Picture of Connect: CERM | Mapping Infigo products to CERM estimates | CI_CERM_008

Connect: CERM | Mapping Infigo products to CERM estimates | CI_CERM_008

Here, we will learn how to map (Infigo) Products to (CERM) Estimates or Calculations. This simple process consists of locating the element requiring mapping within Infigo and specifying the corresponding ID from CERM. This mapping generally occurs at a level of the full (Infigo) Product Variant. Useful for mapping an (Infigo) Product where there is no variation via (Infigo) Attributes (such as size or material). Mapping also occurs at an (Infigo) Attribute Combination level. This is where a specific selection of (Infigo) attributes result in a specific configuration of a product. In general Infigo usage, this would allow unique SKU and stock level to be specified. When mapping to CERM it can be linked to a (CERM) Estimate or Calculation which has a matching configuration. This means when a specific (Infigo) product configuration is selected on the (Infigo) product landing page, a corresponding (CERM) Estimate can be retrieved. The (CERM) Estimates mapped in this section should be associated with the Generic Web User.

Tutorial Video Transcript

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Here we learn how to map

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Infigo products
to CERM estimates or calculations.

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This simple process consists
of locating the element required mapping

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within Infigo and specifying
the corresponding ID from  CERM.

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So this mapping generally occurs
at a level of full Infigo product variant,

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which is useful for mapping
and Infigo product where

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there is no variation
via Infigo attributes.

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And this is things such as size
or material.

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Mapping also occurs at an Infigo
attribute combination level.

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This is where a specific selection
of Infigo attribute results

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in a specific configuration of product

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in general, Infigo usage.

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This would allow unique SKUs, stock levels

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and other things like that
to be specified.

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When mapping to  CERM,
it can be linked with a  CERM

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estimate or calculation
which has a matching configuration.

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This means a specific Infigo product
configuration

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is selected on the Infigo product
landing page.

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A corresponding estimate
can then be retrieved from  CERM

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the same

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estimates mapped in this section
should be associated with the generic web

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user that we talk about
in a previous tutorial.

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So I'll go through this process
in a bit more detail.

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I'm going to start by navigating
to my product management area.

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We need to locate the product
that we want to map.

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So in this case,
I'm going to create a brand new one.

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We do want this product
to be a multi part product.

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Now again, we have different tutorials
that cover this in more detail,

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but the multi-part products will allow us
to upload a piece of artwork.

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So this is what we want
for this particular usage of  CERM.

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So I'm going to click on Create.

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that's created on new product.

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So now if I go over to the product
variance tab,

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I can get to this connect
link button here.

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Another place to locate
this is back on the product list page.

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So the product management page.

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Click on the little plus icon
next to the products you've just created

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and you can get to the same location
using this connect link button here.

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That will open a separate pop up window

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which allows you to enter

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the CERM calculation ID for this product.

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The calculation ID is
the same as an estimate

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It's recommended to use this area
for a product which does not have any

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variable attributes such as size, color,

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paper, stock, or something like that.

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This means selecting this Infigo product
will immediately load

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the corresponding  CERM estimate.

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So here, for
example, we just put in a calculation ID

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that we'd created within CERM
and then click

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save external reference.

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So for products
that have variable attributes,

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we need to go one step further.

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So we're going to start off
by clicking edit to access that product

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variant detail.

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Click on the Attributes tab

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and then attribute combinations.

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Now here we need to create

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required and Infigo attribute combinations.

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So attribute combinations
allow you to define what happens when

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a specific selection of options is chosen
on the Infigo product landing page.

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Taking, for example, an item of clothing,
choosing a large red t shirt

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and a small blue t shirt would result
in completely different

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stock levels, SKUs
and potentially even pricing.

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Create Infigo attribute combinations

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to cover all variations
of your Infigo products

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and then create CERM estimates to cover

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all of the same possibilities.

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Now I'm going to create a new

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product with one of two attribute
combinations here,

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and then we'll use that as a example
for the rest of this video.

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So here we have a new product
which is called label product,

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and I've also created
a few associated product attributes.

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Now, if I come to the attributes
tab of that

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particular product, you can see
the attributes that we've signed.

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So we've got different sizes, materials
finish, unwind, and then product ID

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and product description,
which are just passing information into,

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into CERM

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Now because we've got
a large selection of attributes

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here, we've got a lot of different
potential attribute combinations.

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So what we've done is we've created one
example of this.

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We've got one combination
where the size is a specific entry,

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the material is specific, we've got
a specific finish and a specific unwind.

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And what we then want to do.

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He's actually assigned
that to one of our CERM estimates.

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So we'll have a CERM estimate

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which is created against that particular
configuration of product.

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So what this means
is that when those two are linked,

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whenever someone views that

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configuration of attributes
on the Infigo product landing page,

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it knows which estimates
that it needs to pull in from CERM

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So the process of actually mapping

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these is virtually identical
to what we saw with the larger product.

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So if I just go to the attribute
combination that I want, click

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on Connect Link

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and then you just need
to input the calculation ID

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that matches that particular configuration

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of product.

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Click on Save External Reference,

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and the link is now
saved between the Infigo product

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attribute combination
and the corresponding

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CERM estimate.

 

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