Go-Live Checklist

Use this checklist to verify that BundlesIQ is working correctly before processing real customer orders. Complete each step in order and confirm the expected results.

What You Will Accomplish

You will systematically verify that bundle creation, order transformation, inventory behavior, pricing, and 3PL protection are all working as expected in your store.

When to Use This Guide

• You are launching BundlesIQ for the first time
• You have made significant configuration changes (handling mode, pricing strategy, new bundles)
• You want to verify behavior after a BundlesIQ update

Pre-Launch Checklist

1. Verify Bundle Configuration

• All bundles are Active — Open BundlesIQ > Bundles and confirm each bundle you want to process has an Active status
• Ghost SKU products are correctly configured — For each bundle, verify the ghost SKU product in Shopify:
  • Has a clear, unique SKU
  • Has inventory tracking set appropriately (tracked by BundlesIQ, or untracked)
  • Has "This is not a physical product" set for shipping (recommended)
• Components are valid — Each component variant exists in Shopify, is not archived, and has inventory at the correct location(s)
• Pricing preview looks correct — Open each bundle and review the price preview section. Verify totals match and no warnings are displayed
• Handling mode is set — Confirm your default handling mode in Settings, and any bundle-level overrides
• (Parent-Only only) Reserve timing and location strategy are set — If using Parent-Only mode, confirm the reserve timing (orders/paid or orders/create) and location strategy in Settings > Parent-Only (BOM) Settings

2. Place a Test Order (Standard)

1. Create a test order through your storefront (use the Bogus Gateway or a test payment method)
2. Add a bundle product to the cart and complete checkout
3. Wait 5-15 seconds for processing
4. Verify in Shopify Admin:

5. Verify in BundlesIQ Health dashboard:

3. Place a Test Draft Order (If Using B2B)

1. Create a draft order in Shopify Admin containing a bundle product
2. Wait 5-15 seconds for processing
3. Verify the draft order shows the correct component line items
4. Complete the draft order (mark as paid or send invoice)
5. Verify the resulting order is also correctly transformed

4. Verify Inventory Decrements

After the test order is placed:

1. Check each component product's inventory in Shopify Admin
2. Confirm quantities were decremented by the order amounts
3. Check the ghost SKU's inventory (if sync is enabled):

5. Test Refund Behavior

1. Open the test order in Shopify Admin
2. Click Refund and select the appropriate line items for your handling mode:
   • Hybrid / Operational: select component line items
   • Reporting: select the bundle line item
3. Process the refund with "Restock items" enabled
4. Verify component inventory is restocked
5. Verify bundle availability is recalculated (check ghost SKU inventory)

6. Test 3PL Protection (If Enabled)

1. Place a test order containing a bundle
2. Immediately check the order in Shopify Admin:

3. Wait for processing to complete
4. Check again:

7. Test Error Recovery and Reprocessing

1. Temporarily deactivate a component variant in Shopify (or set its status to draft)
2. Place an order containing the affected bundle
3. Verify in BundlesIQ Health dashboard:

4. Re-activate the component variant
5. Open the order in Shopify Admin, click Bundle Tools > Reprocess Bundle
6. Verify the order is successfully processed (component lines appear, BIQ_READY tag applied)

Test draft order revert (optional, if using draft orders):

1. Create a draft order with a bundle product and wait for processing
2. Open the draft order, click Bundle Tools > Revert Only
3. Verify component lines are removed and the draft returns to its original state
4. Click Bundle Tools > Revert & Reprocess on another test draft
5. Verify the draft is reverted and then re-processed successfully

8. Test Parent-Only Inventory Lifecycle (If Using Parent-Only Mode)

If your bundle uses Parent-Only (BOM) mode, verify the full inventory lifecycle:

1. Note the current available and reserved quantities for each component at the target location
2. Place a test order containing the bundle
3. Wait for processing and verify:

4. Fulfill the order and verify:

5. (Optional) Cancel a separate test order and verify:

9. Test with a Discount Code (Optional)

1. Create a Shopify discount code (e.g., 10% off)
2. Place a test order using the bundle product and apply the discount code
3. Verify the discount is correctly distributed across component line items
4. Verify the order total matches the expected amount (bundle price minus discount)

10. Verify Multi-Bundle Orders (If Applicable)

If customers can purchase multiple bundles or multiple different bundles in one order:

1. Place a test order with 2+ bundle products (or quantity > 1 of one bundle)
2. Verify all bundles are processed
3. Verify component quantities reflect the correct totals
4. Verify the order total is correct

Go-Live Decision

Complete all applicable checks above. If everything passes:

1. Confirm your handling mode, pricing strategy, and 3PL protection are set to production values
2. Enable processing for all order types you need (orders, draft orders)
3. Set your processing scope (all orders, or tagged only)
4. Notify your fulfillment team about the new order format and any tag-based workflows
5. Monitor the BundlesIQ Health dashboard closely for the first 24-48 hours

Post-Launch Monitoring

For the first few days after going live:

• Check the Health dashboard daily for failed orders or unexpected flags
• Spot-check 2-3 real orders to verify they look correct
• Confirm with your warehouse or 3PL that they are receiving the correct component information
• Review inventory levels to ensure sync is working as expected

Common Mistakes

• Going live without testing refunds — Refund behavior differs by handling mode. Test before you have a real customer return
• Not notifying the fulfillment team — Your warehouse staff need to know that orders will now show component line items instead of (or in addition to) the bundle product
• Skipping the 3PL protection test — If your 3PL imports orders automatically, this is the most critical test

Related Pages

• Quickstart Guide
• Handling Modes Explained
• 3PL Integration Guide
• Troubleshooting