1. Overview
This article addresses the issue of unexpected files appearing in your InfigoSync hotfolders after setup. It explains why files from other storefronts or old orders might populate your hotfolders and provides step-by-step solutions to configure your system correctly. By following this guide, you can ensure that only relevant files are synced, streamlining your workflow.
Note: For more detailed tutorials and additional information, please visit the Infigo Academy.
2. Contents
- Overview
- Contents
- Key Points and Takeaways
- Problems This Solves
- Key Settings
- Scenario-Based Guide
- Scenario 1: Unexpected Files from Other Storefronts Appearing in Hotfolders
- Scenario 2: Old Open Orders Syncing to Hotfolders
- FAQs
3. Key Points and Takeaways
- Understand how hotfolders and print locations interact in Infigo.
- Learn how to correctly map hotfolders to specific storefronts.
- Identify why old open orders are syncing and how to manage them.
- Configure InfigoSync settings to prevent unexpected files from appearing.
- Ensure that only new and relevant orders are processed through InfigoSync.
4. Problems This Solves
- Unexpected files from unrelated storefronts appearing in your hotfolders.
- Large volumes of old open orders syncing unexpectedly.
- Confusion over hotfolder and print location configurations.
- Difficulty in isolating order outputs to specific storefronts.
- Managing and closing old open orders to prevent unnecessary syncing.
5. Key Settings
6. Scenario-Based Guide
Scenario 1: Unexpected Files from Other Storefronts Appearing in Hotfolders
Problem: After setting up hotfolders at the platform level and linking them to specific storefronts, you notice files from other storefronts are appearing in your hotfolders.
Solution:
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Check Hotfolder Mapping:
- Navigate to Infigo Admin > Configuration > Hotfolders and Print Locations.
- Verify that each hotfolder is correctly mapped to its corresponding print location and storefront.
- Ensure that hotfolders are not shared between storefronts unless intended. This may involve recreating your hot folders at Storefront levels.
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Separate Print Locations:
- If multiple storefronts share the same print location, consider creating separate print locations for each storefront.
- Note: This aids in preventing files from different storefronts from mixing in the same hotfolder.
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Test the Configuration:
- Place a new order on one of the storefronts.
- Confirm that only the intended hotfolder receives the order files.
- Click Manage Content to quickly see the output files added to different hot folders.
- In addition, you can see how each job has directed to different hot folders within Shared Print OperationsÂ
Scenario 2: Old Open Orders Syncing to Hotfolders
Problem: Upon enabling InfigoSync, a large number of old open orders from previous years start syncing to your hotfolders.
Solution:
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Understand InfigoSync Behavior:
- InfigoSync syncs all open orders when "Auto Copy to Hotfolder" is enabled, not just new ones.
- Orders remain open if they have not been marked as "Completed" or "Cancelled".
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Review Open Orders:
- Go to Infigo Admin > Sales > Orders.
- Utilise the filtering tools to identify relevant orders.
- Identify orders that are outdated or should no longer be processed.
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Update Order Statuses:
- For each outdated open order:
- Click on the order to view details.
- Change the status to "Completed" or "Cancelled" as appropriate.
- Note: It's also possible to batch update order status' from the main Sales > Orders screen.
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Adjust Auto Copy Settings (If Necessary):
- If you prefer not to sync open orders automatically:
- Navigate to Storefront Settings > Hotfolder Settings.
- Disable "Auto copy to hotfolder".
- Manually copy orders to hotfolders as needed from each job line in Shared Print Operations.
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Verify Hotfolder Contents:
- Check the hotfolders to ensure that old orders are no longer syncing.
- Only new orders placed after the configuration changes should appear.
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Monitor for Recurrence:
- Keep an eye on new orders to ensure they are syncing correctly.
- Periodically review open orders to prevent a backlog.
7. FAQs
Q1: Why are orders from previous years appearing in my hotfolder?
A1: InfigoSync syncs all orders marked as "Open." If old orders haven't been completed or cancelled, they will sync when "Auto Copy to Hotfolder" is enabled.
Q2: How can I prevent files from other storefronts from syncing to my hotfolder?
A2: Ensure that each hotfolder is correctly mapped to its specific storefront and print location. Separate print locations may be necessary to isolate files.
Q3: Do I need to create separate print locations for each storefront?
A3: While not always necessary, creating separate print locations can prevent cross-storefront file syncing and provide better control over your order processing.
Q4: What happens if I disable "Auto Copy to Hotfolder"?
A4: Disabling this setting means that orders will not automatically sync to your hotfolders. You will need to manually copy orders or set up alternative automation.
Q5: How do I change the status of multiple old orders at once?
A5: In the Order Management section (Sales > Orders), you can use bulk actions to change the status of multiple orders simultaneously. Select the orders and choose the appropriate action.
Q6: Will closing old orders affect my reporting or records?
A6: Changing the status to "Completed" or "Cancelled" updates the order's lifecycle but retains the order data for reporting and historical purposes.