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Managing the

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orders you receive through your Infigo
system is an essential part of the process

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and Infigo provides
a range of tools to facilitate this,

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including integrations
with multiple MIS solutions.

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In this tutorial, we'll focus on the order

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management
capabilities inbuilt into Infigo.,

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but also take a very brief
look at what advantages

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integrating with your third party
MISs can bring.

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So to begin, I'm

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just in the Infigo admin area logged in
as my storefront administrator

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we’ll start off
by clicking on the sales section

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and going to orders.

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Now, any order

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taken through the active Infigo storefront

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will have a fully detailed entry
within the orders area.

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Each order will appear as a separate
row down here,

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with search options,
allowing you to filter through large

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numbers of orders
to easily identify the one that you want.

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Clicking on view on a particular row

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will take you to a more detailed screen
concerning the chosen order.

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We'll take a look at some of the key
pieces of information available

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to administrators concerning orders
taken through your Infigo storefronts.

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So just picking out
a few of the options in here.

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First of all,
we can see that we do have an order status

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so that showing us the status as it stands
at the moment of that order,

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a combination of all
the jobs contained within the order.

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If you want to force change
the order status, you can do that from

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within the screen with the dropdown list
over on the right hand side.

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And you can see that the default status
changing options that you have available.

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Scrolling a bit further down,

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you can see financial information
to do with this particular order.

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So for example, this will show you
the payment method that's being utilized.

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It will show you the amount
that we're expecting.

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And we also have the ability

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to change those order details
if we wish to do so as well.

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So click on edit and then you can update
any of the financial data

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within that order.

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You've also got the ability in here
to authorize a refund

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or a partial refund.

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In our sample storefronts here,

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the only option that we provided for
payment was via a purchase order.

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So this is another location
where you're able to locate

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the purchase order number
that's been input.

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When the user placed this order

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going across to the next tab,

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we have the billing information
and the delivery information

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at the bottom of the delivery information.

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We also have some additional options,
such as the ability

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to change the delivery method
if that's applicable.

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You can also input information
such as a tracking number,

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which will be made available both
to your team in shared print operations

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that we'll get to in a moment
and to the user themselves

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when they log into their account
on the frontend.

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The next tab along shows all of the
products contained within that order.

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So each of them
will have their own order line

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and inside here we also have

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the ability to cancel
any of those particular jobs or edit any

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of those particular jobs.

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So for example, if I want
to update the price of my stock product,

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which is currently reading as zero,

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I'd type a new value in here.

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The final tab here is in relation
to order notes.

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So this will give you an overview

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of any action that has been performed
on that particular job.

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This might be things
such as the sending of relevant emails.

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It could be if the status has been changed
from one thing to another.

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And you've also got the ability
to add some additional messages

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and additional
entries to these order notes,

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also with the
ability to display those to the customer.

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If you want to as well.

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So if you need to put something
on here, such

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as problems with payment information,
or if there's a problem

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with the production or the delivery, then
those can be placed in here as a note,

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just so it's kept up to date and relevant

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to that particular job.

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Going back to the sales tab,

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also in here,
we have the ability to see currently

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unplaced orders in people's baskets.

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So in this case we only have one example,
which I think

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is my storefront administrator.

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But you can see on here
that I've got a customer with

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two items currently in their basket.

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Next, let's take a look at

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shared print operations.

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So shared prints operations

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is an area of your Infigo admin screen
where orders

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from all storefronts
on a platform can be viewed.

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So orders are split into jobs

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within SPO or shared print operations

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with jobs of different product types, such

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as stock, mega edit
or static PDF split into the separate tabs

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that you can see
across the top of the screen.

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So for example,
if I go across to static products,

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this will show me all of the static PDF
products that have been placed

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on the entire platform.

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Underneath those tabs,
you have some additional filtering options

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that allows users to locate jobs
by a range of different metrics.

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One of those is the ability to refine the
search down to a particular storefront.

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So, for example, if I change this down
to a currently active storefront,

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We see only the job that's been placed
on our sample storefront.

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Click
on the plus icon next to one of these rows

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to see some additional information.

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Now, the actual row just gives you
some summary information on that

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particular job, such as the current status
of that particular job.

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So we can see here
that the output has been created.

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We can see the delivery type
that's been selected

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and we can see a recommended due date.

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Now, if we click on that pause icon,
we see a lot more information in here,

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a lot more detail.

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And we'll go through

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the very basic explanation of what
some of these allow you to do.

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Some of them may require
additional configuration

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in order to function correctly
and information on how to perform those

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additional configuration steps can be
found elsewhere in the Infigo Academy.

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So first and foremost,

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you can see in here that there are product
information details.

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So as it suggests,
this is giving you information

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on the product
that's been ordered as part of that job.

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And if there is a output file
associated with that particular job,

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it will also be available
to download from this area.

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So for example, if you're utilizing a
static PDF, Mega edit or an upload product

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over on the

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right hand side, you have the ability
to contact a user.

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Now, this is one of those that will
require some additional configuration.

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Your primary use case
here is to send emails to the customer

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if there's additional information
you require from them, but

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you will need to configure email accounts
before that

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can proceed.

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Coming further down,
we have shipping information.

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This will show you things

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such as the weight of this particular job,
the weight of the

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particular item, shipping method and

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dispatch and delivery dates.

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Again,
you can put a tracking number in here.

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A lot of the information that we see
within this particular

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table, again, requires
additional configuration information

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on which you can find elsewhere
in the Infigo Academy.

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In the center we have job notes.

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So this is quite similar
to what we saw in the sales screen

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where we can see all of the actions
and the notes

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that have been placed
on this particular order.

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On the right hand

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side, we have some peripheral
downloadable documents.

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So these are documents which are created
in association with a job.

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So you can see it
automatically generates a job ticket,

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an invoice and a packaging slip.

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Now, by default,
all of these are Infigo branded.

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However, we do have the capability
to brand that however you see fit.

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And again, that's going to be covered
elsewhere in the academy.

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And then on the bottom row here, we have
information related to the wider order.

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So this is showing the order
in which this job is contained.

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It's showing us the price,
the payment method, the overall weight,

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and some additional information.

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And then over on the right hand side,

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we have the status history
of this particular job.

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So this goes into a little more detail

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than the order status
that we saw in the sales section.

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This is giving us much more detail
on this particular job

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we find go to show all for example,
you can see all the stages

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that this job is currently been through,

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right from output creation pending.

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Then the order was completed,

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the output creation was started
and the output was created.

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If we wanted to manually change the status
from here, such as it had been printed,

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we can change the status
and that will be registered

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on the status history.

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So where next with your orders?

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So with our orders placed into Infigo

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we now have to decide how to move them
to the next stage of our workflow.

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In many cases,
this takes the form of integrating

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with a third party MIS software
such as printIQ or Site Flow.

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And Infigo maintains plug ins
with many of the major MIS providers

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allowing data to be passed to
and fro between it and Infigo.,

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the data passed and the form it takes

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will differ based on the third
party MIS being utilized

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for MIS software.

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We do not provide
bespoke plugins for Infigo..

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Also offers Connect: Flow.

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This is designed as a tool
to push information out of Infigo

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in custom formats, which can be read
by a large variety of third party systems.

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The Infigo Academy contains
a growing number of resources

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dedicated to the various MIS solutions
that we integrate with.

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If you're not planning to integrate
with an MIS at this stage,

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then we highly recommend
configuring hot folders

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on your own Infigo storefronts.

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You can see reference to print locations
and hot folders right down here

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Infigo’s

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Hot folder capabilities allow job outputs
along with additional job

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files such as packaging slips and invoices
to be routed

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directly to specific folders
and locations.

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Ensuring a smooth workflow.

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Steps on how to configure
and utilize hot folders within Infigo

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can be found elsewhere
within the Infigo Academy.

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However, we do highly recommend
that this is your immediate next step.

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If you're not planning
to set up an MIS plugin.