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In this tutorial, we'll
take a look at a section within the Infigo
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software aimed at allowing the print team
to effectively process placed orders.
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As we'll see, this is a platform level
ability, giving your team
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the ability to download artwork,
change statuses,
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modify addresses and more.
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So we're going to do first navigate
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to the shared print operations section.
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So the first thing to note is that jobs
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within shared print operations are split
by type of product.
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So across the top of the screen,
you'll see a range of tabs.
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Each of these tabs relates to a different
type of product within Infigo..
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with a few of the product types
grouped together,
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I'm going to go ahead and navigate
to the static products tab,
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which will show me all of the static PDF
jobs that have been placed.
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So within each of these tabs,
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you can search for a particular job
by a vast array of parameters.
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So you can do that using this input
box here.
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Your print team can also update the
status of your jobs en masse if necessary.
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And this is just a case of selecting
the jobs that you want to change
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and selecting the status
that you want to change them to.
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The next section down is filtering,
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so this section allows the filtering
of currently displayed jobs.
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This can be done by or the status,
job status and more by default.
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Jobs from all storefronts on your platform
will be shown on this screen.
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The filtering tool can be used to refine
this to a single storefront if necessary.
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So working at an
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individual job
here, click on the plus icon
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to see additional details about the job.
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So the expanded job will show you
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a lot of information
related to that particular job.
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Much of this information is editable from
within this window, such as addresses.
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Let's take a look at some of the more
critical elements of this screen.
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So scrolling down,
first of all, to product.
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This is the area where a team member
can manually obtain the artwork
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associated with the job.
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This applies to product types, which is
mega edit, static PDF or multipart.
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Of course, it won't apply to things
like stock product
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where an artwork is not necessary.
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So you can see here I've got a button
to directly download the output
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scroll and a bit
further down we have shipping information.
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The print team can review
much of the shipping information,
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but unlike the sales team are unable
to modify it.
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The print team can input a tracking number
for the job
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should that become available.
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Moving a little bit
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further on to the details section.
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So as with the sales team,
the print team can see any notes
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associated with that order
from within shared print operations.
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Additional notes can be added,
but these will not be immediately
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visible to the customer.
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Scrolling down
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a bit further,
let's have a look at change status.
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So this section allows your team
to review the status change
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history of a job.
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Status can also be changed
for this individual job.
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From this section
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next to the
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change status is print locations
and hot folders.
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Jobs can be automatically directed
to folders.
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Information on the selected
hot folder will be displayed here.
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In addition,
should you wish to change the jobs
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folder, this can be manually specified
from within here.
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The next tutorial in this series covers
hot folders in a little bit more detail
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and there's much greater detail
in a set of tutorials
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available on the Infigo Academy.
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So finally, a note on completed jobs.
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So completed jobs such as this one here
which has been shipped
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and is turned
green, will remain in this list
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until other jobs from that order
ID have also been completed.
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so this could mean that there's other jobs
in other tabs with the order ID 8447.
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This line will only disappear
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once all of those jobs, even in the other
tabs, have also been completed.
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Once all
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completed, jobs will no longer be visible
in the default view,
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but can still be viewed
by changing the order status filter.
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So you can see by default
this is set to open.
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I can change this to complete
to show completed jobs.