Show details for Creating departments to group your customers | ID:BG_016

Creating departments to group your customers | ID:BG_016

This tutorial will cover the Departments functionality within Infigo and describe its usage. Departments are a means of grouping your users together and giving them specific pathways and capabilities when using your storefront. For example, users in a department may have access only to certain delivery or payment methods. Departments can also be used in conjunction with a feature named Access Permissions, to control access to certain products. This functionality will be covered in another tutorial.

Tutorial Video Transcript

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This tutorial

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will cover the department's functionality

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and describe
how you might go about using it.

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So departments are a means of grouping
your users together and giving them

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specific pathways and capabilities
when using your storefront.

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So, for example, users in a department

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may have access only to certain delivery
or payment methods.

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Departments can also be used
in conjunction with a feature named Access

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Permissions
to control access to certain products.

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And that functionality will be covered
in a different tutorial.

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The first thing we need to do
is to navigate to the department's screen.

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So that's found under configuration

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and departments.

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This shows us a list
of all of the departments that we have

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available in the current storefront,
of which at the moment there isn't any.

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We click on Add New Record.

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It wants a few bits of information from us

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to do with the Department.

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So primarily these first four boxes hit.

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So we have a name of the department,
a description,

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a cos code

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and a PL code.

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With those bits of information inputs,

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we can go on, insert

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and we can get to
some additional information

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for that department by clicking on this
plus icon to the left hand

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side of the entry.

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What we have available in here,

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first
and foremost, is to choose the customers

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that we want to place
within a particular department.

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So it's just a case of

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clicking on the checkbox
next to the customers

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that you want to insert at the moment.

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Of course, we only have one customer
in this storefront.

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We will be adding more in future sessions

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or scrolling a bit further down.

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You also have the ability
to select available payment methods to

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customers within this department.

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The same with shipping methods.

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And if you've got different addresses
defined,

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you can choose which addresses
that department is also able to use.

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How to actually set up

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these methods will be covered in different

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tutorial videos.

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Would you need to make sure

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that we save these changes

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so every single
one of these sections has a different

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save changes
icon that you need to be aware of

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and that is it.

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That is your department
created with a customer

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defined to that particular department

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for the purposes of this tutorial
and our continued build of our storefront.

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I'm also going to set up

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a few additional departments
which are going to help us going forward.

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So if you are working alongside these
tutorials to create a sample storefront,

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then I would recommend creating
some additional departments as well.

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So we've got one which is called

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RedCoDepartment.

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Don't worry too much about the description
cost code

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PL code, just put anything in those

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and also some similar entries

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for blue co and green co.

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There's our four departments created.

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We click on Save

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and those are now applied.

 

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