice will be for all items on the order.	Submit the invoice from the shipment in the Portal by navigating to the shipment created and selecting Invoice. Once the invoice details are entered (price, quantity, and additional charges) select Submit. NOTE: Go back to the Testing module in Stage Portal to review the results of your tests. It may take a moment (less than 30 seconds) for the Testing status to update.

TC4A - Multi-Line + Perishable Undeliverable Return (Conditional)

Step	Process	Description	Action to Take
1	Order	Vendor/Supplier will create the order and it will contain one line. The order will be available in the Portal in a status of Ready to Ship.	None, other than to confirm you can see the order and it is in the right status. It may take a moment (less than 30 seconds) after you've generated the order for the order to be Ready to Ship.
2	Acknowledgement	The acknowledgement should contain all items with all quantities being accepted. The estimated ship date should be included.	Submit the acknowledgement through the Portal by navigating to the order detail, selecting Accept/Reject from the top header menu. By default, the acknowledgement will be drafted with all items accepted, you can then select Submit on the Create Acknowledgement page.
3	Shipment	You will need to make sure to ship all quantities in one box. Be sure to use the same shipping method as requested on the order.	Submit the shipment through the Portal by navigating to the order and selecting Ship from the top header menu. Once the shipment details such as carrier, tracking number and items shipped are entered, select Submit. NOTE: To create a shipment, the only required fields to enter are estimated delivery date, weight, carrier and tracking number.
4	Invoice	The invoice will be for all items on the order.	Submit the invoice from the shipment in the Portal by navigating to the shipment created and selecting Invoice. Once the invoice details are entered (price, quantity, and additional charges including handling, tax and discount) select Submit.
5	Return	The return will be for all items on the order.	Pull the order up in the Portal, select More Actions from the Order Details page, then select Return Items. Enter a return reason of "Undeliverable/Refused" and update the return quantity to 2. This reason requires you to type it out in full. Then select Submit. NOTE: Go back to the Testing module in Stage Portal to review the results of your tests. It may take a moment (less than 30 seconds) for the Testing status to update.

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