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We've covered
the creation of our basic products,
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but we're yet to assign any pricing
or the elements that are critical
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in allowing our customers
to place orders for them.
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So in this tutorial,
we'll cover the basics of these features,
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including product pricing,
creating and applying basic taxes,
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fixed price shipping or delivery,
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and then paying by purchase order
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or other options
for all of these do exist.
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We're just covering the basics
in this particular series.
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Other tutorial resources exist.
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If you want to learn more details.
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All right.
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So we'll start off by navigating
to our product management area,
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which we've seen previously
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and let’s create a simple product
on which to undertake this configuration.
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This is simply to keep it separate
from everything else that we've created.
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So far. So I'm just going to go to add new
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call this
something like sample price products
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so we know what we're making.
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And then I'll click create.
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So starting off with pricing our products.
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So as we've seen previously,
you'll be taken to the product
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details
screen for the product that you just made.
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What we want to do
is navigate to the product variant tab.
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So the product variant settings houses
much of the financial
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and technical information
related to our product.
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So in here we'll find pricing tax formats,
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weights, dimensions
and much more related information.
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Each product has one product
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variant associated with it.
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So go to edit over on the right hand side
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and then within the product
variant screen,
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which again has its own
few tabs associated with it.
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We're just going to stick
with the info tab for now.
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So let's scroll down a little bit
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to navigate to our price option here.
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There are numerous ways and numerous areas
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and means by which to input pricing
into your Infigo products.
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We have tiered pricing, pricing by page
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discounts, call for price and much more.
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Those are covered in more detail
in the tutorials on the Infigo Academy.
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Here we're focusing on the absolute basics
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of fixed price.
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So we're just going to go to our price
field here and just apply
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a fixed price to this particular product.
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Well, then scroll to the top of the screen
and click on Save and Continue.
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Edit and we can take a look at this
on our product landing page.
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Same as we saw in previous tutorials
with the View Product
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Page button.
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So your price will be
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detailed on the product landing page
that you've just input as you'd expect.
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Adding the product to basket at
this point would increase the basket total
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to match
all of the products contained within it.
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You can also specify if you want to add
more than one to the basket,
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the price added to the basket
total will be the quantity multiplied
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by the displayed price.
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So now
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we're going to look at adding taxes
to our product.
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To begin, we'll navigate with.
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Well, navigate to the tax category.
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Screen.
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Now, tags categories are simply folders
for different tax rates.
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You aren’t
specifying a tax rate on this screen.
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As such, simply creating a category
which we can then utilize
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in a few different ways in future steps.
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So you can see we've got a few tax
categories available in there by default.
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I'm just going to go to add
new upon the top right?
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And then apply a name
to this particular category
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and then click on Save.
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And that's our tax category created.
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Next, we're going to navigate to our tax
providers.
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Screen.
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Now, this is where we decide
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what to do with those tax categories
that we've created.
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If presented with a range of tax
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provision methods
that you can utilize within Infigo
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this includes detailed
specification of taxes by location
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and plugins with third party tax systems
such as TaxJar.
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In this instance,
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we're going to keep it quick and simple
by specifying fixed rate taxes.
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This allows us to define a fixed rate
for any of the tax categories
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that we've created.
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So for this,
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we want this fixed rate tax provider
and we want to make sure that
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that is specified as our primary provider,
which is by default.
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If it isn't, you can just do so
and change it to the default
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provider or primary provider
by clicking select on the relevant row
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to configure the actual
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tax rates
that are being utilized in this section.
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Click on configure
and that will take us to
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a separate screen
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here.
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You'll see a list of all of your specified
tax categories.
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The rate column shows the percentage
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of tax associated with that rate.
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If you want to modify
it, simply click on edit
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next to the appropriate row
and then you can modify
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and update the rate that's being utilized.
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Now finally, for tax,
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we need to specify on our product
which taxes, which taxes.
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It's being subject to.
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This is once again done
as part of the product variant settings.
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So I'm going to go to my product
management screen.
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Now we know the way to get to the product
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variant settings instead of having to go
through the product details, page
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is to click on this little
plus icon here from product management.
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And then the table that
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appears is the product variant table
so we can click on edit
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and that will take us directly
to the product variant settings.
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If you scroll down on the info tab,
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we can navigate to all available
tax categories
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where you can select the tax rates
or multiple tax rate
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that you wish to apply
to this particular product
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and scroll to the top of the page
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and then save.
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All right.
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So let's take a look at this
in more detail.
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So, again, if we go and view that product
page, we can see price has been updated.
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We saw that previously taxes aren't
shown at this particular stage.
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So if we just add
a quantity of that to our basket
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and then we can see that
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the tax added to the basket
total will be displayed
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within that basket.
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So next, let's take a look at setting up
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basic delivery options for your product.
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Now, an important note here.
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Depending on where you are in the world,
you may see some options
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from the following steps
labeled slightly differently.
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so depending on your location
and which of our servers
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your platform is located on,
you may see the term delivery or shipping.
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So if I talk about one
and you can't find it, just try searching
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for the other one.
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Okay.
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So back in my admin area,
I'm just going to navigate to
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what in my case is the delivery settings
or delivery methods.
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But you may also find
it's shipping methods.
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I've just mentioned,
as with tax categories.
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Delivery methods are essentially
just folders.
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All you're doing on
this screen is creating a delivery method
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will be specifying what to do
with that method later on in the process.
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So what I'm going to do is click on
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Add New on the top right?
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Apply a name to this method.
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I can put in some additional HTML
or a description if I wish to do so,
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but then I can just click save.
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Now we'll decide what to do with the
delivery method that we've just created
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and we'll do this
using the delivery computation
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or shipping computation screen.
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The delivery computation screen
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will show you a range of available,
available computation methods.
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These range from fixed rate shipping,
which will be focusing on here
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and shipping by weight to third party
integrations such as with FedEx
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or EasyPost. Our rapid build
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Tutorials will focus solely on fixed rate
shipping, so locate fixed rate shipping
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and make sure that it's active on your
storefront and it should be by default.
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Fixed rate is the one that's
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preconfigured
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on all newly created storefronts.
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However, if you do need to change
which one or multiple of these is active,
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click on edit and that allows you
to change the active state
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of that particular row.
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Fixed rate shipping is active here,
so I'm just going to go ahead
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and click Configure.
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Now, the fixed rate shipping
configuration screen will show you a list
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of delivery methods that you have
available on this storefront, and each
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delivery method will have a fixed rate
associated with it.
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So you can see that with our newly created
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delivery method, our special delivery, it
currently doesn't have a rate by default.
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If I want to modify this,
I just click edit, update the cost
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and click update.
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So from here
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I'm going to navigate
back to the front end of our storefront
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and then I'm just going to go and proceed
through the checkout to actually
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verify what this has done.
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So we'll cover the checkout process
in a later tutorial in more detail.
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So I'm just going to skip through this
very quickly just so we can actually
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see the delivery options.
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All of your enabled fixed
rates will be available for selection.
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The customer will be able to choose
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between all of the fixed rates
that you have specified.
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So for example,
I can click on special delivery
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and then £20 will be added to my total.
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and then £20 will be added to my total.
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Okay. So the next step is to make sure
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that we're accepting payments
by purchase order.
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So first, let's navigate to our payment
methods.
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Screen.
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So Infigo has a wide selection
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of available payment
methods ready for configuration,
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many of these are plug ins to third
party systems such as Stripe or PayPal.
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Note that multiple payment
methods can be active on one storefront.
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You don't just have to provide your user
with only one payment option.
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Here, we’ll be focusing on the default method
of accepting payment
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commonly available on B2B storefronts,
which is purchase
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orders.
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So locate the purchase order row
within the table that appears on this page
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and then click on configure.
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Now this will take us to an additional
configuration page for purchase orders.
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It allows us to do things such as
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uploading an additional document
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along with our purchase orders
if you want to watch.
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Actually force upload of a document,
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you can say whether it's compulsory,
so you can turn that on, for example.
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And if we want to,
we can apply an additional fee
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for using this particular payment option.
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So let's just do this just as an example
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and then I'm going to click on Save.
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So now we're going to navigate
back to the front
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end of our storefront again,
and I'm going to proceed
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through the checkout once again.
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Once we get to the payment information
section as your only default available
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payment methods, you will be presented
with an input in which to enter
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your purchase order number.
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Enter a purchase order number,
and you'll be able to proceed through
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and place the order.
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The order confirmation screen prior
to actually finalizing the order process
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will show us
all of our specified pricing information
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so we can see we've got the pricing
of our products, we have our delivery
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selection, additional fees, taxes,
all of which are shown
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on this page.