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Knowledge base
Welcome to Infoplus
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
See all 6 articles
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)
The Dashboard
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
Tables and Records
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)
See all 8 articles
Bulk Actions
8
Create a Bulk Load Source File
Bulk Load
Bulk Edit
Bulk Delete
Bulk Add Tags
See all 8 articles
Inventory and Warehouse Operations
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
See all 17 articles
Item Management
23
Overview of Lot and Item Mixing Rules
Overview of Allocation Rules
View Items
Create / Edit Items
Manage Values for Classifying Items
See all 23 articles
Inventory Management
10
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
See all 10 articles
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
See all 18 articles
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
Order Management
Orders
8
Create / Edit Orders
Bulk Load Orders
Bulk Edit Orders
Edit Processed or Shipped Orders
Release Orders from Back Order Status
See all 8 articles
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
See all 9 articles
Shipping / Fulfillment
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
See all 9 articles
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
See all 9 articles
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)
See all 16 articles
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
See all 19 articles
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
2
Overview of GS1-128 Templates and Labels
Create and preview a GS1-128 Template
Building Blocks
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
See all 6 articles
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
Mobile Floor Apps
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
See all 14 articles
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
See all 11 articles
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
See all 9 articles
Account Setup
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
User Management
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
Labor Management
Job Time
3
Create New Job Time
View / Export Job Time Data
Create / Edit Job Types
Logged Time
1
View Logged Time
Accounting
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
See all 8 articles
Videos
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
See all 9 articles
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
Glossary
Terms
145
AFR (Advanced Fulfillment Rules)
API (Application Programming Interface)
ASN (Advanced Shipping Notification)
Address
Aisles
See all 145 articles
Call Center
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
See all 8 articles
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
Integration Partners
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
See all 15 articles
Shipping System Integrations
2
Overview of External Shipping Systems
Connect Infoplus to ShipStation and Send/Remove Orders
Billing and Refunds
Overview
1
Infoplus Account is Past Due
Compatiblity/Equipment
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
See all 6 articles
Developers/API
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
See all 18 articles
Scripts
38
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
See all 38 articles
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
Reports
User Reports
7
Create / Manage User Reports
Manage User Reports
Make a Report a Favorite Report
Share User Reports
Subscribe to User Reports
See all 7 articles
System Reports
1
Run System Reports
EDI
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
See all 19 articles
Infoplus Insights
Infoplus Insights
3
Introduction to Infoplus Insights
Configuring Infoplus Insights
Using Infoplus Insights
Community forums
Showing recent updates
Start a new topic
Common Questions and Answers
Got a Question or Comment?
47
Weights not reading correctly
Posted by
Aaron Moore
,
6 days ago
Last Reply
by Aaron Moore
6 days ago
What are the best Scanning Devices?
Posted by
Evan Schmidt
,
3 months ago
Last Reply
by Lexie Huang
9 days ago
Multiple brands pulliing from one location.
Posted by
Aaron Moore
,
about 1 month ago
Last Reply
by Aaron Moore
about 1 month ago
See all 47 topics
Feature Requests
Share your Suggestions
218
Add the "Address/Location" to the sorting properties within the Item Table
Posted by
Aaron Moore
,
10 minutes ago
Last Reply
by Aaron Moore
10 minutes ago
Support SKU Aliases natively
Posted by
Jonathan Friedman
,
8 months ago
Last Reply
by Lexie Huang
9 days ago
Close Orders
Posted by
Timothy Styler
,
22 days ago
Last Reply
by Timothy Styler
18 days ago
See all 218 topics
Real World Solutions
Using Building Blocks
24
Pulling/transfer inventory from one warehouse to another? Execute a transfer.
Posted by
Jackson Frazier
,
4 months ago
Last Reply
by Brian Styler
8 days ago
Looking for a way to run fulfillment by location sort Z-A (reverse alpha)
Posted by
Theresa Mazzola
,
3 months ago
Last Reply
by Theresa Mazzola
3 months ago
Want a report that shows when you have a SKU in multiple locations?
Posted by
Jackson Frazier
,
4 months ago
Last Reply
by Jackson Frazier
4 months ago
See all 24 topics
Developers
Infoplus API
12
Welcome to the Infoplus API
Posted by
James Maes
,
almost 5 years ago
Last Reply
by James Maes
almost 5 years ago
API version question
Posted by
Nate Denlinger
,
3 months ago
Last Reply
by Nate Denlinger
3 months ago
serviceTypeId for split orders causes updates to fail
Posted by
Jonathan Friedman
,
9 months ago
Last Reply
by Jonathan Friedman
5 months ago
See all 12 topics