Show details for Setting up a Multi-part (or PDF Upload) Product | BG_010c

Setting up a Multi-part (or PDF Upload) Product | BG_010c

In this tutorial, we will set up a Multi Part type product. In their default and simplest form, these products are used to allow your end users to directly upload PDF artwork files against a specific product. By uploading PDF's against a specific product, you can benefit from all of the product-based features such as customised landing pages, attribute application and selection and advanced pricing capabilities. Building on this basic capability, Multi Part products have wide ranging capabilities, always allowing for the upload of PDF's, however providing additional options such as limited PDF validation, the upload of separate PDF's into a single product and much more. These extended capabilities are mostly available by writing config script and at the time of writing are not part of the core Infigo settings. We will not be focusing on these extended capabilities in this tutorial. If you require additional information, please get in touch with our Support team.

Tutorial Video Transcript

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You can search this page to find the relevant time-stamp in the video. Also, this text can be used as part of the tutorial search feature.

00:00:07:12 - 00:00:08:22
This tutorial will set up

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a multipart type product

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in a default and simplest form.

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These products are used to allow
your end users to directly upload PDF

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artwork files against a specific product,

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by uploading PDFs
against a specific product.

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You can benefit from all of the product
based features.

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This is things such as customize landing
pages, attribute

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application and selection,
and advanced pricing capabilities.

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Building on this basic capability,

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multi-part products have a wide ranging

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set of capabilities,
always allowing the upload of PDFs.

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However, providing additional options
such as limited PDF validation,

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the upload of separate PDFs
into a single product, and much more.

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These extended capabilities
are mostly available by writing

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config script, and at the time of writing
are not part of the core.

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Infigo set of user interface settings.

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We will not be

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focusing on these extended
capabilities in this tutorial.

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If you require additional information,
please get in touch with our support team.

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So we're going to start off
by creating a new multi-part product.

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We'll do this just by navigating
to our product management screen.

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And then we're going

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to go to add a new product.

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Give that product a name

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and make sure that you've selected
Multi-part from the dropdown.

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If you can't see multipart,
then you may need to activate it

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on your particular storefront.

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There's a separate tutorial on this,
but you can just navigate to the admin

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area settings and enable
the multipart product

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type.

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For products now created.

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And I'm just going to straightaway
go to View Product page.

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This will take us to our product
on the front end of our storefront.

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So we can view it
as our users would view it.

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Remember you will need to be logged in

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as or impersonating
a storefront administrator to do this.

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Platform administrators
will not be able to view the front end

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of a particular storefront.

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We'll click on start
to launch the interface

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for the multipart product.

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What we can see

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here is the default multipart
product editor.

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It contains several distinct areas.

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We have a selected options area
over on the left hand side,

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which shows our requested
quantity of the product.

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We have a number of uploads area.

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This is informing our use of how
many files are expecting to be uploaded,

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and we have the actual upload area itself,

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which can either be clicked
to launch a file browser,

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or files can be drag and dropped into it.

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When a file has been uploaded,
the user, as you saw

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then, will be presented
with a progress bar.

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Once uploaded, a preview of the first page

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of the uploaded file
will be displayed to the user.

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Users can then proceed to the next step,
where they'll first be able

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to preview the full PDF
and then add the products

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to their basket.

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Now, as mentioned earlier,
there are many additional

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configuration options available
within the multipart product type,

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and this is via the config script.

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There are, however,
a few additional pieces of functionality

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which can be made available

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as part of the multipart window
without any additional scripting.

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And we'll take a look at enabling these,
which consists of,

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so you can display selected
attributes and attributes of things

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such as materials,
finish size, that kind of thing.

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We can provide a

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downloadable PDF
template for our customers,

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and we can add some upload instructions
to ensure that the files that you receive

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as part of the order are correct.

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So to begin,

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I'm going to go back to the back
end of this product

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and navigate to its product
variant settings.

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So we'll start off with the ability

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to download a sample file,
which might be something like a die line

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or some additional instructions,
or a template.

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So on the product variant screen
under the info tab

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and scroll
all the way down to downloadable product

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that reveals a few extra options.

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I can go has sample download file,

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Then I can upload the file that I want
our customers to be able to download.

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Once that's done, make sure

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that you actually save the page.

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Now next we'll add

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some attributes to the product
which will be displayed

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on the selected options

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section of the multipart product page.

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Now, if you're following
one of our learning pathways

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you may not have come across
attributes yet.

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This is covered at a later date.

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Alternatively, there are a number
of resources available on the Indigo

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Academy covering creating attributes
and placing them into your products.

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As a reminder, attributes are selections
that you give to your users

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to define the specification of a product
so they could be, for example,

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materials, stock size, finish, color,

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whatever you need.

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We're going to start off
by clicking on the attributes tab.

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Go to Add View record.

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And in this example I'm going to add
several

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example attributes which have already been
configured on this storefront.

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Now you will not be able
to replicate this step

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if you've not yet configured
any attributes,

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and will not be creating the attributes.

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As part of this tutorial.

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And again, make sure you save.

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Now finally,
we're going to take a look at adding

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some upload requirements
to our multi-part product window.

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Now this allows us to define text, imagery
and more with the aim of informing users

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of the requirements of any uploaded file.

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When we get to this
by going on the multipart config,

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this will take us specifically
to the settings of our multi-part product.

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What we're going to do is input text
into the upload requirements section.

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Now, by
default, this is a rich text editor

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where text can be directly
input and formatted.

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As with many areas in Infigo,
content can be displayed into this field

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directly as HTML
using the code editor, or via

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the use of our content template
functionality.

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Now, before we leave this page,

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I'm just going to draw your attention
to this custom script section here.

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The more advanced features available
using the multipart products

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that I've mentioned a few times and are
not covered in this tutorial specifically,

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are enabled by writing script
config into this custom

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script area.

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Okay, so let's go ahead and click on Save.

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Then I'm going to navigate
back to our product

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to see these changes.

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So based on our changes
we can now see several

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new pieces of information available
as part of the multipart product editor.

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So our selected options area now contains
details of our selected attributes.

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A sample

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PDF download is available on the top
right of the screen,

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which will just directly allow us
to download that file we uploaded.

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And then we see

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a new section has been introduced
in yellow on the bottom left.

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And this contains the upload requirements
that we've input for the product.

 

Incomplete
Step by Step Guide

Setting up a basic Multi Part Product (for accepting PDF uploads) | BG_010c

In this tutorial, we will set up a Multi Part type product.

In their default and simplest form, these products are used to allow your end users to directly upload PDF artwork files against a specific product. By uploading PDF's against a specific product, you can benefit from all of the product-based features such as customised landing pages, attribute application and selection and advanced pricing capabilities.

Building on this basic capability, Multi Part products have wide ranging capabilities, always allowing for the upload of PDF's, however providing additional options such as limited PDF validation, the upload of separate PDF's into a single product and much more. These extended capabilities are mostly available by writing config script and at the time of writing are not part of the core Infigo settings.

We will not be focusing on these extended capabilities in this tutorial. If you require additional information, please get in touch with our Support team.

Creation Date: Jul 02, 2024
Created By: Sam Webster

1. We will begin by creating a new Multi Part product. Navigate to Product Management.

This is found under Catalogue > Products > Product Management

We will begin by creating a new Multi Part product. Navigate to Product Management.

2. Click on Add new

Click on Add new

3. Enter a name for your product and select Multi Part from the Product type dropdown.

Please note, if you cannot access Multi part from this list, you may need to enable the product type from the "Admin Area Settings" screen.

Enter a name for your product and select Multi Part from the Product type dropdown.

4. Click on Create

Click on Create

5. Click on View product page

This will take us to our product on the front end of our Storefront so we can view it as our users would.

Remember, you will need to be logged in as (or impersonating) a Storefront administrator to do this. Platform administrators will not be able to view the front end of a particular storefront.

Click on View product page

6. Click on Start

This will launch the upload interface for the Multipart product.

Click on Start

7. The default Multi part product editor

Here we see the default Multi part product editor. It contains several distinct areas:

  • A "Selected Options" area which shows our requested quantity of the product

  • A number of uploads area, informing our user of how many files they are expected to upload

  • An upload area which can either be clicked to launch a file browser, or files can be drag and dropped into it.

The default Multi part product editor

8. When a file is being uploaded, the user will be presented with a progress bar.

When a file is being uploaded, the user will be presented with a progress bar.

9. Once uploaded, a preview of the first page of the uploaded file will be displayed to the user.

Once uploaded, a preview of the first page of the uploaded file will be displayed to the user.

10. Users can then proceed to the next step, where they are first able to preview the full PDF then add the product to their basket.

As mentioned earlier, there are many additional configuration options available with the Multipart product type, via the config script.

There are however a few additional pieces of functionality which can be made available as part of the Multipart window without any scripting. We will take a look at enabling these, which consists of:

  • Displaying selected attributes (such as material and finish)

  • Providing a downloadable PDF template for customers

  • Adding instructions, to ensure the files you receive as part of an order are correct.

Users can then proceed to the next step, where they are first able to preview the full PDF then add the product to their basket.

11. To begin, navigate to the Product variants settings of your product

To begin, navigate to the Product variants settings of your product

12. Click on Edit

Click on Edit

13. Enable and upload a sample download file

Here will will enable a downloadable file, which our users will be able to obtain. This is useful if you need to provide a template for your customers to use. This can save a lot of time in the long run, as providing a template could vastly reduce the amount of unusable file uploads received.

Click Downloadable product

Then enable Has sample download file

Then upload a file into the Upload file section

Make sure to save the page.

Enable and upload a sample download file

14. Next we will add some attributes to the product, which will be displayed of the Selected Options section of the multipart product page.

If you are following one of our learning pathways, you may not have come across Attributes yet. This is covered at a later date. Alternatively, there are a number of resources available on the Infigo Academy covering creating attributes and placing them into products.

As a reminder, attributes are selections you give to your users to define the specification of a product. This could be, for example, material, stock, size, finish, colour, etc.

Next we will add some attributes to the product, which will be displayed of the Selected Options section of the multipart product page.

15. For this example, I will add several sample attributes which have already been configured on this Storefront

You will not be able to replicate this step if you have not yet configured any product attributes. We will not be doing this as part of this tutorial.

For this example, I will add several sample attributes which have already been configured on this Storefront

16. Click on Multi Part config

Finally, we will take a look at adding some upload requirements to our Multi part product window.

This allows us to define text, imagery and more with the aim of informing users of the requirements of any uploaded file.

Click on Multi Part config

17. Input text into the Upload Requirements section

By default, this is a Rich Editor, where text can be directly input or formatted.

As with many input areas in Infigo, content can also be added into this field directly as HTML or via the use of our Content Template functionality.

Input text into the Upload Requirements section

18. Custom Script

The more advanced features available using the Multi part product, which are not covered in this tutorial, are enabled by writing script config into the Custom Script area.

Custom Script

19. Click on Save

Click on Save

20. Navigate back to the product to see the changes

Based on our changes, we can now see several new pieces of information available as part of the multi part product editor.

  • Our selected options area now contains details of the selected attributes

  • A sample download PDF is available at the top right of the screen

  • A new section has been introduced in yellow, containing the upload requirements input for the product.

Navigate back to the product to see the changes

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Alternate Search Phrases

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