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In this tutorial, we'll take a look
at how to configure
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custom quoting between Infigo and printIQ.
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Until this point, in order
to create an estimate and retrieve
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live pricing from printIQ,
it required you to create individual
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SKUs for each combination of product
you wanted to offer to your customers.
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So if you had five fixed sizes,
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so say two stocks and two finishes,
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it meant that you need to create
20 SKUs in printIQ.
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With this functionality, it removes
the need to create these products upfront
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and instead allows you
to build up a detailed
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mapping between your Infigo product
and its printIQ equivalent
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using various component
parts of that product.
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This works by building of a base
specification on an Infigo product level
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and then overwriting certain parts
of that specification on an Infigo,
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product attribute or Infigo product
attribute combination level.
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This allows your customers
to build up a more complex quote.
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we will discover how to configure
both of these levels during this tutorial.
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We'll begin by
taking a quick look at the various means
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by which we can map
Infigo products to printIQ products.
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So where I'm starting off
here is by just creating
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or navigating to a product
which we wish to connect with.
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printIQ,
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when I go to my product, variant settings
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and then if we have our connection
with printIQ enabled,
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we have the ability on the product variant
to click on Connect
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link.
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Now we can add many of the link details
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at this product level
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should you need to link details on an
attribute or attribute combination level.
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This can also be done
and we will see this later on
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so we can get the three different product
type options here.
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So the three different ways
by which we can link the Infigo product
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to the printIQ specification.
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We'll start off
with the print on demand method.
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This method is the one
which our existing connect
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printIQ customers will be most familiar
with.
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This method consists of directly
inputting an external ID
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which links to an entry
within printIQ itself.
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This eliminates the need for custom
specification if it isn't required.
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You'll notice underneath here
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that we do have this
get price quoting API.
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JSON.
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So this is where the manual approach
to custom quoting
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has been able to be carried out and Infigo
for some time.
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However, it was for much more specialized
users with a certain skill set,
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you'll be able to configure the JSON
to link
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the Infigo products
with various specifications from printIQ.
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This tutorial focuses
primarily on the method of accomplishing
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this same feat
using a custom made user interface.
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So next down we have the stock method.
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Once this has loaded,
a dropdown list is populated with a list
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of all of the available stock products
from within your printIQ instance.
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So you see, this is taking some time
because it might be drawing
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in a vast amount of data.
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We now have a list of available products
which I can select between
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if I click on available stock product
info.
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Details on all of the available stock
products are shown within this list
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and provide you with relevant information
about them.
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scroll down a bit further on here.
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You can see that again,
the JSON can manually be configured
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within this setting as well.
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Now I'm going to switch to custom
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selecting custom from the product type
dropdown
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will activate the custom
built user interface
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and this allows you to easily
utilize our custom quoting capabilities.
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As a reminder,
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configuring options within the custom
UI is essentially configuring the JSON
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which is sent to printIQ
without having to manually construct it,
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which as we mentioned
before, might require specialist skills.
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So we'll start off
with the product category selection.
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So this is the name of the product
category that is passed into Prince
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IQ for the custom product. Quote notes.
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This is a list of printIQ categories,
not Infigo categories,
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and this will ensure the correct
information is drawn into Infigo
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in his subsequent selections on this page,
such as sections and job operations.
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So I'm
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going to go ahead and pick a category.
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Now, scrolling down a bit further,
you'll see that we start off
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with a empty sections area,
so it's defined sections for this product.
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We can click on
Add new item under the sections heading.
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Now please do note
that sections is a printIQ term
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we are drawing information into Infigo
from that area
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within your printIQ instance,
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please do note as well
that you can have multiple sections
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in each of these products so you can click
the add new item button multiple times,
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make multiple specifications
if you need to.
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So within these options
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that appear, we can define the section
specification of the product.
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So this includes a lot of information
such as the stock you want to utilize,
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how many pages, whether there's
a finished size and much, much more.
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So many of the dropdowns here
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are populated with
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items drawn from your printIQ instance.
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This allows you to really focus
on the detailed specification
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for this product
and this will result in accurate quotes.
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Still, within that same section
you'll see we have a section
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operations area
with another add new items, but it
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now you can define one or more section
operations in a single section
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just by clicking that add a new item one
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or more types.
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You see that
we have a few additional options.
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Again, please note that section
operations is again a printIQ term
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and we're drawing information
from that area within printIQ.
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You can see here
we have some populated lists.
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Scrolling down a bit further,
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you'll see we have the ability
to specify the finished size information.
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You have the option of defining a custom
finish size.
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If this is set to custom,
where you can put a width and a depth
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or selecting from a pre-populated list of
relevant sizes from your printIQ instance
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to define job operations for this product,
click add
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new item under the job operation headings
so you can see by default.
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Yet again, this is empty.
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A note
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yet again
the job operations is a printIQ term.
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So we are drawing information
from this area of your printIQ instance.
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So complete
the job operations specification.
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These allow you to provide
a full definition of the product, giving
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you fine control over information
sent to printIQ in order to retrieve
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a accurate quotation.
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Additional configuration of the JSON
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can still be applied
using the custom specification option.
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However, in most cases
this should no longer be required.
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As a reminder, the options
you are completing on this screen
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are customizing the JSON
through the purpose built UI.
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Once you're finished, click
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on Save external references
and close down that window.
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So the
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next thing we're going to do
is go back to product variance,
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but then navigate within our product
variance itself.
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So what we're going to do
is take a look at overriding certain
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parts of the custom
quote specification where it's required.
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So this could be used for example,
if a change in product attributes changes
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a specification so that a different quote
is required from printIQ.
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So if I go over to my attributes tab,
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I'm going to do here
is a sign in attribute
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and corresponding attribute values
to the product.
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Once an attribute value has been defined,
which requires a different printIQ
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quote from the base product, we can click
on the Green Connect Link button.
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so I've added an attribute
and an attribute value
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to that particular product.
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You can see now I have the connect link
button for that attribute value.
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I'm just going to click on there,
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So what we see
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on the pop up window
for the actual attribute value
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is that a lot of the available
options are,
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or can be set to inherit it.
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Now, inherited basically means
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that it's going to take the value
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from a higher level in that specification.
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And for more information on this,
there is a note
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that has been added
to the top of this particular page.
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So let's go through this.
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The inherited value
allows properties within each entity
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to inherit values
from the previous configuration level.
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Now there is a hierarchy to this.
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There's several different areas
where we can use the custom
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quoting specification.
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So we've had to specify
a hierarchy of where this can be used
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and which one gets priority.
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So the highest priority
is going to be the actual product
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variant settings themselves.
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This is where we're not on
any of the specific attributes.
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I'm looking at the actual
product variants option.
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And then we're going to connect link here.
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So this is actually going to show us what
is essentially our base configuration.
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Next option down in our hierarchy
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is our product
variant attribute combinations.
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So there isn't any set up
on this particular product
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that I'm utilizing at the moment.
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But we can get to those by going
into our product variant settings.
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Go into attributes and then we have
our attribute combinations.
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If you don't know what these are,
there are other resources on the academy
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that can detail those for you.
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Next down
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in our hierarchy
is our product variant attributes.
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So that's
what's on this particular tab here.
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So this is access
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by directly
selecting the connect link option here.
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And then lowest down in our hierarchy
is the product attribute value.
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So these are the ones that are accessed
by clicking
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these edit values next to our attributes.
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Then the resulting
connect link options here.
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Now a few little bits of explanation
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for this hierarchy
and how it it's utilized.
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Each configuration field within an entity
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inherits values
from the previous configuration level.
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So whatever is above it in the hierarchy.
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So for instance,
if a configuration field on the product
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variant attribute combination level.
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Is set to inherit it,
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then it will retrieve its value
from the corresponding
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field in the product variant level.
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So whatever is one
above it in that hierarchy.
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Within the same entity.
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So for example, if we're just looking
at attributes or attribute values.
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Configuration fields can override
each other based on their display order.
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Do you see
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for example in our attributes here
we have different display order values.
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This means that configuration fields
in attributes and attribute values
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with higher display orders will override
those with lower display orders.