Order Management
Description: This category covers end-to-end order management in Infigo, from checkout configuration through to production and dispatch. It includes settings for checkout without an account, order and job naming, re-order behaviour, handling unpaid and cancelled orders, and controlling order email recipients and account-history visibility. It also covers checkout form fields and rules, approval and sign-off processes with production restrictions, generating operational documents like job tickets and packing slips, and automating file delivery via print locations, hotfolders and Infigo Sync. Finally, it includes guidance on Shared Print Operations job handling and troubleshooting, along with housekeeping tasks such as cleaning up abandoned carts and managing storage retention.
Tags: order management configuration, checkout without account, order and job naming, re-order behaviour, unpaid order handling, order cancellation workflow, order email recipient control, purchase order number visibility, checkout form fields and rules, approval and sign-off process, production restrictions for orders, job tickets and packing slips, print locations and hotfolders, Infigo Sync integration, Shared Print Operations job handling