Product Management

The Product Management screen allows you to manage the entire catalogue of products within an Infigo storefront.

It allows a range of capabilities such as the updating and maintenance of exiting products, along with the ability to create new products and duplicate existing catalogue content.

At the time of creating this content, we are on the cusp of introducing an updated UI for Product Management. Whilst the main functionality will remain the same, we're completely refactoring the Product Management page, delivering a fresh design and several new features to enhance usability.

Key updates include:

• The addition of an advanced search feature with filters for product type, tags, categories, and more, enabling more specific product searches.
• Users can now perform bulk actions like publishing, unpublishing, deleting, and exporting products in XML or Excel formats.
• Streamlined the interface by combining buttons and improving iconography for better readability, as well as adding pagination details for a more seamless navigation experience. 

Creating Products

Create products from the Product Managements screen. You can select the type of product you wish to create as part of the creation wizard. If any additional files or information are expected with that product type, you will be prompted to (optionally) upload it.

Once created, you will have access to the product details page for that product, allowing you to specify details such as landing page information, pricing, categories and more.

Each product type will share many common configuration settings, however there are some settings which are type specific.

Commonalities of all Product Types

Regardless of the product type selected, each will allow configuration of:

• Pricing
• Landing page content
• Product attributes (for example; material, size or finish)
• Related, required or cross-sell products
• Associated categories
• SEO
• Tax
• Inventory
• Discounts
• Weight and dimensional information
• Product tags

And more...

Tutorial resources on some of these topics can be found using the following the links below. Pricing, categories and attributes are covered further down this page.

Differences Between Product Types

With a few exceptions, product type specific settings are accessed on separate configuration screens. When viewing the product details page, this can be accessed from icons located on the top right.

Basic pricing is the most straightforward method of applying prices to products in Infigo. In this setup, you manually enter a product price within the Product Variant settings. Three key fields exist for basic pricing:

1. Price: This is the default price for the product.
2. Old Price: Used to display a previous price next to the current price, ideal for showcasing discounts or promotional pricing.
3. Product Cost: This represents the manufacturing cost or component costs of the product, useful for internal tracking or reporting but typically not displayed to the customer.

Additionally, Special Price allows you to apply temporary discounts by setting start and end dates for promotional periods. The system also provides other options, such as disabling purchases, hiding the price (requiring customers to contact you for pricing), or allowing customers to enter their own price. This pricing model works well for simple products where price variability based on conditions is not required.

Tiered Pricing enables price adjustments based on the quantity ordered, allowing for volume-based discounts. This structure encourages larger orders by reducing the price per unit as quantities increase. Tiered pricing is configured in the Product Variants section by adding tier pricing records. Here are the key elements of tiered pricing:

1. Quantity-based Discounts: You specify different prices based on the number of units purchased. For example, the price for 1-99 units could be $10 per unit, while 100-499 units might be $8 per unit, and so on.
2. Role-Based Pricing: You can create different pricing tiers for various customer roles (e.g., wholesale customers vs. retail customers).
3. Display Options: The price can be shown as per unit or as a total order price, depending on how you want customers to view the pricing.
4. Advanced Configurations:
   • Spread amount across tiers: This option averages the cost across different pricing tiers, useful when orders cross multiple tiers.
   • Interpolate price based on tiers: This calculates the price by drawing a linear relationship between different price tiers, allowing for a smooth price transition as order quantities increase.
5. Quantity Dropdown Pricing: Instead of allowing users to enter any quantity, this feature limits customers to selecting predefined quantities (e.g., 50, 100, 500) based on your tier settings, simplifying the buying process.

Tiered pricing is an effective strategy when you want to incentivize bulk purchases while maintaining flexibility for different customer segments.

Pricing Scripts are one of the most powerful tools for customizing product pricing in Infigo. These scripts allow you to define pricing rules based on product attributes, quantities, and combinations of other factors, offering a flexible solution for more complex pricing models that cannot be handled with basic or tiered pricing alone. Infigo’s generic pricing script covers the majority of use cases, although custom scripts can be created for specific business needs. Here’s a breakdown of how pricing scripts work:

Key Features of Pricing Scripts:

1. Attribute-Based Pricing:
   Pricing scripts are highly customizable and respond to variations in product attributes. For example, a product could have attributes such as size, material, or color. The script adjusts pricing based on the specific combination of attributes a customer selects. This means, for example, that a larger size or premium material could result in a higher price being displayed automatically.

2. CSV Integration:
   The pricing rules for products are typically managed via a CSV file that is uploaded to the system. This file contains rows with different attribute combinations and their corresponding prices. In this way, you can set a unique price for every possible combination of product attributes.

   A CSV might have columns for "Attribute A," "Attribute B," "Quantity," and "Price." If a customer selects Attribute A as "Large" and Attribute B as "Red," the script pulls the corresponding price from the CSV file. This allows for highly detailed and scalable pricing logic without manual intervention.

3. Tiered Pricing Support:
   Pricing scripts can also manage tiered pricing, similar to the tiered pricing system available without scripts. The difference here is that tier pricing within a script is applied based on both product attributes and quantities. For example, if a customer selects a premium material and orders a high quantity, a pricing script can apply a discount that takes both factors into account.

4. Error Handling:
   If a product’s attributes do not match any of the combinations listed in the CSV, the script returns a default price (often a large or obvious amount) to signal that something went wrong. This default value indicates that no valid price was found for the selected configuration, alerting both the customer and the admin to check the setup.

How to Use Pricing Scripts:

1. Attaching a Pricing Script to a Product:
   First, navigate to the Product Variants section of the product you wish to configure. You can activate a pricing script by attaching it in the Info tab of the product variant settings. Select the generic pricing script from the dropdown list, save the changes, and additional configuration options will appear.

2. Configuring the Script:
   The configuration box allows you to further tailor the pricing script to suit your product's needs. For most use cases, the default settings of the generic script are sufficient, but you can override these by editing specific sections of the script, such as:

   • File Path: This points to the CSV file containing all the relevant pricing data.
   • Quantity Columns: Specify which column in the CSV holds quantity data to enable quantity-based pricing.
   • Attribute Columns: Define which product attributes the script should use to determine pricing.

3. Uploading CSV Data:
   The CSV file needs to be uploaded into Infigo’s Global Additional Data section, and it must be formatted with relevant combinations of attributes and prices. For example, if a product has three attributes (size, color, material), the CSV would have columns like "Size," "Color," "Material," "Quantity," and "Price."

   You can also split large CSV files into smaller sub-files for better performance, especially if your product has many possible configurations (e.g., thousands of combinations of size, color, and material). These files are then uploaded into a dedicated subdirectory to ensure quicker access.

4. Testing the Script:
   Once the CSV is uploaded and the script is attached, you can test it by running the product in Test Mode within the admin panel. This allows you to verify that the pricing works correctly and provides debugging information if there are any issues with the configuration.

Advantages of Pricing Scripts:

• Flexibility: Pricing scripts offer unparalleled flexibility by allowing you to set prices based on combinations of product attributes, quantities, and other factors. You can adapt pricing based on your business logic without manually adjusting prices for each product configuration.
• Scalability: Since pricing rules are managed through CSV files, updating prices is as simple as uploading a new CSV. This is particularly useful if you have a product with hundreds or thousands of combinations, as changes can be made efficiently in bulk.
• Customizable Logic: Beyond basic attribute-based pricing, you can create advanced logic that offers discounts for bulk purchases, applies time-sensitive pricing, or even adjusts prices based on customer roles.

When to Use Pricing Scripts:

• Highly Configurable Products: When your products have many variants, such as different sizes, materials, or custom options, pricing scripts allow you to handle this complexity efficiently.
• Dynamic Pricing Needs: If your pricing needs to be highly responsive to changing factors like customer behavior, order quantity, or special configurations, pricing scripts provide the flexibility to handle these variations.
• Large Product Catalogs: Managing large catalogs with various configurations can be time-consuming. Pricing scripts streamline the process by automating how different combinations are priced.

By leveraging pricing scripts, you can ensure your Infigo storefront offers dynamic, flexible pricing options while maintaining accuracy and scalability for complex product configurations.

Below are some examples of other pricing which can be applied at a product level

• Sliding Cost Adjustments: Infigo supports pricing that dynamically adjusts based on changing factors, like a cost calculator that increases or decreases price based on input (e.g., weight, dimensions, or additional services).
• Customer-Specific Pricing: For B2B setups or large clients, you can create custom pricing tailored to specific customer accounts or roles, ensuring they get special rates or discounts.
• Disabled Purchase: You can prevent customers from purchasing directly by disabling the “Buy” button. This is useful when a product is out of stock or requires special handling. Instead of showing a price, the system can require the customer to contact you for more information.
• Attribute Price Adjustment: Change the price displayed to the end user based on the selection of an attribute. This can be as a percentage or absolute value.
• Delivery Price Alterations: On a product level, a separate delivery price can be applied.

A Static PDF product in Infigo allows administrators to upload a non-editable PDF to the storefront, which can be viewed and ordered by users. These products are useful for items that do not require customization, such as pre-branded letterheads, brochures, or booklets. Once uploaded, the content of the PDF remains fixed, meaning users can select quantities but cannot alter the design or content. This setup makes Static PDFs ideal for standardized documents that remain the same across orders, simplifying the ordering process for both the storefront and the end user.

Setting up a Static PDF product involves creating a new product in the catalog, selecting the Static PDF option, and uploading the desired PDF file. Infigo offers different preview options, such as a flipbook view for multi-page PDFs, enhancing the customer’s experience. As with other products, administrators can still manage pricing, stock, and delivery details through product variants, allowing for easy product management without compromising the static nature of the document.

The batch tool within your Product Management screen allows us to create or update products in our catalogue in large quantities.

This tool allows us to download our entire catalogue in spreadsheet format, make amendments and then re-upload it to our system.

The spreadsheet contains columns for many of the data inputs available on the product landing page, including descriptions, basic pricing, stock levels and much more.

Amend products by simply modifying the correct row (do not amend the ProductID column, which is the unique identifier)

Add new products by adding information into a new row but leaving the ProductID column blank. When imported an ID will be created and assigned.

When necessary, additional specific columns can be added to the spreadsheet, allowing you to directly upload files and other information to your products on a large scale. This includes files for the purposes of:

• Static PDFs
• Product images
• Product attributes
• MEX files (for MegaEdit products)
• PDFs for the "Downloadable Product" settings
• PDF's for the "Sample Download" settings

Examples of configuring these features can be seen in the tutorials below.

Product Attributes in Infigo allow you to add customizable options to your products, enhancing the user experience by giving customers more control over their purchases. Attributes are essential in web-to-print or e-commerce environments because they enable the presentation of options like size, color, finish, or even allowing file uploads (for example, artwork).

By setting up product attributes, you can allow customers to tailor their orders according to specific requirements, and even adjust prices based on their selections.

Attributes are highly flexible and can be used to:

• Offer Choices: Provide multiple options for a single product.
• Customize Pricing: Prices can change depending on attribute selections (e.g., adding lamination or selecting premium colors could increase the price).
• Simplify Order Management: By adding attributes, printers or sellers can easily identify specific customizations that need to be applied to an order.

Different Types of Product Attributes

Product attributes in Infigo can take on many forms depending on what information you want to collect from customers. These include:

• Dropdown Lists: Customers select a single option from a list (e.g., choose a size: small, medium, large).
• Radio Buttons: Allows for easy selection of one attribute out of several (e.g., choose color: red, blue, green).
• Checkboxes: Customers can select multiple options at once (e.g., select extra features like lamination or UV coating).
• Text Inputs: Can be single or multi-line text boxes, allowing customers to input custom information.
• File Uploads: Perfect for scenarios where customers need to upload artwork, media files, or other documents. Supported file formats include JPG, PNG, PDF, and more.

Attribute Combinations: A Step Further in Customization

Attribute Combinations come into play when you need to manage stock levels, SKUs, or images based on specific combinations of attributes. This is particularly useful in situations where each combination of attributes (such as size and color) requires its own inventory or has its own SKU.

For example:

• A T-shirt available in red and blue may come in small, medium, and large sizes. Each color and size combination might have different stock levels, and some colors or sizes might be more expensive.
• You can associate different product images with each combination (e.g., show a picture of the red T-shirt when "red" is selected).

By utilizing product attributes and attribute combinations, you can create an engaging and dynamic storefront that caters to your customers' customization needs while maintaining precise control over product variations, stock levels, and pricing.