Feature Pack 7 or later

Testing the customization

In this lesson, you are testing your customization to verify that your customization is successful.

About this task

Test 1: Recommend products with a high profit margin

About this task

In this test, you set up a web activity to recommend products that are based on the profit margin. You then launch store preview from Management Center to ensure that the correct products are recommended.

Procedure

  1. Open the Marketing tool.
  2. In the Marketing tool, create a web activity to recommend products base on profit margin.
    1. From the toolbar, click the arrow on the right side of the Create New Create New icon; then select Web Activity.
    2. Select the Catalog Entry Recommendation template and click OK.

      recommend catalog entry template
    3. Enter Profit Margin Test Activity as the activity name, and then set priority to 1000 (highest)

      web activity creation
    4. In the e-Marketing Spot element, specify WomenRow4_CatEntries as the e-Marketing Spot. Your recommendations display in this e-Marketing Spot on the Women category page.

      e-Marketing Spot selection
    5. In the Recommend Catalog Entry action, select to Create one or more search conditions that recommends catalog entries as the Recommendation method.
    6. Ensure that the Category the customer is currently viewing check box is not checked.

      Category the customer is currently viewing setting
    7. In the Search filters section, select to add a property, from the drop-down list, select Profit Margin(%). Set the profit margin to be greater than 85% as your search filter.
    8. Set the maximum number of catalog entries to display as 50.

      Maximum number of catalog entries to display
    9. Save your activity.
    10. Activate your activity.
  3. Verify that your activity displays recommendations that are based on profit margin in store preview.
    1. Launch store preview, and select your store to preview on the Women category page.

      launch store preview
    2. Verify that the recommended products display in the On Sale Now e-Marketing Spot. Scroll between your recommended products. Ensure that all of your products with a profit margin that is higher than 85% display.

      Store preview test
  4. Verify that the same products are recommended on your storefront, but that the profit margin does not display.
    1. Open your store home page in a web browser. Go to following URL:

      http://hostname/webapp/wcs/stores/servlet/en/aurora/apparel/women

    2. Ensure that the same products are recommended in On Sale Now.
    3. Ensure that profit margin does not display after the offer price for your recommended products.

      Storefront test

Test 2: Sort your recommended products by profit margin

About this task

This test is a continuation of the Test 1. In this test, you add sort criteria to your activity to sort your recommend products according to a descending profit margin.

Procedure

  1. In the Marketing tool, Open the activity that you created in Test 1 for editing.
  2. Deactivate your activity.
  3. Add sort criteria for your product recommendations.
    1. In the Recommend Catalog Entry action, add a sort criteria for your activity.
    2. Select Profit Margin(%) as the criteria to sort by.
    3. Set the sequence to sort by descending order.

      Profit margin sort criteria
    4. Save your activity changes.
    5. Activate the activity.
  4. Verify that your activity displays your recommendations in the correct order in store preview
    1. Launch store preview, and select your store to preview
    2. Verify that the recommended products in the On Sale Now section display in descending order of profit margin.

      Store preview test

Test 3: Change your activity to make offer price update profit margin

About this task

This test is a continuation of test 2. In this test, you modify the offer price, which results in the profit margin then being recalculated and indexed based on the new offer price.

Procedure

  1. Change the offer prices for catalog entries that are recommended in the activity you tested in Test 1 and Test 2.
    1. Locate a product that is recommended in your activity.
      For example, Portable Tablet. This product has a profit margin of 90% and an offer price of $475.00.
    2. Open the Catalogs tool.
    3. Search for Portable Tablet. In the search results, a product and SKU with the Portable Tablet name returns.

      Test search results for products
    4. Open the product and the SKU for editing. Change the offer price to $600 for both the product and the SKU. Increasing the offer price increases the profit margin because the cost price is not changed.
  2. Verify that the increased profit margin changes the display order for your edited product in store preview.
    1. Launch store preview, and select your store to preview
    2. Verify that your changed product displays in the On Sale Now section. Ensure that the changes to the offer price and profit and margin for the Portable Tablet display. Ensure that this catalog entry displays higher in the order of recommended products.

      Store preview test

Test 4: Recommend products with a profit margin that is out of range

About this task

This test is a continuation of Test 3. This test verifies that no catalog entries are recommended when the profit margin is out of range. If the profit margin is set to be less than 10%, no catalog entries display.

Procedure

  1. Open the activity that you created and used in the previous tests.
  2. Deactivate the activity.
  3. Modify the search filter for the recommend catalog entry action to set the profit margin to be less than 10%.
    1. Select the Recommend Catalog Entry action.
    2. Change the search filter entry to make Profit Margin(%) be less than 10%.
    3. Save your activity
    4. Activate your activity.
  4. Deactivate any other activity that is related to the e-Marketing Spot that you are using in your activity.

    By default, a sample activity WomenRow4_CatEntries is available. This activity recommends catalog entries in the same e-Marketing Spot as your activity, but at a lower priority. If no catalog entries are recommended with your Profit Margin Test Activity, the recommendations from this WomenRow4_CatEntries activity display in the e-Marketing Spot. Disable this WomenRow4_CatEntries activity to prevent recommendations from this activity from displaying to improve testing your Profit Margin Test Activity.

  5. Verify that your changes in store preview
    1. Launch store preview; select your store to preview.
    2. Since no product should be recommended, ensure that the On Sale Now section does not display on your home page.

Results

You have verified that your customization is successful.