00:00:08:09 - 00:00:09:14
CERM products
00:00:09:14 - 00:00:12:11
are generally the equivalent of Infigo
jobs.
00:00:12:24 - 00:00:15:08
They're a static piece of work
and are associated
00:00:15:08 - 00:00:18:17
with the CERM estimates
from which they were created.
00:00:19:06 - 00:00:22:16
Another way to think of CERM products
is as the equivalent
00:00:22:16 - 00:00:25:07
of an Infigo stock product.
00:00:26:01 - 00:00:29:10
It is an orderable entry
where there are no variable
00:00:29:10 - 00:00:33:08
elements to the work.
00:00:33:08 - 00:00:37:09
So CERM products are created from CERM
estimates, the specification
00:00:37:16 - 00:00:42:26
of a piece of work, but with variable
artwork, each CERM estimates
00:00:42:26 - 00:00:46:29
must be attached to a CERM contact,
which is an individual user.
00:00:47:12 - 00:00:50:09
As a result, CERM
products are also associated
00:00:50:09 - 00:00:53:12
with that individual user.
00:00:53:19 - 00:00:57:09
The Connect integration
gives users the ability to explore
00:00:57:09 - 00:01:01:19
CERM products
assigned to their contact entry.
00:01:02:03 - 00:01:04:13
From here,
they can perform additional actions
00:01:04:13 - 00:01:08:00
such as reordering,
deleting or viewing the order history.
00:01:09:02 - 00:01:10:06
CERM products can be
00:01:10:06 - 00:01:14:07
reordered multiple times,
with each being registered as an order
00:01:14:12 - 00:01:19:01
which is then associated with that
CERM product.
00:01:19:09 - 00:01:19:24
Okay.
00:01:19:24 - 00:01:24:00
So to take a look at the capabilities
we've got around products in that respect,
00:01:24:09 - 00:01:27:07
we're going to first navigate to my orders
00:01:30:24 - 00:01:32:11
So products can be viewed from the
00:01:32:11 - 00:01:35:15
My Orders page
when viewing the storefront frontend
00:01:35:23 - 00:01:40:07
and this is available to your Infigo customers,
00:01:40:07 - 00:01:43:19
we're then going to click on the products
tab which is at the top of the screen.
00:01:44:21 - 00:01:48:22
So when the Connect CERM plugin is active
users will have access
00:01:48:22 - 00:01:52:23
to additional tabs on the my account page
than they would normally have.
00:01:53:21 - 00:01:56:14
So estimate products and orders
00:01:56:14 - 00:01:59:20
sign up for the top left here
00:02:00:08 - 00:02:01:24
are available.
00:02:01:24 - 00:02:04:15
These have an active link
with your CERM system
00:02:04:15 - 00:02:08:00
and will display up to date information.
00:02:08:00 - 00:02:12:04
As we're interfacing between CERM and Infigo, it's important to distinguish
00:02:12:04 - 00:02:16:01
between the different terminology
used by both pieces of software.
00:02:16:21 - 00:02:20:00
So what we're seeing here is CERM
terminology.
00:02:20:00 - 00:02:22:04
CERMestimates, products and orders.
00:02:22:14 - 00:02:24:16
So for a bit of context on what they are,
00:02:24:16 - 00:02:28:14
CERM estimates closely
relate to a Infigo quotes.
00:02:28:25 - 00:02:31:26
So a specification
of a currently unplaced place piece of work,
00:02:32:04 - 00:02:38:03
they have a fixed specification
but variable artwork.
00:02:38:03 - 00:02:42:18
Then we have CERM products which is more
or less the equivalent of any Infigo job,
00:02:43:04 - 00:02:47:10
a piece of work with a fixed specification
and a fixed piece of artwork
00:02:47:17 - 00:02:50:11
generated from the specification
00:02:50:27 - 00:02:54:08
of the estimate.
00:02:54:08 - 00:02:55:21
And then we have the orders.
00:02:55:21 - 00:02:59:06
So this is an instance
where a CERM product has been purchased
00:02:59:14 - 00:03:02:18
and those orders are associated
with the products they were created
00:03:02:18 - 00:03:05:19
from.
00:03:05:19 - 00:03:13:06
In this tutorial, we're going to be
focusing on the products tab.
00:03:13:06 - 00:03:13:19
Okay.
00:03:13:19 - 00:03:17:03
So by default, all CERM products available
00:03:17:03 - 00:03:20:07
to the currently logged in
user will be displayed.
00:03:20:07 - 00:03:23:27
Now the page we can see here is Paginated,
meaning that
00:03:24:01 - 00:03:27:23
we have certain number of CERM products
are displayed at any one time
00:03:28:12 - 00:03:32:12
this ensures that we can maintain
a high speed link between the two systems
00:03:32:20 - 00:03:36:04
as only a limited dataset
is being requested at any one time.
00:03:37:01 - 00:03:40:06
Bear in mind that we can change the amount
we're carrying per page
00:03:40:06 - 00:03:43:09
if you wish to do so
and if you want to view different pages
00:03:43:09 - 00:03:48:23
in the Paginated set, you can do that
at the bottom of the screen.
00:03:48:23 - 00:03:52:10
So CERM products are created
when a CERM estimate
00:03:52:10 - 00:03:55:14
is taken through the checkout
and ordering process.
00:03:55:28 - 00:03:58:21
So the CERM estimate will still exist,
00:03:58:21 - 00:04:02:11
but we'll have the newly created
products associated with it.
00:04:04:00 - 00:04:05:29
So we covered this in a previous tutorial.
00:04:05:29 - 00:04:10:18
Just to give you context,
if I go to my estimates tab,
00:04:11:09 - 00:04:14:18
you'll see that
I've got within each of those estimates
00:04:14:18 - 00:04:17:11
a product's column,
and we can see the products
00:04:17:11 - 00:04:20:17
that are associated it
with a particular estimate.
00:04:21:09 - 00:04:24:08
Clicking on that value
will give me a refined list
00:04:24:21 - 00:04:30:24
of the products
associated only with that estimate.
00:04:30:24 - 00:04:31:12
Okay.
00:04:32:05 - 00:04:35:10
So bear in mind that these out of these
columns are searchable.
00:04:35:21 - 00:04:41:00
So if you did during the ordering process
put in product descriptions or product
00:04:41:00 - 00:04:44:22
IDs, those will be detailed in here
so you can search for those.
00:04:45:08 - 00:04:48:00
You've also got a project
ID which you can search via
00:04:48:22 - 00:04:55:29
and a general ID of the product.
00:04:55:29 - 00:04:58:23
Now what we also have in
here is a file status.
00:04:59:04 - 00:05:02:26
So CERM products can be created
from CERM estimates
00:05:02:26 - 00:05:06:13
without artwork
being provided at the initial stage.
00:05:06:28 - 00:05:10:06
So this process also works Infigo
with orders
00:05:10:06 - 00:05:14:12
able to be placed and Infigo
jobs created without an artwork file.
00:05:15:11 - 00:05:16:02
So the
00:05:16:02 - 00:05:19:13
status column will show
whether there is an outstanding file
00:05:19:13 - 00:05:23:16
for each of those products,
if not currently provided.
00:05:23:16 - 00:05:26:22
Users can utilize this column
to upload that required artwork.
00:05:27:14 - 00:05:30:06
So you can see here, for example,
I've got two entries
00:05:30:06 - 00:05:33:15
which are training one and training two.
00:05:33:15 - 00:05:35:23
One of them is saying
files have been received
00:05:38:20 - 00:05:39:10
and the other one
00:05:39:10 - 00:05:44:02
is saying that it requires artwork to be
uploaded so it doesn't have any artwork
00:05:44:02 - 00:05:49:17
associated with it at the moment,
although it has been created as a product.
00:05:50:05 - 00:05:53:02
So if I go to upload your artwork,
just click on that link.
00:05:53:13 - 00:05:56:21
It will then take me to a separate page
where I can load
00:05:56:21 - 00:05:59:26
the necessary artwork.
00:06:02:03 - 00:06:04:04
Now what happens when you click on upload?
00:06:04:04 - 00:06:11:02
Your artwork will depend on, well,
you'll get two possible interfaces.
00:06:11:17 - 00:06:14:15
So if this product was created
from within,
00:06:14:15 - 00:06:18:01
Infigo itself,
the user will be taken to the artwork
00:06:18:01 - 00:06:21:20
upload page
seen Infigo multipart products.
00:06:21:26 - 00:06:24:11
So that's what we saw in this case
when we clicked
00:06:25:07 - 00:06:30:11
on that particular link,
if the product was created from within.
00:06:30:11 - 00:06:33:18
So the user will instead be shown a pop up
00:06:33:27 - 00:06:37:13
where the artwork can be uploaded
directly to the CERM system.
00:06:37:13 - 00:06:38:27
So they'll both do the same thing.
00:06:38:27 - 00:06:41:14
You'll both
you'll be able to upload artwork in both.
00:06:41:23 - 00:06:49:20
You just might see a slightly different
interface in different scenarios.
00:06:49:20 - 00:06:55:05
Also available here, we have a number
of additional actions that we can perform.
00:06:55:22 - 00:06:58:08
So under some scenarios
the user will be able
00:06:58:08 - 00:07:01:09
to delete the CERM product
and hide it from view.
00:07:03:06 - 00:07:04:18
We then have the order
00:07:04:18 - 00:07:08:05
history
so this navigates to the orders tap.
00:07:08:11 - 00:07:11:20
So the next one along
I just click that as an example
00:07:12:02 - 00:07:16:16
to see the orders that have been placed
from that particular product.
00:07:17:00 - 00:07:19:28
So we can see in this case
that only order number two
00:07:19:28 - 00:07:22:10
has been specified, not order number one,
00:07:22:10 - 00:07:25:18
So product number
one doesn't have the artwork required
00:07:25:18 - 00:07:29:19
in order
to finalize the order from that product.
00:07:29:19 - 00:07:31:26
Next we have documents.
00:07:31:26 - 00:07:35:27
So it's empty in this particular case,
but this provides access to documents
00:07:35:27 - 00:07:40:19
associated with this particular CERM product
within this CERM system.
00:07:41:05 - 00:07:44:19
So this information is drawn from CERM
you can't upload additional
00:07:44:19 - 00:07:46:16
documentation via Infigo.
00:07:48:01 - 00:07:50:29
So these documents
can cover a range of associated items.
00:07:50:29 - 00:07:55:20
Could be order notes, additional
thumbnails, preflight reports,
00:07:56:07 - 00:07:58:26
so many other options
that you might want to upload via
00:07:58:26 - 00:08:04:09
your CERM system.
00:08:04:09 - 00:08:04:19
Okay.
00:08:04:19 - 00:08:07:29
And the last thing we have here
is add to basket which might be renamed
00:08:07:29 - 00:08:12:04
as reorder or something
similar in the near future.
00:08:12:04 - 00:08:16:23
The basket icon on the products
page allows for products to be reordered
00:08:17:24 - 00:08:22:18
and CERM orders
registered from that particular product.
00:08:23:07 - 00:08:28:06
So users would reorder from these products
in situations where the specification
00:08:28:15 - 00:08:31:12
and artwork of a piece of work
are identical.
00:08:32:02 - 00:08:35:03
So users will not be able
to change the specification
00:08:36:04 - 00:08:38:21
or artwork
associated with the CERM product
00:08:38:21 - 00:08:41:11
and will only be able
to change the quantity being ordered.
00:08:42:00 - 00:08:44:08
So if I go an add to basket here,
for example,
00:08:45:05 - 00:08:47:24
it will take me to a product landing page.
00:08:49:18 - 00:08:51:10
However, I've got no ability
00:08:51:10 - 00:08:56:13
to change anything apart
from the quantity.
00:08:56:13 - 00:09:00:16
So I could change the quantity.
00:09:00:16 - 00:09:03:03
It'll give me an update price
00:09:03:03 - 00:09:07:02
and then all I can do
is directly add that to basket the artwork
00:09:07:02 - 00:09:10:09
associated with the existing product
00:09:10:18 - 00:09:21:14
will be reused.
00:09:21:14 - 00:09:25:27
Please note the reordering from a CERM
product will result in the utilization
00:09:25:27 - 00:09:29:07
of one of those master underscore Infigo
00:09:29:07 - 00:09:32:06
product templates
that we discussed in previous tutorials.
00:09:32:24 - 00:09:35:29
This allows the CERM products
to be utilized in the context
00:09:35:29 - 00:09:40:12
of an Infigo stock product
as the specification is static.
00:09:40:19 - 00:09:43:05
The Infigo stock product template
00:09:43:24 - 00:09:46:18
is the applicable one to be utilized
00:09:48:25 - 00:09:53:07
uses then at the CERM product to
their basket as an Infigo stock product.
00:09:53:15 - 00:09:59:01
And then we then proceed
through the checkout process as normal.
00:09:59:01 - 00:10:03:18
Once the order has been placed,
the CERM product will still be available
00:10:05:20 - 00:10:07:22
with the same options that it had before.
00:10:07:22 - 00:10:11:29
However, a new order
will be associated with it now.
00:10:11:29 - 00:10:16:04
This is because the new order
has been created from this product
00:10:16:11 - 00:10:18:16
and associated with it.
00:10:18:16 - 00:10:21:19
So for example,
if I go to my basket where we just added
00:10:21:29 - 00:10:24:25
a product,
00:10:24:25 - 00:10:28:20
I'll go through the checkout process.
00:10:29:18 - 00:10:30:19
My orders have been placed.
00:10:30:19 - 00:10:34:02
I'm not going to go back to my
my order screen
00:10:36:23 - 00:10:42:20
back to products.
00:10:42:20 - 00:10:45:29
Then if I go to my order history
associated with that product,
00:10:45:29 - 00:10:47:28
we just utilize
00:10:47:28 - 00:10:50:09
we would see another order associated with
00:10:57:15 - 00:11:00:27
so additional product details
00:11:01:10 - 00:11:05:17
can be accessed with the Arrow
icon that's next to a particular product.
00:11:06:16 - 00:11:09:07
And that's additional details
on the specification
00:11:09:16 - 00:11:11:21
of that particular CERM product.
00:11:11:21 - 00:11:14:03
So you can see, for example,
the details that have been pulled
00:11:14:03 - 00:11:15:17
through or associated with it,
00:11:16:18 - 00:11:18:10
as well as how many what to do with it,
00:11:18:10 - 00:11:20:09
for example.
