As a store owner, with Admin role, I want to be able to take orders, while training staff, which will be shown in the Order History of the Back Office but won't be reflected in the Reports.
Please note that the order(s) information will be visible for the Admins only. The orders will not be visible in the Reports for the other users.
Back Office
Note: Training mode and test orders are available only to Admin roles (Company or Store level).
Turn on training mode
-
At Company level (deselect any store in the switcher), go to Setup > Company > Company Details, scroll down, tick Allow training mode, and press Update.
Mark an order as a test order
-
Take an order on the Web, POS, or any other channel.
-
Go to Reports > Sales Reports > Order History and tick the checkbox in the Training column next to the order. Marked orders are treated as test orders and are kept out of your reports.
Show test orders in your reports (optional)
By default, test orders are excluded from all your reports. If you want to include them in your own report figures — for example, to review them — go to Setup > Reports settings, turn on Show test orders, and press Save.
Note: This is a per-user preference that only affects your account — each admin sets it for themselves. The toggle only appears once Allow training mode is enabled for the company. Leave it off to keep test orders out of your reports.
Good to know
- When another user logs into the Back Office, your test orders are not shown in their reports.
- Test orders still appear on the Z read as normal.