WooCommerce core critical flows

We have identified what we consider to be our most critical user flows within WooCommerce Core. These flows will help us focus and prioritize our testing efforts. They will also help us consider the impact of changes and priority of issues.

These flows will continually evolve as the platform evolves with flows updated, added or re-prioritised.

Shopper critical flow areas

• Shopper > Shop
• Shopper > Product
• Shopper > Cart
• Shopper > Checkout
• Shopper > Email
• Shopper > My Account

Merchant critical flow areas

• Merchant > Onboarding
• Merchant > Dashboard
• Merchant > Settings
• Merchant > Coupons
• Merchant > Marketing
• Merchant > Analytics
• Merchant > Products
• Merchant > Orders
• Merchant > Customers
• Merchant > Email
• Merchant > Plugins
• Merchant > My Subscriptions
• Merchant > Pages
• Merchant > Posts

Shopper - Shop

User Type	Flow Area	Flow Name
Shopper	Shop	Search Store
Shopper	Shop	Browse by categories
Shopper	Shop	Can sort items
Shopper	Shop	Add Simple Product to Cart (from shop page)
Shopper	Shop	Display shop catalog
Shopper	Shop	Products by tag
Shopper	Shop	Products by attribute
Shopper	Shop	Use product filters

Shopper - Product

User Type	Flow Area	Flow Name
Shopper	Product	Add Simple Product to Cart
Shopper	Product	Add Grouped Product to Cart
Shopper	Product	Variable Product info updates depending on variation
Shopper	Product	Add Variable Product to Cart
Shopper	Product	Display up-sell product
Shopper	Product	Display related products
Shopper	Product	Display reviews
Shopper	Product	Add review
Shopper	Product	View product images
Shopper	Product	View product descriptions

Shopper - Cart

User Type	Flow Area	Flow Name
Shopper	Cart	Add to cart redirects to cart when enabled
Shopper	Cart	View cart
Shopper	Cart	Update product quantity within limits
Shopper	Cart	Remove products from cart
Shopper	Cart	Apply all coupon types
Shopper	Cart	Display shipping options by address
Shopper	Cart	View empty cart
Shopper	Cart	Display correct tax
Shopper	Cart	Respect coupon usage constraints
Shopper	Cart	Display cross-sell products
Shopper	Cart	Proceed to checkout

Shopper - Checkout

User Type	Flow Area	Flow Name
Shopper	Checkout	Correct item in Order Review
Shopper	Checkout	Can add shipping address
Shopper	Checkout	Guest can place order
Shopper	Checkout	Create an account
Shopper	Checkout	Login to existing account
Shopper	Checkout	Existing customer can place order
Shopper	Checkout	Use all coupon types
Shopper	Checkout	View checkout
Shopper	Checkout	Receive warnings when form is incomplete
Shopper	Checkout	Add billing address
Shopper	Checkout	Respect coupon usage constraints
Shopper	Checkout	Display correct tax in checkout
Shopper	Checkout	View order confirmation page

Shopper - Email

User Type	Flow Area	Flow Name
Shopper	Email	Customer Account Emails Received
Shopper	Email	Customer Order Detail Emails Received

Shopper - My Account

User Type	Flow Area	Flow Name
Shopper	My Account	Create an account
Shopper	My Account	Login to existing account
Shopper	My Account	View Account Details
Shopper	My Account	Update Addresses
Shopper	My Account	View Orders
Shopper	My Account	Pay for Order
Shopper	My Account	View Downloads

Merchant - Onboarding

User Type	Flow Area	Flow Name
Merchant	Core Profiler	Introduction & opt-in
Merchant	Core Profiler	User profile information
Merchant	Core Profiler	Business information
Merchant	Core Profiler	Extensions page
Merchant	Core Profiler	WooPayments included in extensions for eligible criteria
Merchant	Core Profiler	WooPayments not included in extensions for ineligible criteria
Merchant	Core Profiler	Install all default extensions
Merchant	Core Profiler	Complete site setup
Merchant	Core Profiler	Skip introduction and confirm business location
Merchant	NOX Onboarding	Open onboarding from Payments settings

Merchant - Dashboard

User Type	Flow Area	Flow Name
Merchant	WC Home	Completing profiler redirects to home
Merchant	WC Home	Complete all steps on task list
Merchant	WC Home	Hide the task list
Merchant	WC Home	Store management displayed after task list finished
Merchant	WC Home	Direct access to analytics reports from stats overview
Merchant	WC Home	Preserve task list completion status after upgrade
Merchant	WC Home	Interact with extended task list
Merchant	Activity Panel	Interact with activity button
Merchant	Inbox	Interact with notes and perform CTAs
Merchant	Inbox	Dismiss single note and all notes

Merchant - Settings

User Type	Flow Area	Flow Name
Merchant	Settings	Update General Settings
Merchant	Settings	Add Tax Rates
Merchant	Settings	Add Shipping Zones
Merchant	Settings	Add Shipping Classes
Merchant	Settings	Enable local pickup for checkout block
Merchant	Settings	Update payment settings
Merchant	Settings	Handle Product Brands

Merchant - Coupons

User Type	Flow Area	Flow Name
Merchant	Coupons	Add all coupon types
Merchant	Coupons	Add restricted coupon

Merchant - Marketing

User Type	Flow Area	Flow Name
Merchant	Marketing	Display marketing overview

Merchant - Analytics

User Type	Flow Area	Flow Name
Merchant	Analytics	View revenue report
Merchant	Analytics	View overview report
Merchant	Analytics	Confirm correct summary numbers on overview report
Merchant	Analytics	Use date filter on overview page
Merchant	Analytics	Customize performance indicators on overview page
Merchant	Analytics	Use date filter on revenue report
Merchant	Analytics	Download revenue report as CSV
Merchant	Analytics	Use advanced filters on orders report
Merchant	Analytics	Analytics settings
Merchant	Analytics	Set custom date range on revenue report

Merchant - Products

User Type	Flow Area	Flow Name
Merchant	Products	View all products
Merchant	Products	Search products
Merchant	Products	Add simple product
Merchant	Products	Add variable product
Merchant	Products	Edit product details
Merchant	Products	Add virtual product
Merchant	Products	Import products CSV
Merchant	Products	Add downloadable product
Merchant	Products	View product reviews list
Merchant	Products	View all products reviews list
Merchant	Products	Edit product review
Merchant	Products	Trash product review
Merchant	Products	Bulk edit products
Merchant	Products	Remove products
Merchant	Products	Manage product images
Merchant	Products	Manage product inventory
Merchant	Products	Manage product attributes
Merchant	Products	Manage global attributes
Merchant	Products	Add up-sell
Merchant	Products	Add cross-sell
Merchant	Products (New)	Disable new product experience
Merchant	Products (New)	Add simple product
Merchant	Products (New)	Edit simple product
Merchant	Products (New)	Manage product images
Merchant	Products (New)	Manage product inventory
Merchant	Products (New)	Manage product attributes

Merchant - Orders

User Type	Flow Area	Flow Name
Merchant	Orders	View all orders
Merchant	Orders	Can add new order basic
Merchant	Orders	View single order
Merchant	Orders	Update order status to completed
Merchant	Orders	Update order status to cancelled
Merchant	Orders	Update order details
Merchant	Orders	Customer payment page
Merchant	Orders	Refund order
Merchant	Orders	Apply coupon
Merchant	Orders	Can add new order complex - multiple product types & tax classes
Merchant	Orders	Search orders
Merchant	Orders	Filter orders by order status
Merchant	Orders	Bulk change order status
Merchant	Orders	Add order notes

Merchant - Customers

User Type	Flow Area	Flow Name
Merchant	Customers	Display customer list

Merchant - Email

User Type	Flow Area	Flow Name
Merchant	Email	Receive and check content of new order email
Merchant	Email	Receive and check content of cancelled order email
Merchant	Email	Receive and check content of failed order email
Merchant	Email	Resend new order email
Merchant	Email	Send invoice/order details to customer via Email

Merchant - Plugins

User Type	Flow Area	Flow Name
Merchant	Plugins	Can update WooCommerce

Merchant - My Subscriptions

User Type	Flow Area	Flow Name
Merchant	My Subscriptions	Can initiate WooCommerce.com Connection

Merchant - Pages

User Type	Flow Area	Flow Name
Merchant	Pages	Can create a new page

Merchant - Posts

User Type	Flow Area	Flow Name
Merchant	Posts	Can create a new post