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CERM estimates are
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generally the equivalent of Infigo quotes.
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They are the specification
of a currently unplaced piece of work.
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CERM estimates are central
to its operation.
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They act as the basis for all orders
being put into the system.
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Each CERM estimate
must be attached to a CERM contact,
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which is also an individual user.
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The Connect CERM Integration
gives users the ability
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to explore estimates
assigned to the CERM contact entry.
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From here, we can perform
additional actions such as re-ordering,
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deleting and viewing the order history.
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So let's take a look at this capability.
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We're going
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to start on the actual storefront itself,
and we're viewing our storefront
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now as if we were our end user
just navigating the site.
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What I'm going to do, first of all, is
go to the my order section.
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So this is assuming
that the user is logged in as already done
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some work in here.
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So they've already placed some orders,
they've already got some estimates.
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So they've got
things associated with their
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contact accounts.
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And Infigo customer account,
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we're going to start off
by navigating to my orders.
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So go to the my account section
and then my orders.
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The CERM estimates can be viewed on the
my orders page
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when viewing the storefront frontend
and this will be available
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to your Infigo customers
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when they connect
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CERM plug it in is active
users will have access to additional tabs
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on the My accounts page.
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So these are the additional tabs.
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We have estimates,
we have products and we have orders.
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So these tabs are available.
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If you've got the plug in activated
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and these have an active link
with your CERM system
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and will display up to date information
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on those three elements.
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Now bear in mind that these three tabs
are using CERM terminology.
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So CERM estimates
we might call quotes within Infigo.
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CERM products we might call
jobs is the closest probably analogy
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within Infigo
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And then we have orders
which are the actual placed
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pieces of
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work essentially.
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Okay.
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So we're going to begin
by clicking on estimates.
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So CERM is very strict that CERM estimates
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must always
be assigned to a particular user
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when navigating a storefront
and pricing Infigo products
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as a non logged in user
all created, CERM estimates
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will be assigned to a generic web user
that we've discussed in other tutorials,
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the idea of which is specified
in the Connect's
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integration settings.
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When accessing the estimates page,
the logged in user, CERM
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estimates will be displayed
which are assigned to that particular
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logged in user, and these may have been
created in several different ways.
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So the CERM estimates
could have been created
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within CERM themselves
and assigned to this particular user.
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CERM estimate it could have been created
as the logged in user.
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Browse to the Infigo product catalog.
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Or, the CERM
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estimates were created and initially
assigned to the generic web user,
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but were then duplicated and assigned
to the current and Infigo customer
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when they then logged in.
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So this page
that we're seeing here is Paginated,
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meaning that only a certain number of CERM
estimates are displayed at any one time.
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This ensures that we can maintain
a high speed link between the two systems,
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as only a limited dataset
is being requested at any one time.
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If you want to see more estimates,
you can either change the number
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shown per page, or if you scroll down,
you can scroll to different pages
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of estimates that are available
on that particular account.
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So let's talk about
some of the capabilities we have on here.
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We do have the ability
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to modify the reference ID,
so this is assigned automatically.
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If you want to give it a bit
more of a representative name
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to a particular estimate,
you can do so just by clicking on it.
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We then have some various bits
of information
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associated with the estimate
that will have been drawn from CERM.
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So project ID, description,
size, substrate and packaging.
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You can show in high different variations
of those columns using the auto gear
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icon up there and just selecting
which ones of these are visible.
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Now coming over to the products
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column here, so just a brief
reminder again on terminology.
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So CERM products,
which is what this represents,
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is the equivalent
or nearest equivalent of a in job.
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So it's an ordered item
generated from the CERM estimate.
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So here product
refers to the CERM version of it.
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So this link will display
how many CERM products
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have been created
from this particular CERM estimate.
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So clicking on this link will navigate
to the products tab that we see up here
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on the My Accounts page
where individual products can be viewed.
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And this particular tab is going
to be covered in a different tutorial
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coming a bit further across.
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We have some additional actions
that are available
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to the view of the estimates page.
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So the first thing we have is delete
and this will hide that particular item
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Next, we have estimate.
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So click this button to see additional
information on that particular estimate
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and to investigate associated costs.
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So a pop up will display,
as you can see here, primarily showing
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specification information related to that
particular set of estimates.
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These values can't be changed as the CERM
estimate is fixed in that respect.
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And any changes to those values would
require a new CERM estimate to be created.
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What we can do on this page as well,
though, is to simulate
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a different number of products
in different quantities
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so users
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can specify a number of CERM products
that they want to simulate.
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So let's say
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50, for example,
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and I can specify
a number of example quantities
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which you can put in those boxes there
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and then clicking simulate will calculate
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the cost of those different quantities.
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And those are displayed
at the bottom of the screen here.
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Okay.
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So the next option we have available,
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they're currently labeled as add
to baskets, but it may be relabeled
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sometime in the near future
to reorder or something like that.
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The Baskets icon
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on the estimates page allows for the CERM
estimate to be reordered.
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And CERM products
created from that particular estimate.
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So users would reorder from a CERM
estimate in situations
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where generic specification
version of the label is the same.
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However, the new artwork file is required.
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So consider for example, a
a drinks can label.
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The size and material of the label
may be identical to the CERM estimate.
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However, the artwork might differ
if there's a new offering,
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if it's a new
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offering from the users, business
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users won't be able to change
the main specification of this estimate,
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as this would require a new CERM
estimate to be created.
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Users can however manually enter
a new CERM product ID and CERM product
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description to be sent to the CERM system
when that particular order
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is placed.
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So let's just click on one of those
just to show you what I mean.
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So if I go at to basket,
you'll see I got taken to a version
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of the product landing page
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where I can't really change
many things in here.
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So this particular specification
doesn't have the product ID
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or the product description included.
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So I can't even change those.
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And the rest of that specification,
I can't change either because that's
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associated with an estimate.
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So those specifications are fixed.
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I can, however,
still upload a new piece of artwork.
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So if I went to start at this point,
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it would give me the option to
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to that new artwork.
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Now uploading the artwork
at this stage is optional.
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This can also be carried out
once the CERM product has been created
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from this estimate.
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And again, this will be discussed
in a different tutorial.
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Now, a note
on reordering from CERM estimates.
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This will result in the utilization
of one of the master underscore
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Infigo product templates
that we discussed in a previous tutorial.
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This allows these estimates to be utilized
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in a context of an Infigo
multipart product
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as the user is uploading a new artwork,
the Infigo multi-part product
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will be utilized
and has to be utilized in order to upload
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some new artwork file
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uses and adds the CERM estimate
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to their basket
as an Infigo multipart product.
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And then they can proceed through the
checkout process as they normally would
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once place
the CERM estimate will still be visible
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within the estimates tab
with the same options available.
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However, the number of products
within the products column will increase.
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This is because a new product
has been created
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from the CERM estimate
and then associated with it.
