Cloudsuite Integration Testing Documentation

This document outlines the steps for testing the integration setup account creation, sub-account management, and estimate creation within the platform. It is designed for administrators and testers to validate functionality and troubleshoot issues.

1. Admin: Create a Test Account and Sub-Account

Objective

Verify that an admin can create a contractor account, a sub-account for managing orders, and an estimate.

Steps

1. Log in to the website backend as an admin and navigate to the dashboard.
2. In the right-hand sidebar, locate Accounts and Sub-Accounts and click the blue + button.
3. Fill in the account details:
   • Account Name: Enter a unique name (e.g., "TestContractor").
   • Account Type: Select Contractor.
4. Create a sub-account for order management:
   • Sub-Account Name: Enter a name (e.g., "TestOrderSub").
   • Order Type: Select Estimate.

Click the green Add Account and Sub & Order button to save.

Expected Outcome

• A new contractor account and sub-account are created.
• An estimate is associated with the sub-account.

2. Admin: Add Items to the Estimate

Objective

Test the ability to add items to an estimate from the catalog and proceed to checkout.

Steps

1. Navigate to the Catalog page.
2. Add desired items to the estimate.
3. On the right-hand side, click the blue View button to proceed to the checkout page.
4. At the top of the checkout page, click the Edit button to enter:
   • Order Details: Add relevant details.
   • Bill To/Shipping Details: Select an existing address, choose Other Address to manually enter details, or select an account/customer.
   • Ship To: Verify auto-fill if an address is pre-set.
5. Click Done to save changes.

Admin-Specific Actions

• If an item lacks pricing, manually enter it by clicking the Pricing box.
• To remove an item, click the Trash icon on the right.
• To add item-specific notes, click the Pencil icon.
• Add Internal Notes or Order Notes at the bottom left of the checkout page.

Expected Outcome

• Items are added to the estimate.
• Order details and addresses are saved correctly.
• Pricing and notes are updated as expected.

3. Admin: Finalize the Estimate

Objective

Test the order summary, payment options, and additional actions (e.g., emailing the estimate).

Steps

1. Review the Order Summary above the green Pay button. Edit fields like shipping fees or taxes if permissions allow.
2. Click the + button to adjust settings (e.g., shipping fees, taxes).
3. Click the green Pay button to access payment options:
   • Enter credit card details if a payment gateway is configured.
   • Select alternatives: Cash, Check, Bill Later, or Card Present.
4. Below the blue Continue Shopping button, test additional actions:
   • Email: Send the estimate to a customer.
   • Print: Generate a printable version.
   • Remove All Items: Clear the estimate.
   • Add Items: Add more items from the catalog.
   • Create New Item: Create a new item not in the catalog.

Expected Outcome

• The order summary is editable and accurate.
• Payment options function as configured.
• Additional actions (email, print, etc.) execute correctly.

4. Admin: Configure Test Account Details

Objective

Test the configuration of account details, contacts, credentials, and settings.
 

Steps

1. In the right-hand sidebar, search for the test account.
2. Click the Toolbox icon next to the account name.
3. Enter account details:
   • Address, Phone Number, etc.
   • Under Contacts, add a contact (e.g., Type: Main) with relevant details.
4. Create login credentials for the test account to allow non-admin access.
5. Configure additional settings:
   • Billing/Delivery Settings: Set preferences.
   • Account Settings: Add the Customer ID to link the pricing tier.
6. Click the blue Update button to save changes.

Troubleshooting Note

• If the Update button is not clicked, changes will not be saved.

Expected Outcome

• Account details, contacts, and credentials are saved.
• The pricing tier is linked via the Customer ID.

5. Test Account: Log In and Review Estimate

Objective

Verify that a test account user can log in, view, and update their estimate.

Steps

1. Log out as admin and log in using the test account credentials.
2. Verify that the user is directed to the Manage Orders and List page.
3. Locate the test estimate under the List Name column and click the order name to view the checkout page.
4. If order details are missing, update them (e.g., shipping or billing info).
5. Click the green Pay button to proceed with payment.

Expected Outcome

• The test account user can log in and view the estimate.
• Order details can be updated.
• Payment options are accessible.

6. Test Account: Manage Profile and Sub-Accounts

Objective

Test the test account’s ability to manage their profile, sub-accounts, and estimates.

Steps

1. In the bottom left corner, access the Account Profile.
2. Verify options to:
   • Manage sub-accounts.
   • View and manage orders/estimates.
   • Log out.
3. Browse the Catalog to:
   • View pricing (defaults to MSRP unless a pricing tier is set).
   • Create new estimates or sub-accounts.
   • Email estimates or purchase directly.

Expected Outcome

• The test account can manage their profile and sub-accounts.
• Catalog pricing reflects the correct tier.
• Estimates and sub-accounts can be created and managed.

7. Troubleshooting Pricing Issues

Objective

Test the resolution of pricing discrepancies linked to the ERP system.

Steps

1. If an item shows Call for Pricing or incorrect pricing:
   • Navigate to the item in the catalog.
   • Click the Pencil icon above the product name to open the Expert Edit page.
2. On the left-hand side, select Identifiers.
3. Verify or manually enter the ERP system identifier to map pricing.
4. Save changes and close the page.
5. Allow API calls to pull updated pricing.

Bulk Import Note

• Refer to the knowledge base for documentation on bulk importing item identifiers.

Expected Outcome

• Pricing is updated after entering the correct identifier.
• API calls successfully retrieve ERP pricing.

8. Additional Resources

• Knowledge Base: Access via the ? tab in the admin dashboard for detailed guides.
• Account Manager: Contact for further assistance.
• Documentation Links:
  • Bulk import of item identifiers.
  • ERP system integration setup.

Notes

• The ERP system is the source of truth for pricing. Ensure it is updated to reflect accurate pricing.
• Test account permissions are limited to their account and sub-account estimates/orders, unlike admin permissions.

Always save changes by clicking the Update or relevant save buttons to avoid data loss.