Purpose
Confirm whether you are working with simulated Demo data or your live company before creating customers, testing a workflow, or processing a payment.
Before you begin
- Use Demo mode when learning or testing. Demo records and dashboard values are simulated.
- Use Live mode only when you intend to work with your company’s real records and payment activity.
- Check the mode again before entering customer information or completing a transaction.
Procedure
- Look for the orange Demo banner and Sample labels. When these indicators are visible, EPD Commerce is showing simulated data.
- To work with live records, select the company segment labeled Switch to Live in the upper-right corner. The Demo banner and Sample labels disappear after the live company opens.
- To return to simulated data, select Demo in the upper-right corner.
Confirm the result
In Demo mode, the orange Demo banner and Sample labels are visible. In Live mode, those indicators are absent and the dashboard shows the live company’s records.
Troubleshooting
If Switch to Live or Demo is unavailable, confirm that your user has access to both companies. If the mode does not change, refresh the page and verify the mode indicators again before continuing.