Configuring Connect: Flow for different suppliers

Here, we will learn how we can configure the Connect: Flow plugin to push different information to different suppliers specified on our storefront.

For example, if one supplier expects the data via email and another expects it via FTP then we are able to accomplish that using this functionality.

Suppliers are configured independently within Infigo, and creating supplier entries will not be the primary focus of this tutorial. Other Infigo Academy resources exist around that topic.

Other than with Connect: Flow, suppliers are primarily used with Infigo's RFQ module.

  1. 1. Navigate to Suppliers

    Navigate to Suppliers

  2. 2. Supplier configuration

    Suppliers are configured in their own unique area within the Infigo admin area.

    Their setup is straightforward, with suppliers requiring contact details such as an address and email address.

    Once the supplier is created, mappings can be applied. These allow admins to define which products, categories, etc are applicable to that particular supplier.

    Supplier configuration

  3. 3. Navigate to the Suppliers section on the Connect: Flow configuration settings. Select a supplier and click Add supplier.

    Navigate to the Suppliers section on the Connect: Flow configuration settings. Select a supplier and click Add supplier.

  4. 4. Click the > button to show additional details

    The majority of these options are identical to what we see in the main Connect: Flow configuration settings.

    The version of the settings under each supplier allows you to configure the behaviour of the plugin on a supplier-by-supplier basis.

    For example, if a supplier has "Product 1" mapped to them, but not "Product 2", an order including a job of "Product 1" will trigger this version of the Connect: Flow settings.

    A job of "Product 2" will either trigger the settings based on a supplier with "Product 2" mapped to them. Alternatively, if "Product 2" is not mapped to any supplier then the main settings will be utilised.

    Click the > button to show additional details

  5. 5. Select a product mode

    This option allows you to select whether all products mapped to this supplier trigger the supplier linked actions of this plugin.

    Include all linked products - If you have created supplier mapping entries for a product which is true for 2 suppliers, both suppliers would get the output

    Only use the best matching supplier- If you have created supplier mapping entries for a product which is true for 2 suppliers, Only ever one supplier will get the product order..

    Select a product mode

  6. 6. Webhook actions…

    If utilising webhooks, note that the link will change based on the supplier.

    Webhook actions…

  7. 7. Scroll down the page and navigate to the Message Template instructions

    In order to trigger status updates via webhooks, the admin would be required to create some new Email Message Templates.

    These templates can target individual suppliers, so they receive particular information when a specific job status is set.

    Alternatively, the templates can be a general update. This is essentially a fallback in case no specific message template has been defined for a supplier/status configuration.

    If a supplier is used within the Connect: Flow settings, we will see if there is an active message template for the current status and supplier.


    If yes we will use that template, otherwise we will check if there is an active message template named "ProductionManagement.GenericMis.StatusUpdate.General.{statusname}" available and use that.

    Scroll down the page and navigate to the Message Template instructions

  8. 8. To create a new message template, navigate to Email Message Templates

    To create a new message template, navigate to Email Message Templates

  9. 9. Click on Custom

    Click on Custom

  10. 10. Click on Add New

    Click on Add New

  11. 11. Click on Name

    Click on Name

  12. 12. The "Name" field must be correctly populated for this function to work

    Applicable naming conventions are:

    For specific suppliers:

    ProductionManagement.GenericMis.StatusUpdate.{SupplierName}.{statusname}

    For any supplier:

    ProductionManagement.GenericMis.StatusUpdate.General.{statusname}

    Available status options include:

    shipped -> can use TrackingNumber

    printed

    awaitingApproval

    awaitingData

    awaitingParts

    awaitingProof

    inArtworking

    inFinishing

    inPacking

    inProduction

    inReprographics

    onHold

    misAssetsOk

    misAssetsFailed

    cancel

    custom -> can use CustomStatusHeader/CustomStatusDescription properties

    The "Name" field must be correctly populated for this function to work