Infigo Academy webinar | Ecommerce Configuration with Infigo
October's Infigo Academy webinar is titled "E-commerce Configuration with Infigo." This session is tailored to help you harness the full potential of Infigo's robust e-commerce features, ensuring your web-to-print business runs smoothly and efficiently.
The Fundamental Delivery & Shipping Capabilities
Address Books
Address Books in Infigo are a powerful feature that allows you to efficiently manage a large number of addresses on your storefronts. You can add numerous addresses to different Address Books and associate them with specific users or groups, such as departments or customer roles. This setup ensures that customers have access only to the addresses you grant them, with the option for them to modify certain parts of those addresses if permitted. During the checkout process, customers can easily search and select from the addresses available to them, thanks to comprehensive search and selection tools integrated into the system.
In-Built Delivery/Shipping Methods
Infigo's inbuilt delivery/shipping methods provide administrators with flexible options to define shipping costs through either fixed price or price by weight configurations. The fixed price method allows for setting a flat shipping fee for each delivery method, offering simplicity and consistency in shipping charges regardless of order specifics. On the other hand, the price by weight option enables the creation of weight tiers based on the total weight of the products in an order, with corresponding shipping costs for each tier. This method requires that all relevant products have assigned weights to accurately calculate shipping fees.
Easypost Plugin
The Easypost plugin is an additional paid module for Infigo that streamlines shipping processes by providing access to a wide range of delivery providers through a single integration. Acting as an intermediary integrator, Easypost eliminates the need to build individual plugins for each carrier by handling all ongoing communications with them. The plugin serves two main purposes: fetching real-time shipping rates during the checkout process using Easypost's Rates API, and creating shipments with corresponding shipping labels via the Shipments API. This integration not only simplifies obtaining shipping costs and labels but also automatically returns tracking details, allowing for quicker and easier package handling.
Other Delivery/Shipping Plugins
Infigo offers a variety of external plugins that enhance shipping and delivery capabilities beyond fixed price and weight-based pricing. These plugins connect to global shipping and delivery companies, allowing storefront administrators to integrate their services directly into the platform. Thiese integrations enables features such as real-time shipping rates, tracking capabilities, and enhanced delivery options tailored to customer needs. By leveraging these plugins, businesses can expand their logistics capabilities and improve the overall customer experience during the checkout process.
Production Restrictions
Production restrictions are used to manage the time and availability for product production by specifying when production can occur and how long it will take. These restrictions can be set globally for either individual product variants or entire product groups. Key configurations include setting deadlines for order execution, adjusting production times based on order quantities, and defining specific days, such as weekends or holidays, when production cannot take place. This ensures accurate delivery estimates and efficient scheduling by excluding non-working days or machine downtime from the production timeline.
Delivery / Shipping Restrictions
Delivery or shipping restrictions allow businesses to control which countries can use specific shipping methods and calculate delivery times from the completion of production. Through the country restrictions feature, businesses can restrict shipping methods to certain regions by selecting available or unavailable options for each country. Additionally, shipping restrictions help define how long it will take for an order to be delivered, factoring in specific days to skip (e.g., weekends or public holidays) and utilizing custom calendars to account for non-operational days. These restrictions ensure accurate delivery estimates based on regional and logistical limitations.
Defining Weights and Measures on Products
In Infigo, managing weights and dimensions is essential for ensuring accurate shipping and product details. Users can configure weight and dimensional units at both the storefront and platform levels, allowing for consistency across multiple storefronts. These settings can be applied to individual products, with weight being a single input and dimensions broken down into length, width, and height. Properly setting these units ensures that shipping calculations are accurate, streamlining logistics and product management within the platform.
Shipping Misc
The content above only constitutes some of the more featured-filled elements of delivery and shipping within Infigo. There are a wide selection of additional, smaller features which are used by smaller subsets of customers, but which could be exactly what you're looking for!
Search for your requirements in the Infigo Academy and see what you can discover!
Configuring Payment Options and Taxation
Basic Taxation
Infigo’s tax capabilities allow for comprehensive management of taxes across multiple storefronts via global and individual platform settings. Administrators can create and adjust tax categories, configure fixed tax rates, and apply these taxes to both products and delivery charges. VAT can be applied to individual products, product groups, and deliveries. Additional settings let users control whether prices include tax, how taxes are displayed during checkout, and if delivery and payment method fees are taxable. The system supports EU VAT and allows customization of tax calculations based on shipping, billing, or default addresses, offering flexibility for different tax scenarios.
Tax Plugins
Avatax Plugin Summary:
The Avatax plugin, developed by Avalara, integrates seamlessly with Infigo to automate sales tax calculations. Once connected, the plugin pulls tax data from the user's Avatax account, requiring the input of credentials like the account ID and license key. Avatax provides real-time tax calculations based on transaction details, such as shipping addresses, product information, and freight costs. The plugin can be set as the primary tax provider, ensuring that taxes are calculated accurately across multiple products and transactions. Additionally, it supports sandbox testing for configuration and offers fallback settings, such as default tax rates, if Avatax data is unavailable.
TaxJar Plugin Summary:
The TaxJar plugin for Infigo enables the calculation of sales taxes during the ordering process, particularly for regions with complex tax regulations like the U.S. It integrates with TaxJar’s API to calculate tax rates based on customer addresses, including specific states, cities, and street locations. Users need the professional version of TaxJar, which includes API access for real-time tax lookups. The plugin supports multiple countries, such as the EU, Canada, Australia, the U.S., and the UK. Tax categories must be assigned to products in Infigo for accurate tax calculation, and users can simulate orders from different locations to verify tax rates.
Core Payment Options
Infigo's core payment methods, which do not require integration with third-party systems, include options such as purchase order, cash on delivery, check/money order, and no payment. The purchase order option allows customers to place an order by entering a reference number, making it useful for businesses that bill customers later. Cash on delivery enables payment upon receipt of goods, while check/money order lets customers pay manually via traditional mail. The no payment option is useful for situations where no monetary transaction is required, such as promotional orders or testing purposes. These options provide simple, manual methods for managing payments without external systems.
Payment Plugins
Infigo supports a variety of payment plugins that connect to third-party providers such as Stripe, PayPal, Authorize.net, and PayGate, allowing businesses to offer secure and reliable online payment options. These plugins enable customers to pay via credit cards, digital wallets, or other methods depending on the provider. To use these plugins, businesses must connect their existing accounts with the third-party services by entering API keys, authentication details, or linking the account directly during configuration. Each plugin may have unique setup requirements, such as specifying account credentials or configuring payment rules, but they all provide seamless integration for processing payments securely through the provider.
Payment Misc
The content above covers the most popular and feature-rich payment methods available within Infigo. However, there are a variety of additional, smaller payment features that may be ideal for specific use cases or smaller customer subsets. These miscellaneous payment options provide further flexibility and customization, ensuring that whatever your unique payment requirements, Infigo has tools that might be exactly what you're looking for!
Search for your requirements in the Infigo Academy and see what you can discover!
Configuring Email Accounts and Templates
Email Accounts
Infigo allows users to set up email accounts at both the platform level, for use across all storefronts, or at the storefront level for individual use. To configure a new email account, users need to provide several key details, including the email address, display name, mail server hostname or IP address, port number (587, 465, or 25), and authentication credentials (username and password from the email provider). Additionally, users can enable SSL for secure communication. Once the account is set up, Infigo offers a test email feature to ensure correct configuration. If issues arise, users are advised to test the SMTP connection before seeking support.
Email Message Templates
Email message templates in Infigo allow businesses to automate email communications at different stages of the order and fulfillment process. These templates can be customized for various triggers, such as order confirmations or shipment notifications. Users can edit the content of these templates using either HTML or Infigo’s content template functionality, which simplifies the creation of dynamic email content. Templates can include tokens that automatically insert information like customer names or order details, ensuring personalized and accurate messages. Once configured, templates can be tested to ensure they function correctly, and multiple versions can be tailored for different audiences using Chameleon groups.
Message Queue
The message queue in Infigo provides an overview of all emails sent from the platform, allowing users to monitor email activity. It displays details such as the content of the emails, their submission times, and when they were successfully sent. The message queue is useful for troubleshooting failed emails, as it defaults to showing emails that did not send but also allows viewing of successful emails. Users can edit the content of emails, requeue them for sending if necessary, and review dynamic placeholders which are replaced with actual data when the email is sent. This functionality ensures smooth email communication and offers flexibility in managing outgoing messages.
Managing Jobs Using Shared Print Operations and Hot Folders
Shared Print Operations
The Shared Print Operations (SPO) tab in Infigo provides administrators, print operators, and other authorized users with access to comprehensive information on all orders placed across multiple storefronts. It allows users to track the status of orders, view customer and product details, download associated files like artwork or invoices, and manage shipping information. The SPO feature helps streamline production by enabling operators to update job statuses, route orders to specific print locations, and even communicate directly with customers for additional details. It also offers filtering options to search for active or completed orders, ensuring efficient order management from creation to shipment.
Infigo Sync and Hot Folders
Infigo Sync and Hot Folders provide an automated way to manage and download job outputs from your storefront to your local machine, streamlining production workflows. A print location serves as the central point where jobs are sent, and hot folders are digital containers within these print locations, designed to hold specific job outputs like PDFs, job tickets, or XML files. Infigo Sync, a Windows service, downloads files from these hot folders directly to your local system, and each print location can be configured to route jobs to different hot folders based on mapping criteria such as product tags or categories. This setup allows for efficient management and automation of print jobs, especially when dealing with multiple storefronts and complex workflows.
Sales Pages
The Sales Orders screen in Infigo allows team members to efficiently manage all orders placed on a storefront. This screen provides an overview of all orders in a summary table, with options to filter and search for specific orders. Clicking on a specific order brings up detailed information, including tabs for viewing or editing order info, billing and delivery details, tracking numbers, and order products. The screen also provides options to download invoices and packing slips, change order statuses, issue refunds, and add custom order notes, which can be made visible to the customer. This comprehensive management tool ensures efficient order processing and customer communication.
An Introduction to Connect MIS Plugins.
MIS Plugins (Connect Plugins)
Infigo can provide purpose-built plugins for a wide variety of the major MIS platforms, providing a direct integration and hugely simplifying your workflow.
For those using an MIS we do not have a bespoke integration for, we have Connect: Flow. This is our general plugin, allowing you to send data in a customised format, via our API, that is recognised by your utilised software.
Other
Adding Scripts to Pages
This describes how to apply scripts to run on all pages of your Infigo storefront.
This is useful in cases where, for example, you wish to provide a live chat, help or support icon which is constantly visible and accessible on all of your site pages.
Additional Fees
In Infigo, additional fees can be incorporated into order pricing through three types of handling and processing fees: the order processing fee, job handling fee, and product handling fee. The order processing fee is applied once to an entire order, regardless of the number of products or order lines. The job handling fee is added for each line item in the order, while the product handling fee is applied once for each unique product, even if there are multiple variations of the same product. These fees can be configured on a storefront basis and are visible to both customers and administrators in the order breakdowns and sales screens. Furthermore, you can define whether these fees are taxable, offering additional flexibility in managing order costs.