Go-live checklist
Post-purchase upselling changes an existing order. Order hand-off, the order-change window, documents, and the handling of cancellations and returns therefore belong on the checklist before the first campaign goes live.
Order hand-off and export timing
Line items, totals, tax and discounts are recalculated in the existing order. The extension thus changes an order that already exists. Check when your ERP, WMS, OMS, document process, fulfilment system or webhooks take over the order. An internal order change alone does not guarantee third-party integration compatibility.
The original order may already have been exported, documented or handed to fulfilment. Check this timing before the first campaign.
Check when the system exports, documents or fulfils the original order and how it detects later changes. Activate the campaign only after that path is understood. If in doubt, discuss your integration with us: support@commercewerk.de.
The order-change window
An offer link is valid for a limited time; once it expires, the extension adds nothing. Use the offer-link validity in Global settings to bound the window in which an order can still grow after checkout. Align this window with your earliest automated export – or make sure downstream systems detect later changes.
Documents and per-campaign policies
Document, shipping, stock and cart-promotion policies are set per campaign – the details are in Campaigns. Optionally, the customer receives an updated order confirmation by email – active by default; see Emails. Decide before going live whether and when documents are regenerated.
Cancellation and partial return of the add-on item
For PayPal, the add-on amount may exist as a separate top-up: the recharge is recorded as its own PayPal transaction, and you can refund the original payment and the add-on amount individually from the order's PayPal tab (see Payment methods & failure cases). Establish cancellation and partial-return handling for your version line: before going live, walk a cancellation and a partial return of an order with an accepted add-on item through your staging environment.
Payment methods and health
The Health tab checks configuration, payment methods and system state before going live – see Health check. For silent PayPal recharges, a real-money test is part of the setup; the steps are in PayPal setup. Also preview the offer page presentation up front: the preview is available per sales channel and language where available for the chosen presentation.
The global switch
A global switch in Global settings stops new offers without uninstalling the extension; Activity and Health support checks and diagnosis. Remember this path for an emergency.
Activate the first campaign only once order hand-off, the order-change window, policies and the cancellation path are established. Verify the customer journey up front with the five-minute check.