# Mark a quote as a test

> For the administrator: mark one or more quotes as a test to remove them from billing and from the quote list, without deleting anything.

Source: https://vendria.com/en/ajuda/marcar-cotacao-como-teste

## Where to find it

In the menu, under **Quotes**. Two ways:

- **One document**: open the quote and, under **Other actions**, use **Mark as
  test**.
- **Several at once**: in the list, click **Select** (next to
  **Filters**), check the documents and use the bar that appears at the top.

Only the administrator sees these actions. Sellers and buyers don't mark tests.

## What a test document is

It's a quote or order that isn't a real sale: an order someone on the team
placed to learn how to use Vendria, a simulation on WhatsApp, a demo order.
Once marked as a test, the document:

- **leaves revenue** and the company's numbers: dashboards, seller and customer
  statistics;
- **leaves the default quote list** (it comes back with the **With tests** or **Tests
  only** filter);
- still exists, with everything it had. Nothing is deleted.

## How to mark a quote as a test

1. Open the quote in **Quotes**.
2. Click **Other actions**.
3. Choose **Mark as test**: "leaves revenue and the quote list".

To undo it, in the same menu, use **Unmark test**: "counts toward revenue again and
reappears in the list". To find a marked document, turn on **With
tests** or **Tests only** in the list's **Tests** filter.

## Mark several documents as a test

1. In the **Quotes** list, click **Select**.
2. Check the documents, or **Select all on this page**.
3. In the bar at the top, choose **Mark as test**, **Unmark** or **Revert to
   automatic**.
4. **Cancel selection** exits selection mode.

Tip: after a testing session, filter by **Tests only** or by the test
customer and mark everything at once.

## In a purchase with several orders

The purchase is classified as a whole: marking one order in a purchase marks **all** of
its orders ("the whole purchase leaves revenue and the quote list"). A
purchase that was half test and half sale would leave part of it inside the numbers and part
outside, with nothing on screen showing the difference.

## Automatic test and Revert to automatic

Some documents are born as tests, without anyone marking them: those created by someone
from Vendria itself (support) logged into your account. These show the test
badge and stay out of the numbers by default.

You can **Unmark test** on one of these documents if it's a real sale. And
**Revert to automatic** hands the decision back to the creation rule: the document becomes
a test again if it was created by support, and stops being one if it wasn't.

⚠️ **Impersonating a buyer doesn't mark a test.** An order you place using
**Impersonate** on the customer's record is treated as a real sale, because it's the customer's
real flow. If it was just a test, mark it by hand.

## Mark in any status

Marking as a test works in any status: draft, confirmed, exported,
canceled. The most common case is precisely the order already confirmed or exported that
turns out to have been a test. Marking doesn't cancel the order and doesn't touch the ERP:
if it has already entered the ERP, it stays there.

## Common questions

- **I marked it as a test and the quote disappeared.** That's expected; turn on **With tests**
  in the **Tests** filter.
- **The number in parentheses next to the Tests filter** is how many test documents
  exist in the slice you're viewing.
- **I don't see Mark as test.** Only the administrator sees it.
- **I marked one order in a purchase and the others became tests too.** The purchase is
  classified as a whole.