This article explains how administrators can download the original artwork files uploaded by users from Shared Print Operations (SPO).

This feature is designed to give internal teams direct access to the original, unmodified artwork files used for placed orders, without needing to route the request through Infigo Support. The original files are stored within the job’s working folder and are separated by part for multipart products.

Please note: Certain areas of this functionality may require activating on your platform prior to use. If you cannot find the settings detailed below, please contact Customer Support who can enable it for you.

Use Cases

• Review the original file uploaded by the user before preflight or PDF profile processing
• Access original multipart artwork directly from Shared Print Operations
• Check the file used for a specific part of a multipart order
• Reduce the need to involve Support when original artwork is required

Step-by-Step Implementation Guide

1. Open Shared Print Operations.
2. Locate the relevant job.
3. Access the original uploaded artwork for the job via the Download Original button.
4. Download the files before the job working folder is cleaned up, as the original artwork follows the same retention lifecycle.

You can now choose how your order processing fee is calculated.

Previously, percentage-based fees could only be applied to the product subtotal. Now, you can apply them to the full order total, including shipping, tax, and other fees.

This gives you more flexibility and ensures fees better reflect the true cost of processing an order.

What Was It Like Before?

Before this update, percentage-based processing fees were always calculated using the product subtotal only.

This meant that costs like shipping and tax were not included in the fee calculation, which could lead to under-recovery of payment processing costs.

What’s Changed

A new option has been added to the existing setting:

Order processing fee type

You can now choose:

• Absolute – a fixed fee amount
• Percentage of Order subtotal – calculated on product subtotal only (existing behaviour)
• Percentage of Order total – calculated on the full order value (new option)

When using the new option, the fee is calculated based on:

Subtotal + Shipping + Tax + Other fees – Discounts

How to Set It Up

1. Go to:
   Admin → Configuration → Settings → Order Settings
2. Find the setting:
   Order processing fee type
3. Select:
   Percentage of Order total
4. Enter your desired percentage (for example, 2.5%)
5. Save your changes

Once enabled, the fee will be calculated automatically during checkout.

How It Appears to Customers

On the cart page, the processing fee will show as:

“Calculated during checkout”

This is because the final total (including shipping) is not yet known.

During checkout, once shipping is selected, the fee is calculated and displayed clearly before the final total.

The fee is now positioned:

After shipping and before VAT

This improves clarity and makes the calculation easier to understand.

VAT on Processing Fees

If your processing fee is configured as taxable:

• VAT will be calculated and applied to the fee
• The tax breakdown will appear in:
  • Admin order view
  • Emails
  • PDF invoices

VAT on fees is not itemised in the cart or checkout to keep the interface clean, but it is fully included in backend reporting and documentation.

Reporting and Integrations

Processing fees are now included more clearly across:

• Order XML (for MIS integrations)
• Insights/Reports
• Invoices and emails

This includes separate values for:

• Fee including tax
• Fee excluding tax
• Fee tax amount

This ensures better financial accuracy and easier reconciliation.

Tips

If your goal is to cover payment processing costs, using Percentage of Order total is usually the most accurate option.

Always test your setup with different scenarios, including:

• Different shipping methods
• Discounts applied
• Taxable and non-taxable products

This helps ensure the fee behaves as expected.

Troubleshooting

If the fee doesn’t appear as expected:

• Make sure the correct fee type is selected
• Check that a percentage value has been entered
• Confirm shipping has been selected (the fee won’t calculate fully until this step)

If VAT on the fee looks incorrect:

• Check whether the fee is configured as taxable
• Verify your tax settings and rules

Summary

You now have more control over how processing fees are calculated, allowing you to include the full order value rather than just the product subtotal.

This leads to more accurate fee calculations, clearer checkout display, and better alignment across invoices, reporting, and integrations.

A new delivery setting allows you to limit the number of delivery methods shown to customers at checkout.

When multiple delivery services are available, Infigo can now display only a set number of options first, ordered by price from lowest to highest. This helps reduce clutter and makes it easier for customers to choose a delivery method.

You can also choose whether to display a Show More button, allowing customers to expand the list and view all available delivery options.

What Was It Like Before?

Previously, all available delivery methods were shown at checkout.

For storefronts using multiple delivery providers or services, this could result in a long list of options. Customers sometimes had to scroll through several delivery methods before choosing one, which could make checkout feel more complicated than necessary.

What’s Changed

Two new delivery settings have been added:

• Max Delivery options to display
• Show “Show More” button for delivery options

If the maximum delivery options setting is set to 0, the feature is switched off and checkout behaves as before.

If a number is entered, only that number of delivery options will be shown initially. The options are sorted by price, with the cheapest shown first.

How to Set It Up

Go to your delivery settings in Admin.

Find the setting:

Max Delivery options to display

Enter the number of delivery options you want customers to see first. For example, entering 2 means only the two cheapest delivery methods will be shown initially.

Next, find:

Show “Show More” button for delivery options

Enable this if you want customers to be able to expand the list and view all available delivery options.

Save your changes.

How It Works at Checkout

During checkout, delivery methods are sorted by price in ascending order.

If the maximum number is set to 2, customers will initially see the two cheapest delivery options.

If the Show More button is enabled, they can expand the list to view the remaining options. When the list is collapsed again, the page scrolls back to the top of the delivery options section to keep the experience smooth.

If a customer selects an option from the expanded list, continues checkout, and then goes back, the system remembers whether the list should remain expanded or collapsed based on the selected delivery method.

Cart Delivery Estimates

This behaviour also applies to delivery estimates shown in the cart, where applicable.

If delivery estimates are enabled on the basket, the same delivery limit can be applied so customers are not shown an overly long list before checkout.

Tips

This feature is especially useful if your storefront returns many delivery options from multiple carriers or integrations.

A good starting point is to show the cheapest two or three options first, then enable Show More for customers who want more choice.

If you want a very streamlined checkout experience, you can disable the Show More button and only show the most relevant options.

Troubleshooting

If all delivery options are still showing, check whether Max Delivery options to display is set to 0. A value of 0 means the feature is disabled.

If customers cannot expand the list, check that the Show More option is enabled.

If the delivery methods are not appearing in the expected order, confirm that rates are being returned correctly by your delivery providers, as sorting is based on delivery cost.

Summary

This update gives you more control over how delivery options are presented during checkout.

By limiting the number of visible methods and optionally allowing customers to show more, you can create a cleaner checkout experience while still preserving flexibility.

If the range of product type tabs in SPO does not appear the same as your other storefronts, and you cannot access certain product types such as MegaEdit products, you can resolve this in Infigo Admin. In Infigo Admin, Infigo Settings, you can tick to enable the product type tabs you would like to see in the SPO. If you want the SPO to mimic another storefront, open the other storefront and match the same settings.

Use cases

• SPO tabs do not match other storefronts and certain product types are not accessible.

• You want the SPO to function like another storefront by matching settings.

Key area in Infigo

• Infigo Admin > Infigo Settings: tick to enable the product types you would like to see in SPO.

Step by step guide

1. Open Infigo Admin.

2. Go to Infigo Settings.

3. Tick to enable the product types you would like to see in the SPO.

   • These settings are currently all preceded with the string "PrintOpsShow", followed by the product type such as "Variable" or "Multipart".
   • Checking these options and saving will enable the specific tab.
   • 

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Infigo lets you record full and partial refunds against an order so that the order totals and storefront reporting stay accurate. However, recording a refund in Infigo is not the same as sending money back to the customer.

For card payments made through gateways such as Stripe or Authorize.net, the recommended process is:

1. update the refund in Infigo so your order values and reports are correct
2. complete the actual financial refund in the payment gateway

It is important to note that cancelling an order does not automatically refund it. If an order is cancelled whilst in your workflow, you should not assume the customer has been refunded unless the refund has also been processed.

Infigo also does not provide a built-in refund email template at the time of writing, so customers are not automatically notified when you record a refund in the admin area.

Key settings and behaviors

• Sales > Orders > View > Refund / Partial Refund
  Use these options to adjust the refund amount on the order in Infigo. This keeps order totals and reporting in sync.
• Payment gateway dashboard
  Use your payment gateway to return the funds to the customer. For Stripe, the refund should be completed in Stripe. The same principle applies to other gateways where the payment is actually captured outside Infigo.
• Approval workflow cancellations
  A cancelled order is not automatically a refunded order. A refund must still be actioned separately.
• Partial refunds
  Partial refunds are a manual process. You should record the partial refund in Infigo and also complete it in the payment gateway.

Use cases

Full refund for a cancelled paid order

A customer pays for an order, but the order is later cancelled. You record the refund in Infigo so the order totals are correct, then issue the full refund in the payment gateway.

Partial refund for a pricing or budget adjustment

An order needs a small amount refunded because a budget, discount, or approval-related change was not applied at the time of purchase. You update the partial refund in Infigo and then process the same partial refund in the gateway.

Rejected approval workflow order

An order is rejected during approval and then cancelled. Since cancellation alone does not refund the payment, you must still issue the refund separately.

Reporting reconciliation

Your finance team processes a refund directly in the payment gateway, but you also want storefront reports to reflect the refunded amount. You record the refund in Infigo so reporting stays accurate.

Step-by-step implementation guide

1. Open the order in Infigo
   Go to Sales > Orders and open the paid order you want to refund.
2. Decide whether the refund is full or partial
   Confirm exactly how much should be refunded before making any changes.
3. Record the refund in Infigo
   Use Refund or Partial Refund on the order to update the order values inside Infigo.
   This step is used to keep storefront records and reporting accurate.
4. Process the actual refund in your payment gateway
   Sign in to the payment gateway that took the payment and complete the refund there.
   For example, if the order was paid through Stripe, process the refund in Stripe.
5. Check that both sides match
   Make sure the refund amount in the gateway matches the amount you recorded in Infigo. This helps avoid reporting or reconciliation issues.
6. Notify the customer manually if needed
   Infigo does not provide a built-in refund email template for this process. If your gateway does not notify the customer automatically, send a separate message outside the storefront.
7. Review approval-workflow orders carefully
   If the order was cancelled as part of an approval workflow, confirm that the refund has actually been completed. Cancellation alone does not automatically return funds.

Infigo Academy: Shared Print Operations:

The view of Shared Print Operations (SPO) can be adjusted to show specific types of PDF jobs. The default for each storefront is to show all Variable (Infigo Designer created) PDF files. In this article you will find out how to view other product types in SPO.

Steps to view specific product types in SPO

1. To switch on other tabs in the Shared Print Operations view visit: Configuration > Settings > Product and Editor Settings > Infigo Settings

Check the boxes to Enable the "PrintOps" workflows of the product type that you would like to view while in Shared Print Operations. 

Here is what each setting enables:

PrintOpsShowVariable > Variable/Infigo Products

PrintOpsShowStatic > StaticPDF products

PrintOpsShowMultiPart > MultiPart Products

PrintOpsOrdinary > Other Products (Products not assigned a type)

PrintOpsShowSms > No Longer Supported (Included in Symphony Products)

PrintOpsShowDynamic > Dynamic Products

PrintOpsShowSymphony > Symphony Products

PrintOpsShowExternal > Orders Placed Outside of Catfish using API

PrintOpsShowCustom > Custom Products 

2. To gain access to the print ready PDF file created by the Catfish system, login to any storefront as an administrator and navigate to "Shared Print Operations (SPO)" in the sidebar menu:

You will see a list of all jobs for the whole Platform.

3. Clicking on any single job line will expand the line and provide details of the job, and sales data.

 The "Product" section in these details will allow you to see the file has been created when you click "Download Output." This will provide a high resolution file of the artwork for that orderline item. 

The system also supports direct integration to hotfolders. More information can be found here

Allow customers to customise their order name so that saving, re-ordering and referencing a job is quick and simple.

Go to > Configuration > Settings > Product and Editor Settings > Infigo Settings and tick EditInfigoOrderProductName (it is around half way down the page) > click Save. 

The end user will now see an edit button on the orderline in the basket. Clicking this button allows the user to change the custom name.

This name shows in the account order history and in the Shared Print Operations page.

By default, Infigo validates the UK postcodes. In order to disable the postcode validation , login with Administrator account then navigate to Configuration > Settings > Customer Settings.

Scroll down to "Billing and Delivery Addresses Configuration" and untick "Zipcode/Postcode validation enabled".

Remember to to save your changes in the top right corner. 

In the screenshot below there are three steps (1-3) that can be removed from the Checkout page

Billing Address

We have enabled the ability to skip the selection or input of a billing address during the checkout process (Step 1) if certain conditions are met. Take a look at our short step-by-step guide below to see how to enable this feature.

Bug fixes and general improvements

Shipping Address

To remove Step 2, you will need to navigate to Admin > Configuration > Settings > System > Checkout Settings. From here you can enable 'Hide shipping address':

Delivery Method

To remove Step 3, there are two ways to do this. The first scenario, is that you do not have any delivery options, for this, you will need to raise a support ticket as only the support staff can update this setting.

The second scenario, is that you only have one delivery option, so there is no need for the customer to choose. In this instance, you will need to navigate to Admin > Configuration > Settings > Order Settings. From here you will need to enable 'Hide delivery method step if only one options is available'.

The Guest Checkout functionality allows a user to place orders without having to create a user account . This means they don't have to login to place an order.

You can enable / disable Guest Checkout in Settings: 

There are additional settings to dictate whether Guest Users' email addresses are saved in Customers > Customer Management against their guest account.

These are only accessible by the Infigo Support Team. If you would like us to update these settings then please submit a ticket with the subject: "ordersettings.anonymouscheckoutallowed"

This article will talk you through all of the features that are supported by Infigo out the box around managing stock and inventory from low stock notifications, displaying stock counts to allowing back orders.

Setting up your Stock Management

The setup of the Stock and Inventory settings is done on each product individually. If you navigate to the product variant you will find the section below where the default method of managing the inventory is set to 'Don't track inventory' - so by default it is disabled.

To enable it on a product simply change this setting to one of two:

1. Track Inventory

Upon the selection; you will have the following options available:

1. Stock quantity: You can define the available quantity in the stock.
2. Display stock availability: Enabling this option allows you to show to end users whether or not their is stock availability or not - this translate to a simple message being shown to let them know its either in or out of stock.
3. Display stock quantity: If “Display Stock Availability” is checked, a new option "Display stock quantity" is then provided that allows you to determine whether or not you display the quantity of the remaining stock to the customer.
4. Minimum stock quantity: Here you enter in the minimum stock count. This allows you to always keep a reserved amount of stock that you do not want to go under - as soon as the stock count falls below this level you can configure certain actions to be carried out (see low stock activity).
5. Low stock activity: This setting allows you to determine what actions should be carried out if you fall below your minimum stock quantity.
   1. Nothing: Customers can still order the product
   2. Disable buy button: This will keep the product active and searchable but it will be not available to order.
   3. Un-publish: By setting this you are asking Infigo to automatically remove this product from the catalogue so it is no longer visible or searchable to your end users.
6. Notify admin for quantity below: By enabling this option storefront owners can also get notified about the quantity of the product *
7. Backorders
   1. No backorders - When stock is gone or if the customer is trying to purchase more than are in stock the system will not allow it.
   2. Allow quantity below 0: Customers can place orders
   3. Allow quantity below 0 and notify customer: Customers can place orders but will also get notified
8. Allow stock notification: If the stock gets refilled by the storefront administrator, customers who are trying to order the product will also receive a notification from the storefront. **

2. Track inventory by product attributes

This method allows you to utilise our concept of Attribute combinations. So rather than setting inventory and stock counts against a single product in Infigo, you can create attributes against that product and then based on combinations of those attribute assign stock codes to them.

For example:

I have a t-shirt product in Infigo, but in the warehouse and what I actually want to offer to the customer is a number of different sizes and colours of that t-shirt. Instead of creating a separate product in Infigo for each of your different sizes and colours you can create one t-shirt product and then one attribute called 'Size' and one attribute called 'Colour' and then have your S, M, L values assigned to the size and your 'Red', 'White', 'Black' values assigned to your colour.

Then you can create a number of attribute combinations, each essentially creating the different stock items you hold.

Product: t-shirt

Attributes: Colour (Red, White, Black), Size (S, M, L)

Attribute Combinations:

Colour: Red, Size: S

Colour: Red, Size: M

Colour: Red, Size: L

Colour: White, Size: S

And so on.

For each of these combinations, in the same way you can setup a separate SKU for each, you can also setup a separate stock count. Only when that specific combination is ordered will it deduct stock from each of them. So its a little more involved to management and setup, but offers you the flexibility and control without creating lots of products individually. 

Updating to your stock levels

In order to add the stock on to products, it's pretty simple.

Navigate to the product variant where you want to change the stock level (Catalogue > Products > Product Management then navigate to the product variant) and then simply change the value of the Stock Quantity (either against the product variant or the attribute combination depending on how you have set it up).

Please note, this process is really a case of updating the stock count and not adding to it. There is no real transaction history of stock being added incrementally, you simply overwrite the stock quantity.

Stock Notifications Configuration

In order to ensure Administrators receiving emails in case the stock is low, ensure the following email templates are enabled. (How to edit email templates)

 You can check the message templates under Content Management > Email Message Templates and look for the following templates.

"Quantity Below - store owner"

"Back in stock"

PLEASE NOTE:

Stock levels are set on a storefront level, there is no way to manage stock across multiple storefronts.