Connect: CERM | Working with Estimates
(CERM) Estimates are generally the equivalent of (Infigo) Quotes . They are the specification of a currently unplaced piece of work.
(CERM) Estimates are central to its operation. They act as the basis for all orders being put into the system.
Each (CERM) Estimate must be attached to a (CERM) Contact, an individual user.
The Connect: CERM integration gives users the ability to explore estimates assigned to their (CERM) Contact entry. From here, they can perform additional actions such as re-ordering, deleting and viewing the order history.
1. Navigate to My Orders
(CERM) Estimates can be viewed on the My Orders page when viewing the storefront front-end. This will be available to your (Infigo) Customers.
2. With the Connect: CERM plugin active, users will have access to additional tabs on the My Account page
Estimate, Products and Orders tabs are available. These have an active link with your CERM system and will display up to date information.
As we are interfacing between CERM and Infigo, it's important to distinguish between the different terminology used by both pieces of software.
(CERM) Estimates | (Infigo) Quotes - A specification for a currently unplaced piece of work. They have a fixed specification, but variable artwork.
(CERM) Products | (Infigo) Job - A piece of work with fixed specification and artwork, generated from the specification above
(CERM) Order - An instance where the (CERM) Product has been purchased.
The tabs listed in the My Accounts page are using CERM terminology.
3. Click on Estimates
In this tutorial, we will be focusing on the Estimates tab.
4. Displayed Estimates
CERM is very strict that (CERM) Estimates must always be assigned to a user.
When navigating a storefront and pricing (Infigo) products as a non-logged in user, all created (CERM) estimates will be assigned to a Generic Web User. The ID of which is specified in the Connect: CERM integration settings.
When accessing the Estimates page as a logged in user, (CERM) Estimates will be displayed which are assigned to that logged in user. These may have been created in several ways:
The (CERM) Estimates were created within CERM itself
(CERM) Estimates were created as the logged in user browsed the (Infigo) product catalogue.
(CERM) Estimates were created and initially assigned to the Generic Web User, but were then duplicated and assigned to the current (Infigo) customer when they logged in.
This page paginated, meaning that only a certain number of (CERM) Estimates are displayed at any one time. This ensures we can maintain a high speed link between the two systems, as only a limited data set is being requested at any one time.
5. Click a Reference ID to change the reference
6. Type a new reference
7. Click on Done
8. Associated Products
A reminder on terminology:
(CERM) Products | (Infigo) Job - An ordered item, generated from the (CERM) Estimate.
Here, "Products" refers to the CERM version.
This link will display how many (CERM) Products have been created from this (CERM) Estimate. Clicking this link will navigate to the Products tab on the My Accounts page, where individual (CERM) Products can be viewed. This tab will be covered in a different tutorial.
9. Actions > Delete
A range of additional actions are available to the viewer of the Estimates page.
Firstly, Delete.
This will hide the (CERM) Estimate from view.
10. Actions > Estimate
Click this button see additional information on the (CERM) Estimate and to investigate associated costs.
11. Investigate the Estimate
A pop up will display, primarily showing specification information related to that (CERM) estimate.
These values cannot be changed as the (CERM) Estimate is fixed. Any changes to these values would require a new (CERM) Estimate.
12. Simulate
Also available is the ability to simulate an order and obtain pricing information.
Users can specify a number of (CERM) Products | (Infigo) Jobs and specify a number of example quantities.
Clicking Simulate will calculate the cost of these different quantities.
13. Displayed pricing examples
14. Click on Close
15. Click on Add to basket / Reorder
The basket icon in the Estimates page allows for the (CERM) Estimate to be re-ordered and (CERM) Products created from the (CERM) Estimate.
Users would reorder from a (CERM) Estimate in situations where the general specification of the label is the same, however a new artwork file is required.
Consider, for example, a drinks can label. The size & material of the label may be identical to the (CERM) Estimate, however the artwork would differ if this is a new offering from the users business.
Users will not be able to change the main specification of the (CERM) Estimate, as this would require a new (CERM) Estimate be created.
Users can however manually enter a new (CERM) Product ID and (CERM) Product Description, to be sent to the CERM system when the order is placed.
Users are also prompted to upload a new artwork file. At this stage, uploading the artwork is optional. This can also be carried out once a (CERM) Product has been created from this (CERM) Estimate. This is discussed in another tutorial.
Note: Reordering from a (CERM) Estimate will result in the utilisation of one of the "Master_" (Infigo) Product templates discussed in previous tutorials. This allows the (CERM) Estimate to be utilised in the context of an (Infigo) Multi Part Product.
As the user is uploading new artwork, the (Infigo) Multi Part Product "Master_" template will be used.
Users add the (CERM) Estimate to their basket as an (Infigo) Multi Part Product and proceed through the checkout process as normal.
Once placed, the (CERM) Estimate will still be visible, with the same options available, however the number in the Products column will increase.
This is because a new (CERM) Product has been created from this (CERM) Estimate and associated with it.
16. Click the gear icon
17. A pop up appears allowing the selection of additional columns
18. Click on Close
