Setting Up Your Test Site
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      2. Getting Started
      3. Setting Up Your Test Site

      Next Steps to Learning Infoplus

      Here is a checklist of steps to take to ensure your live site is ready and prepared for the transition to full production from the test site.

      Once you have completed the first set of steps to Get Started Using Your Live Site, you're ready to take the next steps to truly leverage the power of Infoplus. We're here to help every step of the way, so don't hesitate to use the many Ways to Get Help or reach out directly to your account representative.

      Note: It's best if each of these steps is performed in your Live Site instance and not your Test Site. That said, your Test Site is a place to play and learn as a way to experiment before committing to your Live Site. We'll work with you to make sure you're comfortable with these steps.

      Integrate your shopping cart (if necessary)

      Connect your chosen Shopping Cart provider (i.e., Shopify, Magento, or WooCommerce) with Infoplus. Customers, orders, and inventory information will automatically flow back and forth between your Shopping Cart and Infoplus.

      See Overview of External Shopping Cart Connections to get started.

      Set up your mobile devices to access Infoplus

      Infoplus is compatible with Android and Apple products which lets you use phones, tablets, and iPads with handheld scanners throughout your facility to run your business. Learn how to download our Infoplus Mobile App and review your options for compatible scanners.

      See Compatible Scanners, Mobile Apps and Devices to get started.

      Integrate your printers and scales

      Within Infoplus, you can automatically print parcel labels to your local printers, and automatically read and input the value displayed on a scale when shipping packages. This requires installation of Infoplus LocalConnect, an Infoplus Plug-In, and having it running in the background on your shipping computer.

      See Overview of Auto Print and Scale Usage to get started.

      Set up your SOP’s by Leveraging Building Blocks

      Infoplus has powerful tools that allow you to set up and run your own Standard Operating Procedures. To get started, ask yourself, and your team each of the key questions outlined in the article linked below. This will help you figure out what problems you need to solve and how to leverage Infoplus to automate solutions.

      See How / Why Building Blocks Are Used to get started.

      Set up your scheduled plans

      With Scheduled Plans, you can automate the execution of Fulfillment Plans for Orders and Replenishment Plans for Pick Face Locations. Schedule these plans to run automatically on the days and times that you select.

      See Create / Manage Scheduled Plans to get started.

      Customize your dashboard

      The Dashboard is your Infoplus home page. It is where you can quickly view Alerts and navigate to your Favorite Applications, Favorite Records, Favorite Smart Filters, Metrics, and recently-used Tags.

      See Customize your Dashboard to get started.


      We hope your experience with getting set up in Infoplus is a positive one. If you run into any issues and need assistance, please contact support, or your account rep, and we'll get you help right away.