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This tutorial
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details the shared print operations tab,
where administrators,
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print operators and other approved users
can access information
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related to orders
placed on your storefront.
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Prior
to exploring the Shared Print Operations
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tab, which is in the administration area,
we're going to simulate
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placing an order on our storefront.
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So the stage I'm at here,
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I've gone to my storefront
and added something to the basket
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and we're ready to actually proceed
through our checkout process.
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If I go to checkout,
we can then specify an address.
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You can see I've got a really
realistic address put in the test here.
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We can also put in a new address,
if we like,
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which will give us these entries.
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And we have the ability to use
the same address for delivery and billing.
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Or we can utilize
different addresses for both.
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Clicking
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Continue will take you to the delivery
method screen
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that will utilize your configured delivery
methods that we've seen in a previous
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tutorial video
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and then clicking
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next again
will take you to the payment information.
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And again,
this is going to be with your already
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configured payment
methods on your particular storefront.
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In our case,
and on any default storefronts,
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it will just be the inputs of a purchase
order number.
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However,
if you've set up some additional payments
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via a plugin,
so let's say Stripe or PayPal,
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you'll get those options
appearing here as well.
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Then takes you
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to a screen to show you the order summary.
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So a subtotal of the items delivery.
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Any VAT that's been set up
which is not in this particular case.
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And then in order total,
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then all we do is hit confirm
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and we get taken to a screen
which shows us a reference number.
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And if our users logged
in, we also have the ability to see
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the additional order details
which are then
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saved to their account as well.
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Now we're going to go into the admin
area of Infigo and see what
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actually happens with that order
that's been submitted.
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So we're going to go straight
into the shared
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print operations tab,
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and the first thing we're going to do
is try and locate our job.
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So an order placed on your storefront
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could be made up
of multiple different product types.
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So we, if we recall from previous videos,
we have stock products,
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static PDF products, mega edit products.
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These
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ordered
products will be separated into tabs
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containing details
separated by product types.
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And these are these tabs
on the top of the screen here.
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So we've got variable products,
which relates
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to the products generated via
the feature editor.
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So that's slowly being phased out in
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in favor of mega edit.
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We have static products that sell static
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PDF products
that we've seen in a previous tutorial,
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Multipart products.
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So that's our custom
PDF uploads primarily.
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And then we have other orders,
which at this stage
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is just the remaining stock products.
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And then lastly, we have mega
added products, which is of course
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products generated through the mega
edit editor.
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So the order
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that we just put through
only had one stock product in it.
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So that means that particular item should
appear in the other orders section here.
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And you can see that
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in this particular case is a few orders
being put through the particular
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order that we were looking at
will be the most recent.
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So if I go back to my order screen,
for example, we can see
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that the order number was six,
seven, six one.
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We have an associated order number here,
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along with
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which customer ordered it.
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The products
that we're particularly looking at here,
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when it was ordered,
when it's due, and the type of delivery
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this is just summary information
on that particular order.
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If we want to view
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some additional information
on that particular order,
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then we can click on the plus icon
next to that particular line.
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And it will take us to some additional
details that will go through in a moment.
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So let's go
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through this screen table by table.
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So the customer table here
that shows some general details
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on the storefront customer
placing that particular order.
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Customer details
can be entered manually from this table
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if necessary.
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We have the shipping address
and we have the billing address.
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These were specified by the customer
during the checkout process.
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And again, we can source edit
these once the order has been placed.
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If we need to do so,
the next entry down is the product
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that's associated
with this particular order line.
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So this section may have a slightly
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different appearance
based on the type of product.
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So where we've just got a stock product,
so a pick and pack
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product,
there's no associated artwork with that.
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You're not going to actually need
any PDF document to give to the printer.
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So what we're actually getting information
wise from here is fairly simple.
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However, if I go to a
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different product type one,
which does require some artwork.
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So let's see if we've got another one
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put through somewhere on our
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storefronts.
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This one here, for example.
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This is a multiple product
which is part of a different order.
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However, being a multi multipart product,
there should be a PDF associated with it.
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So if I go into the details of that order
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this time we'll see
that our product section has
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some associated buttons with it
where we can download the output pdf
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if we need to do so, or
if we've lost that PDF for whatever reason
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or it's not available,
we can get it to recreate the PDF as well.
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So as you see an action,
if I click download
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PDF, it will give me the artwork
which in this case has been uploaded
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by the customer
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and that's ready for
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me to utilize.
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So we've got the contact user section
so the customer can be contacted
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from this area
either via a private message,
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so they'll be directly contacted via
a private message or via
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the email address that they've supplied
as part of their account.
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This is useful
if any additional information is required
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by the print operator
in order to carry out that particular job.
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Next down, we have shipping information.
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So delivery or shipping
details are provided in this area.
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That includes
the selected delivery method.
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It shows the item
and it shows the job weight.
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So this is obviously reliant on product
weights being specified
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as part of the product set up,
which in this case
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we don't have.
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Additionally, in here, you can get
the expected dispatch and delivery dates.
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Those are generated using information
specified on your delivery settings.
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If a tracking number is generated
or is obtained,
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the administrator or the print operator
can paste it into here
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to allow all parties
to track that particular order.
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The details
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section is an area for administrative
only notes.
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These will be saved with the order,
but generally not visible
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to the customer.
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The download section.
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So the shared print operations
automatically generate
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several documents
containing critical order based detail.
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So the default versions of these documents
are Infigo branded.
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So let's open one of these up.
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For example, the invoice.
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So they’re Infigo branded by default
and they contain
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some default and standard job information.
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It is possible to customize the content
and branding of these documents.
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Please contact Infigo
support for some assistance with this
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if you need to do so.
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Next down is the order table.
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So this is general order details,
including the storefront of origin.
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So this is worth keeping in mind actually,
that the shared print operations
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will show you the outputs from all of
the storefronts on your platform.
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So if your print operators
are accessing this,
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they may need to print jobs from
every single storefront, not just one.
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So it does combine them all.
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Hence, in the order section
it shows which storefront this came from.
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We do have the ability to enable a setting
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which limits the orders
to just this particular storefront.
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So the one that you currently logged into,
so you don't see the orders
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from additional storefronts.
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So we get to this setting
by going to the Infigo.
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Settings area,
so I can just type this in here
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in the settings.
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This screen contains
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a large amount of settings
for quite specific scenarios.
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The one I'm looking for in this particular
case is just a little bit down
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limit storefront
admins to their own storefront.
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Now before I click
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Save on this, just to see the difference
in what we're going to show.
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So for example,
when we don't have the option saved,
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we have a storefront selector
and we have the ability
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to see jobs from every storefront.
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If I go ahead and save this
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and then
go to our shared print operations,
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that option to choose between
the storefront has now disappeared,
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and the only orders
it will show me are ones from this
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particular storefront.
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It will also
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show you the payment details
and the current order status.
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These details can be manually amended
from this table
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if necessary.
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We have print locations and folders.
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So the concept of hot folders
and print locations
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is what I routing of specific jobs
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to specific locations.
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A print location by definition should be
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thought of as a separate location
where production happens.
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Hot folders are then created
and assigned to a print location
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so that you can manage
what folder jobs will be pushed into
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for that specific location.
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Now, in terms of the shared
print operation section, you can select
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from the list of print locations
or hot folders
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which an administrator
has defined elsewhere in Infigo
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and this is covered
in a different tutorial.
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And then finally
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we have the ability to change status.
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So this shows the current status of
the job that we're currently looking at.
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With the ability
to update to a new status.
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This will be used, for example,
if a job is to be marked
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as printed or to be marked as shipped.
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This may trigger additional actions
such as sending an email to the customer.
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And again, email templates are covered
in a different tutorial video.
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In addition, a history of status changes
can be reviewed.
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This allows team members
to see how a job has progressed
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throughout the system.
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So if I want to change the status
of this job, for example,
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let's say it's been packaged
and it's out the door.
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I can change that to shipped.
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You can
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see the color of that change,
the status of that's changed.
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The overall order line should change
when we refresh the page
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and we can also see the history
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of the order.
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One or two final thoughts on the shared
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print operations,
which I think you should know.
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So first of all,
we do have the ability to multi select
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order lines to change the status on mass.
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So if you don't want to go through
each one of these individually, scroll
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all the way down to that table
to change status.
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You can multi select the lines in here.
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If you want to site all entries,
you can click on that box there
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and then you have the ability to change
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status of selection.
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So for example,
if I were to change those, to shipped
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change status
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and those are now
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not appearing in that list.
00:14:19:09 - 00:14:21:22
Now, this leads me on to another point.
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It's important that I explain that once
an order has been set to shipped,
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it will still be available
on shared print operations
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until all jobs as part of that order
are set to shipped.
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At which point
the entire order will disappear.
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So you have seen here, for example,
that I just changed those to shipped.
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So that's disappeared.
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That's
because they constitute the entire order.
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This doesn't mean we can't view orders
that have already been completed.
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So we do have these filter options here
which allow us to search
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through all of the entries
within the shared print operations.
00:14:59:25 - 00:15:02:22
So, for example,
if I wanted to see details on completed
00:15:02:22 - 00:15:08:10
orders, I can look at the complete
section and the order status
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and I've got job status as well.
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Or I could say, for example,
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shipped,
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and that will show me
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the appropriate entries
and allow me to access
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the same range of information
that we could before.
