When using shared address books in Infigo, it's important to understand how address editing works during the checkout process. Even if an address book is set to be visible to everyone, changes made to addresses at checkout may not be saved unless specific settings are enabled.

This article explains the conditions required for address edits to be saved during checkout, and how shared address behaviour affects visibility across users.

By ensuring the correct configuration, you can allow users to edit and save address details as needed during the order process.

Use cases

• Allowing customers to edit shipping addresses during checkout
• Using shared address books across multiple users or teams
• Supporting one-time address entries for ad-hoc deliveries
• Ensuring address changes are retained during the checkout process

Key settings in Infigo

• Always show address form in checkout: Admin → Configuration → Checkout Settings
• Allow customers to edit their existing shipping addresses during checkout: Admin → Configuration → Order Settings → Default Billing Address
• Allow customers to use one-time addresses during checkout: Admin → Configuration → Order Settings → Default Billing Address

Step-by-step guide

1. Log in to the Admin area of your storefront.
2. Navigate to Configuration → Checkout Settings.
3. Enable the setting Always show address form in checkout.
4. Go to Configuration → Order Settings → Default Billing Address.
5. Enable the following options:
   • Allow customers to edit their existing shipping addresses during checkout
   • Allow customers to use one-time addresses during checkout
6. Save your changes.
7. Test the checkout process to confirm that address edits are now being saved.

Related links

• Infigo Academy – Checkout Configuration
• Infigo Academy – Address Book Management

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

When the Approval Workflow is active, customers expect to see an easy-to-use navigation option in the My Account section to review pending order approvals. In some cases, the expected dropdown may not appear even though the approval process is functioning.

This article provides guidance on verifying and enabling the necessary setting to ensure that the Approval navigation populates correctly for users. It also explains alternative ways to access the approval page if the dropdown is missing.

Use cases

• Customers trying to review pending approval requests from the My Account section.
• Administrators needing to ensure that the storefront navigation for approvals is correctly displayed.

Key settings in the Platform

• Show Approval Links: Located in the Editable Content > Header section within the platform administration panel. This setting must be enabled to display the approval dropdown in the My Account area.

Step-by-step guide

1. Log into the platform's administration panel.
2. Navigate to the Editable Content section and open the Header settings.
3. Locate the Show Approval Links option and set it to Yes.
4. Save the changes and refresh the storefront. The approval dropdown should now appear under the My Account section.
5. If the dropdown still does not appear, try clearing your browser cache or reviewing the configuration to ensure the setting was saved correctly.

Related links

• Approval Workflow Article

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

This article explains why your order approval emails may contain an incorrect store URL and how to resolve the issue. The problem typically occurs when the store URL in the Workflow Settings is misconfigured.

If the Workflow Settings contain an outdated or incorrect URL, automated emails will include non-functional links. In addition, if the default placeholder (such as 'teststore') appears in the URL, it indicates that the specific storefront name was not correctly updated in the configuration.

By following the steps outlined below, you can update your Workflow Settings to ensure that approval emails direct you to the correct page. This guide is designed to prevent future occurrences of this issue.

Use cases

• An order approval email directs you to a URL that results in an error.
• The URL displays a default or placeholder storefront name instead of the actual store name.

Key settings in Infigo

• Store URL: Located in the Workflow Settings under the admin panel.
• Custom Binding: Ensure your storefront custom binding is correctly set if you are using a non-standard URL.

Step-by-step guide

1. Log in to your Infigo admin panel and navigate to the Workflow Settings section.
2. Locate the field for the Store URL and check its current value.
3. Update the Store URL to the correct value, for example:
   • https://yourstore.example.com
   • or your custom binding (e.g., yourstore.example)
4. Save your changes in the Workflow Settings.
5. Generate a new order approval email to ensure the updated URL is used; note that previously sent emails will still contain the old link.
6. Test the approval link to confirm it directs to the correct page.

Related links

• Infigo Academy – Order Approval Setup
• Infigo Academy – Updating Workflow Settings

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

This article explains how to restrict customers to only one line item per order using the Maximum basket items setting available in the Cart Settings. This configuration is ideal for scenarios where you want to limit purchases and simplify the checkout process.

When this setting is enabled, customers can only add one distinct product to their basket. Although the system may still display a success notification when an additional item is attempted, only one item will appear in the cart.

Recent updates have addressed some messaging concerns by displaying a brief notification on the cart page if the maximum item limit is reached. This guide details how to configure these settings and offers additional tips to ensure a smooth customer journey.

Use cases

• Enforcing single-item purchases during limited-time offers or promotions.
• Restricting purchases of high-value or sensitive products to avoid bulk orders.
• Simplifying the checkout process by limiting shopping cart complexity.

Key settings in Infigo

• Maximum basket items: Located in the Cart Settings, this option allows you to define the maximum number of distinct items a customer can add to their cart.
• Checkout Requirements: Found under Checkout Settings, this area lets you add custom rules to the checkout process to reinforce purchase limitations.

Step-by-step guide

1. Log in to your Infigo administration interface.
2. Navigate to the Cart Settings section.
3. Locate the Maximum basket items setting.
4. Set the value to 1 to restrict the cart to a single line item.
5. Save your changes and test the storefront to ensure the setting behaves as expected.
6. If additional restrictions are required, visit the Checkout Requirements under Checkout Settings to configure custom checkout rules.

Related links

• Infigo Academy – Checkout Requirements

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

This article explains the behavior of the address selection during checkout. The system is designed to automatically use a saved default billing or shipping address if available, even if the option to preselect the first address is turned off.

When a customer has no default address set, the system can preselect the first available address from either the user record or the address book if the setting is enabled. However, if a default address (typically a billing address) already exists, the system will continue to display that address.

This design aims to reduce user errors and streamline the checkout process. Nevertheless, it might lead to unintentional selections when an address is not actually the customer’s intended choice.

Use cases

• A customer without a default billing or shipping address, where preselecting the first saved address can guide the checkout process.
• A customer with an existing default address, leading the system to automatically display that address during checkout.

Key settings in Infigo

• Preselect first address: Located in Configuration > Settings > Customer Settings. This setting is intended for accounts without a default address.

Step-by-step guide

1. Verify whether the customer record contains a default billing address. If one exists, the system will continue to display that address.
2. If no default address is set, ensure that the Preselect first address option is enabled so the system automatically selects the first available address.
3. To test changes, clear browser and system caches, then navigate back to the checkout process.
4. If the behavior is not as expected, consider removing or updating the default address in the customer record to see the effect.
5. If a placeholder such as 'Please choose a shipping address' is desired instead of a preselected option, note that this is not currently supported when a default exists. You may consider submitting a feature request.

Related links

• Infigo Academy – Checkout Process Overview
• What's New in Infigo

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

This article explains why you might receive a warning message when trying to add a specific quantity of a product to your cart. The error may occur even if your requested total is below the maximum allowable quantity.

The system enforces a set maximum order quantity for each product. If you already have some units in your cart, the remaining amount you can add is reduced to ensure that the total does not exceed the limit.

In some cases, a different limit may appear if you are logged in as another user who already has additional units in their cart. Clearing previous selections can help resolve the issue.

Use cases

• A customer adds units to their cart and receives a warning when trying to exceed the maximum order limit.
• A customer trying to add a new quantity finds that the allowed amount is lower due to existing units in the cart.
• An instance where impersonation or multiple sessions lead to higher than expected values already in the cart.

Key settings in Infigo

• Maximum Order Quantity: Found in the product configuration under Order Settings.
• Cart Contents: Displayed on the shopping cart page to show current units in the order.

Step-by-step guide

1. Review the product details to identify the maximum order quantity set for that item.
2. Check your cart to see how many units are already added for that product.
3. Calculate the remaining number of units you can add by subtracting the current cart total from the maximum allowed.
4. If the allowed addition seems lower than expected, confirm that you are not logged in as another user with additional units in the cart.
5. If needed, clear the cart and start a new order to avoid any conflicts.

Related links

• Infigo Academy – Order Management Tutorials

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

When a customer decides to remove their job(s) from the shopping basket, you can now display a confirmation dialog to the end user in order to prevent accidental job deletion.

To enable this feature, login with your Administration account

Then navigate to Configuration -> Settings -> Basket setting -> Locate " Confirmation prompt before removing from basket" and check the tick box

Click Save, and now the deletion functionality in the basket will force a confirmation prompt. 

We have clean-up functionality to various job elements aimed at keeping surplus job information to a minimum whilst saving space on your system.

These updates primarily control the expiration of baskets, saved baskets and saved projects, and have been placed in a new Storage Control section of your Order Settings along with some existing related settings.

To support these warning settings above, there are email templates: 

These settings ensure you do not get a backlog of defunct data on your Storefront, by ensuring a timely clean-up.

When multiple quantities of a single product are added, the default display reflects the cumulative quantity. Enabling the proper setting ensures that the mini-basket counts each product line item once regardless of its quantity.

Follow this guide to configure your basket settings easily so that customers see a clear and accurate count of items in their basket.

Use cases

• One product with a high quantity displays as a single line item instead of the total quantity.
• Multiple products with varying quantities reflect the accurate number of line items.

Key settings in Infigo

• Total Product Count Ignores Quantity: Located within the Basket Settings under the Product Count Options. Hover over the setting for an explanatory tooltip to confirm its purpose.

Step-by-step guide

1. Log in to the Infigo admin interface.
2. Navigate to the Basket Settings section.
3. Locate the Total Product Count Ignores Quantity option.

1. Hover over the tooltip to read a detailed explanation of the setting.

1. Enable the setting to have the mini-basket display the number of unique line items instead of the cumulative quantity.
2. Save your changes and test the mini-basket display on your storefront.

Related links

• Infigo Academy – Product Configuration
• What's New in Infigo

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

In order to add missing/new counties/counties to the list, you will need to log in to your platform account with your Platform Administrator account.

***

1. Go to Configuration > Countries > locate the country you wish to add the missing/new county and click Edit.

2. Click Add New and complete the details: 

3. Click Save and Continue Edit > then click on the County and Region tab. 

In the menu that pops up, enter the county/region's Name and Abbreviation, then check 'Published' if you would like it to be available right away, and adjust the display order if you do not want it to be sorted alphabetically. 

Infigo allows your customers to earn reward points and use them to get money off of their future orders. You can control when they earn these points, how many points they earn, and set the exchange rate between points and the store currency.

Configuration

Enabling the feature

To enable the reward points feature on your storefront, go to Configuration > Settings > Reward Points > tick the enabled box > click save. 

Configuration

The reward points feature offers the following settings that allow you to configure the feature to behave how you want it to:

Enabled:

This determines whether or not the feature is active.

Exchange rate:

This setting allows you to set the monetary value of reward points

Points for registration:

This sets how many points will be awarded to the user when they register.

Points for purchases:

This sets how many points the user will be awarded for making a purchase.

Awarded order status:

This allows you to control the status which the order must reach before the user is awarded their points. For example, if you set the order to "Complete" then they will be awarded the points when you mark the job as complete. Alternatively, if you set it to "Processing" then they will be awarded the points as soon as payment has been confirmed.

Cancelled order status:

This allows you to set the status used to determine if the points should be removed. By default this is set to "Cancelled" so that if a user cancels their order, they lose the reward points granted by that.

How they work

End users will find Reward Points in their My Account. They'll see how many points they've earned, the monetary value of their points, and the history of orders placed toward those points:

During checkout, the customer will be able to check "Use my reward points" and the monetary value of the reward points will be removed from the order subtotal. If their points cover the entire cost of the order, then payment will not be requested from the user. Otherwise, the user will pay for the rest of the order as normal.

Infigo Admin Users can manage a users' reward points in Customers > Customer Management > Edit the user and to go the Rewards Points tab 

This guide explains how to effectively manage, edit, and delete reward points adjustments in your storefront using Infigo’s web-to-print platform. Whether you need to correct a mistake, audit changes, or manage permissions, this article provides step-by-step instructions. It also highlights critical scenarios where recalculations are required and points out restrictions that ensure system integrity.

For additional information and detailed tutorials, the Infigo Academy offers extensive resources on a wide variety of topics. Visit the Infigo Academy to search and browse our content.

2. Contents

1. Overview
2. Contents
3. Key Points and Takeaways
4. Key Settings
5. Scenario-Based Guide
   • Scenario 1: How to Edit Reward Points
   • Scenario 2: How to Delete Reward Points
   • Scenario 3: Auditing Reward Points Changes
6. FAQs
7. Alternate Search Terms

3. Key Points and Takeaways

• Editing Reward Points: Adjusting points or messages automatically recalculates subsequent balances. Adjustments related to placed orders are locked.
• Deleting Reward Points: Soft-deleting entries recalculates balances, keeps historical data for deleted entries.
• Auditing: Every action (add, edit, delete) is logged, with timestamps and user details for transparency.
• Permissions Management: A new Admin ACL protects reward points access and ensures that only authorized users can manage them.
• Negative Balances: Balances can go negative, but reward points cannot be used for payment until a positive balance is restored.
• Insights Integration: All adjustments and audit data sync with Insights for reporting.

4. Key Settings

1. Enable Reward Points Management

• Path: Admin Area → Configuration → Settings → Reward Points
• Explanation: Ensure these settings are configured to allow editing and deleting of reward points.

3. Editing Reward Points Per Customer

• Path: Admin Area → Customers > Customer Management > Edit [Any customer] > Reward Points tab
• Explanation: This area is where reward points are applied and tracked within Infigo on a customer level.

5. Scenario-Based Guide

Scenario 1: How to Edit Reward Points

Problem: An incorrect message or points value was added to a customer’s reward points history.
Solution:

1. Navigate to the Customer's Edit page and select the Reward Points tab. (Admin Area → Customers > Customer Management > Edit [Any customer] > Reward Points tab)
2. Click the Edit button next to the reward points entry.
3. Adjust the message or points value:
   • Message Edit: Directly update the text.
   • Points Edit: Changing points recalculates subsequent balances automatically.
4. Save the changes.
   • Note: Edits to points associated with orders are restricted.
5. Verify the updated balances in the reward points history.

Scenario 2: How to Delete Reward Points

Problem: A reward points entry was added incorrectly and needs removal without deleting it from the database.
Solution:

1. Navigate to the Customer's Edit page and select the Reward Points tab. (Admin Area → Customers > Customer Management > Edit [Any customer] > Reward Points tab)
2. Click the Delete button next to the entry.
3. Confirm the deletion. The entry will now appear grayed out.
4. Use the “Show Deleted” checkbox to toggle visibility of deleted entries.
5. Verify subsequent balances have been recalculated.

Note: Reward points adjustments tied to placed orders cannot be deleted.

Scenario 3: Auditing Reward Points Changes

Problem: A store admin needs to track who made changes to reward points and when.
Solution:

1. Open the Reward Points tab in the Customer Edit page.
2. Look for the following audit columns:
   • Created On: Date of the original entry.
   • Updated On: Last modification date.
   • Customer/Creator: Name or API token of the user who made the change.
3. Navigate to the Activity Log to view detailed entries, including the old and new values and recalculation details.

6. FAQs

Q1: Can reward points have a negative balance?
Yes, balances can go negative, but reward points cannot be used for payment until the balance becomes positive again.

Q2: Can reward points for placed orders be edited or deleted?
No, reward points adjustments linked to orders are locked to maintain transactional integrity.

Q3: How do I check recalculated balances after editing?
Recalculations are visible immediately in the Reward Points tab. Ensure all updates reflect correctly after editing or deleting an entry.

Q4: What does soft-deleting a reward points entry mean?
Soft-deleting retains the record in the database by graying it out, with visibility controlled based on the “Show Deleted” filter.

For additional information and detailed tutorials, the Infigo Academy offers extensive resources on a wide variety of topics. Visit the Infigo Academy to search and browse our content.

This article addresses the scenario where a user on the public storefront wants to define an email address specifically for the shipping address during checkout. While this functionality can be configured from the Infigo Admin backend, allowing customers to enter a shipping-specific email directly on the storefront ensures smoother operations and improved reporting and notification capabilities.

For additional information and detailed tutorials, the Infigo Academy offers extensive resources on a wide variety of topics. Visit the Infigo Academy to search and browse our content.

2. Contents

• Overview
• Contents
• Key Points and Takeaways
• Key Settings
• Scenario-Based Guide
  • Scenario 1: How to enable email address entry for shipping when placing an order
• FAQs
• Additional Resources

3. Key Points and Takeaways

To ensure the shipping address email is used for notifications instead of the customer’s main profile email, you should:

1. Set “Contact details for order notifications” to Billing or Shipping address details.
2. Enable “Address email address required.”

These adjustments ensure the email field appears and is required when adding a new shipping address. This setup also ensures that the email specified in the shipping address is used for notification and reporting, rather than defaulting to the customer’s main email.

4. Key Settings

Setting 1: Contact Details for Order Notifications

• Path: Infigo Admin > Customer Settings > Contact details for order notifications
• Explanation:
  This dropdown replaces the old boolean setting customersettings.usecustomeremailforcorrespondence.
  • Customer details: Uses the customer’s main profile email for notifications.
  • Billing or Shipping address details: Uses the email defined in the billing/shipping address during checkout.

To ensure that the shipping email is actually used, select Billing or Shipping address details.

Setting 2: Address Email Address Required

• Path: Infigo Admin > Customer Settings > Address Email Address Required
• Explanation:
  Enabling this setting makes the email field mandatory when a user adds or edits an address. By requiring an email for each shipping address, notifications can be sent specifically to that address.

5. Scenario-Based Guide

Scenario 1: How to enable email address entry for shipping when placing an order

Problem:
Customers want to provide a shipping-specific email address during checkout, but the storefront currently does not show or require an email field for shipping addresses.

Solution:
Follow these steps:

1. Log in to the Infigo Admin panel.
2. Navigate to Customer Settings to locate the relevant configurations.
3. Set “Contact details for order notifications” to Billing or Shipping address details.
   • This ensures that notifications draw the email from the shipping (or billing) address instead of the customer’s main profile.
4. Enable “Address email address required.”
   • This setting makes the shipping address email field mandatory whenever a customer adds or edits a shipping address.
5. Save your changes.
6. Test the storefront:
   • Go to the public storefront as a customer.
   • Add a new shipping address during checkout.
   • Verify that the email field is now visible and mandatory.
   • Complete the order and confirm that notifications use the shipping email address.

6. FAQs

Q1: What happens if “Contact details for order notifications” is set to “Customer details”?
If you set this dropdown to Customer details, the notifications will use the customer’s main contact email, and any shipping-specific email address will not be used for order emails.

Q2: Why is it important to enable “Address email address required”?
Enabling this setting ensures every shipping address includes an email, allowing for accurate communication and reporting. Without this requirement, users may skip the email field, resulting in missing or incomplete notification information.

Q3: Can this be configured on a per-storefront basis?
Yes. These settings are configurable per storefront in the Infigo Admin panel, which means you can have different behavior across multiple storefronts if needed.

Q4: Is this change retroactive for existing addresses?
No. Existing addresses will not be updated automatically. If you need an email for an older address, you or your customers may need to edit it manually.

Access control has been added to Infigo to allow Categories and Products to be restricted from view for specific Customers.

The Access Control system checks these against a Customer's Role or Department.

Generally Customers viewing the site will have the same Role (Registered) and therefore it makes more sense to base this visibility on Department.

Creating a Department

Login to the Storefront as an Administrator.

Go to Configuration > Departments

Click "Add new record" to add a new Department

Give the department a Name, Description, Cost Code, PL Code. The most important thing here is Department Name.

Save your Department.

Assign Users to Departments

Expand the Department using the + on the left of the Department name.

From the list, tick each user you wish to assign to this Department, then click "Save Changes".

Access Permissions

As default, a Storefront has Access Permissions switched off.

Go to Configuration > Settings > Access Permission Settings

Switch on Access Permission Enabled

The Default Is Allowed switch determines whether the site shows All Categories when you are not in a Department or none.

Default Is Allowed = True means that all Categories show up if users are not in a Department

Default Is Allowed = False means that all Categories are hidden until a user is assigned to a Department that can use them.

Include Children in Category Access = When enabled we will check the subcategories and the products inside a category to determine the access to a specific category.

It is best practise to make sure that Default Is Allowed is set to false and that you specifically allow departments access to what you would like them to be allowed access to as this will prevent further access. 

For example, if you have a department "Department A," you have the categories "Category A" and "Category B," and you only want customers in Department A to see products in Category A, you would take the following actions:

Set Default Is Allowed to False

Create a rule allowing Department A to access Category A (this will include the products within the category).

Since Default Is Allowed is set to False, the customers in Department A will only be able to see Category A and its products, so they will not have access to Category B.

Deny Guest Accounts should always be ticked as true.

Setting Department Permissions

From the Admin menu, go to Catalogue > Access Permission > Setup Access Permissions

The top of the page confirms your Storefronts Access Permission settings (detailed above)

Below this you can select the Role or Department you wish to assign a restriction/access to.

Once you select a department, a secondary menu appears asking you what area of the site you wish to target. General site use would be covered from either Products or Categories.

Select a target, and click Load.

This loads all possible options for the site. Each option has a tick box to 'apply' access to, and once ticked, you can the grant access to it or leave unticked to restrict access.

Save the mappings when complete.

Impersonate the user or use the Access Permissions test in the same Infigo menu.

We have some great help content (articles and videos) which will run through how to build category and subcategory menus using content templates. 

1. Create an "All Products" Parent Category (this would essentially just be a name for a regular category).

2. Go to the Display Settings tab and tick "show category navigation" in this and all child categories you create under this parent. (The hint explains: enabled this to show the category navigation side menu for this category. Please switch the page to a 1 column layout if you're using 2 column layout).  
 

When this is enabled, the user will see all categories they have access to on the left hand side of the page.  
 

 
3. If you wanted to fill the empty space on the right hand side of the page (the all products category with with categories based on their access permissions, then you can link the categories to the "all products" category using the Parent Category option within the category like so: 
 

 


 

This article will explain how to add addresses within departments, so that the addresses are available for all users under that department. 

***

Department addresses can be added by creating the department, expanding it by clicking on the + sign, and then scrolling down to the 'Addresses' section:

Click on 'Add Address' and enter the information > click Save.

Once you've added all of your addresses go to Configuration > Settings > Customer Settings, scroll to 'Billing and Delivery Address Configuration'​ and enable 'Include department addresses on billing and delivery selections:'

This will allow users to see the department addresses, and they will be able to add and access their own addresses.

These two enhancements extend how departments manage addresses in Infigo storefronts.
They introduce options that let you:

• Automatically use a department’s billing address for all its members, and

• Restrict customers so that only department-level addresses can be used for orders.

This ensures consistent billing data, reduces manual entry, and is especially useful for corporate or franchise storefronts where multiple users share the same financial details.

What’s included

• Use Department Address as Billing Address

  • Automatically applies the department’s billing address during checkout.

  • Skips the manual billing-address step entirely.

  • Makes billing fields read-only in My Account and Admin.

• Use Department Address Exclusively

  • Hides individual customer addresses and replaces them with department-level ones.

  • Applies to checkout, My Account, and split-shipping logic.

  • Supports VAT and multi-shipping workflows.

Key settings

• Use Department Address as Billing Address
  Found under Admin → Departments → Edit Department.
  When enabled, the billing address step is bypassed, and the department’s billing address is applied automatically.

• Use Department Address Exclusively
  Also in Admin → Departments → Edit Department.
  When enabled, only department-level addresses are available for checkout and account management.

• Read-only fields
  Billing fields in My Account and Admin become non-editable when these settings are active, preventing inconsistent data.

Use cases

• Corporate storefronts: Departments share one billing address for all team members.

• Franchise networks: Centralise all orders to a main billing office while maintaining department-level shipping.

• Simplified checkout: Reduce steps for repeat B2B buyers by skipping billing entry entirely.

• Data integrity: Prevent discrepancies between customer-entered addresses and accounting records.

Step-by-step implementation

Step 1 – Enable billing address automation

1. Go to Admin → Departments.

2. Click Edit next to the department you want to configure.

3. Select the Set as default Department Billing Address 

1. Save changes.

   💡 When this setting is active, customers linked to this department will automatically use its billing address during checkout.

Step 2 – Enable address exclusivity (optional)

1. In the same department settings page, enable Use Department Address Exclusively.

1. Save your changes.

   • Customer address lists will now only display department-level addresses.

   • Customers can add or edit department addresses in checkout or My Account, but they won’t appear in their personal address book.

Step 3 – Test checkout behaviour

1. Log in as a customer belonging to the department.

2. Add products to your basket and proceed to checkout.

3. Confirm that:

   • The billing step is skipped (if automation is enabled).

   • Only department-level addresses appear.

   • Read-only fields prevent manual entry.

Step 4 – Validate admin behaviour

1. Check the Admin → Customers → Addresses section.

2. Confirm that no duplicate addresses are stored against the customer account.

3. Ensure the department address appears in the order summary and invoices.

Tips & best practice

• Use billing automation for B2B accounts where finance details rarely change.

• Combine both settings for full department-level control.

• Test with split shipping to confirm correct handling of multi-address orders.

• Communicate with users that addresses are managed centrally to avoid confusion.

These two enhancements extend how departments manage addresses in Infigo storefronts.
They introduce options that let you:

• Automatically use a department’s billing address for all its members, and

• Restrict customers so that only department-level addresses can be used for orders.

This ensures consistent billing data, reduces manual entry, and is especially useful for corporate or franchise storefronts where multiple users share the same financial details.

What’s included

• Use Department Address as Billing Address

  • Automatically applies the department’s billing address during checkout.

  • Skips the manual billing-address step entirely.

  • Makes billing fields read-only in My Account and Admin.

• Use Department Address Exclusively

  • Hides individual customer addresses and replaces them with department-level ones.

  • Applies to checkout, My Account, and split-shipping logic.

  • Supports VAT and multi-shipping workflows.

Key settings

• Use Department Address as Billing Address
  Found under Admin → Departments → Edit Department.
  When enabled, the billing address step is bypassed, and the department’s billing address is applied automatically.

• Use Department Address Exclusively
  Also in Admin → Departments → Edit Department.
  When enabled, only department-level addresses are available for checkout and account management.

• Read-only fields
  Billing fields in My Account and Admin become non-editable when these settings are active, preventing inconsistent data.

Use cases

• Corporate storefronts: Departments share one billing address for all team members.

• Franchise networks: Centralise all orders to a main billing office while maintaining department-level shipping.

• Simplified checkout: Reduce steps for repeat B2B buyers by skipping billing entry entirely.

• Data integrity: Prevent discrepancies between customer-entered addresses and accounting records.

Step-by-step implementation

Step 1 – Enable billing address automation

1. Go to Admin → Departments.

2. Click Edit next to the department you want to configure.

3. Select the Set as default Department Billing Address 

1. Save changes.

   💡 When this setting is active, customers linked to this department will automatically use its billing address during checkout.

Step 2 – Enable address exclusivity (optional)

1. In the same department settings page, enable Use Department Address Exclusively.

1. Save your changes.

   • Customer address lists will now only display department-level addresses.

   • Customers can add or edit department addresses in checkout or My Account, but they won’t appear in their personal address book.

Step 3 – Test checkout behaviour

1. Log in as a customer belonging to the department.

2. Add products to your basket and proceed to checkout.

3. Confirm that:

   • The billing step is skipped (if automation is enabled).

   • Only department-level addresses appear.

   • Read-only fields prevent manual entry.

Step 4 – Validate admin behaviour

1. Check the Admin → Customers → Addresses section.

2. Confirm that no duplicate addresses are stored against the customer account.

3. Ensure the department address appears in the order summary and invoices.

Tips & best practice

• Use billing automation for B2B accounts where finance details rarely change.

• Combine both settings for full department-level control.

• Test with split shipping to confirm correct handling of multi-address orders.

• Communicate with users that addresses are managed centrally to avoid confusion.

Yes. Infigo supports multiple login methods within a single storefront, allowing different users to access the same storefront using different authentication mechanisms. These login methods can coexist without conflict and are selected based on the customer’s technical setup and business requirements.

This flexibility makes it possible to support a mix of internal users, external users, and procurement-based access within the same storefront.

Supported login methods

A single Infigo storefront can support combinations of the following login methods:

Standard username and password
Users can log in directly via the Infigo login page using a traditional username and password. This is commonly used for day-to-day access and administrative users.

Single Sign-On (SSO)
Infigo supports Single Sign-On integrations, allowing users to authenticate through an external identity provider. This is often used by organisations that require centralised user management or already have an existing authentication system in place.

Punchout login
Punchout login allows users to access the storefront by initiating a session from an external procurement or ERP system. In this case, users do not log in through the Infigo login page but are instead passed into the storefront as part of the Punchout flow.

Social login

Infigo can support social login methods (for example, Facebook login), allowing users to register or log in using an existing social media account. This option is generally used for consumer-facing storefronts where simplified registration is preferred.

Custom API-driven authentication

For customers with specific or non-standard requirements, Infigo can support custom authentication flows using API-driven methods. This allows integration with bespoke identity management systems where standard SSO approaches are not suitable.

Using multiple login methods together

These login methods can be enabled at the same time within the same storefront. For example, a storefront may allow:

• Internal users to log in using SSO

• External users to log in with a standard username and password

• Procurement users to access the storefront via Punchout

Each user will follow the login flow appropriate to how they access the storefront.

Important limitations to be aware of

While multiple login methods can coexist, the login method itself cannot be used to control storefront behaviour such as:

• Product availability

• Pricing rules

• Payment methods

• Checkout logic

Any differences in storefront behaviour must be configured using roles, departments, permissions, or other access control mechanisms within Infigo, rather than relying on how a user logged in.

When should I use multiple login methods?

Using multiple login methods is particularly useful when:

• Different user groups require different access paths

• Punchout access is needed alongside direct storefront access

• A customer is migrating to SSO but still needs to support existing users

USEFUL LINKS:

• Connect Punchout

• SSO / Single Sign-On configuration

• Social Logins (Facebook) 

• Technical Workshop: SSO Login (And Other Methods) 

Overview

A virtual gift card order was placed, but the recipient did not receive the gift card email. In this scenario, the email may not appear in the Message Queue because it was never triggered to send.

Gift card email sending is controlled by two things:

• A setting on the gift card itself to notify customers.

• There’s a separate backend setting (configured per storefront) that controls whether gift card emails are sent automatically.

  • This setting can only be updated by the Infigo Support team, so you’ll need to raise a ticket with them to have it enabled. For a quicker turnaround, it’s helpful to reference the setting name directly:

    ordersettings.giftcards_activated_orderstatusid  => This should be set to 20 (for Order Processing).

For an existing order, you can send the gift card email manually from the gift card record using the Notify recipient button. An Infigo support agent can also enable the per storefront back end setting so gift card emails send automatically going forward. At the time of writing [Feb 2026], there is a task to change this behaviour.

Use cases

• A customer ordered a virtual gift card and did not receive the email.

• An admin checks the Message Queue and cannot find any gift card email for that order.

• You need to send the gift card email for a specific order and then enable automatic sending for future orders.

Key settings

• Notify customers (Admin > Sales > Gift Cards > Edit [Selected Gift Card] > Notify Recipient: a setting on the gift card that allows the notification email to be sent.

• Per storefront back end setting (Infigo support only): controls whether gift card emails are sent automatically for that storefront.

Step by step guide

1. Open the gift card record.

   • Admin > Sales > Gift Cards > Edit [Selected Gift Card]
   • 

2. Check the gift card setting to notify customers.

   • 

3. For this order, click Notify recipient on the gift card record to send the email.

4. For future orders, ask Support to enable the per storefront back end setting so gift card emails send automatically.

5. As a final check, ensure the Gift Card email message template has been activated on this storeront (Admin > Content Management > Email Message Templates > Gift Card)

Search Terms
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The Media Album Settings page controls how media files are uploaded, processed, stored, and displayed within the Infigo Media Album system.

These settings define how images and PDFs are handled when uploaded by users, how previews and thumbnails are generated, how albums are shared, and how media can be used within editors such as MegaEdit.

Some options are intended for advanced configurations or internal platform control, so not all settings will need to be changed in a typical storefront setup.

This article explains the purpose of each setting and how it affects media management.

Image Upload and Processing

Max Image Upload Megapixels

Defines the maximum resolution allowed for uploaded images, measured in megapixels.

If an uploaded image exceeds this limit, the system may reject the upload or resize the image depending on other configuration settings.

This helps prevent extremely large images from consuming excessive memory or processing resources.

Scale Down Image if Too Large

If enabled, images that exceed the maximum megapixel limit will be automatically resized instead of rejected.

This allows large images to still be uploaded while ensuring they remain within acceptable system limits.

Collect Image Metadata – Reverse Geocoding

When enabled, the system reads GPS metadata embedded in uploaded images and converts the coordinates into a readable location using reverse geocoding.

This only applies if the uploaded image contains location metadata.

Collect Image Metadata – Facial Data

Allows the system to extract facial detection metadata from uploaded images where available.

This may be useful in advanced indexing or image analysis scenarios.

Collect Image Metadata – Colour Information

Extracts colour profile information from uploaded images.

This data can be used for image processing, classification, or advanced search functionality.

Image Preview and Thumbnail Settings

Thumbnail Size

Defines the size of thumbnails generated for media uploaded by users.

Thumbnails are displayed in album grids and media lists when browsing images.

Preview Size

Defines the size of preview images used when viewing media inside an editor interface.

These settings only affect generated previews.

The original uploaded image file is not modified.

PDF Processing Settings

Convert PDF Files to PNG Image

This is a legacy setting used for the Infigo Editor.

Because the Infigo Editor does not support PDF files directly, this option converts uploaded PDFs into PNG images so they can be used inside that editor.

If Infigo Editor is not used, this setting should normally remain disabled.

PDF Conversion Width

Defines the width of generated preview images when a PDF is converted into a raster image.

This is mainly used when creating previews or thumbnails.

PDF Conversion Resolution

Controls the DPI (dots per inch) used when rasterizing a PDF during internal processing.

Rasterization may occur when:

• generating previews or thumbnails

• converting PDFs into images

• performing image processing on PDF content

Higher DPI values increase image clarity but also increase memory usage.

If this value is set too high, it can cause out-of-memory exceptions during processing.

In most cases, 72 DPI or 96 DPI is sufficient.

MegaEdit typically works with the original PDF file directly, so this setting mainly affects preview generation.

Media Support Multiple Pages

Allows the system to process multi-page PDF documents.

When enabled, individual pages can be processed or previewed separately.

Max Page Counts for PDFs

Defines the maximum number of pages allowed in an uploaded PDF file.

If a PDF exceeds this limit:

• The entire file upload will be rejected

This prevents extremely large PDF documents from affecting system performance.

Album Limits and Management

Default Album Item Limit

Defines the maximum number of items allowed in the default album.

The default album is the initial album automatically created for users.

Custom Album Item Limit

Defines the maximum number of items allowed in all additional albums created after the default album.

Can Add Multiple Albums

This is the main switch that determines whether the system supports multiple albums.

If disabled:

• only a single album will be available.

By default, only album administrators can create additional albums.

User Can Add Multiple Albums

If multiple albums are enabled, this setting allows regular users to create additional albums themselves.

If disabled:

• only administrators can create new albums.

Album Sharing Settings

Can Explicitly Share

Allows users to manually share albums with specific users or groups.

Album Admins See Shared Albums

Allows album administrators to see all shared albums, even if the albums were not directly shared with them.

Share Album Within Department

If enabled, albums are automatically shared with all users in the same department.

This allows department members to access each other's albums without manually sharing them.

Restrict Albums in “Me” to Own and Category Shared

When enabled, the “Me” section only displays:

• albums owned by the current user

• albums shared via category sharing

This setting was originally introduced for a specific use case and may not be required in most environments.

Show Different User

Displays the user associated with uploaded media items.

This helps identify who uploaded or owns a particular media asset.

Image Conversion Settings

Convert to Grayscale

This feature was originally developed for a specific customer use case and is not commonly required.

If enabled, all uploaded images will be automatically converted to grayscale.

Grayscale Delta Transparency

Defines the threshold used to determine whether a pixel should become fully transparent during grayscale conversion.

The system calculates the sum of the pixel’s RGB values and compares it to the configured delta value.

Grayscale Transparency Factor

Controls how transparency is applied to pixels that are not fully transparent.

The transparency level is calculated using the red colour channel multiplied by the configured transparency factor.

MegaEdit Asset Settings

MegaEdit Small Thumbnail Width

Defines the thumbnail size used for MegaEdit assets, such as:

• clipart

• masks

• other design elements

These thumbnails are displayed within MegaEdit asset libraries.

MegaEdit Layout Thumbnail Size

Defines thumbnail sizes used within MegaEdit layout previews.

Media Usage Tracking

Track Media Item Usage

This option is only required when using certain image plugins that charge per image usage.

Some stock photo integrations (such as Depositphotos) require tracking when images are used within designs.

When enabled, the system records how media items are used so licensing or billing rules can be applied correctly.

Image Processing Limits

Max Transparency Conversion Megapixels

When scaling images that contain transparency, the system uses a specific image processing library that preserves transparency.

However, this library may fail with very large images.

If an image exceeds the configured megapixel threshold:

• the system switches to a fallback Adobe-based processing library

• transparency will be removed during processing

This setting defines the megapixel threshold where that fallback occurs.

PDF Conversion Resolution Interaction

This setting also works together with the PDF Conversion Resolution setting.

If the rasterized PDF image would exceed the configured megapixel threshold:

• the system automatically reduces the conversion resolution to 72 DPI

This prevents excessive memory usage during processing.

Platform-Level Limits

Max Image Preview Width

Max Image Thumbnail Width

These settings define the maximum allowed values for preview and thumbnail sizes within the system.

They are typically restricted to super administrators and used by Infigo administrators to control system limits.

Adobe Engine Compatibility

Check Compatibility with Adobe Engine

Verifies whether uploaded images can be processed correctly by the Adobe rendering engine used in certain workflows.

Fix Adobe Engine Incompatible Images

If an image cannot be processed by the Adobe engine, the system can automatically re-encode the image to ensure compatibility.

These settings are primarily used for support or troubleshooting scenarios.

Advanced Features

Preview PDF Profile Options

This setting allows configuration of custom PDF preview rendering profiles.

It is an advanced feature and generally does not require modification for standard storefront configurations.

Making the PO Number mandatory on checkout ensures you capture the Customer's Purchase Order Number.

1. Go to Admin, Configuration, Payment Methods

2. Locate Purchase Order in the list and click Configure:

3. Enable the 'Purchase Order Number is compulsory' checkbox and click Save:

4. You can enable a PO upload (making it optional or required): 

5. When set to required, you can choose the document type for upload: 

If you would like to change the wording, please refer to Language Strings. 

In this article, we will guide you through the process of creating and issuing discount codes for users who subscribe to your newsletter.

Newsletter:

By default on storefront creation the "Hide newsletter box" in Customer Settings is ticked: 

Once you have unticked this, make sure to click Save in the top right corner.

Discount Code:

Secondly, you will need to create your discount code, you can do this by heading to - Admin --> Promotions --> Discount 

For this example, we will say that the customer will gain a 10% discount on their first order after subscribing to the newsletter, this will mean the discount code is set up as follows:

A few important rules that need to be set up are:

- Discount Limitation - This will allow you to set the rule that the discount code is 'Per Customer'

- N times - This follows nicely from the above, this setting will allow you to manage how times the discount code can be used by each customer, so in the example above it is set to '1' which means the code cannot be reused over and over by the same customer.

For more information on discounts, please use this article here - Click Me

Email Message Template:

Now that we have the Newsletter and the Discount Code set up, we just need to complete one final step. There are two email message templates that need activating for a newsletter. to find them head to Admin --> Content Management --> Email Message Templates both of the below will need activating:

- NewsLetterSubscription.ActivationMessage

- NewsLetterSubscription.DeactivationMessage

To enabled these templates, you will simply need to select 'Edit' on both templates, set them to active and save, for more information on 'Email Message Templates' please use this article - Click Me

The final step is to add the discount code that you created into the body of the 'NewsLetterSubscription.ActivationMessage' template. This will be completely down to you as to where you add the code within the content.

What this now means is that any customers who sign up to the newsletter, will receive the 'NewsLetterSubscription.ActivationMessage' email, within the email is the discount code, which has been set up to only be used once per customer.

In this article, we will guide you through the process of creating and issuing discount codes for users who subscribe to your newsletter.

Newsletter:

By default on storefront creation the "Hide newsletter box" in Customer Settings is ticked: 

Once you have unticked this, make sure to click Save in the top right corner.

Discount Code:

Secondly, you will need to create your discount code, you can do this by heading to - Admin --> Promotions --> Discount 

For this example, we will say that the customer will gain a 10% discount on their first order after subscribing to the newsletter, this will mean the discount code is set up as follows:

A few important rules that need to be set up are:

- Discount Limitation - This will allow you to set the rule that the discount code is 'Per Customer'

- N times - This follows nicely from the above, this setting will allow you to manage how times the discount code can be used by each customer, so in the example above it is set to '1' which means the code cannot be reused over and over by the same customer.

For more information on discounts, please use this article here - Click Me

Email Message Template:

Now that we have the Newsletter and the Discount Code set up, we just need to complete one final step. There are two email message templates that need activating for a newsletter. to find them head to Admin --> Content Management --> Email Message Templates both of the below will need activating:

- NewsLetterSubscription.ActivationMessage

- NewsLetterSubscription.DeactivationMessage

To enabled these templates, you will simply need to select 'Edit' on both templates, set them to active and save, for more information on 'Email Message Templates' please use this article - Click Me

The final step is to add the discount code that you created into the body of the 'NewsLetterSubscription.ActivationMessage' template. This will be completely down to you as to where you add the code within the content.

What this now means is that any customers who sign up to the newsletter, will receive the 'NewsLetterSubscription.ActivationMessage' email, within the email is the discount code, which has been set up to only be used once per customer.

In Order Settings in Admin, there is a section called Storage Control. This is where you can manage re-orders, saved projects and saved baskets / carts. 

You can allow customers to order previous orders (re-orders) and you can control how far back they can order. By default this is set to 400 days as we have number of customers selling calendars once per year, however you can change this: 

Following on from this you have Saved Projects and Saved Baskets - as per the below they're disabled by default, but you can enable them here: 

As per the instructions, it is important to enable the associated Email Message Templates for these. If you don't, then projects and baskets will expire without warning the end user. 

The last two settings in this section control when the aforementioned email message templates are sent (the number of days prior to basket / project expiring): 

Infigo Academy: Limit Access to Products 

Access control has been added to Infigo to allow Categories and Products to be restricted from view for specific Customers.

The Access Control system checks these against a Customer's Role or Department.

Generally Customers viewing the site will have the same Role (Registered) and therefore it makes more sense to base this visibility on Department.

Creating a Department

Login to the Storefront as an Administrator.

Go to Configuration > Departments

Click "Add new record" to add a new Department

Give the department a Name, Description, Cost Code, PL Code. The most important thing here is Department Name.

Save your Department.

Assign Users to Departments

Expand the Department using the + on the left of the Department name.

From the list, tick each user you wish to assign to this Department, then click "Save Changes".

Access Permissions

As default, a Storefront has Access Permissions switched off.

Go to Configuration > Settings > Access Permission Settings

Switch on Access Permission Enabled

The Default Is Allowed switch determines whether the site shows All Categories when you are not in a Department or none.

Default Is Allowed = True means that all Categories show up if users are not in a Department

Default Is Allowed = False means that all Categories are hidden until a user is assigned to a Department that can use them.

Include Children in Category Access = When enabled we will check the subcategories and the products inside a category to determine the access to a specific category.

It is best practise to make sure that Default Is Allowed is set to false and that you specifically allow departments access to what you would like them to be allowed access to as this will prevent further access. 

For example, if you have a department "Department A," you have the categories "Category A" and "Category B," and you only want customers in Department A to see products in Category A, you would take the following actions:

Set Default Is Allowed to False

Create a rule allowing Department A to access Category A (this will include the products within the category).

Since Default Is Allowed is set to False, the customers in Department A will only be able to see Category A and its products, so they will not have access to Category B.

Deny Guest Accounts should always be ticked as true.

Setting Department Permissions

From the Admin menu, go to Catalogue > Access Permission > Setup Access Permissions

The top of the page confirms your Storefronts Access Permission settings (detailed above)

Below this you can select the Role or Department you wish to assign a restriction/access to.

Once you select a department, a secondary menu appears asking you what area of the site you wish to target. General site use would be covered from either Products or Categories.

Select a target, and click Load.

This loads all possible options for the site. Each option has a tick box to 'apply' access to, and once ticked, you can the grant access to it or leave unticked to restrict access.

Save the mappings when complete.

Impersonate the user or use the Access Permissions test in the same Infigo menu.

Infigo allows customers to set "Username" to login instead of their "Email Address".

First log-in as a Storefront Administrator then go to Configuration > Settings > Customer Settings

In Customer Settings tab, "Usernames Enabled" and "Allow customers to change their usernames" must be checked. Having these boxes checked, click on save and continue.

"Allow customers to change their usernames" check box allows existing or new customers to change their username as they wish.

Once you have applied the changes to settings, Infigo allows you to change the username.

In this article, you will learn how to add attributes to the checkout process. These attributes will appear in the basket before proceeding to checkout. 

Checkout attributes are useful when you would like customers to provide some more information about their order. For example special requests / instructions. 

1. To add checkout attributes, navigate to Catalogue > Attributes > Checkout Attributes, then select Add new.

2. Give your checkout attribute and name, prompt and enter some help text. 

3. There are various options below the help text box where you can make this attribute required, tax exempt and more. 

4. Select the control type

5. Click Save and Continue Edit 

6. Go to the Attribute Values tab, click add new checkout attribute value, fill in the fields and click save. 

To add a value to this attribute, click the Add a new checkout value button and configure that as you see fit. You can change the control type to allow customers different ways to select your values.

Please note: checkout attributes are just for information purposes and logic cannot be applied to them. 

Frequently Asked Question:

Q: "I would like customers to be able to upload a document at checkout. Is this possible?" 

A: There isn't a file upload field, however we do have a workaround where you can use the PO payment method and require the user to upload a PO (however this can be various file types). Then you can use language strings to change the name of this field. 

1. Overview

This guide explains how to bulk clean up abandoned or old carts in Infigo. This is particularly useful for administrators looking to manage and declutter their system by removing outdated or abandoned carts in bulk.

For additional information and detailed tutorials, the Infigo Academy offers extensive resources on a wide variety of topics. Visit the Infigo Academy to search and browse our content.

2. Contents

1. Overview
2. Contents
3. Key Points and Takeaways
4. Key Settings
5. Scenario-Based Guide
   • Scenario 1: How to Enable Basket Expiration
   • Scenario 2: Configuring Email Notifications for Users
   • Scenario 3: Managing Expiration Warnings
6. FAQs
7. Alternate Search Terms

3. Key Points and Takeaways

• Basket expiration settings can automatically clean up abandoned carts.
• Email notifications should be configured to inform users before carts are deleted.
• Expired carts can be removed without manual intervention by adjusting settings.
• Settings are managed under Configuration > Settings > Order Settings > Storage Control [section].

4. Key Settings

Basket Expiration Settings

• Path: Configuration > Settings > Order Settings > Storage Control
• Explanation:
  • Basket Expiration Days: Defines how many days inactive carts remain before being automatically deleted. Default is 0 (disabled). Increase to enable expiration.

Warning Settings

• Path: Configuration > Settings > Order Settings > Storage Control
• Explanation:
  • Email Notifications: It is recommended to activate templates for user notifications when enabling expiration. Templates include:
    • "First Warning: Abandoned Cart Cleanup"
    • “Last Reminder: Abandoned Cart Cleanup”
  • Early Warning Expiration Days: Defines how many days before expiration the first warning email is sent.
  • Last Warning Expiration Days: Sets how close to expiration the final warning is sent.

5. Scenario-Based Guide

Scenario 1: How to Enable Basket Expiration

Problem: Your system has accumulated numerous abandoned carts, and you want to automate their cleanup.

Solution:

1. Navigate to Configuration > Settings > Order Settings > Storage Control.
2. Locate the Basket Expiration Days setting.
3. Set the value to the desired number of days (e.g., 30 for a 30-day expiration).
   • Note: A value of 0 disables expiration.

Scenario 2: Configuring Email Notifications for Users

Problem: Users are not informed before their carts are deleted, leading to confusion or complaints.

Solution:

1. Navigate to Content Management > Email Message Templates > Order Management [section].
2. Activate the following templates:
   • "First Warning: Abandoned Cart Cleanup"
   • "Last Reminder: Abandoned Cart Cleanup"
3. Customize the template content to include:
   • A clear subject line (e.g., "Your Cart Will Expire Soon!")
   • Friendly, informative text explaining the expiration timeline.
4. Save changes.

   • 

Scenario 3: Managing Expiration Warnings

Problem: You want to adjust when warning emails are sent to users.

Solution:

1. Navigate to Configuration > Settings > Order Settings > Storage Control.
2. Adjust the following fields:
   • Early Warning Expiration Days: Enter the number of days before expiration for the first warning (e.g., 5 days).
   • Last Warning Expiration Days: Enter the number of days before expiration for the final reminder (e.g., 1 day).
3. Save changes.
   • Screenshot Note: Show the relevant warning settings in the Storage Control section.

6. FAQs

Q1: What happens if I don’t enable email templates?
A: Without email templates, carts will expire without notifying users, which may lead to customer dissatisfaction.

Q2: Can I bulk delete carts without setting expiration days?
A: No, the bulk cleanup process requires expiration settings to be configured.

Q3: What’s the default expiration period for baskets?
A: The default is 0, meaning expiration is disabled.

Q4: Are these settings reversible?
A: Yes, you can reset expiration days to 0 to disable automatic cleanup.

For additional information and detailed tutorials, the Infigo Academy offers extensive resources on a wide variety of topics. Visit the Infigo Academy to search and browse our content.

Goal: Enable pre-order functionality for products with a specified release date, ensuring the production process is aligned with customer expectations, especially when managing multiple products in an order.

Scenario: Pre-Ordering a Product for Future Release (e.g., March Launch)

You want to allow customers to place pre-orders for a product that will not be available for delivery until March. This setup will help determine the production volume and ensure customers are aware of the delivery timeframe.

Step 1: Setting Production Restrictions for Pre-Order Items

Full tutorials on the use of Production Restrictions can be found elsewhere on the Infigo Academy: https://academy.infigo.net/c/177/production-and-delivery-restrictions

To ensure your product is only available for delivery at the required time, follow these summarised steps:

1. Create and Set a Production Offset (Production Restriction):

   • Create a new Production Restriction which includes a calendar with all production dates between now and the release date blocked.
   • Apply the production restriction to your product, so that the product will only be available for delivery starting at the required time, even though it can be ordered now.

   Note: If there are other items in the cart, they will also be restricted to the March delivery date since only one delivery can be processed per order. This means customers would need to place separate orders to get other in-stock items delivered earlier.

2. Delivery Countdown:

   • Consider enabling the delivery countdown feature, which shows the delivery date as the postponed date on the product page and in the shopping cart.

Step 2: Managing Orders with Multiple Items

If the customer orders both in-stock items and pre-order products:

1. Separate Orders: Customers should be informed that only pre-order items will be delivered in March. To avoid confusion, they may need to place separate orders for in-stock and pre-order products.
2. Delivery Date Handling: Ensure that when customers add both pre-order and in-stock items to their cart, the system adjusts the delivery date accordingly for the pre-order item.

Step 3: Communicating Delivery Information to Customers

To ensure transparency and avoid confusion, it's crucial to clearly inform customers about the delivery restrictions.

1. Adding Information to Product Descriptions:

   • Consider adding information to the product description fields, explaining that the product will only be available for delivery at the specified time.
   • Alternatively, you can add a checkout attribute that will display an info message to customers before they proceed to checkout.

For further information on how to configure and manage production restrictions, refer to the Infigo Academy or the help guides available in the Infigo Help Centre.

Infigo Academy

In Infigo, you can enable the Saved Projects feature so that your end users are able to create their artwork and save it for later purchasing/editing.

• To enable this go to the Admin Menu > Configuration > Settings > Order Settings
• Tick the setting "Saved Projects Enabled" (around half way down the page), and then click Save (top right corner). 

Now, when your end users edit their product, they'll see a button saying "Save as Project". 

If you'd like to edit the text displayed in this button you can do so in the language string  VariableEditor.WorkflowTools.SaveProject