0:05 The first tutorial of the order management mini series will take a look

0:08 at the sort of things you should configure in Infigo

0:10 in order to give your customers a seamless order experience.

0:15 This is by no means an exhaustive list, but will point you towards features

0:19 and additional Infigo Academy resources that you should consider.

0:23 Implementing into your storefronts.

0:26 Now, if you do want some links to Academy resources

0:29 whilst we're going through this, please do take a look at the step by step guide

0:33 which accompanies this particular tutorial.

0:36 And there you will find links to the appropriate resources.

0:42 So first we can navigate

0:43 to the payment methods screen.

0:47 It's important to provide your customers

0:49 with a range of payment options if applicable to your storefronts.

0:53 By default, you'll have purchase orders available to your users.

0:57 However, Infigo offers a wide range of additional payment options,

1:01 along with third party integrations to payment providers.

1:04 This ensures that you can cater to all of your customers and

1:08 their preferred methods.

1:12 Next will go to one of the delivery screens, which,

1:15 based on your environment, may also be in there as shipping.

1:23 As with payments, it's important

1:24 to tailor your delivery options to suit both you and your customers.

1:28 Infigo, provide a couple of inbuilt options to get you started,

1:32 such as fixed rate shipping and shipping by weight.

1:36 When you're ready for something more advanced Infigo, offer

1:39 a wide range of third party integrations allowing you to seamlessly

1:42 connect the Infigo checkout with big name providers such as FedEx.

1:47 In addition, we have a game changing integration with EasyPost,

1:50 giving you easy access to a vast array of delivery

1:53 providers.

1:56 as a side note, you can consider configuring production

1:59 and delivery restrictions.

2:01 These allow you to automatically formulate expected delivery dates

2:05 based on a range of factors.

2:12 So if we next

2:13 navigate to address book management,

2:19 so give your customers easy access

2:20 to all available addresses using the address books functionality.

2:24 This functionality allows you to easily pre-defined a vast quantity of addresses

2:29 and then control which users or groups of users can access

2:33 each of those address books.

2:35 Give your customers a seamless checkout experience where applicable addresses

2:38 are ready and waiting for them

2:43 next to navigate to email message templates.

2:48 So any email that sent

2:50 by the Figo system either to your customers or to your admin

2:54 team, can be fully configured and customized by default.

2:58 Only a limited selection of emails are activated on your storefront.

3:02 Covering emails being triggered by the most critical tasks

3:06 Infigo provides templates for emails covering

3:08 pretty much any noteworthy event on your storefronts.

3:12 These can be activated as desired, meaning from that point

3:15 on, an email will be sent whenever that action is hit.

3:20 What's more, each

3:21 email template can be fully customized using our content template functionality,

3:26 meaning if you wish to do so, you can curate beautifully designed

3:29 templates to be sent to your customers while keeping the emails to your team.

3:33 A Short to the point and with just the information

3:36 that they need.

3:40 Next, I'm

3:41 going to go to our basket settings.

3:44 Now, you may not necessarily need to come here, but consider customizing

3:47 these settings to provide the basket experience of choice to your customers.

3:52 This screen contains a vast array of settings associated

3:55 with the functionality of the basket screen.

4:01 Next,

4:01 I'm going to take a look at order settings,

4:04 so consider customizing these options as well to provide

4:07 the ordering experience of choice to your customers.

4:10 This screen contains a vast array of settings associated

4:14 with the functionality of the checkout process and ordering in general.

4:18 And again, you may not necessarily have to change anything in here,

4:21 but it's good to be aware of the available options.

4:27 Next, I'm going to go

4:27 to appearance settings.

4:31 So the Appearance Settings screen provides you with the ability

4:33 to change the overall style of your basket and checkout pages.

4:38 So if you scroll down a little bit,

4:41 you'll find the section there on basket style

4:44 where you've got a couple of options and check out style.

4:49 In addition, this screen allows you to control brand codes

4:52 and many other general visual elements of your storefront.

4:58 Finally, for this tutorial,

5:00 let's go to the CSS override section.

5:03 So should you wish to modify any visual element of your basket or checkout

5:07 process?

5:08 Even those elements which aren't modifiable in the provided settings?

5:12 The CSS override section can be used to modify the CSS for any part of your site.