Managing Infigo-side orders in Admin (Iframe Core) | COREIF_007

0:00 In this tutorial we're looking at how to manage orders inside Infigo Admin after they've been placed. This is most relevant if your iframe workflow creates orders in Infigo using the record order endpoint.
0:15 If your approach is output only, where you generate artwork without placing an order in Infigo, then this may not be part of your daily workflow, but it's still a useful context for understanding how Infigo represents work internally.
0:29 So, when orders exist in Infigo, there are two key admin areas. that different roles typically use. The first is Sales Orders.
0:42 This view shows orders as complete records, so it's often used by sales or customer service teams. From here you can review and update the order at a high level.
0:53 And when we open an order, you'll see sections like General Order Info, Billing and Delivery Information, Product Information showing what's contained in the order, and Order Notes, which tracks changes associated with the order over time.
1:12 The second area of interest is Shared Print Operations, over on the left hand side at the bottom here. Even when multiple jobs belong to that same order.
1:37 So within Shared Print Operations, the screen is split into multiple tabs for different types of Infigo product. And you also see search and filtering tools to help you find specific jobs of interest.
1:51 Point here is that Shared Print Operations is often used platform-wide, so filtering by storefronts can help focus the list and reduce noise if your environment contains multiple storefronts.
2:04 When you expand the job entry, you can see relevant order information and product details, and you can download supporting PDFs.
2:14 such as job tickets, invoices and packages. You can also download an output artwork or output PDF if it's applicable to the product.
2:26 If you scroll a bit further down, you can also change the status of an individual job.
2:32 So here, for example, we can see the status history of this particular job, and we have the ability to specify a new status.
2:41 For example, once a job is ready, you might change this status to SHIPPED. As soon as all jobs within an order are set to SHIPPED, the order will no longer appear in the OPERATIONS panel.
2:51 And it will appear instead in the COMPLETED ORDERS. Core model, Sales, Orders is the order record view, and Shared Print Operations is the production-orientated view that breaks orders into individual jobs.
3:16 You've now reached the end of the Infigo core learning pathway for iFrame 3D. At this point, you should be comfortable navigating Infigo admin, understanding platform versus storefront scope, creating and managing customers and admin users, working with products at a basic level, and understanding what
3:33 happens after the embedded editor. So whether you generate output only or record orders in Infigo. So what is it that you should do next?
3:44 First, move on to the dedicated iFrame documentation and follow it in order. You can find this if you go to your Infigo Core for iFrames Learning Pathway that you've been working from.
3:55 In the Recommended Further Learning section, you'll find an area for, configuring Infigo to work with iFrame. That documentation walks through the iFrame workflow end-to-end, including how the embedded editor is launched, how the communicator events work, how the job ID is captured from add to basket
4:17 , and what happens next depending on whether you request output Secondly, choosing the product build learning pathway that you understand how dynamic templates are built and are managed.
4:45 if you're using multi-part products, work through the Upload Products learning pathway, so you understand how multi-part products are configured and what the embedded multi-part editor expects.
4:56 And that's it.
4:58 You now have the admin foundations for iframe workflows. From here, the goal is to combine this admin understanding with the deeper iframe documentation and then deepen your knowledge in the specific product build pathways that matches your specific setup requirements.