Picture of Creating products and categories | SRBG_003

Creating products and categories | SRBG_003

This tutorial will introduce you to products and categories within Infigo. Products come in various different types, ranging from basic Stock products (akin to pick-and-pack products) to fully customisable and design ready products using Infigo's template editor. Here, we will create two of the simpler product types and group them together within a category. We'll also discuss some of the critical settings associated with these areas.

Tutorial Video Transcript

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This tutorial will

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introduce you to products and categories
within Infigo

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products come in various different types
ranging from basic stock products

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that's akin to pick and pack products
to fully customizable

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and design ready products
using Infigos, templates, editors

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here will create
two of the simpler product

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types
and group them together within a category.

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And we'll discuss
some of the critical settings associated

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with these areas.

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So again,
navigate to our product management area.

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So start searching for product management
and top left

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and then go to that section.

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This will show us details

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of all of the products
currently added to the active storefront.

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There isn't any
in this case at the moment,

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so I'm just going to go to add new up
on the top right?

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So enter a name for your new product,

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then select the type of product
that you wish this to be.

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So the default list contains stock

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static pdf and mega edit type products.

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More product types are available
but require enabling before

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they appear in this list, and we'll cover
this up a little bit later on

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for a

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stock product, and that's the type
that will select here.

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No additional configuration
or inputs are required

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prior to clicking create.

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So your product is now created
and you'll be taken to the product details

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page.

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The product details page is used to design
and populate

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the frontend
landing page for that particular product.

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Every product, regardless of type,
will have a product details page

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and a corresponding
frontend product landing page.

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So the first thing I'm going to do here
is click on Show on Home page.

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Now this is not a requirement,
but we'll add the product

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to a special section on the home page
called Featured Products.

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During the developmental stage
of your storefront,

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it gives easier access
to your key products.

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on a live site is used to

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draw attention to particular products.

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The next area down
gives us several description editors

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on the product details
page allowing you to design

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different areas of your eventual product
landing page.

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Each of these will be populated
by a rich editor input by default,

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which just allows you to input
and design your text.

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However, like we've seen in previous
tutorials, these can be switched to either

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a Code Mirror editor for fluent HTML users
or the content template

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editor tools.

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in our example.

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I'm just going to populate text

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in some of those editors
which are further down the page,

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still using the rich editor template
just so we can determine their location

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on the eventual product landing page

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once those are complete,
I'm just going to scroll

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to the top of the page
and click Save and Continue. Edit

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We can navigate directly to the front end

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landing page for this particular product
by clicking on View Product page.

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Now we know the differentiation
between storefront

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and platform administrator accounts.

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If you logged in as the storefront
administrator, you will be able

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to view your products on the frontend,
assuming they are published.

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However, you won't be able to do this
as a platform administrator.

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As the platform administrators don't have
direct access rights to the front

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end of an individual storefront
unless they are impersonating a user.

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As we discussed previously.

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So I'll view the product landing page

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and we'll see the beginnings of the
development of our product landing page.

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This stage is quite basic due
to a lack of input information.

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We can see the product name along with

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some of our basic descriptions with input
and the placeholder

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for our eventual images
that we're going to position as well.

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So let's start off with one of these
images.

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If I go back to my

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product details, page editor

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and I'm going to navigate
to my Pictures tab,

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which is about halfway along

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now, this page gives you the ability
to upload one

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or multiple images
to that particular product landing page.

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So click on upload
a file underneath the pictures tab

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and then just select a picture
from your machine.

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Now for this particular
example, will not be

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too focused on the sizing of images,

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particular images that we want to use
as if we just doing this as an example.

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But when you're actually doing this
for real on your own products, you do

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want to make sure that all the products on
the images are sized equally.

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They've got the correct ratio
for your particular web page,

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and they'll need to be designed to such.

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So I've selected an image I want to use,

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but we need to make sure that it's
actually being utilized by the product.

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At this stage, we've only uploaded
the image we might want to use.

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I want to click on Add Product Picture
in order to finalize that selection

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and then we can repeat the process
if we want multiple

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images, click

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on Save or Save and continue
edit at the top of the page

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and then either reload
or refresh the product

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landing page

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and then you'll see.

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Our page is now updated
to show a main image

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and then an area where we can select

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between the image being shown.

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So next
we'll talk briefly about display settings.

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So that's an additional tab
which is on our product details page.

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So this page can be used to

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change the design
and layout of your product landing page.

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For this particular product, it contains
settings such as changing the location

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of different description boxes
and showing additional links on

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the page

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will not be describing these settings

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in detail as part of the Rapid Build
Tutorial series.

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However, additional
tutorials are available

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where you can take a look at these
in greater detail.

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Okay,
so let's create a different product type.

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Now we've finished with our product
to begin with.

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I'm going to go to back to Product List
and then click on Add New.

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You have to get

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this time
we'll create a static PDF product,

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so switch the product type to static PDF

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and enter a name.

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We can see that
when we switch to static PDF,

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an additional button appears
asking us to upload the PDF

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which you want to associate
with this particular product.

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So static PDF products
allow users to purchase

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a static piece of printed artwork
which is not editable.

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So for example, it might be an artist
print or a static brochure.

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All we need to do is click on upload
or click to upload and then find the PDF

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that we want to connect to it.

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Once that's done, just click on Create.

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So what you'll be presented
with is a near identical product.

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Details page, to what

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We saw to what we saw
with the stock product.

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So this product details
page is still dedicated

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to the design of the product landing page.

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So once again, I'm going to say

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show this on home page
just for ease of use later on

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and then give that a save.

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Now, settings
related to the specific product type

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can often
be found to the top right of this product.

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Details page.

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It is access, generally speaking,
to a slightly lighter colored button

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and you can see it's the product type
with config written on the end.

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these will take you to product type

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specific configuration options
for this particular product.

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So we can see, for example, that these are
the options available for a static PDF

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product configuration things
such as uploading a new PDF.

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So utilized for this product,

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changing the preview
that we provide to the user

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and that kind of thing

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you'll want to return
to the product details page.

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Just click on Product
Config, the top of the screen.

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Let's take a look
at this product on the frontend.

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So I'm going to click on
View Product Page again

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where we can see that generally speaking
this is very similar layouts.

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However,
because we're using a static PDF product,

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the default layout of this
will show the uploaded PDF

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as a preview over on the left hand side
instead of a product image.

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Everything else is largely the same.

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So the next thing we want to show you here

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is how to enable additional product types.

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This is quite easy to do.

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So if we just navigate to our menu
over here, go to admin area settings

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and then under the product type section,

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you can enable other types of products
that are available within Infigo.

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With the exception of mega

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edit products, these will not be covered
as part of the Rapid Build series.

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However, many of them have additional
tutorial resources

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available within the Infigo academy.

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It's just a case
of clicking the product type

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that you want to be available
and then clicking save.

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So next we're going to navigate
to creating categories.

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So on the search menu up on the top left

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type manage categories

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and then go to that screen.

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So categories
are a means of grouping products

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that you wish to be associated with one
another on your particular storefront.

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So for example,
you may have a stationery category

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or a brochure category containing

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related products.

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Like products, categories
have customizable landing pages.

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So if we click on Add
New to create a new category,

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we get

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taken
immediately to a category details page.

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So this is very similar

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to the product details page
that we've been working on previously.

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On this page

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you can input imagery and descriptions
associated with that particular category.

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As with the product details page,
you can also construct these pages

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utilizing content template functionality

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should you wish to do so.

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So in our example here, I'm just going
to do a couple of simple things here.

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I'm going to make it so that we can see
this category on the home page.

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As with products,
this isn't a requirement.

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As such, however, it will make
the category more easily accessible

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whilst we're setting up
and configuring our storefront.

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Then additionally,
we have this parent category section here,

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so categories can be subcategorised

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inside other categories
which are also known as parent categories.

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So you can use this option
to specify the category

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you wish to have as the parent category.

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So i.e.

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the next level up in the chain.

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So I'm just going to enter
a name for our category here

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and then I'm

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going to scroll down
and upload a category image.

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So this is not a specific requirement.

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You can create the category
without an image.

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However, uploading
no image will result in this place holder

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being displayed instead

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and scroll

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to the top of the page
and click Save and continue. Edit

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That's our category created.

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All that’s left to do here

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is to actually add products
to that particular category.

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So to do this,
we're going to navigate a couple of tabs

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over to the right on our category details
page to the products tab.

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We can see at the moment
that there's no products

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associated with this particular category.

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Click on Add New Product.

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You'll be shown a list

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of all of the available products
on this particular storefront.

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And then it's simply a case
of checking the products

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that you want to add to the category
and clicking on Save.

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As with products,
the layout of the category landing page

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can be modified
using the display Settings tab.

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Okay,
so let's go ahead and view our handiwork.

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So I'm going to go to this public store

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button at the top of the screen
that we utilized previously,

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and that will take us directly
to the homepage of our storefront.

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Now, if you selected Show on Home
Page for your category,

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that will be shown in this featured
category

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section.

00:15:08:16 - 00:15:13:07
Also further down this page, you'll find
that we have a featured product section.

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Again, if you specified show on homepage.

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So let's take a look at this
in more detail.

00:15:21:27 - 00:15:26:16
If we go to our featured category section
and click on that category,

00:15:26:16 - 00:15:29:24
that will take us to the actual category
landing page.

00:15:30:19 - 00:15:33:23
Now again, we've not specified much
in the way of customization options

00:15:33:23 - 00:15:36:09
here,
so it's all my basic format at the moment.

00:15:36:25 - 00:15:39:14
But you can see
it is showing us details for the products

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that we've put inside that category.

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Again, clicking on one of those product
links

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will take us to the relevant product
landing page.

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So congratulations.

00:15:52:12 - 00:15:55:12
You've now created two new products
and structured them

00:15:55:12 - 00:16:00:11
inside a category.

 

Incomplete
Step by Step Guide

Creating Products and Categories | SRBG_003

This tutorial will introduce you to products and categories within Infigo.

Products come in various different types, ranging from basic Stock products (akin to pick-and-pack products) to fully customisable and design ready products using Infigo's template editor.

Here, we will create two of the simpler product types and group them together within a category. We'll also discuss some of the critical settings associated with these areas.

Creation Date: Sep 04, 2023
Created By: Sam Webster

1. Click on Product Management

To begin, navigate to the area of Infigo where all of your products are managed.

Click on Product Management

2. Click on Add new

Click on Add new

# Creating your first product

3. Create your product

Enter a name for your new product and select the type of product you wish this to be.

The default list contains Stock, Static PDF and MegaEdit type products. More are available, but require enabling before they appear in this list. We'll cover that a little later on.

For a Stock product that we'll select here, no additional configuration or inputs are required prior to clicking Create.

Create your product

4. Product Details page

Your product is now created and you'll be taken to the Product Details page.

The product details page is used to design and populate the front-end landing page for that particular product.

Every product, regardless of type, will have a Product Details page, and a correspond front-end product landing page.

Product Details page

5. Check Show on home page

This is not a requirement, but will add the product to a special section on the home page called Featured Products.

During the development stage of your storefront, it gives easier access to your key products.

On a live site, it is used to draw attention to particular products.

Check Show on home page

6. Description Editors

There are several description editors on the product details page, allowing you to design different areas of the page.

Each of these will be populated by a Rich Editor input by default. However, like we've seen in previous tutorials, this can be switched to a Code Mirror Editor (for fluent HTML users) or the Content Template editor tools.

Description Editors

7. In our example, I'll populate text in some of these editors so we can determine their location on the product landing page.

In our example, I'll populate text in some of these editors so we can determine their location on the product landing page.

8. Click on Save and Continue Edit

Click on Save and Continue Edit

9. Click on View product page

This will take you to the front end of your site, directly to the landing page of the product currently being edited.

Click on View product page

10. Product Landing Page

We see the beginnings of our product landing page.

At this stage quite basic due to a lack of input information, we can see the product name, along with some of the descriptions we have input.

Product Landing Page

11. Return to the admin area and click Pictures

Next, we will add one or more images to our product

Return to the admin area and click Pictures

12. Select an image from your computer using the upload tools

Select an image from your computer using the upload tools

13. Click on Add product picture

Click on Add product picture

14. Click on Save and Continue Edit

Click on Save and Continue Edit

15. Navigate back to or refresh the product landing page

The image will now be displayed.

Navigate back to or refresh the product landing page

16. Return to the admin area and click on Display settings

Return to the admin area and click on Display settings

17. Product display settings

This page can be used to change the design and layout of your product landing page for this product.

It contains settings such as changing the location of different description boxes and showing additional links.

We will not be describing these settings in detail as part of the rapid build tutorial series.

Product display settings

18. Click on (back to product list)

Click on (back to product list)

19. Click on Add new

Click on Add new

# Creating a Static PDF product

20. Create a Static PDF product

Enter a product name and select Static PDF from the list of Product types.

An additional button appears asking you to upload the PDF associated with this product.

Static PDF products allow users to purchase a static piece of printed artwork which is not editable. For example, an artists print or a static brochure.

Create a Static PDF product

21. Select the PDF to include as the artwork for the product

Select the PDF to include as the artwork for the product

22. Click on Create

Click on Create

23. You will be presented with a near identical product details page to that of the Stock product.

The product details page is still dedicated to the design of the product landing page

You will be presented with a near identical product details page to that of the Stock product.

24. Check Show on home page

Check Show on home page

25. Click on Save and Continue Edit

Click on Save and Continue Edit

26. Click on Static PDF config

Settings related to the specific product type can often be found at the top right of the product details page, accessed via a lighter coloured button.

These will take you to product type specific configuration options, for this particular product.

Click on Static PDF config

27. Static PDF product configuration

Static PDF product configuration

28. Click on Product config

You can return to the main product details page with this button.

Click on Product config

29. Click on View product page

Click on View product page

30. Static PDF product landing page

The default layout of Static PDF product landing pages will show the uploaded PDF as a preview, instead of the product image.

Everything else is largely the same.

Static PDF product landing page

# Enabling additional product types

31. Navigate to Admin Area Settings

Navigate to Admin Area Settings

32. Admin Area Settings

Under the Product Types section, you can enable other types of products available within Infigo.

With the exception of MegaEdit products, these will not be covered as part of the rapid build series, however many of them have additional tutorial resources available in the Infigo Academy.

Admin Area Settings

# Creating categories

33. Navigate to Manage Categories

Categories are a means of grouping product that you wish to be associated with one another on your Storefront.

For example, you may have a "Stationary" category, or a "Brochure" category, containing related products.

Like products, categories have a customisable landing page.

Navigate to Manage Categories

34. Click on Add new

Click on Add new

35. Category details page

You will be presented with a category details page, very similar to the product details page.

On this page you can input imagery and descriptions. As with product detail pages, you can also construct these pages utilising the Content Template functionality.

Category details page

36. Check Show on home page

As with products, this isn't a requirement.

However it will make the category more easily accessible whilst we set up our Storefront.

Check Show on home page

37. Parent category

Categories can be sub categorised inside other categories (also known as Parent categories).

Use this option to specify the category you wish to have as the PARENT category (i.e. the next level up).

Parent category

38. Input a category name

Input a category name

39. Upload a category image

This is not a requirement, however uploading no image will result in an "Image not found" placeholder on your storefront.

Upload a category image

40. Click on Save and Continue Edit

Click on Save and Continue Edit

# Add products to categories

41. Click on Products

Click on Products

42. Click on Add a new product

Click on Add a new product

43. Select the products to be contained within the category

Products can be placed in multiple categories.

Select the products to be contained within the category

44. Click on Save

Click on Save

45. Click on Display settings

As with products, the layout of the category landing page can be modified using the Display settings tab.

Click on Display settings

# View your handiwork!

46. Click on Public store

Click on Public store

47. If you selected "Show on home page" your category will be shown on the home page

If you selected "Show on home page" your category will be shown on the home page

48. Click on Show products in category Sample Category

Click on Show products in category Sample Category

49. Click on Show details for Sample Stock Product

Click on Show details for Sample Stock Product

50. Congratulations! You've created 2 new products and structured them inside a category!

Congratulations! You've created 2 new products and structured them inside a category!

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