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The first tutorial of the order management
mini series will take a look

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at the sort of things
you should configure in Infigo

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in order to give your customers
a seamless order experience.

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This is by no means an exhaustive list,
but will point you towards features

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and additional Infigo Academy resources
that you should consider.

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Implementing into your storefronts.

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Now, if you do want some links
to Academy resources

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whilst we're going through this, please
do take a look at the step by step guide

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which accompanies
this particular tutorial.

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And there you will find links
to the appropriate resources.

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So first we can navigate

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to the payment methods screen.

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It's important to provide your customers

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with a range of payment options
if applicable to your storefronts.

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By default, you'll have purchase orders
available to your users.

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However, Infigo offers a wide range
of additional payment options,

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along with third party
integrations to payment providers.

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This ensures that you can cater
to all of your customers and

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their preferred methods.

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Next will
go to one of the delivery screens, which,

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based on your environment,
may also be in there as shipping.

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As with payments, it's important

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to tailor your delivery options to suit
both you and your customers.

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Infigo, provide a couple of inbuilt
options to get you started,

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such as fixed
rate shipping and shipping by weight.

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When you're ready for something
more advanced Infigo, offer

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a wide range of third party integrations
allowing you to seamlessly

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connect the Infigo checkout
with big name providers such as FedEx.

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In addition, we have a game
changing integration with EasyPost,

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giving you easy access to a vast
array of delivery

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providers.

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as a side note,
you can consider configuring production

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and delivery restrictions.

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These allow you to automatically formulate
expected delivery dates

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based on a range of factors.

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So if we next

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navigate to address book management,

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so give your customers easy access

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to all available addresses
using the address books functionality.

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This functionality allows you to easily
pre-defined a vast quantity of addresses

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and then control
which users or groups of users can access

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each of those address books.

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Give your customers a seamless checkout
experience where applicable addresses

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are ready and waiting for them

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next to navigate
to email message templates.

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So any email that sent

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by the Figo system
either to your customers or to your admin

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team, can be fully configured
and customized by default.

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Only a limited selection of emails
are activated on your storefront.

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Covering emails being triggered
by the most critical tasks

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Infigo provides
templates for emails covering

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pretty much any noteworthy event
on your storefronts.

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These can be activated as desired,
meaning from that point

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on, an email will be sent
whenever that action is hit.

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What's more, each

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email template can be fully customized
using our content template functionality,

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meaning if you wish to do so,
you can curate beautifully designed

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templates to be sent to your customers
while keeping the emails to your team.

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A Short to the point
and with just the information

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that they need.

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Next, I'm

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going to go to our basket settings.

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Now, you may not necessarily need
to come here, but consider customizing

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these settings to provide the basket
experience of choice to your customers.

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This screen contains
a vast array of settings associated

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with the functionality of the basket
screen.

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Next,

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I'm going to take a look at order
settings,

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so consider customizing these options
as well to provide

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the ordering experience of choice
to your customers.

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This screen contains
a vast array of settings associated

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with the functionality of the checkout
process and ordering in general.

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And again, you may not necessarily
have to change anything in here,

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but it's good to be aware
of the available options.

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Next, I'm going to go

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to appearance settings.

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So the Appearance Settings screen provides
you with the ability

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to change the overall style of your basket
and checkout pages.

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So if you scroll down a little bit,

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you'll find the section
there on basket style

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where you've got a couple of options
and check out style.

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In addition, this screen allows you
to control brand codes

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and many other general visual elements
of your storefront.

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Finally, for this tutorial,

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let's go to the CSS override section.

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So should you wish to modify any visual
element of your basket or checkout

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process?

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Even those elements which aren't
modifiable in the provided settings?

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The CSS override section can be used to
modify the CSS for any part of your site.