Purpose

Recognize whether EPD Commerce is using a sandbox or live company before entering customer information, testing a workflow, or processing a payment.

Before you begin

Confirm which company you are authorized to use.
Use simulated customer and payment information in a sandbox.
Treat an environment as live whenever the demo banner is absent or the environment cannot be confirmed.
Never enter a real card number into a sandbox or test workflow.

Confirm that the banner at the top of the page states: This is a demo environment with sample data. Feel free to explore - no real transactions will occur. This banner identifies the sandbox interface.
Open the profile menu, open the company submenu, and verify the selected company. The current company appears dimmed and cannot be selected again. A company switch changes the records, configuration, and environment available to you.
Select Easy charge and confirm that the demo-environment banner remains visible before staging a payment workflow.
Stop and verify the company again whenever the banner is absent. In a live company, charges can move real money and changes can affect real customers, products, subscriptions, routing, integrations, and communications.
Use only simulated data for sandbox exercises. Follow the applicable feature SOP even in the sandbox, and do not assume that sandbox results prove a live processor or integration is configured correctly.

Before continuing, you should be able to state:

The demo banner is absent: Treat the company as live. Do not test or submit a transaction until the environment is confirmed.
The expected company is unavailable: Ask an administrator to verify your company membership and permissions.
The company changed unexpectedly: Stop the workflow, reopen the profile and company menus, and verify the selected company before continuing.
A sandbox feature differs from live: Check feature availability and processor configuration. Some integrations, messages, and gateway responses are simulated or limited in the sandbox.