Managing orders using Infigo | SRBG_007
Make how-to guides like this one in a snap.
SW

Sam Webster

Created Sep 07, 2023

Managing orders using Infigo | SRBG_007

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

Infigo provides a range of tools to facilitate this, including integrations with multiple MIS solutions.

In this tutorial, we'll focus on the order management capabilities inbuilt into Infigo, but also take a very brief look at what advantages integrating with your third party MIS can bring.

38
1

Click on Sales

To begin, let's take a look at the Sales area within Infigo admin.

Click on  Sales
2

Navigate to Orders

Any order taken through the active Infigo Storefront will have a fully detailed entry within the Orders area.

Each order will appear as a separate row, with search options allowing you to filter through large numbers of orders to easily identify the one you need.

Navigate to Orders
3

Click on View

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

We will take a look at a few pieces of information available to administrators concerning orders taken through your Infigo storefront.

Click on View
4

Status

The current status of the order is displayed at the very top of the screen.

This status can be manually updated (using the Change Status) setting on the top right, or can be automatically changed with information obtained from third party MIS solutions.

Status
5

Click on dropdown trigger

Click on dropdown trigger
6

Pricing information

Pricing information for the order is displayed within this screen.

Should alteration be required (or refunds given), this information can be updated and applied to the order.

Pricing information
7

Purchase order information

In our storefront we are utilising purchase orders as our chosen payment methods.

Purchase order number will be displayed on this screen.

Purchase order information
8

Downloadable documents

Documentation associated with the order can be downloaded from the Order screen.

This includes an invoice and a packaging slip, both obtainable in PDF format.

Downloadable documents
9

Click on Billing info

Billing information can be viewed and amended.

Click on Billing info
10

Click on Delivery info

Delivery information can be viewed and amended

Click on Delivery info
11

Delivery Info

Additional details on this page include the ability to add tracking numbers or change the delivery method.

Delivery Info
12

Click on Products

Click on Products
13

Products

All products associated with the order will be displayed.

From this screen, you have the ability to cancel or edit individual jobs in the order.

Products
14

Click on Order notes

Click on Order notes
15

Order notes

See in formation on any action associated with the order.

Additionally, admins can apply custom notes to the order to supply additional information.

Order notes
16

Click on Sales

Click on  Sales
17

Click on Current Baskets

Information on customers with unordered items in their baskets can be found on the Current Baskets tab.

Click on Current Baskets
18

Click on Shared Print Operations (SPO)

Shared Print Operations (SPO) is an area of your Infigo admin screen where orders from ALL Storefronts on a Platform can be viewed.

Click on  Shared Print Operations (SPO)
19

Click on Static Products

Orders are split into jobs within SPO, with jobs of different product types (such as Stock, MegaEdit or Static PDF) split into separate tabs.

Click on Static Products
20

Click on Filters

There are also advanced filtering options within SPO, allowing users to locate jobs by a range of different metrics.

Jobs will be displayed in the table below the filters. They are colour coded based on their status, with the status itself automatically or manually updated (depending on stage) as it proceeds through your system.

Click on Filters
21

The Storefront selector dropdown allows you to filter to show jobs only from a particular storefront.

The Storefront selector dropdown allows you to filter to show jobs only from a particular storefront.
22

Click the '+' icon to expand the job and see additional job related information

Click the '+' icon to expand the job and see additional job related information
23

Product information

Product information
24

Communications with the user

Communications with the user
25

Shipping information

Shipping information
26

Job notes

Job notes
27

Peripheral downloadable documentation

Peripheral downloadable documentation
28

Information related to the wider order

Information related to the wider order
29

Status history

Status history

#

Where next with your orders?

0 Steps

With our orders placed into Infigo, we now have to decide how to move them to the next stage of our workflow. In many cases, this takes the form of integrating with a 3rd party MIS software (such as printIQ or SiteFlow). Infigo maintains plugins with many of the major MIS providers, allowing data to be passed to and fro between it and Infigo. The data passed and the form it takes will differ based on the 3rd party MIS being utilised.

For MIS software we do not provide bespoke plugins for, Infigo also offer Connect: Flow. This is designed as a tool to push information out of Infigo in custom formats, which can be read by a large variety of third party systems.

The Infigo Academy contains a growing number of resources dedicated to the various MIS solutions we integrate with.

If you are not planning to integrate with an MIS at this stage, then we highly recommend configuring hot folders on your Infigo storefronts.

Infigo's hotfolder capabilities allow job outputs, along with additional job files such as packing slips and invoices, to be routed directly to specific locations, ensuring a smooth workflow.

Steps on how to configure and utilise Hotfolders within Infigo can be found in the Infigo Academy.

Well done!
Create how-to guides like this in a snap. Get Tango now.