🚀 Storefront Configuration Tips & Tricks 🚀

Editing Shared Address Book Entries at Checkout

When using shared address books in Infigo, it's important to understand how address editing works during the checkout process. Even if an address book is set to be visible to everyone, changes made to addresses at checkout may not be saved unless specific settings are enabled.

This article explains the conditions required for address edits to be saved during checkout, and how shared address behaviour affects visibility across users.

By ensuring the correct configuration, you can allow users to edit and save address details as needed during the order process.

Use cases

Allowing customers to edit shipping addresses during checkout
Using shared address books across multiple users or teams
Supporting one-time address entries for ad-hoc deliveries
Ensuring address changes are retained during the checkout process

Key settings in Infigo

Always show address form in checkout: Admin → Configuration → Checkout Settings
Allow customers to edit their existing shipping addresses during checkout: Admin → Configuration → Order Settings → Default Billing Address
Allow customers to use one-time addresses during checkout: Admin → Configuration → Order Settings → Default Billing Address

Step-by-step guide

Log in to the Admin area of your storefront.
Navigate to Configuration → Checkout Settings.
Enable the setting Always show address form in checkout.
Go to Configuration → Order Settings → Default Billing Address.
Enable the following options:
- Allow customers to edit their existing shipping addresses during checkout
- Allow customers to use one-time addresses during checkout
Save your changes.
Test the checkout process to confirm that address edits are now being saved.

Enabling Approval Navigation in the My Account Area

When the Approval Workflow is active, customers expect to see an easy-to-use navigation option in the My Account section to review pending order approvals. In some cases, the expected dropdown may not appear even though the approval process is functioning.

This article provides guidance on verifying and enabling the necessary setting to ensure that the Approval navigation populates correctly for users. It also explains alternative ways to access the approval page if the dropdown is missing.

Use cases

Customers trying to review pending approval requests from the My Account section.
Administrators needing to ensure that the storefront navigation for approvals is correctly displayed.

Key settings in the Platform

Show Approval Links: Located in the Editable Content > Header section within the platform administration panel. This setting must be enabled to display the approval dropdown in the My Account area.

Step-by-step guide

Log into the platform's administration panel.
Navigate to the Editable Content section and open the Header settings.
Locate the Show Approval Links option and set it to Yes.
Save the changes and refresh the storefront. The approval dropdown should now appear under the My Account section.
If the dropdown still does not appear, try clearing your browser cache or reviewing the configuration to ensure the setting was saved correctly.

Fixing Incorrect Approval Email Links

This article explains why your order approval emails may contain an incorrect store URL and how to resolve the issue. The problem typically occurs when the store URL in the Workflow Settings is misconfigured.

If the Workflow Settings contain an outdated or incorrect URL, automated emails will include non-functional links. In addition, if the default placeholder (such as 'teststore') appears in the URL, it indicates that the specific storefront name was not correctly updated in the configuration.

By following the steps outlined below, you can update your Workflow Settings to ensure that approval emails direct you to the correct page. This guide is designed to prevent future occurrences of this issue.

Use cases

An order approval email directs you to a URL that results in an error.
The URL displays a default or placeholder storefront name instead of the actual store name.

Key settings in Infigo

Store URL: Located in the Workflow Settings under the admin panel.
Custom Binding: Ensure your storefront custom binding is correctly set if you are using a non-standard URL.

Step-by-step guide

Log in to your Infigo admin panel and navigate to the Workflow Settings section.
Locate the field for the Store URL and check its current value.
Update the Store URL to the correct value, for example:
- https://yourstore.example.com
- or your custom binding (e.g., yourstore.example)
Save your changes in the Workflow Settings.
Generate a new order approval email to ensure the updated URL is used; note that previously sent emails will still contain the old link.
Test the approval link to confirm it directs to the correct page.

Fixing Incorrect Out-of-Stock Messages

Sometimes product pages display an out-of-stock error for certain sizes even when inventory is available. This issue may occur when the system still holds inventory amounts as on hold, causing a mismatch between actual stock and what the customer sees.

In some cases, the inventory for product variations is not properly updated when orders are placed. This can result in product variants showing available stock in the backend, yet the storefront displays an out-of-stock message.

A common resolution is to clear the on-hold inventory amounts via the admin interface. Once cleared, the product page should accurately reflect available stock and allow orders to reduce inventory as expected.

Use cases

Product pages showing an out-of-stock message despite available stock.
Inventory counts not reducing after customer orders are placed.
Discrepancies between stock information in the admin panel and the storefront display.
On-hold inventory amounts affecting attribute combination stock settings.

Key settings in Infigo

Product Variant Inventory: Accessible via Admin > Product Variant Edit to review stock levels and attribute combinations.
On-Hold Inventory: Located within the inventory management section where on-hold amounts are recorded for products that have shipped.
Order Management: Check if orders are correctly decrementing the inventory and managing on-hold stock.

Step-by-step guide

Log in to the admin panel and navigate to the Product Variant Edit page for the affected product.
Review the stock levels for each product size, paying close attention to the on-hold inventory amounts.
If the on-hold value is causing the error, use the delete button to clear the on-hold amount for the specific variants (e.g. XS and 2XL).
Save your changes and refresh the product page to verify that the out-of-stock message is no longer displayed.
If the issue persists, confirm whether your inventory is managed manually or via an external MIS system to further troubleshoot the discrepancy.
Contact Customer Support for additional guidance if necessary.

How to set up per kilo shipping rates in Infigo

Infigo's default 'Shipping by Weight' provider calculates shipping costs based on defined weight brackets. Each bracket has a fixed price, which applies to any order whose total weight falls within that range.

However, some businesses may require a more granular approach—such as charging a specific rate per kilogram within each bracket (e.g. €2 per kg from 0–10 kg, €1.50 per kg from 10–20 kg). This type of calculation is not supported by default but can be achieved through a custom shipping script.

This article explains the default behaviour, how to configure weight brackets, and what to do if you require per-kilo pricing.

Use cases

Charging €2 per kg for orders weighing between 0–10 kg
Charging €1.50 per kg for orders weighing between 10–20 kg
Applying a dynamic rate based on the exact weight of the order
Offering more accurate shipping costs for heavy or bulk orders
Meeting carrier pricing models that charge per unit of weight

Key settings in Infigo

Shipping by Weight: Admin > Configuration > Shipping > Shipping Providers > Configure 'Shipping.ByWeight'
Weight Units: Admin > Configuration > Measures > Weights
Primary Weight: Admin > Configuration > Measures > Weights > Set Primary Weight Unit

Step-by-step guide

Go to Admin > Configuration > Shipping > Shipping Providers.
Click Configure next to Shipping.ByWeight.
Define your weight brackets (e.g. 0–10 kg, 10–20 kg) and assign a fixed price to each bracket. Note: This price is not calculated per kilo—it is a flat rate for the entire bracket.
To ensure the correct unit is being used, go to Admin > Configuration > Measures > Weights.
Confirm that KG is set as the Primary Weight. If not, update it accordingly.
If you require per-kilo pricing within brackets (e.g. 15 kg × €1.50 = €22.50), contact Infigo Support to request a custom shipping script.
Provide your desired pricing logic and weight ranges so a quote can be prepared for the custom development.

Importing Products with Images

This article explains how to import a large number of products along with associated images using the Upload Folders feature. It covers the requirements in your CSV file and the necessary steps to ensure that product images are correctly mapped and removed from the upload area once imported.

When importing products to your storefront, you need to have your images stored in the Upload Folders area. The CSV file that you import must include a column named ProductImage that references the exact file name of each product image.

This guide outlines the process, common use cases, the key settings inside the system, and step-by-step instructions to help you successfully manage your product imports without having to repeatedly ask the same questions.

Use cases

Importing a large catalog of products for a new storefront.
Adding product images efficiently as part of a bulk upload process.
Managing and updating product image assets via a centralized upload area.

Key settings in the system

UploadFolders access: Ensure that the user role has permission to access the UploadFolders area.
ProductImage column: In your CSV import file, include a column named ProductImage with the exact file names of your images.
Upload Location: During the import process, select the correct upload location where the images are stored.

Step-by-step guide

Upload all your product images to the UploadFolders area.
Prepare your CSV file ensuring it includes a ProductImage column with the file names corresponding to the uploaded images.
Start the import process by selecting the appropriate upload location that matches where your images are stored.
Once the CSV is imported, the system will map the images to the respective products and remove successfully mapped images from the UploadFolders area.
If issues arise during the import, verify that the file names in your CSV are accurate and that you have the correct access permissions.

Irregular Shaped Frames with Hebrew Support in the Infigo Editor

This article explains the current limitations for using irregular shaped frames with Hebrew text in the Infigo editor. The text on a curve functionality is a popular feature for creating dynamic designs, but it is not supported with Hebrew at this time.

Customers have observed that while this feature works well for many languages, the option to display text on a curve does not function when Hebrew is selected. Previous communications mentioned potential future support; however, recent updates confirm that this functionality is not under active development for Hebrew.

In this guide, you will find an overview of the feature, key settings within the Infigo editor, and a step-by-step process for creating irregular shaped frames for supported languages. Use this resource to determine the best approach for your creative projects.

Use cases

Design projects needing dynamic text effects using curves.
Creating visually engaging layouts in languages supported by the editor.
Exploring creative frame designs within the supported language interface.

Key settings in Infigo

Frame Tool: Found in the main editor toolbar under frame options.
Text Curve Functionality: Available for languages with full support; note that this does not apply to Hebrew.
Language Compatibility: Check the Language Settings section in the editor to see supported languages. Hebrew is currently excluded.

Step-by-step guide

Launch the Infigo editor and open your project.
Select the Frame Tool from the editor's toolbar.
Choose an irregular shape from the available frame options.
Add your text and adjust the curve settings for supported languages.
If your text is in Hebrew, note that the curve effect will not be applied due to current language support limitations.

Resolving Sitemap URL and Namespace Errors

This article explains how to address common sitemap issues such as invalid relative URLs and missing XML namespaces. These issues typically occur when sitemap entries are not fully qualified and proper namespace definitions are missing.

When a sitemap contains relative URLs (for example, a URL like /FAQs) or an incorrectly declared XML namespace, search engines like Google may reject the sitemap submission. It is important to ensure that all URLs are fully qualified with the complete domain and that the XML is correctly structured.

The primary cause of these issues can be linked to the handling of canonical URLs and language culture settings in the system. In particular, blog posts or FAQ pages may show unqualified URLs if a canonical URL is specified incorrectly. Updating or removing the canonical URL can allow the system to automatically generate a fully qualified URL.

Use cases

Submitting a sitemap to Google Search Console and encountering URL errors
Blog posts or FAQ pages showing relative URLs in the sitemap
Errors related to missing or incorrect XML namespace declarations

Key settings in Infigo

Canonical URL: Located in the blog post or page editor under the SEO settings
Sitemap Generation: Verify settings in the Sitemap plugin to ensure correct URL formatting
Language Culture: Check the settings that affect how URLs are rendered based on language or location

Step-by-step guide

Log in to your admin panel and navigate to the affected blog post or FAQ page.
Locate the SEO section where the canonical URL is set.
Ensure the canonical URL is a fully qualified URL (e.g. https://www.example.com/FAQs) rather than a relative URL.
If you choose to remove the canonical URL, the system will automatically generate a full URL for you.
Save your changes and regenerate your sitemap.
Resubmit the updated sitemap to Google Search Console.
Monitor the Search Console for any further errors.

Resolving the Invalid Platform URL Error

When creating a new storefront, you might encounter an error stating that the Platform URL is not correctly configured. This error usually occurs because the URL is missing the required protocol (https://) at the beginning of the address.

This guide explains why the error occurs and provides step-by-step instructions to update your Platform URL setting so that it includes the necessary https:// prefix.

Following these instructions will resolve the error and prevent it from reoccurring, ensuring that storefront creation works seamlessly for all platform administrators.

Use cases

Error encountered during storefront replication when logged in as platform admin.
Instances where the Platform URL was entered without the https:// prefix.

Key settings in Infigo

Platform URL: Located in the Administration > Settings > Platform Configuration section.

Step-by-step guide

Log in to your platform as an administrator.
Navigate to the Administration section and select Settings.
Go to the Platform Configuration settings where the current URL is displayed.
Ensure that the URL begins with the protocol https:// (for example, https://yourdomain.infigosoftware.com/).
Update the URL if necessary and save the changes.
Test the storefront creation process to confirm that the error is resolved.

Restricting Checkout to a Single Item

This article explains how to restrict customers to only one line item per order using the Maximum basket items setting available in the Cart Settings. This configuration is ideal for scenarios where you want to limit purchases and simplify the checkout process.

When this setting is enabled, customers can only add one distinct product to their basket. Although the system may still display a success notification when an additional item is attempted, only one item will appear in the cart.

Recent updates have addressed some messaging concerns by displaying a brief notification on the cart page if the maximum item limit is reached. This guide details how to configure these settings and offers additional tips to ensure a smooth customer journey.

Use cases

Enforcing single-item purchases during limited-time offers or promotions.
Restricting purchases of high-value or sensitive products to avoid bulk orders.
Simplifying the checkout process by limiting shopping cart complexity.

Key settings in Infigo

Maximum basket items: Located in the Cart Settings, this option allows you to define the maximum number of distinct items a customer can add to their cart.
Checkout Requirements: Found under Checkout Settings, this area lets you add custom rules to the checkout process to reinforce purchase limitations.

Step-by-step guide

Log in to your Infigo administration interface.
Navigate to the Cart Settings section.
Locate the Maximum basket items setting.
Set the value to 1 to restrict the cart to a single line item.
Save your changes and test the storefront to ensure the setting behaves as expected.
If additional restrictions are required, visit the Checkout Requirements under Checkout Settings to configure custom checkout rules.

Sending Test Emails from the Correct Account in Email Message Templates

This article explains how to ensure that emails sent via Message Templates use the correct email account configuration. It focuses on the process of selecting an email account and the importance of saving template changes to update the settings.

Sometimes, although the new email account is properly configured and even selected from the dropdown within a template, the system might still send emails using an old account if the template is not saved after making changes.

Following the steps below will ensure that your email templates are using the desired email account, making your testing and production emails consistent.

Use cases

Testing email delivery from newly configured email accounts.
Double-checking that changes in a template are correctly applied before sending live emails.

Key settings in the Admin UI

Email Account Configuration: Accessible via the Email Accounts screen, where default and additional email accounts are set up.
Email Template Settings: Located on the Email Message Templates screen, where you select the email account to be used for each template.

Step-by-step guide

Navigate to the Email Message Templates screen for the template you wish to test in the Admin UI.
Select the desired email account from the dropdown menu.
Click the [Save and Continue] button to apply the changes. This step is crucial to update the template with the new email account.
Wait for the page to refresh to confirm that your changes have been saved.
Send a test email to verify that the message is sent from the correct email account.
Check your 'Message Queue' in the admin area to verify the Sender Email used is correct.

Shipping Address Preselection at Checkout

This article explains the behavior of the address selection during checkout. The system is designed to automatically use a saved default billing or shipping address if available, even if the option to preselect the first address is turned off.

When a customer has no default address set, the system can preselect the first available address from either the user record or the address book if the setting is enabled. However, if a default address (typically a billing address) already exists, the system will continue to display that address.

This design aims to reduce user errors and streamline the checkout process. Nevertheless, it might lead to unintentional selections when an address is not actually the customer’s intended choice.

Use cases

A customer without a default billing or shipping address, where preselecting the first saved address can guide the checkout process.
A customer with an existing default address, leading the system to automatically display that address during checkout.

Key settings in Infigo

Preselect first address: Located in Configuration > Settings > Customer Settings. This setting is intended for accounts without a default address.

Step-by-step guide

Verify whether the customer record contains a default billing address. If one exists, the system will continue to display that address.
If no default address is set, ensure that the Preselect first address option is enabled so the system automatically selects the first available address.
To test changes, clear browser and system caches, then navigate back to the checkout process.
If the behavior is not as expected, consider removing or updating the default address in the customer record to see the effect.
If a placeholder such as 'Please choose a shipping address' is desired instead of a preselected option, note that this is not currently supported when a default exists. You may consider submitting a feature request.

Understanding Order Quantity Limits

This article explains why you might receive a warning message when trying to add a specific quantity of a product to your cart. The error may occur even if your requested total is below the maximum allowable quantity.

The system enforces a set maximum order quantity for each product. If you already have some units in your cart, the remaining amount you can add is reduced to ensure that the total does not exceed the limit.

In some cases, a different limit may appear if you are logged in as another user who already has additional units in their cart. Clearing previous selections can help resolve the issue.

Use cases

A customer adds units to their cart and receives a warning when trying to exceed the maximum order limit.
A customer trying to add a new quantity finds that the allowed amount is lower due to existing units in the cart.
An instance where impersonation or multiple sessions lead to higher than expected values already in the cart.

Key settings in Infigo

Maximum Order Quantity: Found in the product configuration under Order Settings.
Cart Contents: Displayed on the shopping cart page to show current units in the order.

Step-by-step guide

Review the product details to identify the maximum order quantity set for that item.
Check your cart to see how many units are already added for that product.
Calculate the remaining number of units you can add by subtracting the current cart total from the maximum allowed.
If the allowed addition seems lower than expected, confirm that you are not logged in as another user with additional units in the cart.
If needed, clear the cart and start a new order to avoid any conflicts.

Downloading Original PDFs from Infigo within Shared Print Operations

This article explains how to download the original customer PDF files using the Infigo interface. It addresses concerns about insufficient image data in the final output PDF by confirming that the original file is available for review.

Users can verify whether the image data is complete by accessing the order details in the Shared Print Operation (SPO) portal. The final output PDF in the Product section is the original file for the order.

Follow the steps below to locate and download the original PDF file. This guide ensures that you can quickly resolve similar queries in the future.

Use cases

Verifying complete image data in order PDFs
Accessing original customer PDFs for quality review

Key settings in Infigo

Search Orders: Located in the SPO portal to find specific orders by order number
Product Section: Found within the order details where the final output PDF is available for download

Step-by-step guide

Log in to the SPO (Shared Print Operation) portal.
Enter the order number (e.g., 9716) in the search bar.
Select the order from the search results to view the order details.
Scroll down to the Product section where the final output PDF is listed.
Click to download the original PDF file for review.

🚀 Storefront Configuration Tips & Tricks 🚀

Editing Shared Address Book Entries at Checkout

Use cases

Key settings in Infigo

Step-by-step guide

Related links

Enabling Approval Navigation in the My Account Area

Use cases

Key settings in the Platform

Step-by-step guide

Related links

Fixing Incorrect Approval Email Links

Use cases

Key settings in Infigo

Step-by-step guide

Related links

Fixing Incorrect Out-of-Stock Messages

Use cases

Key settings in Infigo

Step-by-step guide

Related links

How to set up per kilo shipping rates in Infigo

Use cases

Key settings in Infigo

Step-by-step guide

Related links

Importing Products with Images

Use cases

Key settings in the system

Step-by-step guide

Related links

Irregular Shaped Frames with Hebrew Support in the Infigo Editor

Use cases

Key settings in Infigo

Step-by-step guide

Related links

Resolving Sitemap URL and Namespace Errors

Use cases

Key settings in Infigo

Step-by-step guide

Related links

Resolving the Invalid Platform URL Error

Use cases

Key settings in Infigo

Step-by-step guide

Related links

Restricting Checkout to a Single Item

Use cases

Key settings in Infigo

Step-by-step guide

Related links

Sending Test Emails from the Correct Account in Email Message Templates

Use cases

Key settings in the Admin UI

Step-by-step guide

Related links

Shipping Address Preselection at Checkout

Use cases

Key settings in Infigo

Step-by-step guide

Related links

Understanding Order Quantity Limits

Use cases

Key settings in Infigo

Step-by-step guide

Related links

Downloading Original PDFs from Infigo within Shared Print Operations

Use cases

Key settings in Infigo

Step-by-step guide

Related links