00:00:06:26 - 00:00:07:09
Right.
00:00:07:09 - 00:00:14:03
So let's start off with addresses
or address books more specifically.
00:00:14:16 - 00:00:17:27
So obviously a big part of your customer's
ability to purchase
00:00:17:27 - 00:00:20:27
from you is the ability to choose
what address they want it to go to.
00:00:21:05 - 00:00:26:09
So the easiest way of doing this, as I'm
sure most of you know, even if you're a
00:00:26:09 - 00:00:31:10
quite a basic Infigo user, is that
you can apply addresses to customers.
00:00:31:19 - 00:00:35:23
So within their actual customer's entry,
within customer management.
00:00:36:26 - 00:00:39:26
So if you need to do this
in the administrator.
00:00:42:12 - 00:00:43:27
As an address is tab.
00:00:43:27 - 00:00:46:27
And then you can put addresses
for individual customers.
00:00:47:08 - 00:00:50:08
Alternatively
you can assign addresses to groups.
00:00:50:08 - 00:00:53:08
Or you can
00:00:55:04 - 00:00:55:21
or the customer
00:00:55:21 - 00:00:58:21
can do it themselves as they're going
through the checkout process of course.
00:00:58:27 - 00:01:02:02
So as with any e-commerce platform
that you would expect
00:01:02:12 - 00:01:06:09
going through the checkout flow, you can
put in a billing and a shipping address.
00:01:07:18 - 00:01:08:07
Now, one of
00:01:08:07 - 00:01:11:07
the other functionalities
that was brought in
00:01:12:07 - 00:01:15:13
not too recently
but recently enough is the address books.
00:01:15:29 - 00:01:20:23
So this is the ability to actually,
efficiently manage
00:01:20:23 - 00:01:25:00
a large number of addresses
on any of your individual storefronts.
00:01:25:17 - 00:01:29:26
You can add numerous addresses
to any number of different address books,
00:01:30:03 - 00:01:34:16
and then you can associate
those address books with different groups,
00:01:35:12 - 00:01:38:12
such as departments or customer roles.
00:01:39:28 - 00:01:41:15
So what this set up does is it
00:01:41:15 - 00:01:45:08
ensures that customers only have access
to the addresses you want to grant them.
00:01:45:15 - 00:01:49:12
But it means that you can assign
multiple addresses at once.
00:01:49:23 - 00:01:52:14
So you don't just have to
00:01:52:14 - 00:01:54:28
give them a very slowly
created list of addresses.
00:01:54:28 - 00:01:58:05
And then, review it
for every individual user.
00:01:58:06 - 00:02:00:17
You could just
if you need to edit an address book,
00:02:00:17 - 00:02:03:03
you can do it in one operation
for all users that have it
00:02:04:07 - 00:02:06:23
now, address books,
00:02:06:23 - 00:02:09:10
set up within their own section.
00:02:09:10 - 00:02:11:10
Within Infigo,
00:02:11:10 - 00:02:13:03
and it comes in two different sections,
00:02:13:03 - 00:02:16:03
so there's the creation
of the different address books themselves.
00:02:16:18 - 00:02:19:18
And then there's the creation of
the customers within those address books.
00:02:19:26 - 00:02:22:26
And for both of those you have the ability
to create the manually.
00:02:24:06 - 00:02:27:06
Or you can import them via CSV.
00:02:27:20 - 00:02:30:03
So I'm not going to go
into too much detail
00:02:30:03 - 00:02:31:27
because we've got a lot of things
to go through.
00:02:31:27 - 00:02:35:19
But just to show you here,
we've got a few sample address books
00:02:35:19 - 00:02:38:21
created at the creation of an address
book is basically just
00:02:40:18 - 00:02:42:13
give us some information about this book.
00:02:42:13 - 00:02:45:14
So a name and a description
and then whether or not it's
00:02:45:14 - 00:02:48:24
available for everybody to use
or it has to be specifically granted.
00:02:50:02 - 00:02:53:02
And then once you've completed those.
00:02:54:12 - 00:02:56:20
You can add addresses to that address
book.
00:02:56:20 - 00:02:59:25
And again either manually
or you can import them via CSV.
00:03:01:05 - 00:03:03:09
So they're really easy to populate.
00:03:03:09 - 00:03:04:02
Now as I mentioned,
00:03:04:02 - 00:03:07:15
you can assign those address books
to different areas on your own.
00:03:07:15 - 00:03:12:28
So you go storefront either individual
users customer roles or in departments.
00:03:13:17 - 00:03:16:17
So I'll take a look at in departments
as an example.
00:03:18:02 - 00:03:19:18
But so remember
00:03:19:18 - 00:03:23:07
departments are just groups of customers
that are banded together.
00:03:24:18 - 00:03:27:18
And within this section
for an individual department,
00:03:28:10 - 00:03:31:10
you see that you just have the ability
to assign an address book.
00:03:31:18 - 00:03:33:23
And what that means
is that that any customer
00:03:33:23 - 00:03:37:19
that's in that department will instantly
get access to all of the addresses in that
00:03:37:19 - 00:03:38:07
address book.
00:03:39:24 - 00:03:42:09
How that looks on the front end.
00:03:42:09 - 00:03:45:03
So if I just proceed through
00:03:45:03 - 00:03:48:02
my initial part of my check out,
just to show this,
00:03:48:02 - 00:03:50:15
the customer will have the ability
to actually search
00:03:50:15 - 00:03:53:15
through the addresses
that are available to them.
00:03:54:08 - 00:03:56:25
So you can see here
they have a little dropdown.
00:03:56:25 - 00:03:59:23
They can either see a list
of all of the addresses available to them,
00:03:59:23 - 00:04:02:23
or they can search for an address
that they want to utilize as well.
00:04:11:04 - 00:04:11:25
Okay.
00:04:11:25 - 00:04:14:25
So that's all I want to say
on address books for now.
00:04:15:03 - 00:04:17:06
The next thing is to actually start
to look
00:04:17:06 - 00:04:20:06
at sort of shipping and delivery
a bit more.
00:04:20:16 - 00:04:23:23
So shipping and delivery,
you might heard them
00:04:23:23 - 00:04:26:23
use kind of interchangeably
when we talk about Infigo.
00:04:26:27 - 00:04:30:13
That's because how you will see that in
your platform
00:04:30:13 - 00:04:32:10
will depend on the region you're in.
00:04:32:10 - 00:04:35:10
So if you're based in the UK
or based in Europe, your,
00:04:35:22 - 00:04:38:18
settings will probably have delivery
written in there.
00:04:38:18 - 00:04:41:22
However, if you're in the US,
where delivery isn't really use as much
00:04:41:22 - 00:04:46:17
as a term, shipping is what you'll see
as as the relevant settings.
00:04:48:06 - 00:04:49:09
So the first thing
00:04:49:09 - 00:04:52:23
is inbuilt delivery or shipping methods.
00:04:53:07 - 00:04:56:20
So Infigo’s inbuilt methods
provide administrators
00:04:56:20 - 00:04:59:22
with really flexible options
to define shipping costs.
00:05:00:19 - 00:05:04:04
And primarily
this is through either fixed price
00:05:04:12 - 00:05:07:12
or price by weight configurations.
00:05:07:27 - 00:05:10:04
So both of those names
are fairly self-explanatory.
00:05:10:04 - 00:05:13:04
But if I go to
00:05:13:04 - 00:05:14:29
delivery,
00:05:14:29 - 00:05:17:15
let's just go through the different
delivery options that we have available.
00:05:17:15 - 00:05:20:15
So we've got delivery settings.
00:05:23:10 - 00:05:24:17
If there's anything actually useful
00:05:24:17 - 00:05:27:17
for you in this particular one, maybe go.
00:05:29:06 - 00:05:31:04
To delivery computation.
00:05:31:04 - 00:05:34:04
So you see here that we have fixed
rate shipping.
00:05:34:07 - 00:05:35:24
We have shipping by weight.
00:05:35:24 - 00:05:38:26
And then we have a few other different
things available in here as well.
00:05:39:09 - 00:05:42:21
A few of them are sort of
standard plugins that will provide you
00:05:42:21 - 00:05:45:21
with allowing you
to connect to specific carriers.
00:05:45:28 - 00:05:47:00
And then something I'll come on
00:05:47:00 - 00:05:49:24
to a little bit is our easy post
plugin as well.
00:05:49:24 - 00:05:50:25
But I'll get to that next.
00:05:51:29 - 00:05:54:01
Just taking a look at
00:05:54:01 - 00:05:57:01
fixed rate shipping and shipping
by weight.
00:05:58:04 - 00:05:59:09
Fixed rate.
00:05:59:09 - 00:06:03:27
So basically you create a few
different categories for your shipping.
00:06:04:18 - 00:06:07:15
By default, your Antigo platform
will have a first class
00:06:07:15 - 00:06:08:19
and a second class in there.
00:06:08:19 - 00:06:11:17
Just to give you an example of it
basically.
00:06:11:17 - 00:06:13:13
And then with fixed rate shipping,
00:06:13:13 - 00:06:16:24
you're just assigning a price
next to each of those selections,
00:06:17:07 - 00:06:20:07
and it won't change
based on how much they purchase.
00:06:20:22 - 00:06:24:09
Quantity, cost, whatever else it is.
00:06:24:10 - 00:06:26:12
Fixed rate, as the name suggests.
00:06:26:12 - 00:06:29:12
So you're just assigning a price.
00:06:30:00 - 00:06:32:09
The other option,
which is a little bit more complex
00:06:32:09 - 00:06:36:15
but still quite easy to configure,
is shipping by weight.
00:06:37:05 - 00:06:40:05
So if I just go down to this section,
00:06:40:05 - 00:06:41:02
go to configure.
00:06:42:08 - 00:06:44:22
And you can see I've
put a couple of examples in there already.
00:06:44:22 - 00:06:48:14
Maybe you this storefront by the way,
might not be the tidiest you've ever seen.
00:06:48:14 - 00:06:49:15
I've just tried to enable
00:06:49:15 - 00:06:52:24
a lot of things for demonstration
purposes on this, webinar.
00:06:53:15 - 00:06:56:16
So we'll give you an understanding,
although it's not massively refined.
00:06:57:12 - 00:07:02:16
So what you'll find is that we can create
different tiers and different,
00:07:02:27 - 00:07:06:06
rates for different for different,
weight limits.
00:07:06:27 - 00:07:11:05
And if you have a weight
limit on a particular,
00:07:11:28 - 00:07:15:22
delivery option that you want to provide,
you can create a
00:07:17:02 - 00:07:17:16
like say what?
00:07:17:16 - 00:07:20:12
For example,
delivery option ship by weight.
00:07:20:12 - 00:07:23:00
You say order weight
from an order weight two.
00:07:23:00 - 00:07:27:03
And then you can say either
an absolute value for that delivery cost,
00:07:27:10 - 00:07:30:21
or you can give it a percentage
of the order subtotal
00:07:32:03 - 00:07:34:01
that will
give you it between those weight limits.
00:07:34:01 - 00:07:34:27
And then you can just
00:07:34:27 - 00:07:38:02
repeat the process and create it again
for a different weight limit.
00:07:38:18 - 00:07:41:08
So the cost would increase or decrease
00:07:41:08 - 00:07:44:08
based on the weight of the total order.
00:07:44:29 - 00:07:48:06
Now obviously this gets paired
with the fact that you have to provide
00:07:48:21 - 00:07:51:17
weight information about your products.
00:07:51:17 - 00:07:53:21
Now this is quite easy to do.
00:07:53:21 - 00:07:56:09
The first thing I'll mention
is actually getting
00:07:56:09 - 00:07:59:25
the units of your platform into,
the units that you want.
00:08:00:08 - 00:08:03:08
So there is if you type in
00:08:03:16 - 00:08:05:29
measure,
you should be able to get to either
00:08:05:29 - 00:08:07:24
measure weights or measure dimensions.
00:08:07:24 - 00:08:11:04
And that will just allow you to pick
the units that you want to utilize.
00:08:14:06 - 00:08:15:11
And then to actually assign
00:08:15:11 - 00:08:18:13
weights or dimensional information
to your actual products.
00:08:19:13 - 00:08:21:17
If we locate that product
00:08:21:17 - 00:08:24:17
in the product management,
00:08:24:18 - 00:08:27:18
go to its product variance settings,
which I'm sure
00:08:27:18 - 00:08:30:18
most of you are familiar
with by this point.
00:08:34:10 - 00:08:35:11
Scroll down a little
00:08:35:11 - 00:08:38:11
and you'll see that
we have a section for weight,
00:08:39:02 - 00:08:43:05
and then that will use that
as in the calculation for
00:08:45:03 - 00:08:46:13
for the total weight of the order,
00:08:46:13 - 00:08:50:11
and then subsequently the using pricing
delivery pricing by weight.
00:08:50:27 - 00:08:53:27
I'll take that into consideration as well.
00:08:59:25 - 00:09:02:28
Now I did mention the Easy Post plugin.
00:09:03:29 - 00:09:06:23
So the Easy Post plugin
is an additional paid module for Infigo.
00:09:06:23 - 00:09:11:06
And it streamlines
the shipping process by providing access
00:09:11:06 - 00:09:15:21
to a wide range of delivery providers
through just one single integration.
00:09:16:05 - 00:09:19:05
So rather than having all these different
00:09:19:25 - 00:09:22:06
potential providers or different methods
00:09:22:06 - 00:09:25:10
that we need to configure,
if we integrate with the easy post,
00:09:28:01 - 00:09:30:11
platform, it means that you can provide
00:09:30:11 - 00:09:33:11
multiple different carriers
using that one integration.
00:09:35:03 - 00:09:37:12
So it acts as an intermediary integrator.
00:09:37:12 - 00:09:41:06
Easy post eliminates the need to build
individual plugins for each carrier,
00:09:41:18 - 00:09:43:06
because we have them for some of these
00:09:43:06 - 00:09:46:06
by handling
all ongoing communications with them.
00:09:47:07 - 00:09:50:06
The plugin serves
two main purposes, really,
00:09:50:06 - 00:09:53:27
so it allows you to fetch
real time shipping rates
00:09:53:27 - 00:09:58:14
during the checkout process,
and that uses easy post rates API.
00:09:59:00 - 00:10:02:06
So that will take into consideration
things like
00:10:03:02 - 00:10:06:02
obviously where the shipment
is coming from, where it's going to
00:10:06:05 - 00:10:08:24
all those things will be factored in,
and then the live pricing
00:10:08:24 - 00:10:11:24
from the actual carriers themselves.
00:10:14:27 - 00:10:17:25
And it can also be used to actually
00:10:17:25 - 00:10:20:14
creating shipments with the corresponding
00:10:20:14 - 00:10:23:26
shipping labels, and that's done
via easy post shipments API.
00:10:25:00 - 00:10:25:12
So this
00:10:25:12 - 00:10:29:10
integration doesn't only simplify
obtaining shipping costs and labels,
00:10:29:10 - 00:10:32:28
but it also automatically returns
tracking details as well.
00:10:33:13 - 00:10:35:28
So that allows for sort of quicker
00:10:35:28 - 00:10:38:28
order handling and more efficient
order handling.
00:10:39:21 - 00:10:41:26
Now the actual configuration,
00:10:41:26 - 00:10:44:20
I'm not going to lie,
it can be a little bit
00:10:44:20 - 00:10:47:17
fiddly to set up to begin with,
just because there's a lot of things
00:10:47:17 - 00:10:50:21
to consider as you're
setting up your easy post configuration.
00:10:51:11 - 00:10:54:03
But if I just go to show you
the kind of settings
00:10:54:03 - 00:10:57:03
that are available.
00:10:59:08 - 00:11:00:18
So I'm just going to go configure
00:11:00:18 - 00:11:03:18
my easy post configuration.
00:11:05:25 - 00:11:08:14
Primarily
what you're doing is just feeding,
00:11:08:14 - 00:11:10:23
connection details between the two.
00:11:10:23 - 00:11:13:22
So you'll have an API key.
And you can use
00:11:13:22 - 00:11:17:03
a test environment in here as well
if you want to utilize, test,
00:11:18:05 - 00:11:18:14
then you've
00:11:18:14 - 00:11:21:26
got things such as the ability
to implement additional shipping fees.
00:11:22:09 - 00:11:25:26
You can specify whether orders
are created or labels are created
00:11:25:26 - 00:11:29:11
automatically when order is placed,
or whether to manually
00:11:30:03 - 00:11:33:10
loads of different things,
such as selecting the available providers
00:11:33:10 - 00:11:36:10
and the available rates
and all that kind of stuff.
00:11:37:29 - 00:11:40:29
How that actually applies to the end user.
00:11:41:29 - 00:11:43:16
So again, if I go and continue
00:11:43:16 - 00:11:46:16
through my checkout process.
00:11:50:03 - 00:11:51:11
It just includes it
00:11:51:11 - 00:11:55:10
within the delivery selection screen
as part of that checkout process.
00:11:55:21 - 00:11:58:09
So you see in this case
it's taking a little bit longer
00:11:58:09 - 00:12:01:09
to actually proceed to that step
as you might normally have seen.
00:12:01:10 - 00:12:04:26
And that is simply
because we're requesting that information
00:12:04:26 - 00:12:08:15
from an easy post for all of those
shipping bits of information.
00:12:09:22 - 00:12:11:07
Now, as I say, I've
00:12:11:07 - 00:12:15:02
not configured this
with a massive amount of, grace.
00:12:15:03 - 00:12:16:29
So we're seeing a lot of different options
00:12:16:29 - 00:12:19:01
available and a lot of different pricing,
00:12:19:01 - 00:12:21:12
but you can see the kind of things
that are available.
00:12:21:12 - 00:12:25:10
So I've got a few options up here,
which my basic pricing options
00:12:25:10 - 00:12:28:10
and my basic delivery,
which we discussed earlier on.
00:12:28:19 - 00:12:31:19
And then all of these subsequent ones
which have been drawn in from
00:12:32:16 - 00:12:35:16
or via easy post.
00:12:37:08 - 00:12:39:01
So for the customer, there's no change.
00:12:39:01 - 00:12:42:21
They just select the one they want to use
and proceed through the checkout process.
00:12:43:14 - 00:12:45:02
What I will do.
00:12:45:02 - 00:12:48:02
So I've completed a previous order here
00:12:48:03 - 00:12:52:17
that will actually go and send that via
the API into easy post.
00:12:53:03 - 00:12:55:27
If you configured it to do so,
it will create a label,
00:12:55:27 - 00:12:58:21
and then it will actually send
that any relevant
00:12:58:21 - 00:13:01:21
information back into Infigo as well.
00:13:01:24 - 00:13:03:25
So if I have a look at my shared
print operations,
00:13:03:25 - 00:13:05:17
which again we'll get to a bit later on.
00:13:09:03 - 00:13:12:03
Let me just go to.
00:13:13:04 - 00:13:16:04
Storefront.
00:13:19:05 - 00:13:20:12
You can see there in the status,
00:13:20:12 - 00:13:23:14
we've got entries
related to shipment created.
00:13:24:03 - 00:13:27:03
And then I've also got these
tracking numbers which have been fed back
00:13:27:03 - 00:13:30:06
into Infigo from easy post.
00:13:39:09 - 00:13:41:08
Right.
00:13:41:08 - 00:13:42:04
It's going to move on.
00:13:42:04 - 00:13:45:04
So we get through all the topics.
00:13:50:05 - 00:13:52:09
Okay,
so the next thing I want to talk about
00:13:52:09 - 00:13:57:02
is delivery restrictions
and production restrictions.
00:13:58:08 - 00:14:02:25
So. Some of you
00:14:02:25 - 00:14:06:03
may have noticed
as I was proceeding through the step
00:14:06:03 - 00:14:08:21
and again, not very gracefully configured,
but it gets the point
00:14:08:21 - 00:14:13:19
across is at the bottom here
I've got the ability to show
00:14:13:19 - 00:14:17:29
when the order is going to be, dispatched,
when it's going to be delivered.
00:14:18:16 - 00:14:20:20
You can see this
in multiple different places.
00:14:20:20 - 00:14:24:26
So from the end user side of things,
you might have a count down
00:14:24:26 - 00:14:27:01
on the actual product itself
00:14:27:01 - 00:14:30:10
to show when they need to order by for it
to be delivered by a certain date.
00:14:32:04 - 00:14:35:04
So we should be able to see that on here.
00:14:38:10 - 00:14:38:28
Or of course,
00:14:38:28 - 00:14:42:09
you want to be able to track that
within your admin side of things as well.
00:14:42:09 - 00:14:46:01
So you want to know when the package
should be dispatched by
00:14:46:03 - 00:14:48:27
and when it should be delivered by.
00:14:48:27 - 00:14:51:21
And you need to control
this kind of information via
00:14:51:21 - 00:14:54:21
these production or delivery restrictions.
00:14:55:13 - 00:14:56:23
They're both kind of similar.
00:14:56:23 - 00:14:59:28
You're giving the ability
while you're giving different
00:15:00:14 - 00:15:03:12
methods of offset essentially.
00:15:03:12 - 00:15:07:08
So you're specifying
if a certain product has a certain
00:15:07:13 - 00:15:10:11
production restriction applied,
00:15:10:11 - 00:15:13:11
maybe that product has a wait
time of three days,
00:15:13:18 - 00:15:16:16
and maybe that lead time
should not include weekends.
00:15:16:16 - 00:15:20:21
So we need to consider that automatically
so that the information that gets fed to
00:15:20:21 - 00:15:23:23
the user and gets fed into
our system is correct in terms
00:15:23:23 - 00:15:25:08
of when they can expect their order.
00:15:28:06 - 00:15:28:26
So if
00:15:28:26 - 00:15:32:10
I find one of those, let's
go to production
00:15:32:10 - 00:15:35:10
restrictions.
00:15:35:24 - 00:15:38:24
You see,
I've created a basic example here.
00:15:43:18 - 00:15:46:15
And what we're looking at
is is really quite simple.
00:15:46:15 - 00:15:50:15
So you're specifying a deadline hour
if it's a production restriction.
00:15:50:15 - 00:15:54:01
So they need to order before this time
to get the benefit of the
00:15:54:20 - 00:15:55:29
two days for example.
00:15:55:29 - 00:15:58:20
Otherwise it'll be another day. Push back.
00:15:58:20 - 00:16:01:20
And then you can specify,
00:16:02:21 - 00:16:03:25
if there's offset tiers
00:16:03:25 - 00:16:06:25
or if that certain quantity
will change the the offset.
00:16:06:26 - 00:16:09:27
Or you can specify
if certain days should not be taken
00:16:09:27 - 00:16:12:27
into consideration as well.
00:16:13:18 - 00:16:16:18
Delivery restrictions
are very very similar to this.
00:16:16:28 - 00:16:19:15
And then on both of them
you also have the can
00:16:19:15 - 00:16:22:15
the ability
to put a calendar in there as well.
00:16:22:18 - 00:16:26:05
So this is very useful
if there's additional days in which
00:16:26:13 - 00:16:28:17
either delivery or production
is not going to happen
00:16:28:17 - 00:16:30:21
and need to automatically be considered.
00:16:30:21 - 00:16:34:15
So let's say you're not working
certain holidays or something like that.
00:16:34:29 - 00:16:36:27
You can consider this.
00:16:36:27 - 00:16:39:10
Those are created very simply,
and I won't go through it
00:16:39:10 - 00:16:42:11
in detail in the Manage Calendars section.
00:16:42:11 - 00:16:45:05
And you're just selecting days
that you don't want to include.
00:16:52:06 - 00:16:52:14
Okay.
00:16:52:14 - 00:16:56:10
So where those are applied, production
restrictions are applied within
00:16:57:22 - 00:17:00:22
the products themselves.
00:17:01:04 - 00:17:02:07
Or you can apply them to a group.
00:17:02:07 - 00:17:05:07
For example.
00:17:06:06 - 00:17:06:27
So in the product
00:17:06:27 - 00:17:10:15
variance settings you can specify
the production restrictions.
00:17:11:04 - 00:17:12:13
And then the delivery restrictions
00:17:12:13 - 00:17:14:23
will be applied
on the different delivery methods.
00:17:14:23 - 00:17:16:01
Like we discussed earlier on.