Picture of Connect: CERM | Ordering from the Catalogue | CI_CERM_009

Connect: CERM | Ordering from the Catalogue | CI_CERM_009

In this tutorial, we will investigate the process and back-end tasks associated with ordering from your CERM integrated Infigo storefront. Our scenario is a logged in or non-logged in user accessing your storefront and navigating through your (Infigo) Product catalogue.

Tutorial Video Transcript

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In this tutorial we'll look

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at the processes and back end tasks
associated with ordering from your CERM.

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Integrated Infigo Storefront.

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Our scenario is a logged in or not
logged in user accessing your storefront

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and navigating through your Infigo
product catalog.

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As we're interfacing between CERM
and Infigo, it's important to distinguish

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between some of the different

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terminology
used by both pieces of software.

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So first off, in CERM, we have estimates

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and then Infigo
has the equivalent of quotes.

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So this is a specification
of a currently unplaced piece of work.

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They have a fixed specification, but

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variable artwork

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and in CERM.

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We have products and Infigo we have
the more or less equivalent of jobs.

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A piece of work with a fixed specification
and a fixed artwork.

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And that's usually generated from what
we were talking about previously.

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So estimates or quotes.

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And then in CERM we have an order.

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So that's an instance
where the CERM product has been purchased.

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Now the first thing we need to do

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is to access a product
that is actually linked to CERM.

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So whilst navigating your store front,
your users would access

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a new Infigo product
linked with your system.

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So this could be going through the header,
it could be going through

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the catalog, search pages, the search bar.

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Or in my case, I'm just going to utilize
one of our featured products

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working on this.

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As with any Infigo storefront
will take you to the product landing

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page.

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Now, this is an Infigo
multi-part product as it's required.

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The artwork is going to be uploaded

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so we can complete the specification

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of the product by filling out the Infigo
attribute fields.

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So all of these we can see here.

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And we can also

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include a product
ID and a product description.

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These are both
the equivalent of CERM fields

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which are passed to the system

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once the order is placed.

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But we can see that every time
we're changing one of these entries,

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the price is being recalculated.

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That's because it's going through
a different estimate based on what

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we select.

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So this whole process

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works
due to a live link with the CERM system.

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So each permutation of Infigo attribute combinations

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will have a
some estimate associated with it

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as the specification is altered
on the Infigo product landing page.

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A different CERM
estimate is pulled from your system

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so we can update the quantity.

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That will also update the price based on

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pricing rules that you specified.

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And then we can go ahead and click start.

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So clicking start here will prompt the user

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to immediately upload the artwork
associated with this project.

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So I'll click that in a moment.

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Alternatively, clicking
Add to Basket will skip

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the requirement to upload the artwork
at this particular stage.

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The order can be placed without artwork,
which can be uploaded at a later date.

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So I'm going to go ahead and click Start

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and then just select our required artwork

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and then going to go to preview

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the updated piece.

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And then if we're happy, I'm
going to add this to Basket.

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So the fully specified Infigo multi-part
product is now added to the basket.

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Now we don't just immediately
have to go through the checkout

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if there's multiple things that you want
to add to the order before you place it,

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you can do so.

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So let's go through that process again.

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But this stage,
I will not upload our artwork

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at this stage,

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so I'm just going to go ahead
and add that directly to basket

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so we can

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optionally complete our checkout details.

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Now, as we saw in the earlier tutorial,
these are linked.

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These are checkout attributes which are
linked to fields within our system.

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So there are corresponding fields
and this information will be driven

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to those fields within CERM

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And then just going to proceed through
the checkout and complete that order.

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So that order is now being placed
whilst completing this process.

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Infigo
several items have been created in CERM

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so these include a CERM estimate.

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So again,
that's the equivalent of Infigo quote,

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these are the completed specification
of a piece of work.

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Whilst the general specifications
such as size and materials are fixed,

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the artwork is variable and users
can directly reorder from a CERM estimate.

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Also created is a CERM product.

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So this is the equivalent,
the equivalent of an Infigo job.

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These are a static piece of work
with a fixed specification

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and a fixed piece of art.

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They are associated with the CERM
estimates that were created as well.

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And then we have a CERM order.

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So this is the actual order placed
based on the CERM product.

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In this example, two orders have been
placed for that single CERM product,

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one of which we all did the artwork for,
one of which is pending artwork.

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upload

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so we'll

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investigate these concepts
and how they can be utilized withInfigo

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in future tutorials.

 

Incomplete
Step by Step Guide

Connect: CERM | Ordering from the Catalogue

In this tutorial, we will investigate the process and back-end tasks associated with ordering from your CERM integrated Infigo storefront.

Our scenario is a logged in or non-logged in user accessing your storefront and navigating through your (Infigo) Product catalogue.

As we are interfacing between CERM and Infigo, it's important to distinguish between the different terminology used by both pieces of software.

(CERM) Estimates | (Infigo) Quotes - A specification for a currently unplaced piece of work. They have a fixed specification, but variable artwork.

(CERM) Products | (Infigo) Job - A piece of work with fixed specification and artwork, generated from the specification above

(CERM) Order - An instance where the (CERM) Product has been purchased.


Creation Date: Aug 24, 2023
Created By: Sam Webster

1. Access a product linked to CERM

Whilst navigating your storefront, your users would access an (Infigo) Product linked to your CERM system.

Clicking on this (Infigo) Product takes them to the (Infigo) Product landing page.

This is an (Infigo) Multi Part Product as it is required that artwork be uploaded.

Access a product linked to CERM

2. Input product specification

Complete the specification by filling in the (Infigo) Attribute fields.

These (Infigo) Attribute fields can include a (CERM) Product ID and (CERM) Product Description, which are passed to the CERM system once the order is placed.

The price displayed on the (Infigo) Product landing page updates as the specification is altered.

This works due to a live link with the CERM system. Each permutation or (Infigo) Attribute Combination will have a (CERM) Estimate associated with it. As the specification is altered on the (Infigo) Product landing page a different (CERM) Estimate is pulled from the CERM system.

Input product specification

3. Updating the quantity will also update the price based on pricing rules from CERM

Updating the quantity will also update the price based on pricing rules from CERM

4. Click Start

Clicking Start will prompt the user to immediately upload the artwork associated with this project.

Alternatively, clicking Add to basket will skip the requirement to upload artwork at this stage. The order can be placed without artwork, which can be uploaded at a later date.

Click Start

5. Select the required artwork

Select the required artwork

6. Click on Go to preview

Click on Go to preview

7. Click on Add to Basket

Click on Add to Basket

8. Click on Home

The fully specified (Infigo) Multi Part Product is added to the basket

Click on Home

9. Add multiple products

Multiple (Infigo) Products can be added to the basket, including multiple linked to different (CERM) Estimates.

In this example, two (Infigo) Products have been added to the basket. One with artwork, one without.

Add multiple products

10. Complete checkout details

If configured, optionally complete the (Infigo) Checkout Attributes, linked to fields within CERM.

Complete checkout details

11. Proceed through the checkout and complete the order

Proceed through the checkout and complete the order

12. Order details can be accessed

Order details can be accessed

13. Order details

The order has now been placed.

Whilst completing this process in Infigo, several items have been created in CERM. These include:

  • A (CERM) Estimate | The equivalent of an (Infigo) Quote. These are the completed specification of a piece of work. Whilst the general specification (such as size and materials) is fixed, the artwork is variable. Users can directly reorder from an (CERM) Estimate.

  • A (CERM) Product | The equivalent of an (Infigo) Job. These are a static piece of work, with fixed specifications and fixed artwork. They are associated with the (CERM) Estimate.

  • A (CERM) Order | The actual order placed based on the (CERM) Product. In this example, two orders have been placed of the single (CERM) Product.

We investigate these concepts and how they can be utilised within Infigo in alternate tutorials.

Order details

14. Estimates

Whilst completing this process, a (CERM) Estimate has been created.

This can be viewed using the Estimates tab in the My Account section.

Estimates

15. New Estimate

The newly created (CERM) Estimate is visible in this table.

From here, a user can:

  • View (CERM) Products created from this (CERM) Estimate

  • Delete a (CERM) Estimate

  • View and simulate a (CERM) Estimate

  • Order (CERM) Products using this (CERM) Estimate

Further detail on the Estimates page is found in other tutorials in this series.

In our example, we will click to view the (CERM) Products created from the (CERM) Estimate

New Estimate

16. Products

This page in the My Account section shows all (CERM) Products associated with the user.

In this case, the list has been filtered automatically using the Project ID column, to show only (CERM) Products created from the (CERM) Estimate we were investigating.

We can see the two (CERM)Products created from our recent order. One has artwork uploaded, whilst the other is awaiting the upload of artwork.

Descriptions and IDs have been populated based on data entered on the (Infigo) Product landing page.

Further detail on the Products page is found in other tutorials in this series.

Products

17. Click on To order history

In our example, we will click to view the (CERM) Orders created from the (CERM) Product

Click on To order history

18. Individual orders

Individual orders of each (CERM) Product are displayed on the Orders page of the My Accounts section.

Further detail of that order can be obtained from this page.

Individual orders
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