diff --git a/Release-Testing-Instructions-WooCommerce-4.3.md b/Release-Testing-Instructions-WooCommerce-4.3.md index 523d20a..dbfd701 100644 --- a/Release-Testing-Instructions-WooCommerce-4.3.md +++ b/Release-Testing-Instructions-WooCommerce-4.3.md @@ -17,7 +17,94 @@ WooCommerce Payments doesn't require an existing Jetpack connection anymore. It - Click "Set up" on the WooCommerce Payments card. The WooCommerce Payments plugin should be installed and activated automatically, and you should be automatically redirected to `wordpress.com/jetpack/connect/authorize...` to complete WooCommerce Payments setup. - There's no need to test it any further than that, since the rest of the connection and setup process is part of the WooCommerce Payments plugin and has been tested independently. -## New WooCommerce Home section +## New WooCommerce Home Screen + +One of the main new features in WooCommerce 4.3 is the addition of a new **Home Screen** that is displayed when clicking on the primary WooCommerce menu item in wp-admin. Existing sites will still have the **Analytics Dashboard** shown when clicking on the WooCommerce menu item - so the same behavior that has existed in WooCommerce since 4.0. Existing sites will have to opt-in to the new Home Screen experience, and new sites will have it turned on be default. + +### Test Flow 1: Fresh Install of WooCommerce 4.3 + +To prepare for this test flow, please setup a **new site** with WooCommerce 4.3 + +1. Install and activate WooCommerce 4.3, and proceed to the Onboarding Profile Wizard. +2. Complete the onboarding wizard, feel free to choose any options as it doesn't impact the testing of the home screen. +3. After you complete the onboarding wizard, you will be redirected to the new **Home Screen** + +![](https://cldup.com/NocDyc134L-2000x2000.png) + +4. Please note that the contenst of the Inbox pictured above may vary depending on the options you selected during the onboarding wizard. +5. Test Setup Checklist Dismiss: You can either complete all items in the setup checklist, or click the ellipsis menu and hide it: + +![](https://cldup.com/7wQ7JpPKpN-2000x2000.png) + +6. After dismissing or completeing the setup checklist, verify that the "Store Management" quick links box is now displayed in the right column + +![](https://cldup.com/5U0GzJrn4f.png) + +### Test Flow 2: Upgrade from 4.2 + +For sites that are upgrading to 4.3 from a prior version of WooCommerce, the home screen is not enabled by default. This test flow will verify the opt-in to the new home screen functions as expected. + +To complete this step, you will need to have a site that is already setup running WooCommerce 4.2. + +1. On your WooCommerce 4.2 install, click on the WooCommerce menu item, note that it displays the **Analytics Dashboard**: + +![](https://cldup.com/YpTnTa_UpC-3000x3000.png) + +2. Using the [WooCommerce Beta Tester plugin](https://wordpress.org/plugins/woocommerce-beta-tester/), you can now easily update to the latest version of WooCommerce 4.3 ( beta or RC ) +3. After the update has applied, click on the WooCommerce link in the wp-admin sidebar. Verify that you are still shown the Analytics Dashboard ( see above ). +4. Navigate to WooCommerce > Settings > Advanced > Features ( `/wp-admin/admin.php?page=wc-settings&tab=advanced§ion=features` ) and enable/check the box for "Home Screen", and click "Save Changes": + +![](https://cldup.com/8DQ3gtpklh-3000x3000.png) + +5. Note after the page loads upon form submission, the first link under the WooCommerce menu should say "Home": + +![](https://cldup.com/NrZBkgUaub-3000x3000.png) + +6. Click on Home, and verify the new Home Screen is shown. +7. Click on the Analytics menu item, and verify the Analytics Overview screen is shown. + +### Testing Homescreen Functionality + +Using either of the flows above, with the home screen active, you can also test the following items. + +#### Stats Overview + +On the right side of the home screen you will see the new **Stats Overview** section. + +![](https://cldup.com/TM-cJnZt9w-2000x2000.png) + +1. The first feature to test here is to click on the ellipsis menu in the header area, and toggle "Net Sales" to the on position: + +![](https://cldup.com/IjRZ0CKRPj-3000x3000.png) + +2. After toggling "Net Sales", verify that it is shown along with "Total Sales" and "Orders" in the Stats Overview section now. +3. Do a full browser refresh on this page. +4. Verify your selection to display "Net Sales" has been persisted, and is still shown. +5. Next interact with the date range tabs at the top of the section: + +![](https://cldup.com/nNr01katWk-2000x2000.png) + +6. If you have no sales data for these periods, it might be hard to notice the difference here, but note that the loading indicator happens as the time period is changed. +7. Click on "Week to Date". +8. Then click on "Total Sales". Note that this will open the Revenue Report, with the "Total Sales" chart selected, along with setting the date range to Week to Date: + +![](https://cldup.com/2DQeftVqAN-2000x2000.png) + +9. Return to the Home Screen by either hitting your back button, or clicking "WooCommerce" in the wp-admin navigation menu. +10. Click the link at the bottom of the "Stats Overview" section, verify you are linked to the **Analytics Overview** page: + +![](https://cldup.com/vBmD6qrzo1-2000x2000.png) + +#### Store Management + +From the home screen, you can also test the new **Store Management** section: + +![](https://cldup.com/rktpsjewGv-3000x3000.png) + +1. Open the home screen. +2. Hide the Setup Checklist if visible to expose the Store Management section. +3. Interact with each link in the Store Management section. +4. Verify the links send you to the correct location. ### Inbox Notifications A refactor of the Inbox Notifications was made.