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CERM products
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are generally the equivalent of Infigo
jobs.
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They're a static piece of work
and are associated
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with the CERM estimates
from which they were created.
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Another way to think of CERM products
is as the equivalent
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of an Infigo stock product.
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It is an orderable entry
where there are no variable
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elements to the work.
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So CERM products are created from CERM
estimates, the specification
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of a piece of work, but with variable
artwork, each CERM estimates
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must be attached to a CERM contact,
which is an individual user.
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As a result, CERM
products are also associated
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with that individual user.
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The Connect integration
gives users the ability to explore
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CERM products
assigned to their contact entry.
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From here,
they can perform additional actions
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such as reordering,
deleting or viewing the order history.
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CERM products can be
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reordered multiple times,
with each being registered as an order
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which is then associated with that
CERM product.
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Okay.
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So to take a look at the capabilities
we've got around products in that respect,
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we're going to first navigate to my orders
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So products can be viewed from the
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My Orders page
when viewing the storefront frontend
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and this is available to your Infigo customers,
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we're then going to click on the products
tab which is at the top of the screen.
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So when the Connect CERM plugin is active
users will have access
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to additional tabs on the my account page
than they would normally have.
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So estimate products and orders
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sign up for the top left here
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are available.
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These have an active link
with your CERM system
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and will display up to date information.
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As we're interfacing between CERM and Infigo, it's important to distinguish
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between the different terminology
used by both pieces of software.
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So what we're seeing here is CERM
terminology.
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CERMestimates, products and orders.
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So for a bit of context on what they are,
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CERM estimates closely
relate to a Infigo quotes.
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So a specification
of a currently unplaced place piece of work,
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they have a fixed specification
but variable artwork.
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Then we have CERM products which is more
or less the equivalent of any Infigo job,
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a piece of work with a fixed specification
and a fixed piece of artwork
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generated from the specification
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of the estimate.
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And then we have the orders.
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So this is an instance
where a CERM product has been purchased
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and those orders are associated
with the products they were created
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from.
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In this tutorial, we're going to be
focusing on the products tab.
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Okay.
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So by default, all CERM products available
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to the currently logged in
user will be displayed.
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Now the page we can see here is Paginated,
meaning that
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we have certain number of CERM products
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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Bear in mind that we can change the amount
we're carrying per page
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if you wish to do so
and if you want to view different pages
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in the Paginated set, you can do that
at the bottom of the screen.
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So CERM products are created
when a CERM estimate
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is taken through the checkout
and ordering process.
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So the CERM estimate will still exist,
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but we'll have the newly created
products associated with it.
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So we covered this in a previous tutorial.
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Just to give you context,
if I go to my estimates tab,
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you'll see that
I've got within each of those estimates
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a product's column,
and we can see the products
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that are associated it
with a particular estimate.
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Clicking on that value
will give me a refined list
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of the products
associated only with that estimate.
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Okay.
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So bear in mind that these out of these
columns are searchable.
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So if you did during the ordering process
put in product descriptions or product
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IDs, those will be detailed in here
so you can search for those.
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You've also got a project
ID which you can search via
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and a general ID of the product.
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Now what we also have in
here is a file status.
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So CERM products can be created
from CERM estimates
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without artwork
being provided at the initial stage.
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So this process also works Infigo
with orders
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able to be placed and Infigo
jobs created without an artwork file.
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So the
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status column will show
whether there is an outstanding file
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for each of those products,
if not currently provided.
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Users can utilize this column
to upload that required artwork.
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So you can see here, for example,
I've got two entries
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which are training one and training two.
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One of them is saying
files have been received
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and the other one
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is saying that it requires artwork to be
uploaded so it doesn't have any artwork
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associated with it at the moment,
although it has been created as a product.
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So if I go to upload your artwork,
just click on that link.
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It will then take me to a separate page
where I can load
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the necessary artwork.
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Now what happens when you click on upload?
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Your artwork will depend on, well,
you'll get two possible interfaces.
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So if this product was created
from within,
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Infigo itself,
the user will be taken to the artwork
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upload page
seen Infigo multipart products.
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So that's what we saw in this case
when we clicked
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on that particular link,
if the product was created from within.
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So the user will instead be shown a pop up
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where the artwork can be uploaded
directly to the CERM system.
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So they'll both do the same thing.
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You'll both
you'll be able to upload artwork in both.
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You just might see a slightly different
interface in different scenarios.
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Also available here, we have a number
of additional actions that we can perform.
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So under some scenarios
the user will be able
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to delete the CERM product
and hide it from view.
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We then have the order
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history
so this navigates to the orders tap.
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So the next one along
I just click that as an example
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to see the orders that have been placed
from that particular product.
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So we can see in this case
that only order number two
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has been specified, not order number one,
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So product number
one doesn't have the artwork required
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in order
to finalize the order from that product.
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Next we have documents.
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So it's empty in this particular case,
but this provides access to documents
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associated with this particular CERM product
within this CERM system.
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So this information is drawn from CERM
you can't upload additional
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documentation via Infigo.
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So these documents
can cover a range of associated items.
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Could be order notes, additional
thumbnails, preflight reports,
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so many other options
that you might want to upload via
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your CERM system.
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Okay.
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And the last thing we have here
is add to basket which might be renamed
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as reorder or something
similar in the near future.
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The basket icon on the products
page allows for products to be reordered
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and CERM orders
registered from that particular product.
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So users would reorder from these products
in situations where the specification
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and artwork of a piece of work
are identical.
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So users will not be able
to change the specification
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or artwork
associated with the CERM product
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and will only be able
to change the quantity being ordered.
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So if I go an add to basket here,
for example,
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it will take me to a product landing page.
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However, I've got no ability
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to change anything apart
from the quantity.
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So I could change the quantity.
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It'll give me an update price
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and then all I can do
is directly add that to basket the artwork
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associated with the existing product
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will be reused.
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Please note the reordering from a CERM
product will result in the utilization
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of one of those master underscore Infigo
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product templates
that we discussed in previous tutorials.
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This allows the CERM products
to be utilized in the context
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of an Infigo stock product
as the specification is static.
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The Infigo stock product template
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is the applicable one to be utilized
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uses then at the CERM product to
their basket as an Infigo stock product.
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And then we then proceed
through the checkout process as normal.
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Once the order has been placed,
the CERM product will still be available
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with the same options that it had before.
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However, a new order
will be associated with it now.
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This is because the new order
has been created from this product
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and associated with it.
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So for example,
if I go to my basket where we just added
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a product,
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I'll go through the checkout process.
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My orders have been placed.
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I'm not going to go back to my
my order screen
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back to products.
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Then if I go to my order history
associated with that product,
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we just utilize
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we would see another order associated with
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so additional product details
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can be accessed with the Arrow
icon that's next to a particular product.
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And that's additional details
on the specification
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of that particular CERM product.
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So you can see, for example,
the details that have been pulled
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through or associated with it,
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as well as how many what to do with it,
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for example.