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Here.
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We're going to continue and finalize
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the configuration of our Connect CERM
integration.
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So I'm on the configuration screen
at this point, access
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the same as we have in previous tutorials.
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We're going to start off
with the check out section.
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So this section primarily involves
the passing of additional information
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between Infigo and CERM
when an order is placed.
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Delivery comment order comments and order
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reference can be passed
between the two systems.
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So configuring these within Infigo
requires
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the creation of three check out
attributes.
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The names of these checkout attributes
must then be placed
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within these checkout fields.
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So you can see here
we've got attribute name, attribute,
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name and attribute name.
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Now, we're not going to specifically cover
checkout attributes here.
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That's for a different tutorial.
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But just as a brief overview, we can go
to the checkout attributes screen
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and all we need to do is
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create the relevant checkout attributes.
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We do some additional configuration
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as necessary, save that,
and then all we need to do
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is take the name of that checkout
attribute we've created
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and place that into the relevant box here.
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Now that will appear on the
the checkout pages
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as your customer is going through
the checkout process of their order.
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And if populated into here,
that information will be passed
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into CERM
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I'm coming down a little bit further.
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We have the inclusion of expected date.
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So this allows the inclusion
of the calculated due date.
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This metric is a combination
of your production and delivery
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or shipping restrictions and is normally
otherwise seen in shared print operations.
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so what this checkbox does is specifies
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whether this information
is also sent over to CERM
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and then we have
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exclude payment methods, system names.
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So this excludes particular payment
methods from the list of available
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payment
methods during the checkout process.
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So these payment method names are obtained
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from within Infigo itself.
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So if I search for payment
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and I'll go for payment methods,
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you can see here the system name
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and all of the associated payment
methods that we have available.
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So if you want to make any of those
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excluded not available,
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you just need to copy
the system name column entry.
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So for example, payment,
stock, purchase order.
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And then paste that into here.
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If you want multiple entries,
the just comma separated.
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Now scrolling down a bit further,
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we have the mapping section.
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So we're going to start off
by clicking on add new item.
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So this allows a mapping to be created
between CERM payment manner ID
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options and Infigo
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payment method system name options.
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So this mapping ensures
that the system knows
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how the two sets of payment
methods relate to one another.
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By mapping all of the available payment
methods,
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we can ensure that Infigo departments
are set up with CERM customers
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with the correct payment
options available.
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So what we need to do to begin with
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is this key section here.
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So this is the CERM payment manner ID.
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So for example,
this is I think it's a number.
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So let's say 101 for example, we would work this up from our CERM system itself.
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Payment manner ID
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and then we need to type
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in the corresponding payment
method system name.
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And this goes into the value field.
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Now, again,
this is the same place as we just saw.
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So we go to our payment methods, screen,
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take the relevant system, name
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and then paste it into the value section.
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Click on Save.
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And that now creates a mapping
between those two.
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So we know exactly how one relates
to the other in both systems.
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And you can have multiple mappings,
so you can put as many mappings here
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as you like.
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Coming down a bit
further to the product section.
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So we're going to start off
with inputting the product attribute names
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for the CERM product ID and product
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description values
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so the Infigo product attributes
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are added to Infigo products
to allow for detailed specification.
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Basic examples of this are things
such as size and color.
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There's a lots of other tutorial content
around product attributes.
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CERM contains two fields
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which are named product
ID and product description.
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And as a reminder, a CERM product
is the equivalent of an Infigo job.
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So the
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CERM product ID and product
description can be transferred
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during the ordering process
by creating two Infigo product attributes.
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The names of those Infigo attributes are
then to be input into these
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two fields here.
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So, for example,
if I go ahead and work for product
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attributes, two product
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attributes have been created automatically
as part of the setup process.
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If they haven't, for whatever reason,
you can create them manually quite easily,
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and it's just a case
of taking those attribute names.
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Now the attributes would be assigned
to products that you want them to be on.
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However,
these are the names you would use,
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and I just want to put those bits
of information, the attribute names
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into the connect CERM configuration page
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So next
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we want to link those master products.
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Now we created these or checked
for that creation in an earlier tutorial.
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And what we did here was ensuring
that we had two template
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products
created with the prefix underscore master.
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So let's take a look.
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If I still have the relevant page open,
I don't think I do. So
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let's go to product management.
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And then just as a reminder,
we have two template master
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underscore products available.
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Now we created these to assist
in the reordering of CERM products
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or CERM estimates should no
related Infigo page be available.
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These two settings
in the product section of the connect
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CERM configuration screen defined
which of your products
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you wish to assign
to those two important positions?
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So we have the stock master product
and then we want to select from the list.
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Now in this case, we only have one stock
product with the prefix master underscore.
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So it's an easy selection
and then the relevant
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multipart product as well.
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Now next down, we have
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a show live info section.
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Now we start off with a checkbox
and then some
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there is some associated
settings underneath.
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So the checkbox enables functionality,
allowing live information from CERM
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to be displayed
on the Infigo product page.
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So additional configuration is required
to full utilize these capabilities.
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The CERM administrator
will need to create a packing info.
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URL end point
which would then be placed into here
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and that fetches the packing information
from the CERM system.
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This URL endpoint
is then copied into this particular field.
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Administrators can also define
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the format of the packing information
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using the packing info pattern field.
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So this is a combination of static text.
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So we've got a couple
of examples of that here
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and a selection of placeholders
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we can see here,
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and that will display dynamic information.
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The format of those patterns is up to you,
but it could be written, for example,
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as we can see here.
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So we've got row width,
which is a static string of text.
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Then the place hold a roll width which
will extract the information from CERM
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and then the relevant unit
which will also loops,
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which will also bring that information
from CERM
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Now the place holders
which need to be made
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available to Infigo are listed below.
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So the final option
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we have within the product section
of the configuration screen
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is to download the CERM calculation
or estimate data from within.
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Infigo itself.
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So this is a useful validation tool
as the resulting downloaded file shows.
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The response
that Infigo gets from CERM via the Connect
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CERM integration
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Now the final
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sets of options we have here
are the UI options.
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So this allows the administrator
to control the additional tabs
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that are displayed to end users in the
my account section.
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So these tabs allow users
to quickly reorder CERM estimates
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and certain products
without navigating through the main
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body of the Infigo storefront.
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So these features are discussed
in much more detail in the tutorials.
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Just note at this point
that we have three options available.
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We have an estimates page, a products page
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and an orders page,
and these can be disabled
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if you don't want to allow your end users
to access those pages.
