> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revize.app/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Test Revize

> Create a draft order in Shopify, make edits from the order status page, and confirm the changes with Pay now, Refund, or Confirm.

<Note>
  Quick test flow, no fluff. Create a draft order, open the order status page, try a few edits, and use Pay now, Refund, or Confirm to apply them.
</Note>

## 1. Create a draft order

<Steps>
  <Step title="Go to Orders → Drafts → Create draft order">
    In Shopify admin, open <strong>Orders</strong>, click <strong>Drafts</strong>, then <strong>Create draft order</strong>.
  </Step>

  <Step title="Select or create a test customer">
    In the <strong>Customer</strong> box, click <strong>Browse</strong>. If you already have a test customer, select it.\
    If not, click <strong>Add customer</strong>, enter <em>your own email address</em>, and <strong>Save</strong>.\
    Using your email is important, you will receive the order status link for testing.
  </Step>

  <Step title="Add items and a shipping rate">
    Click <strong>Browse products</strong> to add at least one product and variant. Enter a shipping address, then choose a rate in <strong>Shipping</strong>.
  </Step>

  <Step title="Convert the draft to an order">
    Click <strong>Collect payment</strong> → <strong>Mark as paid</strong>. This confirms the order.
  </Step>

  <Step title="Open the order status page">
    In the order view, click <strong>More actions</strong> → <strong>View order status page</strong>. You should see the Revize Customer Portal on the page.
  </Step>
</Steps>

<iframe src="https://www.youtube.com/embed/qyCPbXqr_ow" title="Shopify: create a draft order" width="100%" height="320" style={{ borderRadius: "12px", border: 0, boxShadow: "0 4px 14px rgba(0,0,0,0.08)" }} allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

***

## 2. Make edits on the order status page

<Steps>
  <Step title="Add a product">
    Add an item from the Revize Customer Portal. You will see a <strong>Pay now</strong> card with the extra amount and an updated order summary. Click <strong>Pay now</strong> to charge and apply the change.
  </Step>

  <Step title="Remove value or downgrade">
    Remove an item, lower quantity, or switch to a cheaper variant. Revize shows a <strong>Refund</strong> button with the amount and an updated summary. Click <strong>Refund</strong> to apply it.
  </Step>

  <Step title="Make a change with no price difference">
    Swap a variant that costs the same, or edit details that do not change the total. Revize shows a <strong>Confirm</strong> button. Click <strong>Confirm</strong> to apply the edit.
  </Step>

  <Step title="Use Undo if needed">
    Each proposed change includes an <strong>Undo</strong> option so you can return to the original state before applying it.
  </Step>
</Steps>

<Note>
  After you click <strong>Pay now</strong>, <strong>Refund</strong>, or <strong>Confirm</strong>, Revize updates the Shopify order immediately. The products, totals, and shipping method reflect the change right away.
</Note>

***

## 3. Scenarios to try

* **Update the shipping address.** Change the address and save. The order summary refreshes in the portal.
* **Swap a variant (same price).** Change size or color. You will see **Confirm** and **Undo**. Click **Confirm** to apply.
* **Add a product.** The portal shows a **Pay now** card with the additional amount and an updated summary. Click **Pay now** to charge and apply.
* **Upgrade the shipping method.** Pick a faster option. If it costs more, you will see **Pay now** with the difference.
* **Cancel the order.** Choose **Cancel order**. Revize follows your refund setting, either original payment or store credit, and shows the amount before you confirm.
* **Generate a tax invoice.** Open **Edit tax invoice**, add or update billing details or a tax ID, then download the updated invoice.
* **Contact support.** Use **Support** in the portal to send a request. This is useful when an edit needs human help.

***

<Note>
  Done. If you don't see the Revize Customer Portal and Notifications on the order status page, make sure you added the Revize blocks in the Shopify checkout editor, then test again.
</Note>