Order Management
A practical, end-to-end mini-series showing how to deliver a smooth order journey in Infigo. From checkout configuration and the customer checkout flow, through to internal order management (CSR/Sales) and print-team processing, finishing with how to push jobs out of Infigo via Hotfolders and MIS integrations.
What you’ll learn
By the end of this pathway, learners should be able to:
- Configure key settings that shape a smooth checkout + ordering experience
- Understand what customers see during basket → one-page checkout → order confirmation → order history.
- Manage placed orders as a CSR/Sales user: find orders, open details, download docs (e.g., invoices/packing slips), change status, handle amendments/refunds (where permitted).
- Process orders as print/production: use Shared Print Operations, filter/search jobs, update job statuses (including bulk updates), and understand how visibility changes with status filters.
- Push jobs out of Infigo using Hotfolders (incl. print locations/mappings and the supporting sync service) and understand the basics of MIS integrations.
Who this is for
Designed for teams involved in the order lifecycle, including:
- Storefront/Admin users configuring checkout behaviour and order-related settings
- CSR / Account Managers / Sales who review and manage placed orders
- Print / Production teams responsible for processing jobs and moving work into production systems
Prerequisites
- Completion of the Infigo Core learning pathway.
- Basic familiarity with Infigo navigation and terminology (storefront vs platform views, orders/jobs, statuses)
- Appropriate permissions for your role (Admin vs CSR vs Print operations access)
- A test storefront/order available (so you can follow along with real screens and status changes)
Recommended further learning
Extra resources to deepen your understanding.
Help us keep this pathway up to date
Spotted something outdated, unclear, or not working as expected? Send us a quick note — we’ll take a look and keep things current.