Infoplus Support

Get Started with Infoplus 6

• Overview of Your Test and Live Sites
• Learn Infoplus Using Your Test Site
• Learn How Your Test Site's Locations Were Created
• Get Started Using Your Live Site
• Next Steps to Learning Infoplus

View all 6

Overview 5

• Video: Get a Quick Overview of Infoplus
• Log Into Infoplus
• Use Quick Search
• Search Within Tables
• Troubleshooting a Line of Business in Infoplus

Helpful Shortcuts 3

• Tip: Use the Dot (.) Menu to Access Quick Actions
• Tip: Use the Forward Slash (/) to Access Quick Search
• Tip: Use Keyboard Shortcuts

Help / Contact Us 5

• Ways to Get Help
• How to Contact Us
• Support and Escalation Policy
• Infoplus Community Code of Conduct
• Rename Infoplus Account (Company Name Change)

Customization 1

• Customize your Dashboard

Alerts 4

• View Alert Details
• Edit Alert Settings
• Acknowledge Alerts (to Remove from Dashboard)
• System Alerts

Favorites 3

• Add / Remove Favorite Records
• Add / Remove Favorite Applications
• Add / Remove Favorite Smart Filters

Metrics 3

• Add / Remove Metrics
• View Metrics as Wallboard
• How to Create a Customized Item Velocity Report

Overview of Tables and Records 1

• VIDEO: Read/Navigate Tables, Sort Data, and Select Records

Search 3

• Search Within Tables
• VIDEO: Search within Tables and Modify Column Display
• VIDEO: Use "Include Only" and "Exclude" Table Search Options

Column and Field Display 2

• Show / Hide Table Columns
• Hide/Disable a Field in Infoplus

Record Actions 8

• View / Edit Records
• Email a Record
• Add / Review Record Notes
• Watch a Record
• Audit a Record (View Record Activity)

View all 8

Bulk Actions 8

• Create a Bulk Load Source File
• Bulk Load
• Bulk Edit
• Bulk Delete
• Bulk Add Tags

View all 8

Warehouse Setup 17

• Considerations Before Creating Your Warehouse in Infoplus
• Video: Get an Overview of How to Structure your Warehouse
• Overview of "Warehouse Setup" Tables, Processes and Reports
• Locations Overview
• Create a Warehouse

View all 17

Item Management 23

• Overview of Lot and Item Mixing Rules
• Overview of Allocation Rules
• View Items
• Create / Edit Items
• Manage Values for Classifying Items

View all 23

Inventory Management 11

• Create Quick Adjustments
• Bulk Load Quick Adjustments
• Execute Quick Adjustments
• Perform Cycle Counts in Infoplus
• View Inventory Details (Locations, Items, and Item Receipts) in One Place

View all 11

Work Management 3

• Generate Work Tickets
• Cancel Work
• View a Work Batch

Receiving 18

• Receiving Overview
• Create Quick Receipts
• Execute Quick Receipts
• Create / Edit Receiving Worksheet
• Print a Receiving Worksheet

View all 18

Replenishments 5

• Overview of Replenishment
• Create a Pick Face Assignment
• Create a Replenishment Process
• Create / Run a Replenishment Plan
• View a Replenishment Process (Print Work Tickets)

Scheduled Plans 2

• Create / Manage Scheduled Plans
• Manage Scheduled Plans Activity

Jobs and Job Recipes 4

• Create Job Recipes
• Create a Job
• Start a Job
• Overview of Jobs

Orders 8

• Create / Edit Orders
• Bulk Load Orders
• Bulk Edit Orders
• Edit Processed or Shipped Orders
• Release Orders from Back Order Status

View all 8

Order Setup 4

• Create an Order Source
• Create / Manage Order Source Reservations
• Hold Codes
• Subscription Boxes

Customers 2

• Create / Edit Customers
• Product Development Backlog Process

Purchasing 4

• Create / Edit Vendors
• View Advanced Shipping Notifications (ASN)
• Create / Manage Advanced Shipping Notifications (ASN)
• Bulk Load ASNs

Templates 9

• Create Email Confirmation Template
• Send Email Template Preview
• Create and Use a Barcode Template
• Create Smart Documents and Barcode Templates for sub-records (such as Order Lines, Eaches, or Fulfillment Pick Work)
• Custom Email Templates

View all 9

Overview 5

• Shipping/Fulfillment Overview
• Troubleshooting Shipping in Infoplus
• Overview of Inventory Allocation Options
• Setup International Shipping
• Add a Default Parcel Account for a Warehouse

Manifest Setup 9

• Create a Parcel Account
• Create a Third Party Parcel Account
• Override Parcel Label Return Address
• Create New Parcel Account Credentials
• Manage Carriers within Infoplus

View all 9

Fulfillment Setup 9

• Create / Edit a Fulfillment Plan
• Create a Pick Scan Scheme
• Create and Preview a Packing Slip Template
• Create and Preview an Order Invoice Template
• Use Barcodes for Infoplus Actions

View all 9

Fulfillment Process 16

• Fulfillment Process Overview
• Run Fulfillment (Fulfill Orders)
• View a Fulfillment Process Record
• View Fulfillment Process Errors and Incomplete Allocation Details
• Allocation Only (No Pick, Pack, Ship)

View all 16

Packing Slips and Order Invoices 5

• Overview of Packing Slips
• Assign a Packing Slip Template to an Order
• Create / Print Packing Slips
• Automatically Assign a Packing Slip Template to an Order (using a Trigger)
• Assign an Order Invoice Template to an Order

Cartons and Cartonization 3

• Create Carton Types
• Cartonize Orders
• View Carton Contents (after Cartonizing an Order)

Ship & Track 19

• Ship Parcel Orders Using the "Shipping Station" Mobile Floor App
• Ship Parcel Orders Using the Infoplus Desktop App
• Create Parcel Labels
• Track Order Shipment
• Add a Carton to a Shipped Order

View all 19

Loads 5

• Introduction to Infoplus Loads
• Warehouse App - Load
• Create Pallet Types
• View a Load Packing Details
• View the Contents of a Load

GS1 - 128 Labels 3

• Overview of GS1-128 Templates and Labels
• Create and preview a GS1-128 Template
• Create and Print GS1-128 Labels

Building Blocks Overview 2

• Why / How Building Blocks Are Used
• Video: Get an Overview of Building Blocks

Tags 4

• Create / Manage Tags
• System Tags
• Add Tags to Multiple Records (Bulk Add Tag)
• Remove Tags from Multiple Records (Bulk Remove Tag)

Smart Filters 6

• Video: Create and Edit Smart Filters
• Create / Manage Smart Filters
• Make a Smart Filter a Favorite Smart Filter
• Share a Smart Filter
• Subscribe to a Smart Filter

View all 6

Shares 1

• Create / Manage Shares

Subscriptions 2

• Create / Manage Subscriptions
• Use Cron Strings to Schedule Subscriptions and Plans

Triggers 2

• Create / Manage Triggers
• Set Up Trigger Alerts

Barcode Templates 1

• Example Barcode Templates

Modern Mobile Floor Apps 14

• Modern Mobile Floor App: ASN Inquiry
• Modern Mobile Floor App: Change Inventory Status
• Use the "Pick to Cart" Fulfillment Option
• Modern Mobile Floor App: Inventory Adjustment
• Modern Mobile Floor App: Layout App

View all 14

Classic Mobile Floor Apps 11

• Classic Mobile Floor App - Adjust a Location's Inventory
• Classic Mobile Floor App: Item Inquiry
• Location Inquiry Mobile Floor App
• Perform Work Mobile Floor App
• Classic Mobile Floor App: Use the Shipping Station

View all 11

Videos: Mobile Floor Apps 9

• Login and Navigate Mobile Floor Apps
• Mobile Floor App: Perform Work
• Mobile Floor App: Relocation
• Mobile Floor App: Location
• Mobile Floor App: Order Inquiry

View all 9

Overview 5

• Create / Edit Custom Fields
• Create / Edit Lines of Business
• Setting Up a New Line of Business
• Add / Update Custom Logos to Replace Infoplus Branding
• Setup Single Sign on into Infoplus with a Ping Identity Account

Overview 1

• Overview of Users, Roles, and Profiles

Users 2

• Create / Edit a User
• Add / Remove a User's Role Association

Roles 3

• Create a Role
• View / Edit Role Permissions
• Creating Roles for 3PL Customer Access

User Profiles 1

• Edit User Profile

Job Time 3

• Create New Job Time
• View / Export Job Time Data
• Create / Edit Job Types

Logged Time 1

• View Logged Time

Billing Codes 3

• Create a Billing Code (Using the Infoplus Desktop App)
• Create a Billing Code Type
• View / Export Billing Code Data

3PL Billing 8

• Overview of 3PL Billing in Infoplus
• Create and Edit 3PL Billing Rules
• Create and Edit 3PL Customer Invoice Templates
• View and Edit 3PL Customer Invoice Template Lines
• View, Create and Edit 3PL Invoice Worksheets

View all 8

Video: Getting Started With Infoplus 1

• Video: Get a Quick Overview of Infoplus

Video Series: Structure your Warehouse 4

• Video 1: Get an Overview of How to Structure your Warehouse
• Video 2: Learn How to Create Buildings
• Video 3: Learn How to Create Zones
• Video 4: Learn How to Create Aisles

Videos: Mobile Floor Apps Overview Videos 9

• Video: Overview of Mobile Floor Apps
• Video: Perform Work Mobile Floor App
• Video: Inventory Relocation Mobile Floor App
• Video: Location Inquiry Mobile Floor App
• Video: Order Inquiry Mobile Floor App

View all 9

Video: Bulk Load Records 1

• Video: Bulk Load Records

Video: Smart Filters 1

• Video: Create and Edit Smart Filters

Videos: Working with Tables 4

• Video: Read/Navigate Tables, Sort Data, and Select Records
• Video: Search within Tables and Modify Column Display
• Video: Use "Include Only" and "Exclude" Table Search Options
• Video: Export Table Records to Excel or PDF

Videos: Locations in Infoplus 1

• Video: Locations Overview

Videos: Building Blocks 1

• Video: Get an Overview of Building Blocks

Terms 145

• AFR (Advanced Fulfillment Rules)
• API (Application Programming Interface)
• ASN (Advanced Shipping Notification)
• Address
• Aisles

View all 145

Overview 2

• Overview of "Call Center" Tables, Processes and Reports
• Access the "Call Center" App

Orders 5

• Call Center: Access the "OMS Orders" Table
• Call Center: Search for (View) an Order
• Call Center: Create a New Order
• Call Center: Edit an Order
• Call Center: Cancel Orders

Receipts 2

• Call Center: Create Order Receipts
• Call Center: Resend Order Email Receipts

Customers 5

• Call Center: Access the "OMS Customer" Table
• Call Center: Search for (View) a Customer
• Call Center: Create a New Customer
• Call Center: Edit a Customer
• Call Center: Merge Customers

Gift Cards 8

• Call Center: Access the "Gift Card" Table
• Call Center: Search for (View) a Gift Card
• Call Center: Edit / Cancel a Gift Card
• Call Center: Fulfill a Gift Card
• Call Center: Create Gift Card Email Content

View all 8

Invoices 5

• Call Center: Access the "Invoice" Table
• Call Center: View an Invoice
• Call Center: Pay Invoices
• Call Center: Generate Customer Order Invoices Report
• Call Center: Generate the "Open" Invoices Report

Key Codes 4

• Call Center: Access the "Key Code" Table
• Call Center: Create a Key Code
• Call Center: Edit a Key Code
• Call Center: Delete a Key Code

Integrations Overview 1

• Integration Partners Overview

Shopping Cart Connections 15

• Overview of External Shopping Cart Connections
• Connect Infoplus to your Magento 1 Site
• Connect Infoplus to Your Shopify Site
• Add/Edit Carrier Mappings in Shopping Cart Connections
• Turn On and View Shopping Cart Alerts

View all 15

Shipping System Integrations 2

• Overview of External Shipping Systems
• Connect Infoplus to ShipStation and Send/Remove Orders

Overview 1

• Infoplus Account is Past Due

Overview of Compatible Devices, Equipment, and Integrations 1

• Overview of Compatible Devices, Equipment, and Integrations

Compatible Devices, Software, and Equipment 4

• Compatible Desktop, Mobile Devices, Browsers, and Email Clients
• Compatible Printers
• Compatible Scale Models
• Mobile Floors Apps - Compatible Devices & Scanners

Equipment Setup 6

• Overview of Auto Print and Scale Usage in Infoplus
• Install Infoplus LocalConnect
• Connect Printers to Infoplus
• Connect Scales to Infoplus
• Turn On Auto Print and/or Scale Settings in your Infoplus User Profile

View all 6

Infoplus API (Application Program Interface) 18

• Overview of the Infoplus API
• How to create Orders with the Infoplus API
• How to get Shipments with the Infoplus API
• How to create Items with the Infoplus API
• How to create ASN's with the Infoplus API

View all 18

Scripts 40

• Introduction to Infoplus Scripts
• Example Infoplus Scripts
• Using an Infoplus Script to Customize Warehouse Apps Input
• Troubleshooting Infoplus Scripts
• Using an Infoplus Script to Customize a User Report

View all 40

ERP Integrations 3

• Overview of Integrating your ERP with Infoplus
• Example DFD for BigCommerce, SAP, Infoplus integration
• Approaches to sync data from Infoplus to an external system

User Reports 7

• Create / Manage User Reports
• Manage User Reports
• Make a Report a Favorite Report
• Share User Reports
• Subscribe to User Reports

View all 7

System Reports 1

• Run System Reports

EDI 19

• Introduction to Infoplus EDI (Electronic Data Interchange)
• How to setup an AS2 Partner
• How to Setup an EDI Connection
• EDI Document Type Overview
• Using EDI Scripts

View all 19

Infoplus Insights 3

• Introduction to Infoplus Insights
• Configuring Infoplus Insights
• Using Infoplus Insights