The goal for this Topic is to share tips, tricks, or fun little unexpected results in features within the Infoplus app.
Our KBs are chock-full of tips and suggestions that might make your fulfillment, data tracking, or inventory management way easier. Let’s talk about a few.
Okay, so we have talked about the Infoplus Keyboard Shortcuts. Loved that! (That post can be found HERE.) I want to talk a little about some of the other application features that do not get the play that they should.
One of my personal favorites and a fundamental tools for making sure the automated functions that I have built are working like they were meant to, is the Alert Table:
The Alert table holds all of the system notifications that pertain to the following features:
Finance System Connection
Order Source Reservation
Shopping Cart Connection
In the list above, items in Bold are used by a majority of our clients and can be difficult to diagnose without good documentation. The Alert table captures that information and provides you with a description of what happened and when it happened.
I want to take a look at a 3rd party application error we see often with our clients who use Shopify, WooCommerce, or any of the additional Shopping Cart Connection partners we connect to. Missing data happens a lot and we have built a way of tracking missing data that Infoplus requires to receive orders into the system.
In the example above, we see that we have had an issue with a Shopping Cart Connection transaction. This transaction ended up in an Error state because the order does not have a Billing Address attached. This order is sitting at the 3rd party site waiting to be brought into Infoplus. There is an order ID number provided by the 3rd party app that gives the client a way to go into the shopping cart site and find the order. This will allow the client to correct the issue or reach out to the customer for the missing data.
OK, that’s good information. But, “How did you know when to look in the Alert table to find out if you are having an issue?” Well, I’m glad you asked. Infoplus has a section on its Dashboard for the Alerts to populate so that you see it as soon as you hop onto the system.
We included the tools to manage Alerts right on the Dashboard. In the image above, you will see the icon on the right. Select that and see all the different options that you have to be alerted to issues found within the system. There is even an email option for business-critical alerts that might need additional attention. Okay, so there are a ton of things you can do with this feature. Search “Alert” in our Knowledge Base to see the articles that pertain to this feature.
Are you already using Alerts on your Infoplus site? We would love to hear how Alerts have made your Infoplus experience better.