Picture of Managing placed orders as part of the print team | OM_004

Managing placed orders as part of the print team | OM_004

In this tutorial, we'll take a look at a section within the Infigo software aimed at allowing the Print team to effectively process placed orders. As we will see, this is a Platform level ability, giving your team the ability to download artwork, change status', modify addresses and more.

Tutorial Video Transcript

00:00:05:15 - 00:00:08:14
In this tutorial, we'll
take a look at a section within the Infigo

00:00:08:14 - 00:00:13:13
software aimed at allowing the print team
to effectively process placed orders.

00:00:13:16 - 00:00:16:26
As we'll see, this is a platform level
ability, giving your team

00:00:16:26 - 00:00:19:26
the ability to download artwork,
change statuses,

00:00:19:26 - 00:00:23:22
modify addresses and more.

00:00:23:25 - 00:00:25:09
So we're going to do first navigate

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to the shared print operations section.

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So the first thing to note is that jobs

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within shared print operations are split
by type of product.

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So across the top of the screen,
you'll see a range of tabs.

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Each of these tabs relates to a different
type of product within Infigo..

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with a few of the product types
grouped together,

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I'm going to go ahead and navigate
to the static products tab,

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which will show me all of the static PDF
jobs that have been placed.

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So within each of these tabs,

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you can search for a particular job
by a vast array of parameters.

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So you can do that using this input
box here.

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Your print team can also update the
status of your jobs en masse if necessary.

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And this is just a case of selecting
the jobs that you want to change

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and selecting the status
that you want to change them to.

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The next section down is filtering,

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so this section allows the filtering
of currently displayed jobs.

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This can be done by or the status,
job status and more by default.

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Jobs from all storefronts on your platform
will be shown on this screen.

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The filtering tool can be used to refine
this to a single storefront if necessary.

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So working at an

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individual job
here, click on the plus icon

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to see additional details about the job.

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So the expanded job will show you

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a lot of information
related to that particular job.

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Much of this information is editable from
within this window, such as addresses.

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Let's take a look at some of the more
critical elements of this screen.

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So scrolling down,
first of all, to product.

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This is the area where a team member
can manually obtain the artwork

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associated with the job.

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This applies to product types, which is
mega edit, static PDF or multipart.

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Of course, it won't apply to things
like stock product

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where an artwork is not necessary.

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So you can see here I've got a button
to directly download the output

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scroll and a bit
further down we have shipping information.

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The print team can review
much of the shipping information,

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but unlike the sales team are unable
to modify it.

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The print team can input a tracking number
for the job

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should that become available.

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Moving a little bit

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further on to the details section.

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So as with the sales team,
the print team can see any notes

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associated with that order
from within shared print operations.

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Additional notes can be added,
but these will not be immediately

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visible to the customer.

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Scrolling down

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a bit further,
let's have a look at change status.

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So this section allows your team
to review the status change

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history of a job.

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Status can also be changed
for this individual job.

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From this section

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next to the

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change status is print locations
and hot folders.

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Jobs can be automatically directed
to folders.

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Information on the selected
hot folder will be displayed here.

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In addition,
should you wish to change the jobs

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folder, this can be manually specified
from within here.

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The next tutorial in this series covers
hot folders in a little bit more detail

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and there's much greater detail
in a set of tutorials

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available on the Infigo Academy.

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So finally, a note on completed jobs.

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So completed jobs such as this one here
which has been shipped

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and is turned
green, will remain in this list

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until other jobs from that order
ID have also been completed.

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so this could mean that there's other jobs
in other tabs with the order ID 8447.

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This line will only disappear

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once all of those jobs, even in the other
tabs, have also been completed.

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Once all

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completed, jobs will no longer be visible
in the default view,

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but can still be viewed
by changing the order status filter.

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So you can see by default
this is set to open.

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I can change this to complete
to show completed jobs.

 

Incomplete
Step by Step Guide

Managing placed orders as part of the print team | OM_004

In this tutorial, we'll take a look at a section within the Infigo software aimed at allowing the Print team to effectively process placed orders.

As we will see, this is a Platform level ability, giving your team the ability to download artwork, change status', modify addresses and more.

Creation Date: Jan 09, 2024
Created By: Sam Webster

1. Navigate to Shared Print Operations (SPO)

Navigate to Shared Print Operations (SPO)

2. Split by Product

Jobs in SPO are split by type of product. You will see a range of tabs along the top of this window. Each of these tabs relates to a different type of Infigo product.

Split by Product

3. Search

Within each tab, you can search for a particular job via a range of parameters.

Your print team can also update the status of your jobs on mass.

Search

4. Filter

This section allows the filtering of the currently displayed jobs. This can be done by order status, job status and more.

By default, jobs from ALL storefronts on your platform will be shown on this screen. The filtering tools can be used to refine this to a single storefront, if required.

Filter

5. Click the "+" icon to see additional details about a job

Click the "+" icon to see additional details about a job

6. Job Details

The expanded job will show a lot of information related to that particular job.

Much of this information is editable from within this window, such as addresses.

Let's take a look at some of the most critical elements of this screen.

Job Details

7. Product

This is the area where a team member can manually obtain artwork associated with a job. This applies to product types such as MegaEdit, Static PDF or MultiPart.

Product

8. Shipping Information

The print team can review much of the shipping information but, unlike the sales team, are unable to modify it.

The print team can input a tracking number for the job should it become available.

Shipping Information

9. Details

As with the Sales team, the Print team can see any notes associated with the order from within SPO.

Additional notes can be added, but these will not immediately be visible to the customer.

Details

10. Change Status

This section allows your team to review the status change history of a job.

The status can also be changed for this individual job from this section.

Change Status

11. PrintLocation / Hot Folders…

Jobs can be automatically directed to Hotfolders. Information on the selected Hotfolder will be displayed here.

In addition, should you wish to change the job's Hotfolder, that can be manually specified from here.

PrintLocation / Hot Folders…

12. Completed Jobs

Completed jobs will remain in this list until all other jobs from that Order Id have also been completed.

Once all completed, jobs will no longer be visible in the default view, but can still be viewed by changing the Job Status filter.

Completed Jobs
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