Setting Up Department-Specific Pricing in Infigo

1. Overview

This article guides you through configuring department-specific pricing within the Infigo web-to-print software. By following these steps, you can ensure that certain departments, such as your head office, receive specific items at no cost, while other departments, like store locations, are charged accordingly. This setup is ideal for businesses that manage inventory centrally but require different billing structures across various departments.

Note: For more comprehensive tutorials, visit the Infigo Academy.

2. Contents

1. Overview
2. Contents
3. Key Points and Takeaways
4. Problems This Solves
5. Key Settings
6. Scenario-Based Guide
   • Scenario 1: Head Office Receives Free Items
7. FAQs
8. Troubleshooting
9. Alternate Search Terms

3. Key Points and Takeaways

• Discount Configuration: Create a 100% discount for selected product variants applicable only to designated departments.
• Automatic Application: Set discounts to apply automatically without requiring coupon codes.
• User Management: Ensure accurate department assignments to maintain pricing structures.

4. Problems This Solves

• Unified Inventory Management: Allows central purchasing while managing departmental billing separately.
• Cost Control: Prevents departments that have already purchased stock from incurring additional costs.
• Streamlined Processes: Eliminates the need for manual billing adjustments across departments.
• User-Specific Pricing: Ensures that only authorized departments receive specific pricing benefits.

5. Key Settings

Discount Settings in Infigo Software

• Discount Type:

  • Path: Promotions > Discounts > [Your Discount] > Discount Type
  • Explanation: Choose where this discount is to be applied, such as to an order total or individual product SKUs.

• Requires Coupon Code:

  • Path: 
  • Promotions > Discounts > [Your Discount] > Requires Coupon Code
  • Explanation: Uncheck this option to apply the discount automatically without needing a coupon code. Having this checked will cause the discount to operate as a traditinal coupon code, entered during the basket or checkout stages.

• Requirements:

  • Path:
  • Promotions > Discounts > [Your Discount] > Requirements Tab
  • Explanation: Set the requirement in order for the discount to be applicable. For example, "Customer belongs to a specific department" ensures only customers within that department will receive the discount.

6. Scenario-Based Guide

This section provides step-by-step guides for different scenarios to help you achieve department-specific pricing.

Scenario 1: Head Office Receives Free Items

Problem: The head office has already purchased stock items and should not be charged again when ordering these items.

Solution:

1. Create a 100% Discount:

   • Navigate to the Discounts section in Infigo.
   • Click on "Add New"
   • Select "Assigned to Product Variants" as the discount type.
   • Set the discount to use a 100% reduction.

2. Set Automatic Application:

   • In the discount settings, uncheck "Requires Coupon Code" to ensure the discount applies automatically.

3. Define Department Requirements:

   • Under the Requirements tab, select "Customer belongs to a specific department."
   • Choose the relevant department from the dropdown.

4. Assign Discount to Specific Products:

   • Assign the discount to the relevant product variants (SKUs) that the head office has already purchased.
   • Navigate to the product variant settings of a relevant product and to to the Discounts tab. Assign the relevant discounts on a product by product basis.

5. Assign Users to the relevant Department:

   • Go to the Departments screen.
   • Assign all relevant users to their departments
   • Save all changes

7. FAQs

Q1: Can I apply different discounts to multiple departments?
A1: Yes, you can create separate discounts for each department by following the same process outlined above.

Q2: How do I assign a user to a department?
A2: Navigate to the Departments section, expand the department, and check the users you wish to assign to the department. Be sure to save all changes.

Q3: Is it possible to revert a discount once it's applied?
A3: Yes, you can edit or delete discounts from the Discounts section in Infigo at any time.

Q4: Can discounts be applied to all products automatically?
A4: Yes, by creating a discount that does not have a discount type requiring assignment to individual products, you will apply them to all products. You can further configure the conditions under which the discount is used.

8. Troubleshooting

• Persistent Issues: If discounts are not applying as expected, verify that users are correctly assigned to their respective departments and that discounts are properly configured.

• Contact Support: If you continue to experience issues, reach out to our support team for assistance.