Sales Journey Regression Checklist

Purpose

Provide a focused regression checklist to ensure critical field sales journey flows and data consistency remain intact after changes or releases.

Release Information

Field Example
Release 2026.06-RC3
Environment QA / Staging
Test Owner QA Engineer
Build x.x.x-rc
Scope Full Field Sales Journey

Entry Criteria

  • Deployment completed successfully.
  • Release notes and changed components documented.
  • Test data and test accounts prepared.
  • Previous critical defects resolved.

Critical Smoke Checks

  • Sales Rep can login and perform initial synchronization.
  • Master data (outlet, product, stock) loads correctly.
  • Start Visit and End Visit functions work.
  • Basic Pre Order creation is possible.
  • Payment collection updates credit limit if applicable.

Risk-Based Regression

Pre Journey

  • Initial data synchronization (online & offline handling).
  • Master data accuracy (outlet, product, credit limit).

In Store Journey

  • Create Pre Order with various payment methods (CASH, CREDIT).
  • Pricing & discount calculation accuracy.
  • Payment collection and credit limit deduction.
  • Stock movement / load / unload.
  • Document printing (Invoice & Struk).

Post Journey

  • End Visit process.
  • Final synchronization to back office.
  • Data consistency between mobile and server.

Cross-Functional Checks

  • Offline mode + auto sync when online.
  • Credit limit validation and update.
  • Report accuracy in back office.
  • Error handling and retry mechanism.

Exit Criteria

  • All critical and high-risk checks pass.
  • No open High severity defects in core journey.
  • Data consistency verified across modules.
  • Residual risk communicated to stakeholders.

Release Summary

Metric Result
Planned checks 22
Passed -
Failed -
Blocked -
Open Critical defects 0
Release recommendation Go / No-Go

This checklist prioritizes end-to-end journey integrity and data consistency, which are core to the Next-Generation Sales Operations Application.

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