🚀 Connect: CERM Tips & Tricks 🚀

CERM provides software solutions tailored specifically for the industrial labelling and packaging sector. With Connect: CERM, we’ve built a bridge between Infigo and CERM that allows information to move smoothly between both systems. This connection unlocks new efficiencies by removing the need for double entry and keeping data perfectly in sync.

So, let’s take a closer look at what this integration can do.

One of the first key features is live pricing. By linking your Infigo products directly to CERM estimates, you can display accurate, real-time pricing on your product pages. As the customer adjusts their selections or changes attributes, the price updates instantly, giving a transparent and dynamic ordering experience.

Next, within the My Account area of the Infigo storefront, users gain access to live views of their CERM data. They can see their estimates, products, and orders exactly as they appear in CERM, all linked to their Infigo login. This makes reordering incredibly simple. A user can quickly place another order for work that matches or closely resembles a previous job — without having to recreate anything from scratch.

For example, when working from an existing estimate, the customer can upload a new artwork file while keeping the original label specifications intact. Alternatively, if they’re reordering from a confirmed CERM product, they can easily submit an identical job with just a few clicks. It’s a smooth and intuitive experience that helps save time and reduce errors.

The Connect: CERM plugin also makes it straightforward to synchronise departments, customers, and contacts into your Infigo system. Automatic syncing is built directly into the integration, so any new records or updates made in CERM are reflected within Infigo automatically. That includes customer details, contact structures, and the relationships between them — all kept consistent between both platforms.

User registration has also been enhanced to support the CERM connection. When a new user registers on your storefront, they can now enter a cost code, and the system will automatically assign them to the correct Infigo department based on that code. It’s another example of how the integration eliminates manual work and ensures users end up in the right place from the start.

This overview only scratches the surface of what Connect: CERM can do. While we’ve covered some of the main capabilities here — such as live pricing, customer syncing, and the enhanced user registration process — there’s much more available within the integration.

For a full demonstration of how these features work in practice, a complete series of tutorial videos is available. These videos walk you through every process and configuration option in detail, helping you get the most out of Connect: CERM and create a more connected, automated, and reliable print workflow.

In this quick tips and tricks guide, I just want to clear up a few of the terminology differences between Infigo and CERM. Some of the terms are quite similar, but others mean slightly different things depending on which system you’re looking at, so it’s worth taking a moment to go through them.

I’m doing this now because, in other videos and guides/articles about the CERM integration, I’ll be using both sets of terms. I’ll always try to say whether I’m referring to the Infigo term or the CERM term before mentioning it, so that everything stays clear and easy to follow.

Let’s start with the basics.

In Infigo, a department is a group of users registered under the same organisation. It’s how we group people together within the platform. In CERM, this same concept is called a customer. So when you hear me say “customer” in the context of CERM, think of it as the same as a department in Infigo.

Now, within those groups, we have the individual users. In Infigo, we typically refer to them as customers — these are the people who log in and place orders. In CERM, however, these individual users are called contacts. So again, same idea, just different terminology between the two systems.

Next, let’s talk about the actual work that gets produced.

The first type we’ll look at is a job specification that allows variable artwork. In other words, the print specification remains the same, but the artwork itself can be changed or updated as needed. In CERM, this is referred to as an estimate. You’ll hear this term used a lot throughout this tutorial series, because estimates are really at the core of how CERM operates.

In Infigo, the closest equivalent to an estimate would be a quote. Both represent the same concept — a piece of work that’s been defined but hasn’t yet gone into full production.

Now, let’s move on to a fixed job — meaning the artwork and specification are both finalised. In Infigo, once something has gone through the full ordering process and is ready for print, we refer to it as a job. In CERM, that same stage would be called a product.

So to summarise, in Infigo we have departments, customers, quotes, and jobs. In CERM, the matching terms are customers, contacts, estimates, and products.

I’ll make sure to mention which platform I’m referring to whenever these terms come up in later tutorials, so you always know exactly what I mean.

Hopefully, this quick overview gives you some context before we dive deeper into how the two systems communicate with each other in the main CERM integration videos.

If you’re setting up the Connect: CERM integration for the first time, this quick guide will walk you through a few helpful tips to get everything configured correctly. We’ll focus mainly on the Connect settings screen, where most of the key setup happens, but we’ll also touch on a few related areas of the platform that you’ll want to review along the way.

1. Start with the Connect Settings Screen

Head over to your Connect settings area within Infigo.
This is where you’ll control most of the essential settings for your integration.

The very first step is to make sure the Connect: CERM plugin is enabled.

• Look for the field labelled Enabled Connect Plugins.

• Select Connect: CERM from the dropdown menu.

• Click Save to activate it.

Once enabled, you’ve established the foundation for communication between Infigo and CERM.

2. Assign CERM as Your Pricing Provider

After activation, scroll down to the field labelled Connect plugin to handle price.
This is where you define which plugin should be responsible for providing product pricing data.

Choose Connect: CERM again from the dropdown list, and click Save once more.

This step ensures that the prices displayed on your storefront are pulled directly from CERM, meaning your customers will always see accurate and up-to-date pricing information.

3. Check for the Required Template Products

Next, navigate to your Product Management area.
The Connect: CERM integration requires two specific template products to exist in your Infigo platform. These are automatically created during setup in most cases, but it’s always worth confirming.

You should see two products with names beginning with Master_ — for example, Master_Stock or Master_Multipart.

If they aren’t there, you can easily create them manually. Here’s what they’re used for:

• Master_Stock Product – Used for reorders where no new artwork is required.

• Master_Multipart Product – Used for reorders based on CERM estimates, where a new artwork upload may be needed.

These products help Infigo process reorders correctly, whether the order comes from a CERM estimate or a confirmed CERM product.

4. Configure the CERM Connector Plugin

Once you’ve checked your products, go back to the Connectors section of your admin area.
Find the CERM entry in your list and click Configure on the same row.

This opens the configuration screen for the CERM connector, where you’ll define how Infigo communicates with your CERM instance.

The first few fields you’ll see are the most important for establishing your initial connection:

• Base URL – The URL of your CERM instance (you’ll get this directly from your CERM setup).

• Generic Web User External ID – A generic CERM user account used for visitors who view pricing without logging in.

• Authentication Details – Your OAuth credentials from CERM, including token endpoint, client ID, client secret, username, and password.

Copy and paste each value carefully from your CERM environment into the relevant fields, then click Save.

5. Why the Generic Web User Matters

This is a key tip that’s often missed.

CERM requires every estimate to be linked to a user.
However, not every visitor on your storefront will be logged in — especially when they’re just browsing or viewing prices.

The Generic Web User solves this problem. It acts as a placeholder account for non-logged-in users. Whenever a visitor views pricing or triggers an estimate from your storefront, CERM assigns it to this generic user.

Once that visitor logs in or registers, the estimate is automatically cloned and linked to their real account. This ensures a seamless experience for both the customer and your production workflow.

6. Test the Connection

After saving your configuration details, it’s time to test the connection.

Return to your Connectors list, locate the CERM entry again, and click Test Connection on the right-hand side of the row.

• If the connection is successful, you’ll see a green success message in the lower-right corner of your screen.

• If it fails, a red message will appear with details about what went wrong.

If you see an error, double-check your URL, credentials, or web user ID — these are the most common causes of connection issues.

7. Confirm Everything’s Working Smoothly

Once your connection test passes, your Infigo storefront is officially linked with CERM.
You can now pull live pricing, sync estimates, and make use of all the automation features built into the integration.

If any part of the setup doesn’t look quite right, revisit the Connect screen and review your entries — small typos in URLs or credentials are the most common culprits.

Final Tip

Don’t forget that CERM and Infigo use OAuth for secure communication.
If you ever rotate credentials or change security tokens within your CERM instance, you’ll need to update those details in your Infigo Connect configuration too.

It’s a small step that saves a lot of troubleshooting later.

In summary:
The Connect: CERM integration is a powerful tool that keeps your data aligned between two industry-leading systems.
By taking the time to activate it correctly and verifying each step along the way, you’ll ensure smooth communication, accurate pricing, and a hassle-free experience for your customers and production team alike.

Once your initial Connect: CERM integration has been configured, the next step is to fine-tune how customers are synced between Infigo and CERM. This is all managed within the Customer Sync section of the Connect: CERM plugin screen.

These settings determine what happens when new users register on your storefront and how they connect to existing customers or departments within CERM. Several of the options here use a field called Custom One, which is repurposed within CERM as a Cost Code. We’ll cover that in more detail shortly.

Understanding the Customer Sync Options

Let’s start with one of the most important features: Automatically Link to Department.

When this option is enabled, newly registered Infigo customers can automatically be placed into the correct Infigo department based on the cost code they enter during registration. This happens when a user provides a valid CERM cost code that matches an existing CERM customer record already linked to a department in Infigo.

This feature can save you a lot of manual setup time. For example, different departments in Infigo might have access to specific products, pricing tiers, or catalogues. By linking them automatically, customers immediately gain the right level of access after signing up — no admin intervention needed.

Do note that for this to work, customer registration must be enabled and correctly configured on your storefront.

Enabling and Configuring the Custom One Field

To make use of cost codes, we first need to enable the Custom One field in Infigo.

Go to your Customer Settings page, then scroll down to the Registration Form section. Near the bottom, you’ll find the option to display the Custom One field. Activate it and click Save.

If you hover over the tooltip beside this field, you’ll notice some additional information. The label “Custom One” can be changed through your language strings to something more user-friendly — for example, “Cost Code” or “Department Code”. This helps make it clearer for new users during registration.

Once enabled, this field allows customers to enter their CERM cost code, which Infigo will use to determine which department they belong to.

Making the Cost Code Mandatory

There’s another setting called Automatically Link Department is Required.

If this is enabled, the Custom One field becomes a mandatory field during registration. That means users won’t be able to complete the sign-up form unless they provide a valid cost code.

This ensures every new user can be correctly matched with their department or customer group right from the start.

Automatically Creating New Customers in CERM

Another useful option is Auto Create New Registered Customers in CERM.

When this is enabled, any new user who registers in Infigo — and isn’t automatically linked to a department using a cost code — will be created as a new customer in CERM.

This makes sure both systems stay aligned without manual data entry. It’s particularly handy if your storefront is open to new customers who don’t already exist in CERM.

Keeping Address Information in Sync

Next, we have Sync Address from CERM to Infigo.

If a customer in Infigo is linked to an existing CERM account that already has addresses assigned, those addresses can automatically sync into Infigo. This keeps both systems consistent, ensuring that billing and shipping details always match the customer’s latest information in CERM.

Using the Download Customers Feature

Finally, there’s the Download Customers from CERM button.

This feature allows you to pull customer data directly from CERM into Infigo. It’s a great validation tool, especially if you’re troubleshooting or just want to double-check that the integration is returning the expected information.

When you download the data, Infigo retrieves all relevant customer details from CERM and displays them in a report-style format. This lets you review what the integration sees — which can be really helpful for spotting mismatched records, missing details, or connection issues.

A Quick Recap

The Customer Sync section is what ties your customer data together between both systems. By taking the time to configure it properly, you ensure that:

• New users are placed into the right Infigo departments automatically

• Customers without cost codes are still created in CERM

• Addresses and contact information stay consistent

• Validation tools are available to confirm everything’s syncing as expected

Setting this up once correctly can save hours of manual work later and gives your users a smoother, more connected experience when registering and ordering through your storefront.

Once you’ve set up your authentication details and successfully tested your connection to CERM, the next step is configuring the Department Sync and Contact Sync settings within the Connect: CERM integration plugin.

These options allow Infigo to automatically create departments and customers based on data from CERM, helping you maintain alignment between both systems with minimal manual setup.

1. Accessing the Configuration Screen

To begin, go to your Connect Plugins page in the admin area.
Locate the Connect: CERM entry and click Configure on the same row.

Once the page loads, scroll past your authentication details. If your connection has already been tested successfully, you’re ready to move on to the next set of options on this screen — the Department Sync Settings.

2. Understanding Department Sync

The Department Sync section controls whether Infigo should automatically create new departments based on customer data stored in CERM.

When this feature is enabled, Infigo will pull in your CERM customer list and create matching departments for each one. Each CERM customer record becomes an Infigo department, keeping both systems perfectly aligned.

This process runs automatically in the background once enabled. It’s an optional feature, so if you prefer to create departments manually, you can leave it disabled.

3. Sync Departments Automatically

Enabling the Sync Departments Automatically option starts a background task that checks for any CERM customers not yet represented in Infigo. It then creates the missing departments automatically.

This is particularly helpful for larger organisations or setups with many CERM customers — it saves time and ensures consistency between both systems without manual imports.

4. Using Filters for Department Sync

If you only want to bring in specific departments, you can use the Filter for Department Sync field.

This field allows you to enter a custom filter expression that limits which CERM customers will be pulled into Infigo. The plugin uses CERM’s API to apply these filters, and you can find a link to the relevant API documentation directly in the field description.

For example, you might enter a string like name eq department1. This means that only the CERM customer record with the name department1 will be synced. It’s a powerful way to control which data flows between the two systems, especially when working in larger environments.

5. Sync Contacts Automatically

Next, scroll down to the Sync Contacts Automatically option.

When this is enabled, Infigo will create new customer records for each CERM contact — as long as the contact has a valid email address. Each new Infigo customer is automatically placed into the correct department that matches their CERM customer record.

This ensures that users are grouped correctly and that their access, pricing, and permissions are managed automatically, based on their CERM data.

6. Linking Customers to Departments Automatically

You’ll also find the setting Link Customer to Department for New Customers.

When this is turned on, any new customer created in CERM will automatically trigger the creation of a corresponding department in Infigo. These records are linked instantly, keeping the relationship between customer and department intact without any manual syncing.

This is particularly useful for businesses that frequently add new clients or departments in CERM — it means your Infigo storefront always stays up to date without additional admin work.

7. Seeing Department Sync in Action

Once you’ve configured these settings, it’s time to see them in action.

Open two tabs in your admin area — one for Customer Management and one for Departments. If you’ve just set up a new storefront and haven’t yet enabled syncing, both lists should initially be empty.

Now, go back to your Connect: CERM settings and enable both Sync Departments Automatically and Sync Contacts Automatically. Save your changes.

A background task will now begin running to pull data from CERM. Depending on how many customers and contacts you have, this process might take a few minutes.

After the sync completes, refresh your Customer Management and Department pages. You should see that all CERM customers have now been imported as Infigo departments, and their associated contacts have been added as Infigo customers within those departments.

8. Reviewing the Results

Once the sync is complete, your Departments list in Infigo should now mirror your CERM customers.
Each department represents a corresponding customer in CERM, and each contact with an email address has been brought in as an Infigo user.

This automatic linking between the two systems ensures that your storefront always reflects the latest data without requiring manual intervention. It’s one of the biggest time-savers within the Connect: CERM plugin.

💡 Pro Tip: Manual vs. Automated Sync

While automatic syncing is efficient, you still have the flexibility to manage departments manually if you prefer. Some administrators choose to leave automation disabled until after initial setup, so they can confirm data alignment before letting it run automatically.

If you do enable automation, remember that you can always disable it again later if you prefer to take manual control.

Final Thoughts

The Department and Contact Sync features are designed to take the complexity out of managing users across two platforms. By pulling your CERM customer and contact data directly into Infigo, you can save hours of repetitive setup and ensure your storefront stays fully in sync at all times.

Once configured, this integration runs quietly in the background — keeping your departments, customers, and data perfectly connected between Infigo and CERM.

When working with the Connect: CERM integration, it’s important to understand that Infigo and CERM use different terminology for similar concepts. Because the two systems communicate closely, it helps to know how these terms align — and how to manually link records if you’re not using the automatic sync features.

1. Understanding the Terminology

Before diving into the mapping process, let’s quickly recap the terminology differences between both systems:

• In CERM, Customers represent the companies or groups you work with.
  In Infigo, these are called Departments — groups of users registered under one organisation.

• In CERM, Contacts represent individual users linked to a customer.
  In Infigo, these are referred to as Customers — the users within each department.

The Connect: CERM integration can automate the syncing of these relationships, but you can also map them manually if you prefer more control.

2. Why Manual Mapping Might Be Useful

While automated syncing saves time, there are times when you might prefer to manage the mapping yourself — for example, when testing configurations, onboarding a new client, or handling data imported from a separate source.

Manual mapping gives you direct oversight of which Infigo departments and customers correspond to their CERM counterparts.

3. Mapping Infigo Departments to CERM Customers

To start, go to the Departments page in your Infigo admin area.
If you haven’t yet created a department for this customer, you can create one now. Otherwise, select an existing department you’d like to link.

Under the Commands column, click on the Connect link icon.
This opens a small pop-up window where you can manually link the Infigo department to a specific CERM customer.

In the CERM Customer ID field, enter the customer’s ID number exactly as it appears in your CERM system. Once entered, click Save External Reference to confirm the connection.

From this point forward, Infigo recognises that this department corresponds directly with the specified CERM customer record.

4. Assigning Customers to Departments (Manual Method)

If you’re not using the automated customer sync feature, you can manually assign users to their corresponding departments in Infigo.

Next to each department name, click the plus (+) icon to expand its contents. This will show you a list of all available Infigo customers. From here, select the users who belong to that department and click Save Changes.

This ensures that each user sits under the correct department, matching your organisational structure in CERM.

5. Mapping Infigo Customers to CERM Contacts

Once your departments are linked, you’ll need to map individual Infigo customers (users) to their CERM contacts.

Navigate to the Customer Management area in your Infigo admin.
Locate the user you want to map, and click Edit next to their name.

Scroll to the bottom of the customer information page, where you’ll find the Connect link button. Click it to open a familiar pop-up window — this time asking for the CERM Contact ID.

Enter the correct contact ID from your CERM system and click Save External Reference. This links the specific user in Infigo to their corresponding CERM contact.

6. Verifying the Mapping

Once saved, your mapping is complete.

The selected Infigo Department is now linked to the corresponding CERM Customer, and all relevant Infigo Customers under that department are connected to their matching CERM Contacts.

You can confirm this by reviewing your Connect: CERM configuration screen — the mapped entries will appear listed with their linked IDs.

7. Pro Tip: Manual vs. Automated Mapping

If you’re managing smaller datasets or onboarding just a few customers, manual mapping gives you total control and visibility. However, for larger customer bases or frequent data changes, enabling automated syncing may save you significant time.

You can always switch between manual and automated approaches as your workflow evolves. Manual mapping is particularly helpful during testing or early configuration, while automation is best suited for day-to-day operation once you’re confident in your setup.

Final Thoughts

Mapping your Infigo departments and customers to their CERM equivalents ensures a consistent and reliable connection between both systems. Whether done automatically or manually, this process keeps your user structure, pricing, and data in sync — reducing errors and helping both platforms work together seamlessly.

By understanding how the two systems interpret customers, departments, and contacts, you can maintain full control over your integration setup and ensure a smooth data flow every time.

In this guide, we’ll walk through how to manually map Infigo products and their attribute combinations to CERM estimates or calculations.

This process ensures that when a customer selects a product configuration on your Infigo storefront, the corresponding CERM estimate is automatically referenced — keeping your pricing, production details, and specifications perfectly aligned between both systems.

1. Understanding the Mapping Process

The mapping process works by linking Infigo products or attribute combinations with their corresponding CERM calculation IDs.

Each calculation ID in CERM represents a predefined specification of a product — such as its size, material, or finishing options. By linking these to Infigo, you ensure that any selected configuration on your storefront matches the correct estimate in CERM.

Mappings can occur at two levels:

• Product-level mapping – Best for simple, fixed products without variable attributes.

• Attribute combination-level mapping – Used when a product includes multiple variations such as size, paper type, or finish.

2. Mapping at the Product Level

Let’s start with a standard product-level mapping.

Navigate to your Product Management area and locate the Infigo product you want to map. If you don’t already have one set up, create a new product — preferably a Multipart Product, as this allows artwork upload functionality (which is commonly required when integrating with CERM).

Once your product is created, locate the Connect Link button. You’ll find this either:

• Under the Product Variants tab inside the product editor, or

• On the Product List page by clicking the plus (+) icon next to the product name.

Clicking this button opens a pop-up window where you can enter the CERM Calculation ID.

Enter the relevant Calculation ID (also known as an estimate ID) from your CERM system, then click Save External Reference.

💡 Tip: Use product-level mapping for items that do not include variable attributes — for example, a single-size flyer or a fixed promotional poster. When a user selects this product in Infigo, it will automatically load the corresponding estimate from CERM.

3. Mapping Products with Variable Attributes

If your product includes variable options — for instance, size, material, or finish — you’ll need to create mappings at the attribute combination level.

Start by editing your product and opening the Attributes tab.
From there, go to Attribute Combinations.

Attribute combinations define what happens when a specific selection of options is made on your storefront.
For example:

• Choosing Large / Red / Gloss Finish might be one combination

• Choosing Small / Blue / Matte Finish might be another

Each of these configurations can correspond to a separate CERM estimate.

4. Creating Attribute Combinations

Within the Attribute Combinations section, create all the possible combinations that apply to your product.
Each combination represents a specific variation — much like an SKU in inventory management.

Once created, ensure that corresponding estimates exist in CERM for each combination, reflecting those same configurations.

📝 Example:
If your product is a roll label, you might have combinations for:

• Size (100mm, 200mm)

• Material (Paper, Vinyl)

• Finish (Gloss, Matte)

• Unwind direction

Each unique combination in Infigo should have its own CERM estimate.

5. Linking Attribute Combinations to CERM Estimates

Once your attribute combinations are in place, you can begin mapping them.

Locate the combination you want to link, then click the Connect Link button beside it.
A pop-up window will appear, prompting you to enter the CERM Calculation ID for that exact configuration.

Enter the Calculation ID from CERM and click Save External Reference.

This establishes a link between that specific Infigo product configuration and its matching CERM estimate.

When a user selects that configuration on your storefront, Infigo automatically calls the correct estimate from CERM, ensuring all pricing and production data align perfectly.

6. Example in Action

Let’s take an example product named Label Product.

This product includes several attributes:

• Size

• Material

• Finish

• Unwind direction

• Product ID

• Product Description (used for passing information into CERM)

By defining combinations — such as 100mm / Paper / Gloss / Left Unwind — and mapping each to the correct CERM estimate, you create a seamless data link.

When a user selects that configuration on the storefront, the Connect: CERM integration retrieves the appropriate estimate and displays the relevant pricing and product details.

7. Pro Tip: Keep the Generic Web User in Mind

Mapped estimates should be associated with the generic web user you created during the initial setup of your CERM integration.

This ensures that even non-logged-in users browsing your storefront can view accurate pricing and product details based on the CERM estimates linked behind the scenes.

8. Final Check

Once all mappings are complete:

1. Review your product list to ensure all relevant items or combinations have been linked.

2. Test your storefront by selecting different configurations to verify that the correct data is being retrieved from CERM.

3. Confirm that prices, product details, and calculations are consistent between both systems.

Final Thoughts

Mapping Infigo products to CERM estimates ensures that your storefront and production systems stay perfectly in sync.

By linking each product or configuration to its CERM counterpart, you can:

• Guarantee accurate pricing and production specifications

• Simplify the ordering and reordering process

• Reduce errors caused by mismatched product data

Whether you’re mapping single products or complex variable configurations, this process lays the foundation for a reliable, automated connection between Infigo and CERM — ensuring your storefront always delivers accurate, production-ready data.

In this final stage of your Connect: CERM setup, we’ll review the remaining configuration options that complete the integration between Infigo and CERM. These include checkout attributes, payment mappings, product setup, live information display, and end-user interface options.

By the end of this guide, your integration will be fully connected, with smooth data exchange between both systems — ready for live storefront use.

1. Checkout Section Overview

The Checkout section manages how additional order information is passed between Infigo and CERM when an order is placed.

Details such as Delivery Comments, Order Comments, and Order References can be shared between both systems, ensuring that all relevant notes are captured during the transaction.

To enable this functionality, you’ll need to create three Checkout Attributes within Infigo. Each attribute corresponds to one of the above data types and must be referenced within this section.

You’ll see three fields labelled Attribute Name — simply enter the exact names of your created checkout attributes into these boxes.

📝 If you’re unfamiliar with creating checkout attributes, that’s covered in a separate tutorial — but here’s a quick overview:
Navigate to the Checkout Attributes page in your admin area, create the relevant attributes, configure them as needed, then copy their names into this section.

Once complete, these fields will appear during the checkout process on your storefront. Any data entered by your customers will automatically transfer to CERM with the order details.

2. Including Expected Delivery Dates

Below the checkout fields, you’ll find the option to Include Expected Date.

This setting determines whether the calculated due date — based on your production and shipping timelines — is also passed over to CERM.

When enabled, it ensures that your CERM system always reflects the same expected delivery or completion date shown in Infigo, keeping both systems synchronised.

3. Excluding Specific Payment Methods

Next is the Exclude Payment Methods field.

Here you can specify which payment methods should be unavailable during checkout. To do this, simply enter the System Names of the payment methods you want to exclude.

You can find these system names by navigating to Payment Methods in the Infigo admin area. The “System Name” column lists the values you’ll need.

For example, if you wanted to disable Purchase Order payments, you’d copy its system name (such as Payment.Stock.PurchaseOrder) and paste it into the field.

If you’re excluding more than one method, separate each entry with a comma.

4. Mapping Payment Methods Between Infigo and CERM

The Mapping section allows you to define how Infigo’s payment methods correspond to those in CERM.

Click Add New Item to begin. You’ll see two fields — one for the CERM Payment Manner ID and one for the Infigo Payment Method System Name.

The Payment Manner ID can be found in your CERM system. Enter that value into the Key field. Then, in the Value field, enter the system name of the corresponding Infigo payment method (the same names shown in your Payment Methods list).

Click Save to finalise the mapping.

You can add as many mappings as needed to ensure all payment options align correctly between both systems. This guarantees that departments and customers always see the right payment options in Infigo based on their CERM data.

5. Product Configuration Section

The Product section of the configuration screen allows you to map product attributes and link your master products.

Product Attributes for CERM Data

CERM uses two important fields — Product ID and Product Description — which are equivalent to Infigo product attributes.

You’ll need to create two matching attributes in Infigo (usually done automatically during setup). If they haven’t been created, you can add them manually.

Once ready, enter their exact attribute names into the CERM Product ID and CERM Product Description fields in the configuration page.

This ensures that product identification and description data flow correctly between both systems during the order process.

Linking Master Products

Next, link your Master Products — these serve as templates for reordering CERM products or estimates when an equivalent Infigo product doesn’t exist.

You should already have two template products created with the prefix Master_.

In the configuration screen, select the corresponding Stock Master Product and Multipart Master Product from the dropdown lists.

• The Stock Master Product is used for non-dynamic reorders where artwork does not change.

• The Multipart Master Product is used for reorders that allow new artwork to be uploaded.

These master links are essential for seamless reordering workflows between Infigo and CERM.

6. Displaying Live Information from CERM

The Show Live Info section lets you display real-time data from CERM directly on Infigo product pages.

Enable the checkbox to activate this feature. To complete the setup, your CERM administrator must provide a Packing Info URL Endpoint, which you’ll paste into the corresponding field.

This endpoint fetches live packing information from CERM and displays it to users.

You can also define how this information appears by using the Packing Info Pattern field. This allows you to format the output using static text combined with dynamic placeholders.

For example:
Roll width: {RollWidth} {Unit}

In this example, “Roll width:” is static text, while {RollWidth} and {Unit} dynamically pull values from CERM.

A list of all available placeholders is provided below the field, allowing you to fully customise your output.

7. Downloading CERM Calculation or Estimate Data

At the bottom of the product section, you’ll find a Download CERM Calculation/Estimate Data option.

This feature serves as a useful validation tool. It lets you download the response that Infigo receives from CERM via the Connect integration.

You can review this data to confirm that pricing, product details, and calculation results are being passed correctly between systems.

8. User Interface (UI) Options

Finally, we reach the UI Options section.

This allows you to control which additional tabs appear in a user’s My Account area. These include:

• Estimates Page

• Products Page

• Orders Page

These tabs give users quick access to their CERM estimates, previous orders, and product reorders without navigating through the main storefront.

If you prefer to keep these pages hidden, you can disable any of them directly from this section.

Final Thoughts

Once all of these sections are configured, your Connect: CERM integration will be fully operational.

You’ll have:

• Checkout data passing seamlessly between Infigo and CERM

• Payment methods correctly mapped

• Products and attributes aligned

• Live CERM data displayed within your storefront

• Clear UI options for users to manage estimates and reorders

With everything connected, your storefront is now ready for efficient, automated communication with CERM — reducing manual work, improving accuracy, and giving both admins and customers a smoother ordering experience.

In this guide, we’ll walk through what happens behind the scenes when a customer places an order on your CERM-integrated Infigo storefront.

We’ll explore the key concepts used by both systems, how they interact during the order journey, and the data that’s created in CERM as a result of the process.

1. Understanding the Order Flow Between Infigo and CERM

Let’s start with an overview.
When a customer — logged in or browsing as a guest — navigates your storefront and places an order, several processes take place between Infigo and CERM in real time.

Because both systems use slightly different terminology, it’s important to understand the equivalents:

Keeping these definitions in mind helps clarify which system handles what at each step.

2. Accessing a CERM-Linked Product

To begin, your user navigates to a product that has been linked to a CERM estimate or calculation.

This could be accessed through:

• The storefront header or category navigation,

• The search bar,

• Or a featured product area on the homepage.

Clicking on the product takes the user to the Infigo product landing page — just as it would on any storefront.

For CERM integrations, this product will often be a Multipart Product, as this allows the customer to upload artwork either immediately or later in the process.

3. Completing the Product Specification

Once on the product page, the user fills out the Infigo attribute fields — selecting their size, material, finish, and any other required options.

You may also include Product ID and Product Description fields, which directly correspond to the equivalent fields in CERM. These values are passed through automatically once the order is placed.

As the user updates these attributes, they’ll notice the price dynamically recalculates.
This happens because each attribute combination corresponds to a different CERM estimate, which the system retrieves in real time.

💡 Example: Selecting a different paper type or size triggers a call to CERM to retrieve the updated estimate and display the correct price immediately.

4. Uploading Artwork and Adding to Basket

Once the product is configured, the user has two options:

• Click “Start” – to immediately upload their artwork before adding the item to the basket,

• Click “Add to Basket” – to skip the upload for now and submit artwork later.

If “Start” is chosen, Infigo prompts the user to upload their file, preview the artwork, and approve it before adding the product to their basket.

If “Add to Basket” is chosen, the order can still be placed — and the artwork uploaded at a later stage.

This flexibility allows customers to move quickly through the ordering process, while still ensuring all artwork is captured and linked properly when they’re ready.

5. Completing the Checkout Process

Once products are in the basket, users can either:

• Proceed straight to checkout, or

• Continue shopping and add more items to their order first.

During checkout, they’ll see Checkout Attributes — such as delivery instructions, order comments, or cost codes — that have been linked to CERM fields through your configuration.

Any data entered into these fields will automatically be passed to CERM once the order is placed, keeping both systems in sync without the need for manual input.

6. What Happens in CERM When the Order is Placed

When the order is submitted in Infigo, several corresponding entries are automatically created in CERM:

1. CERM Estimate

This is the equivalent of an Infigo quote — a complete job specification that has been priced but not yet turned into a physical product.

• It includes all selected product options and quantities.

• The artwork is variable, meaning users can reorder the same product later with new artwork if required.

2. CERM Product

This represents the Infigo job — a fixed piece of work with a defined specification and artwork.

• It’s generated from the CERM estimate.

• Once artwork is attached and approved, it becomes a static, production-ready record.

• It links directly to the corresponding estimate for traceability.

3. CERM Order

Finally, an order record is created in CERM once the product is purchased.
This represents the actual sale and triggers any associated production workflows or MIS processes.

🧠 Example:
If two variations of the same product are ordered — one with artwork uploaded and one awaiting upload — CERM will create two separate orders under the same product, each reflecting its current artwork status.

7. Real-Time Synchronisation in Action

Throughout this entire workflow, data moves dynamically between both systems:

• Infigo handles the front-end user experience and artwork uploads.

• CERM handles back-end estimation, production, and order tracking.

Every attribute selection, artwork upload, and order submission keeps both systems aligned, ensuring that no manual re-entry or reconciliation is required.

8. Key Takeaways

• Live Pricing: Every attribute change on your storefront triggers a live call to CERM for accurate pricing.

• Seamless Order Creation: Estimates, products, and orders are automatically generated and linked in CERM once an Infigo order is placed.

• Flexible Artwork Uploads: Customers can upload artwork at checkout or after placing the order.

• Full Traceability: Each product and order in Infigo maps directly to its CERM counterpart for consistent production tracking.

In this tutorial, we’ll explore how users can view, manage, and reorder their CERM estimates directly from an Infigo storefront connected through the Connect: CERM integration.

You’ll learn how estimates appear to users, what actions they can take, and how the system links CERM data to customer accounts for a seamless ordering experience.

1. What Are CERM Estimates?

CERM Estimates are the equivalent of Infigo Quotes — they represent the specification of a piece of work that hasn’t yet been ordered.

Each estimate has a fixed specification (such as size, material, and finish), but the artwork remains variable, allowing new designs to be uploaded for repeat or variant orders later.

In CERM, estimates form the foundation for all future orders. Every order placed in CERM begins its life as an estimate.

🧠 Key Point: Each CERM estimate must be linked to a CERM Contact — essentially a user record — which allows Infigo to display estimates for the correct storefront account.

2. Accessing CERM Estimates in the Storefront

When the Connect: CERM plugin is active, logged-in customers can view their CERM data directly within their My Account area.

From the storefront:

1. Navigate to My Account → My Orders.

2. You’ll notice three new tabs appear — Estimates, Products, and Orders.

Each tab pulls live data from CERM, giving customers visibility into their production history and current activity.

These tabs keep Infigo users aligned with their corresponding CERM data — all updated in real time.

3. Viewing Estimates

Clicking the Estimates tab shows all estimates assigned to the logged-in user’s CERM contact record.

There are a few important points to note about how this data behaves:

• Non-logged-in users: Any estimates created by guests are assigned to the Generic Web User, defined in your Connect: CERM settings.

• Logged-in users: When the customer logs in, new estimates are automatically assigned to their own CERM contact.

• Estimate reassignment: Estimates created under the generic web user can also be duplicated and re-assigned once a user logs in, ensuring their activity history is captured under their account.

The list of estimates on this page is paginated to ensure a fast, responsive connection. Users can change how many items display per page or navigate between pages as needed.

4. Understanding the Data Columns

Each estimate entry includes key details pulled directly from CERM, such as:

• Project ID

• Description

• Size

• Substrate

• Packaging details

Users can toggle the visibility of columns using the gear ⚙️ icon, allowing them to display only the most relevant information.

They can also rename the Reference ID to something more meaningful (for example, “Q1 Promo Labels” instead of a numeric code).

5. Viewing Associated Products

In the Products column, you’ll see how many CERM products have been created from a particular estimate.

Clicking on that number takes users directly to the Products tab, where those individual items can be viewed.

Remember:

• A CERM Product is the equivalent of an Infigo Job — a static, fixed specification item generated from an estimate.

• This link gives users full traceability from estimate → product → order.

The Products tab is covered in more detail in a separate tutorial.

6. Estimate Actions and Functions

Below are the main actions available within the Estimates tab.

a. Delete Estimate

The Delete action hides the selected estimate from the list view (useful for tidying up large estimate libraries).

b. View Estimate Details

Clicking View Estimate opens a pop-up window containing full specification data for that estimate.

While the specifications can’t be edited (as CERM estimates are fixed), users can still:

• Review all configuration details

• See associated costs

• Simulate new quantity scenarios

7. Simulating Costs

The Simulate feature allows users to calculate the cost of different order quantities using the same estimate.

To use it:

1. Enter the number of CERM products you want to simulate (e.g., 50).

2. Add one or more example quantities.

3. Click Simulate.

CERM will calculate and display updated pricing for those quantities at the bottom of the window — helping customers explore cost options before reordering.

8. Reordering from an Estimate

The Add to Basket icon (soon to be renamed Reorder) allows users to place a new order based on a CERM estimate.

This is ideal for repeat orders where the specification stays the same, but new artwork is required — for example, a label reprint with updated branding or a seasonal variation.

⚙️ Behind the scenes:
When reordering from an estimate, Infigo uses one of the Master_ Infigo Multipart Product templates defined during configuration.
These templates handle the upload of new artwork and maintain the correct link back to the original CERM estimate.

9. Reordering Workflow Example

1. The user clicks Add to Basket on an estimate.

2. They’re redirected to a simplified product landing page.

   • The specification fields are locked (since they’re defined by the estimate).

   • Only the Product ID, Product Description, and Artwork Upload areas are available for editing.

3. The user uploads their new artwork or chooses to upload later.

4. The product is added to the basket as an Infigo Multipart Product.

5. The checkout process continues as normal.

Once the order is placed:

• The estimate remains visible under My Estimates.

• A new CERM Product is created and linked to it.

• The Products count increases, reflecting the new reorder.

10. Key Takeaways

• CERM Estimates = Infigo Quotes: Fixed specs, flexible artwork, and the foundation of all CERM orders.

• Customers can view, rename, simulate, and reorder estimates directly in Infigo.

• Live integration ensures all estimate, product, and order data stays synchronised between systems.

• Reordering uses predefined Infigo Multipart templates to simplify artwork updates while maintaining consistent product specifications.

11. Final Thoughts

By exposing CERM estimates directly within Infigo, you’re empowering your customers to self-serve — enabling faster reorders, transparent pricing, and reduced admin workload.

This integration bridges the gap between sales and production, ensuring both systems remain aligned while giving users a familiar, storefront-driven workflow to manage their ongoing projects.

In this guide, we’ll explore how CERM products are displayed and managed within your Infigo storefront when using the Connect: CERM integration.

You’ll learn what CERM products represent, how they’re created, and how users can view, reorder, and upload artwork for them — all from the My Account area.

1. Understanding CERM Products

CERM Products are the equivalent of Infigo Jobs — they represent static pieces of work that have already been defined, ordered, and linked to a CERM estimate.

Think of them as orderable items with fixed specifications.
Each CERM product originates from a CERM Estimate — which defines the job’s size, materials, and finishing — but the product itself is tied to specific artwork and is ready for production.

Another way to think of them is as the Infigo stock products of your CERM environment.
Once they’re created, they can be reordered multiple times, each generating a new order record within CERM while maintaining the same product link.

🧠 Key Point:
Because CERM products are always linked to a CERM Contact, every product is automatically associated with the individual user who placed or owns it.

2. Accessing CERM Products in the Storefront

Users can view their associated CERM products from within the My Orders area of the storefront.

To access:

1. Navigate to My Account → My Orders.

2. Click the Products tab at the top of the screen.

When the Connect: CERM plugin is active, three additional tabs will appear:

• Estimates

• Products

• Orders

Each tab links directly to live CERM data and displays updated information in real time.

3. How the Terminology Aligns

Since CERM and Infigo use different terms for similar concepts, here’s how they align:

In this tutorial, we’ll be focusing specifically on Products, and how users interact with them in Infigo.

4. Viewing CERM Products

By default, the Products tab displays all CERM products linked to the currently logged-in user.

The list is paginated for speed and performance, meaning only a limited number of entries load at once.
Users can:

• Adjust how many products display per page.

• Navigate between pages using the controls at the bottom of the screen.

Each product entry includes searchable fields such as:

• Product Description

• Product ID

• Project ID

• General Product ID

💡 Tip: You can use the search bar to quickly find a specific CERM product using any of these identifiers.

5. How Products Are Created

CERM products are automatically created when a CERM Estimate is taken through the Infigo checkout and order process.

That means:

• The Estimate remains in CERM as a record of the initial configuration.

• The Product is then generated and linked to that estimate.

You can see this relationship in the Estimates tab, where a Products column displays how many products have been created from each estimate.

Clicking the number in that column filters the Products tab to show only products related to that specific estimate.

6. File Status and Artwork Upload

A key feature of the Products tab is the File Status column.

This shows whether artwork has been uploaded for each CERM product:

• Files received: Artwork is present and linked to the product.

• Requires artwork: The product exists but needs artwork uploaded.

If a product requires artwork, users can click the Upload Artwork link to add their files.

Depending on where the product was created:

• If the product originated in Infigo, clicking the link opens the familiar Multipart Product upload page.

• If the product originated in CERM, a pop-up appears allowing the artwork to be uploaded directly to CERM.

Both options achieve the same result — the file is linked to the correct product record in CERM.

7. Additional Product Actions

Several actions are available from within the Products tab, helping users manage their items efficiently.

a. Delete

Removes or hides the selected product from the view. This doesn’t delete the record in CERM; it simply hides it from the user interface.

b. Order History

Navigates to the Orders tab, filtering to show only the orders associated with that product.
For example:

• Product 1 may have two orders — one with artwork uploaded and one still pending.

• This quick link helps users see their full reorder history at a glance.

c. Documents

Displays any associated files or reports that CERM has stored for that product, such as:

• Preflight reports

• Order notes

• Job tickets

• Thumbnails or approval documents

Note that new documents can’t be uploaded through Infigo — this information is pulled directly from CERM.

8. Reordering from a CERM Product

Users can reorder directly from a CERM product by clicking the Add to Basket icon (soon to be renamed Reorder).

This feature is used when the specification and artwork remain the same, but the customer needs to order additional quantities.

When reordering:

• Users cannot change the specification or upload new artwork.

• The quantity can be adjusted.

• Pricing updates automatically based on the new quantity.

Once ready, the item can be added to the basket and purchased as normal.

⚙️ Behind the scenes:
Reordering from a CERM product uses one of your Master_ Infigo Stock Product templates — the correct one is chosen automatically based on the product type.

9. The Reorder Workflow

Here’s a typical reorder scenario:

1. The user clicks Add to Basket beside a CERM product.

2. They’re taken to the product page where only the quantity can be changed.

3. The artwork and specification are locked since they’re linked to the existing CERM record.

4. Once the quantity is updated, the user clicks Add to Basket again.

5. The existing artwork is reused, and a new CERM Order is created.

6. When the order is placed, the new entry is automatically associated with the same product record.

The product remains visible in the Products tab, but now the Orders column count increases, reflecting the new purchase.

10. Viewing Product Details

For a closer look at any product, click the arrow icon beside its entry.

This expands a panel showing:

• Detailed product specifications (size, material, finish).

• Quantity history.

• Linked artwork and document details.

This information is pulled directly from CERM, ensuring the storefront always reflects the most up-to-date production data.

11. Key Takeaways

• CERM Products = Infigo Jobs — static, orderable work with fixed specifications and artwork.

• Created from Estimates — every CERM product originates from an estimate and links back to it.

• File Status Tracking — shows whether artwork has been received or still needs uploading.

• Reordering Made Simple — customers can reorder identical items with just a few clicks.

• Live Sync — all data (products, artwork, orders) updates automatically between CERM and Infigo.

12. Final Thoughts

The Products tab provides a transparent and user-friendly way for customers to view their completed work, check file statuses, and place quick reorders — all while maintaining full integration with CERM.

By surfacing live production data within Infigo, you give customers complete visibility into their jobs, empowering them to self-manage orders and freeing up your team to focus on production rather than admin.

A new notification feature automatically emails designated users when the CERM MIS server cannot be reached.
This ensures that technical teams are immediately aware of integration or network problems, minimising downtime for automated workflows.

Highlights

• New message template and tokens for CERM alerts

• Detects server or connectivity failures

• Supports proactive maintenance and monitoring

How to implement

1. Go to Admin > Message Templates and locate the new CERM Connectivity Alert template.

2. Configure the email recipients and customise the message body.

3. Ensure the CERM plugin is enabled and connected.

4. Simulate a connection loss (if safe to do so) to confirm alerts are triggered.

Previously, Infigo storefronts integrated with CERM MIS always used the payment method defined by CERM’s Payment Manner setting.
In some cases, this restricted flexibility — for example, when a storefront used a different local gateway, or when CERM’s payment manner did not align with the available payment plugins.

With this enhancement, you can now choose whether Infigo enforces the CERM-defined Payment Manner or instead uses Infigo’s own native payment-method controls.
This allows hybrid setups where CERM still handles orders and invoicing, but storefront managers can configure different payment options for customers.

What’s included

• A new “Payment Methods Control Property” option within the CERM plugin settings

• Two selectable modes:

  • Payment Manner – continues using CERM’s existing Manner of Payment ID logic

  • None – bypasses CERM control and allows Infigo’s native payment-method rules

• Seamless fallback to native Infigo logic when “None” is selected

• Works with all standard checkout and payment plugins

Key settings

• Payment Methods Control Property:
  Found under Connect → CERM → Settings.
  Determines whether CERM or Infigo controls which payment methods appear during checkout.

• Payment Manner ID (CERM):
  Used only when Payment Manner mode is active.
  Infigo will send this identifier back to CERM on order submission.

• Native Payment Control:
  When None is selected, Infigo uses its internal logic and any enabled payment plugins to determine available methods.

Use cases

• Regional payment options: Allow storefronts to use PayPal, Stripe, or local gateways not defined in CERM.

• Testing environments: Bypass MIS control to simplify payment testing without CERM interaction.

• Hybrid integrations: Maintain CERM order management while providing different checkout experiences per storefront.

• Failover: Continue processing orders via Infigo even if the CERM integration is temporarily offline.

Step-by-step implementation

Step 1 – Open the CERM plugin settings

1. In the Admin area, go to Connect → CERM → Settings.

2. Scroll to the section Payment Methods Control Property.

Step 2 – Select your control mode

1. Choose one of the two options:

   • Payment Manner – CERM controls which payment method applies.

   • None – Infigo controls payment method availability.

2. Click Save.

Step 3 – Verify behaviour in checkout

1. Add a product to your basket and proceed to checkout.

2. Observe which payment methods are shown:

   • In Payment Manner mode, methods match CERM’s configuration.

   • In None mode, methods follow Infigo’s payment-plugin rules.

3. Complete a test order to confirm correct payment information is passed (or excluded) in CERM order notes.

Step 4 – (Advanced) Test integration flow

• In Payment Manner mode, verify that CERM still receives the correct Manner of Payment ID.

• In None mode, ensure Infigo order confirmations and customer emails display the chosen payment method correctly.

• Review any Connect logs for confirmation of successful hand-off.

Tips & best practice

• Use Payment Manner when your finance team requires strict alignment with CERM’s invoice rules.

• Use None when you need local or alternative payment gateways (e.g. PayPal, Authorize.Net, or Stripe).

• Clearly communicate which storefronts use which mode to avoid data mismatches.

• Always test the full checkout and order-sync process after changing this setting.

Several improvements were made to strengthen the CERM integration and user communication.
New message templates handle MIS-plugin responses, order summaries are now editable via content items, and additional CERM settings expand product-deletion and thumbnail options.

Highlights

• Three new message templates for CERM events

• Editable section added to order summary page

• New settings: Allow delete products/estimates and Fallback to Master Product Thumbnail

• Improved order-confirmation logic and email handling

How to implement

1. Go to Connect: CERM > Settings to review new options.

2. In Message Templates, configure the new CERM Success, Failed, and Partial Success templates.

3. Verify editable content on the Order Summary page now matches previous layout and tokens.

4. Test by placing and completing an order to confirm correct email notifications.

In this guide, we’ll look at how you can customize and streamline the tables displayed within the My Account pages of your storefront when using the Connect: CERM integration.

This includes adjusting the Estimates, Products, and Orders tables — letting you control which information is visible, prioritized, or tucked neatly into expandable sections.

1. What These Tables Are

When the Connect: CERM plugin is active, your Infigo storefront automatically displays several data tables within each user’s My Account area.

You’ll see these under:

• My Account → Estimates

• My Account → Products

• My Account → Orders

Each table lists live data pulled from your CERM system — such as IDs, quantities, project details, and statuses — allowing users to view and manage their CERM-related information directly in Infigo.

2. The New Customization Feature

The Connect: CERM integration now includes an advanced UI Customization Section, allowing you to define exactly which columns appear on each table, and how they’re displayed.

This lets you:

• Prioritize key columns (e.g., Product ID, Quantity, Price).

• Hide unnecessary data.

• Move less important details into an expandable “Detailed” subsection under each row.

💡 Tip: This gives you a cleaner, more user-friendly table layout — ideal when managing large datasets.

3. Built-In Search Functionality

Before diving into customization, note that each of these tables now includes built-in search filters.

Users can search or refine results directly from the front-end:

• Search across specific columns (e.g., by Project ID or Product Description).

• Instantly locate specific entries without extra setup.

No configuration is required — the search bar works automatically on CERM-linked tables.

4. Accessing the Customization Options

To customize your tables:

1. Log into the Infigo Admin area.

2. Navigate to Connect Plugins → Connect: CERM → Configure.

3. Scroll down to the UI Section.

Here, you’ll find separate configuration blocks for:

• Estimates Page

• Products Page

• Orders Page

Each section contains a dropdown list of all available table columns and how they’re displayed.

5. Customizing Columns

Within each page’s configuration list, you’ll see every column currently used by that table — for example, Image, Description, Order Quantity, Status, and more.

You can adjust them in two ways:

a. Disable Columns

If a column isn’t needed (e.g., “Description”), simply disable it.
It will no longer appear in the storefront table.

b. Adjust the Display Type

Each column has a Display Type option that controls how information is shown:

This allows you to declutter your main table view while still keeping full access to secondary details.

6. Example Configuration

Let’s say you’re adjusting the Products page:

• You disable the “Description” column entirely.

• You change less-important fields like Packaging or Material to “Detailed.”

• You keep key information like Product ID, Quantity, and Status as visible columns.

Once you click Save Changes, those settings take effect immediately.

7. Front-End Results

After saving, refresh your storefront’s My Account → Products page.

You’ll see:

• A cleaner table layout with only key columns displayed.

• A small expand arrow beside each row.

• Clicking it reveals a Detailed Section containing the depreciated fields you moved earlier.

This design makes large datasets far more readable, responsive, and efficient to browse.

🎯 Example:
A user might see Product ID, Quantity, and Price upfront, while extended specs like Material Type or Packaging Notes appear in the dropdown detail view.

8. Why This Matters

This improvement provides a huge usability boost for both storefront users and administrators:

✅ Simplifies navigation of long CERM tables.
✅ Reduces visual clutter.
✅ Speeds up front-end load times.
✅ Keeps all CERM-linked data accessible without overwhelming the page.

9. Summary

• You can customize table layouts for CERM Estimates, Products, and Orders within the Connect: CERM configuration.

• Columns can be disabled, locked, or moved into Detailed subsections.

• Built-in search filters help users find information instantly.

• The result is a streamlined, professional, and user-friendly experience for both customers and internal teams.

Sometimes CERM returns 0 or an overflow value when it cannot calculate a price. By default, CERM uses 999999 (six nines) as the overflow sentinel. To handle both zero and overflow prices uniformly, we have replaced the old “Restrict zero price” boolean in the Connect: CERM settings with two new dropdown settings—one for true zeroes, one for overflow values.

• Overflow value (default 999999): Indicates CERM could not compute a valid price.

• 0: Indicates CERM explicitly returned zero.

When an overflow value is received, the system immediately converts it to 0. You then choose how to proceed with the now-zero price via the new settings.

2️⃣ Key Settings

Notes:

• Both warning and error messages appear on the product page and in the cart job, and all four strings must be translatable and distinct.

 

 

3️⃣ Typical Use Cases

1. Soft Monitoring

   • Allow all orders, but surface warnings so support can fix prices later.

2. Strict Compliance

   • Block any item with a zero or overflow price, ensuring every order has a valid price.

3. Mixed Policy

   • Block true zeroes (which may indicate a real error) but allow overflow prices (to confirm later).

4. Rollout & Testing

   • Temporarily allow everything with warnings to measure how often pricing fails before tightening restrictions.

4️⃣ Step-by-Step Implementation Guide

1. Open the settings panel

   • Go to Admin ➜ Configuration ➜ Plugins ➜ Connect: CERM [Configure].

2. Configure zero-price behavior

   1. Find CERM 0 price handling.

   2. Choose one of the three modes:

      • Allow ordering

      • Allow ordering with warning

      • Block orders

   3. Click Save.

3. Configure overflow-price behavior

   1. Find CERM 999999 price handling.

   2. Choose one of the three modes:

      • Allow ordering

      • Allow ordering with warning

      • Block orders

   3. Click Save.

   Important: The system will always convert the overflow value to 0 before applying this setting.

4. Test each scenario

   Scenario	Expected Result
   Allow ordering (both settings = Allow)	• No message for 0 or overflow• Must allow checkout (price = 0)
   Allow ordering with warning (either setting)	• Show warning text: – For zero: “0 CERM price received” – For overflow: “999999 CERM price received, adjusted to 0”• Must allow checkout
   Block orders (either setting)	• Show error text: – For zero: “0 CERM price received, order blocked” – For overflow: “999999 CERM price received, order blocked”• Prevent checkout

   • Confirm that every overflow value converts to 0 before any warning or block.

   • Verify messages appear correctly on both the product page and in the cart.

5. Amend or Translate Language Strings

   • Go to Admin ➜ Configuration ➜ Languages ➜ View String Resources

   • Search for each of the four exact phrases:

     1. 999999 CERM price received, adjusted to 0

     2. 999999 CERM price received, order blocked

     3. 0 CERM price received

     4. 0 CERM price received, order blocked

   • Amend or add translations for each.

   • 

By following these steps and using the new dropdowns exactly as described, your storefront can gracefully handle both zero and overflow prices returned by CERM—either allowing the sale, alerting the customer, or preventing an invalid checkout.