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What are the Different Types of Infigo Products?

 

Which product type should I use?

In this article, we'll take a look at the different types of Product available within Infigo, along with links to additional resources showing how these could be configured.

Enabling Product Types

Commonalities of all Product Types

Stock Products

Static PDF Products

Multipart Products (for PDF Upload)

MegaEdit Products

Kit Products

Multi Product Custom Product

Other Product Types

 

Enabling Product Types

 

You could globally enable or disable different types of product within Infigo using the Admin Area Settings menu. However this has now changed and can only be enabled by Infigo Support. So please raise a support ticket to enable the different product types for you

These will now be available when using the new product wizard, or when modifying a Stock product to a different type of product.

 

Commonalities of all Product Types

 

Regardless of the product type selected, each will allow configuration of:

  • Pricing
  • Landing page content
  • Product attributes (for example; material, size or finish)
  • Related, required or cross-sell products
  • Associated categories
  • SEO
  • Tax
  • Inventory
  • Discounts
  • Weight and dimensional information
  • Product tags

And more...

 

Stock Product

 

Stock products are pre-manufactured goods that are produced in bulk and kept in inventory for immediate sale. These items are standardized and typically sold off the shelf without any customization, making them readily available for consumers to purchase without delay.

Other common names could be:

  • Off the shelf
  • Pick and pack
  • Pre-printed

Additional resources:

https://training.infigosoftware.com/academy/p/282/create-your-first-product-bg_007b

 

 

 

Static PDF Product

 

A PDF is pre-uploaded to the product and cannot be modified once in place. When an order for the Static PDF product is placed, the PDF is provided to the print operator as the required output file, ready to be printed.

A Static PDF product provides a good range of preview options on the product landing page, allowing the user to flick through the PDF prior to purchase.

 

Additional resources:

https://training.infigosoftware.com/academy/p/284/setting-up-a-static-pdf-product-bg_009b

https://infigosoftware.zendesk.com/hc/en-us/articles/200872648-How-to-create-a-Static-PDF-Product

 

 

 

 

Multipart Product

 

Whilst it does have more advanced capabilities, the primary purpose of a Multipart product is for use as an upload space. This product gives you the ability to allow your users to upload their own print-ready PDF files. As these uploaded files are associated with a product, they will have associated pricing, shipping, etc and proceed through the ordering process the same as any other product.

Upon placing the order, the uploaded PDF is provided to the print operator via our Shared Print Operations (SPO) or via any other means you use of distributing artwork (Hotfolders, MIS, etc).

 

Multipart products can also be used for purchasing multiple versions of a product in a single operation. See the resources below for additional information.

 

Additional resources:

https://training.infigosoftware.com/academy/p/285/setting-up-a-multi-part-product-bg_010b

https://infigosoftware.zendesk.com/hc/en-us/articles/214857023-Create-a-Multi-Part-Product

https://training.infigosoftware.com/academy/p/932/multi-version-product-ordering-with-multipart-upload-products-bg_050

 

 

 

MegaEdit Product

 

MegaEdit is Infigo's flagship product template builder, giving you the ability to create intricate variable product templates.

MegaEdit products operate within your browser. They will have the same format of landing page as other products, however users will be prompted to Start, at which point the MegaEdit editor is loaded in order to customise the product.

MegaEdit products have a vast array of capabilities and configurations, including:

  • Configuring products within the MegaEdit editor
  • Setting up MegaEdit templates via Invent (our plugin for Adobe InDesign using .mex files)
  • 3D Preview
  • Parametric packaging (coming soon, at the time of writing)

Additional resources:

https://training.infigosoftware.com/academy/c/69/template-builder

https://infigosoftware.zendesk.com/hc/en-us/categories/200325159-MegaEdit

https://infigosoftware.zendesk.com/hc/en-us/categories/4403029624337-Invent

 

 

 

Kit Products

 

Kit Products allow you to give the user the choice of adding multiple products to the basket through a single landing page. This can be useful in allowing the user to select different orderline quantities and can theoretically serve as an alternative to using a category.

An example use case is for a predefined pack of corporate products. A single kit product would act as the parent product, bringing together multiple, separately defined child products such as a pen, t-shirt and USB stick.

 

Additional resources:

https://training.infigosoftware.com/academy/p/997/kit-products-bg_052

https://infigosoftware.zendesk.com/hc/en-us/articles/360053596611-Kit-Custom-Products

 

 

 

 

Multi Product Custom Product

 

A product which links to various additional "Child" products. It's possible to create a product landing page that has multiple products linked to it so rather than having multiple products pages across a category you could link several 'child' products to a 'Parent' product.

An example would be a Poster product where you have multiple sizes available A1, A2, A3 and A4 but have a 'Parent product' as Poster, and then your 'child' products are the sizes.

 

Additional resources:

https://training.infigosoftware.com/academy/p/288/setting-up-a-multi-product-custom-product-bg_013

https://infigosoftware.zendesk.com/hc/en-us/articles/4417141760401-Multi-Product-Custom-Product

 

 

Other Product Types

 

Other, much lesser used product types are available within Infigo. Information on these can be found throughout out Help Centre or on the Infigo Academy.

If you have any additional queries, please contact our Customer Support team who can provide necessary guidance.

Job Statuses in Shared Print Operations: What Do They Mean?

 

Shared Print Operations uses a set of job statuses to track the lifecycle of a print order. These statuses indicate where a job currently sits within the workflow, from creation and approval through production, fulfilment, and integration with external systems such as MIS platforms.

Understanding these statuses helps administrators and operators determine what stage a job is at and whether any action is required.


 

Order Creation & Initial Processing

Nothing

The job exists but no processing has started yet.

Example:
A job record is created but the system has not yet begun processing the order.


Creating

The system is currently generating the job and preparing it for processing.

Example:
A user completes checkout and the system begins creating the job entry and preparing associated data.


InBasket

The job is currently in the user’s basket but has not been submitted.

Example:
A customer adds a product to their basket but has not yet placed the order.


Ordered

The order has been successfully submitted and entered the production workflow.

Example:
A user completes checkout and the job is now ready to move through output generation and production.


FutureOrder

The order has been placed but is scheduled to be processed at a later time.

Example:
A recurring order scheduled to run next month.


UnapprovedOrder

The order has been created but still requires approval before production can begin.

Example:
A corporate ordering workflow where a manager must approve the order before printing.


 

Output Generation

 

These statuses track the creation of print-ready files.


OutputCreationStarted

The system has started generating the output files.

Example:
A PDF proof or print-ready artwork file is being generated after an order is placed.


OutputCreated

Output files have been successfully generated.

Example:
The final print-ready PDF has been created and is ready to be sent to production.


OutputCreationFailed

An error occurred during output generation.

Example:
A missing font or artwork issue prevents the system from generating the print-ready file.


ExternalOutputRequested

An external system has requested output generation.

Example:
A third-party production system requests the job’s output files.


ExternalOutputJobClosed

The external output request has completed.

Example:
An external system finishes processing the requested output files.


 

Production Workflow

 

These statuses represent stages of the print production process.


InProduction

The job is currently being printed or produced.

Example:
A batch of brochures is actively printing on a production machine.


InArtworking

Artwork preparation is taking place.

Example:
A designer is adjusting the artwork or preparing files before printing.


InReprographics

Files are being prepared for print reproduction.

Example:
Colour adjustments or file preparation are being completed before sending the job to the printer.


InFinishing

Post-print finishing processes are being applied.

Example:
A printed booklet is being bound or trimmed.


InPacking

The printed items are being packed for shipping.

Example:
Finished products are placed into boxes and labelled.


Printed

The job has completed the printing stage.

Example:
A run of posters has finished printing and is ready for packing or finishing.


InHotFolder

The job has been copied to a hot folder for automated print processing.

Example:
A print server automatically detects the job and begins processing it.


CopyToHotFolderFailed

The job failed to copy to the hot folder.

Example:
A network issue prevents the job file from reaching the printer’s hot folder.


CopyToHotFolderSkipped

The job was configured not to use a hot folder.

Example:
The job is handled through a different production workflow.


 

Shipping & Fulfilment


Shipped

The job has been dispatched to the customer.

Example:
A courier collects the printed materials and tracking information is generated.


ReadyForCollection

The order is ready for customer pickup.

Example:
A local customer collects printed materials from the print shop.


 

Approval & Validation

 

These statuses relate to order review and validation workflows.


AwaitingApproval

The order requires approval before continuing.

Example:
A marketing manager must approve a branded document before printing.


Approved

The order has been approved.

Example:
A manager approves a batch of business card orders.


PartiallyApproved

Only part of the order has been approved.

Example:
Two products in a multi-product order are approved while one remains pending.


Rejected

The order has been rejected.

Example:
Artwork does not meet brand guidelines and the order is rejected.


AwaitingProof

The order is waiting for proof approval.

Example:
A customer must approve a proof before production begins.


AwaitingData

Required information is missing.

Example:
A customer has not uploaded required artwork files.


AwaitingParts

The job is waiting for additional components.

Example:
A promotional pack requires multiple items that are not yet available.


RecreationRequested

A new version of the output has been requested.

Example:
Artwork changes require regeneration of the print file.


Verified

The job has passed verification checks.

Example:
All required assets and data are confirmed to be correct.


ValidationFinished

Validation processes have completed successfully.


ValidationFailed

Validation checks failed.

Example:
Artwork dimensions do not match product requirements.


 

Communication Statuses

 

These statuses relate to notifications sent to customers or administrators.


SentEmail

An email notification has been successfully sent.

Example:
An order confirmation email is sent to the customer.


SentEmailFailed

An email notification was attempted but failed to send.

Example:
An order confirmation email fails to send because the mail server is temporarily unavailable.


EmailBounced

The email was delivered to the recipient's mail server but was rejected or bounced.

Example:
A shipment notification email is sent but the recipient's email address no longer exists.


EmailBouncedAndPrintJobCreated

An email bounced and the system created a print job as an alternative communication method.

Example:
A billing statement email fails and the system generates a physical print job to send the document by post.


NoEmailBounceActionRequired

An email bounced but no further action is required.

Example:
A notification email fails, but the system determines the notification is non-critical and no additional action is needed.


SmsDispatching

The system is currently attempting to send an SMS notification.

Example:
A text message is being sent to notify a customer that their order has shipped.


SmsDispatched

The SMS notification has been successfully sent.

Example:
A customer receives a text message confirming their print order is ready for collection.


 

MIS Integration Statuses (with examples)

MisNotified

The system has notified the external MIS system about the job.

Example:
A new order is sent to the MIS so it can be scheduled for production.


MisFailed

Communication with the MIS system failed.

Example:
The system attempts to send job details to the MIS but the MIS server is unavailable.


MisNotificationRetrigger

The system is retrying sending the job notification to the MIS.

Example:
A previous attempt to notify the MIS failed, so the system retries the notification.


MisAdditionalActionRequired

The MIS system requires additional steps before processing can continue.

Example:
The MIS system requires additional job information or manual confirmation before scheduling production.


MisManifested

The job has been registered or manifested within the MIS system.

Example:
The MIS creates a production ticket for the job.


MisOrderProcessed

The order has been successfully processed by the MIS system.

Example:
The MIS schedules the job in the production queue.


MisAssetsOk

All required assets have been successfully delivered to the MIS.

Example:
Artwork files and production data are successfully transferred to the MIS system.


MisAssetsFailed

Asset delivery to the MIS system failed.

Example:
Artwork files cannot be uploaded to the MIS due to a network error.


MisPartiallyFailed

Some MIS actions succeeded while others failed.

Example:
Artwork files were transferred successfully, but the job creation failed in the MIS.


 

Additional Workflow Statuses 

TemplateProductCreated

A template product has been successfully generated.

Example:
The system automatically creates a reusable template product based on an existing design.


TemplateProductCreationFailed

The system attempted to create a template product but failed.

Example:
The template generation process fails due to missing design assets.


ActionRun

An automated system action has been executed.

Example:
A scheduled automation updates the job status or triggers an integration process.


MisNotificationRetrigger

A previously failed MIS notification has been triggered again.

Example:
The system retries sending job data to the MIS after a temporary failure.


CustomStatus

A custom workflow status defined by the system or integration.

Example:
A print provider creates a custom status such as “Awaiting Courier Pickup”.


CustomStatusHidden

A custom status that exists in the workflow but is hidden from standard user views.

Example:
An internal processing status used by system integrations but not visible to operators.


MisAdditionalActionRequired

Additional actions are required by the MIS before the job can proceed.

Example:
The MIS flags the job for manual review before scheduling production.


ReadyForCollection

The order is ready to be collected by the customer.

Example:
Printed posters are finished and waiting at the print shop reception desk.


MisManifested

The job has been officially recorded or manifested in the MIS.

Example:
The MIS assigns the job to a specific production batch.


CopyToHotFolderFailed

The system attempted to copy files to a printer hot folder but the operation failed.

Example:
The network printer share is unavailable when the system tries to copy the print file.


Blocked

The job cannot proceed because of a dependency or issue.

Example:
Production is paused because artwork approval has not yet been received.


ArtworkUploaded

Artwork files have been uploaded to the job.

Example:
A customer uploads a logo file required for printing business cards.


CopyToHotFolderSkipped

The hot folder step was intentionally skipped.

Example:
The job is sent to production through a different workflow instead of using a hot folder.


MisOrderProcessed

The MIS system has completed processing the order.

Example:
The job has been scheduled and allocated to a production machine.


MisAssetsOk

Assets required by the MIS have been successfully delivered.

Example:
Artwork files and print instructions are transferred to the MIS.


MisAssetsFailed

The asset transfer to the MIS failed.

Example:
An artwork file upload fails due to a server timeout.


PartiallyApproved

Some parts of the job have been approved while others are still awaiting approval.

Example:
Two items in a multi-product order are approved while another still requires review.


JobDataDeleted

Job-related data has been removed from the system.

Example:
Temporary processing data is deleted after job completion.


ValidationFailed

Validation checks did not pass.

Example:
The uploaded artwork file is missing required print marks.


ValidationFinished

All validation checks have completed successfully.

Example:
The system confirms the artwork size and resolution are correct.


MisPartiallyFailed

Some MIS operations completed successfully while others failed.

Example:
The job was created in the MIS, but artwork transfer failed.


ApprovalJobUpdated

The approval status of the job has been updated.

Example:
A manager approves an order that was previously awaiting approval.


OutputDelete

Generated output files for the job have been removed.

Example:
Old output files are deleted after a job is recreated with updated artwork.

What Does the Clean-up Status mean in Shared Print Operations?

 

This article explains what the CleanUp status does in the SPO (Shared Print Operations) view and how it behaves after an order is shipped, completed or cancelled.

CleanUp means the system has cleared the order’s working folder because the order is complete or cancelled. The cleanup is automatic and is triggered when the order is shipped; it happens within seconds and cannot be changed.

Files are cleared from the working folder to manage storage, but users can still place re-orders. If you need a job reopened (for example to retrieve files or re-run outputs), a support agent can reopen the job on request. In this ticket the customer confirmed that filtering SPO by the completed/shipped order status also shows jobs that have been moved to CleanUp.

Use cases

  • An order is shipped, completed or cancelled and the system clears the working folder and marks jobs as CleanUp.

  • You need to place a re-order after files were cleared; re-ordering is still possible.

  • You need files or the job reopened after CleanUp; request a support agent to reopen the job.

  • You want to confirm which jobs were cleaned up by filtering SPO by order status (shipped/complete).

Key settings in Infigo

  • Order status (Shipped / Complete / Cancelled / CleanUp): affects whether the system clears the order’s working folder and changes job availability; location in UI: SPO order status filter / search by status.

Step by step guide

1. Mark the order as shipped, complete or cancelled in SPO. The system will automatically trigger the CleanUp process when the order is shipped.
2. The CleanUp process clears the order’s working folder and the status changes to CleanUp. This happens within seconds and cannot be changed by users.
3. After CleanUp, the Download Output button is no longer available for that job in SPO. If you need outputs or files restored, contact a support agent and request that the job be reopened.
4. To find jobs that have been cleaned up in SPO, set the order status filter to shipped or complete and review the listed jobs. 

For additional guidance, please visit the Infigo Academy or contact our Customer Support team.

How Can I Correct an Incorrect Refund Amount on an Order?

 

If an incorrect refund amount is recorded against an order in Infigo, you may notice that the order totals display a different refund amount than what was actually processed through the payment provider.

This can happen if a refund value is entered incorrectly when marking the order as refunded.

Currently, refund values recorded on an order cannot be reset or edited after they have been applied.

This article explains what happens when an incorrect refund is recorded and what options are available.


What Happens When a Refund Is Applied

 

When an order is marked as partially refunded or fully refunded, Infigo records the refund amount in the order financials and updates the order notes.

For example:

  • An order total may be £100

  • A refund of £20 is recorded

  • The order is marked as Partially Refunded

  • The refund value becomes part of the order’s financial record

Once saved, this value is locked within the order totals.


Why the Refund Amount Cannot Be Edited

 

The refund amount becomes part of the order’s financial history once it has been recorded.

For this reason:

  • The refund value cannot be reset

  • The refund value cannot be amended

  • There is no “undo” option for refund totals

This behaviour ensures the integrity of the order's financial records.


Attempting to Edit the Refund via "Edit Order Totals"

 

In the order admin panel, you may see the option:

 
Edit Order Totals
 

However, this option does not allow refund values to be edited or corrected once they have been applied.

The refund amount recorded during the refund process remains fixed.


Recommended Workaround

 

If an incorrect refund amount is recorded, the recommended approach is to document the correction in the order notes.

For example:

  • Add an internal order note explaining the correct refund amount

  • Record the actual refund processed through the payment provider

  • Include any relevant reference information

This ensures that anyone reviewing the order understands the discrepancy between the recorded refund and the actual refund issued.


Example Scenario

 

Example situation:

  1. An order total is £50

  2. A refund is mistakenly recorded as £20

  3. The correct refund issued through the payment provider is £10

Because the refund amount cannot be changed after it has been recorded, the order will still display a £20 refund in the financial totals.

In this case, you should add an order note explaining that the correct refund was £10.


Summary

 

If an incorrect refund amount is recorded on an order:

  • The refund value cannot be reset or edited

  • The refund amount becomes part of the order’s financial history

  • The best workaround is to add an explanatory note to the order

This helps maintain accurate documentation of what occurred while preserving the order’s financial record.

How Can I Export the Customer List from My Storefront?

 

This article explains how to export a complete list of customers from your storefront using the reporting tool available in the Infigo platform.

Follow the simple step-by-step guide to navigate to the reporting section, download the Customer Report, and select your preferred date range and file format.

These instructions ensure you can routinely access customer data for analysis, marketing, or record keeping without having to repeatedly ask for support.

Use cases

  • Export customer data for targeted marketing campaigns.
  • Perform data analysis for business insights.
  • Maintain an up-to-date customer database for record keeping.

Key settings in Infigo

  • Insights > Reports: Access this section via the main navigation menu.

Step-by-step guide

  1. Log in to your Infigo account and navigate to the Insights > Reports section.
  2. Select the Customer Report from the list of available reports.
  3. Choose your desired date range and file format for the export.
  4. Download the report to obtain the complete list of customers.

Related links

For additional guidance, head over to the Infigo Academy or contact our Customer Support team.

How Do I Add or Edit Purchase Order (PO) Number in Admin Order Details?

 

You can add or edit a PO number to an order after it’s been placed, or clear it if needed. The action button automatically adapts to the state of the field:

  • If the order has no PO number: you’ll see Add PO.

  • If the order has a PO number: you’ll see Edit.

This is useful when a PO wasn’t captured during checkout (for example, if the selected payment method doesn’t require a PO number) but needs to be recorded later for invoicing or procurement.


Use Cases

  • A customer provides a PO number after checkout (e.g., via email) and you need to record it on the order.

  • The selected payment method didn’t require a PO number, but finance needs one for billing.

  • The PO number was entered with a typo and needs correction.

  • The PO requirement changed after order placement, and you need to add or remove it for compliance.


Step-by-Step Implementation Guide

Add a PO number to an order that doesn’t have one

  1. In Admin, go to Sales > Orders and open the order.

  2. In Order Details, find the Purchase Order (PO) Number section.

  3. Click Add PO

  4. Enter the PO number.

  5. Click Save.

    • The PO number is stored on the order.

    • The button changes from Add PO to Edit.

Edit an existing PO number

  1. Open the order in Sales > Orders.

  2. In the PO Number section, click Edit.

  3. Update the PO number.

  4. Click Save.

    • The updated PO number is saved.

Remove a PO number (return to “Add PO” state)

  1. Open the order and click Edit in the PO Number section.

  2. Clear the PO number field.

  3. Click Save.

    • The PO number is removed.

    • The button reverts to Add PO.

What are Unpaid Orders (Pending/Processing)?

 

You may have noticed some of your orders are showing as Order Status "Pending". This could be because the Payment Status is "Processing": 

When a user exits the payment process without making a payment, the order will be logged in Admin > Sales Orders, however it will show as Pending until it is paid. 

You can check the Payment Status in Sales Orders > Info > and scroll down to Payment Method and Payment Status. 

 

Tools to get unpaid orders, paid 

 

) Email Message Templates: We suggest enabling the Unpaid Order Reminder (and the Unpaid Order Reminder for Guest Customers if you allow guest accounts) to let customers know that they haven't paid for their order. 

Admin > Email Message Templates > Order Management:

As standard the Unpaid Order Reminder email will give a full summary of their order and using the %Order.OrderURLForCustomer% token, they will be able to log into the storefront > go to My Account > Orders > and they will see "unpaid" next to the order in question. 

From here they can click on the order and make payment (it will take them straight to the merchant - PayPal, Stripe, etc.). 

 

2) You can also use the unpaid order banner in Customer Settings to remind the user (upon logging into the storefront) that they have unpaid orders. 

 

3) If all else fails and you'd like to contact a customer regarding their unpaid order then you can do so in Sales Orders > (find the order in question) > Edit > Order Notes > and add a message to the customer, tick "Display to customer" and "Add order note": 

 

 

Please note:

In Shared Print Operations jobs are set by default to only show orders that have Payment status of Paid. If you change that dropdown to All or Pending it will show all other payment status'.

The job won't be processed until the order has been paid. 

 

Customer Management FAQ's

 

Q: I am trying to create a new user and I am getting an error saying the email address is already in use, but I cannot find the user. 

A: Please untick all Customer Roles (in Customer Management, in admin) and search again. The user will likely now appear without any Customer Roles Assigned. You can now Edit this user. 

A: If the user still does not appear then it is likely that they have an account at platform level, so please check there as well (you will need to login using your platform account to see the edit this user)

 

Q: How do I make users active / inactive. 

A: You will need to go to Customer Management > Edit the user and tick Active to make them active, or untick to make them inactive. You cannot do this any other way. 

 

Q: Can I export my user list? 

A: Yes, please go to Insights Reporting in Admin. The Customer Report will show all customers, the login report will show all customers who have logged in (if they haven't yet logged into the storefront for the first time, they won't be listed). 

 

Q: I see there is the ability to import users, but I cannot see an export button. 

A: We haven't added an export button as of yet; this is something that will come in the future. You can export a customer list from Insights Reporting but please note, the column headers don't match the import template. You will need to adjust these. 

 

Q: Can I bulk delete users? 

A: No, users need to be deleted one by one. That being said, if you're in test mode then users can be removed on mass before switching to live. Please see this article for more information on switching between test mode and live. 

 

Q: How do you change a user's password?

A: In that user's account (on the 'Info' tab),

Type in the new password (Orange box),

Then click 'Change password' (Green box).

This can be done for all users, including Storefront Admins and Platforms Admins (though you must be logged in with a Platform account to change the platform password).

Please Note: if you have Advanced Password Settings enabled, the new password will need to match the rules set.

 

Q: How do you add the 'Company' Field to the customer's address?

A: Both these settings (''Company' enabled' and 'Company name required') need to be enabled in 'Customer Settings'

 

Q: How do you add the 'Phone Number' Field to the customer's address?

A: Both these settings ('' and '') need to be enabled in 'Customer Settings'

Customer Roles Explained

 

Customer Roles in Infigo can be used as a means of categorising customers.

Every single person accessing the site is assigned a Customer Role of some sort. Some are assigned automatically, for example, someone hitting the site for the first time or without logging in will be assigned the Guest Customer Role and once Registered on the site will be assigned the Registered Customer Role and then some Customer Roles can be manually assigned to users for example those wanting access to the admin area of Infigo can be assigned the Storefront Administrator role.

Customer Roles can then be assigned access to various parts of the system. 

For example, you can create a Job Controller role and provide them access to admin but ONLY the Shared Print Operations page so they can manage the jobs and download the artwork.

If you want to create your own customer roles then you can do so here

 

PLEASE NOTE: If you're searching for a user and they're not listed, they may not be assigned the Registered Role. Untick that from the Customer Roles list, and search again. 

All users must have Registered to access the platform. 

 

Default Customer Roles

The following roles are what we refer to as System Customer Roles and are created and available as standard. Each has its own specific purpose and is highlighted below:

 

Customer Role Name  Access Description  Admin Access?
Album Admin Administrates Albums and Album content for the storefront X
Approver When Approval Workflow is enabled, A user with an approver role can then be assigned products or users' jobs to approve once they have been ordered  X
Budget Manager When Budget Manager Workflow is enabled, a user with the budget manager role can update and approve new budget requests for customers      X
Editors The user would be an editor for the Yearbooks module (Please note this is a Legacy Role and may no longer be used)  
Forum Moderators This is a Legacy Role and is no longer be supported  
Guest  This is the default role that is automatically assigned to a user hitting the site and navigating around without yet registering  
Platform Administrator The most powerful of our administrator roles, this user role has access to ALL storefronts when their account is also created on the platform. They have the ability to view the platform level and also jump between all the storefronts on your platform. Use with care. âś”
Print Location Downloader This role is designed for a 3rd party printer, to have access to SPO (Shared Print Operations) and their specific products (Print locations for 3rd party supplier/printer) (Please note this is a Legacy Role and may no longer be used) âś”
Print Operator This role had access to SPO (Shared Print Operations) only in Admin âś”
Registered Assigned to Registered Customers.  X
Storefront Administrator Every storefront can have many Admins that only can administrate that specific storefront. âś”
Students This role works along with the editor role for the Yearbook module and essentially has the same access as a registered customer. (Please note this is a Legacy Role and may no longer be used)  
     

 

Please Note

There are a number of Legacy Roles which are no longer in use.

However, these roles are still present so they can be repurposed on storefronts for whatever you wish.

How do I cancel an order?

 

At the moment it is not possible for a Customer to cancel their own order. If they want to cancel an order you must provide them with a way of contacting your site administrators to cancel the order for them.

 

How-To

First select the storefront you want to cancel the order(s) on.

Then navigate to Sales > Ordersin the menu OR search for 'Orders' in the menu search.

You can then use the search options to locate the order that needs cancelling, then click Edit on the specific order. On the first 'Info' tab next to Order Status there is a button to Cancel the Order

mceclip0.png

Click the Cancel Order button and your order is cancelled.

 

Note: There is not currently a confirmation popup that is required when clicking cancel order so use this carefully.

Incomplete

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