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New to Indigo8 Lite? Read our Getting Started Guide

Set Up Indigo8 Lite

Customers, Suppliers & Agents

  • Adding a New Customer or Supplier
  • Creating a Contact
    • Creating an Agent and Assigning to

    Latest Mac version is 2.11

    Expand
    titleGet The Latest

    Please follow this link to update: Mac Version 2.11
    Updates are downloaded via Apple App Store

    Latest PC version is 1.0.0.104

    Expand
    titleGet The Latest

    Please follow this link to update: PC Version 1.0.0.104

    Panel
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    Getting Started

    Expand
    titleSelect Help Doc

    Install/Update MAC Lite

    Install Lite on PC

    Update Lite on PC

    Navigation

    Getting Started with Lite

    Panel
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    Customers & Suppliers

    Expand
    titleSelect Help Doc

    Adding a new Customer or Supplier

    Create a Customer Contact

    Exporting Customers & Contacts

    Creating an Agent & Assigning to Customers

    Importing Customers

    Suspending a Customer Account

  • Exporting Customers and Contacts
    • Importing Customers and Contacts

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    Styles & Products

    Expand
    titleSelect Help Doc

    Creating

    your

    Your First Collection

    Adding a New Style

    Entering Style Information

    Copy a Style

    Add More Styles to a Line

    Move Styles to an Existing Line

    Add More Styles

    Creating GS1 Barcodes

    Applying GS1 Barcodes to a

    LineCopy a Style

    Style

    Printing Barcodes to Stickers

    Exporting

    your Collection InformationStyle Importer

    Your Collection

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    Sales Orders

    Expand
    titleSelect Help Doc

    Creating a Sales Order

    Editing a Sales Order

    Creating a Return

    Exporting Sales Information

    How to Search Sales Orders

    Exporting Sales Information

    Panel
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    panelIconText🚢
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    Purchase Orders

    Expand
    titleSelect Help Doc

    Creating a Purchase Order

    Updating a

    How to Add Styles to an Existing Purchase Order

    How to Search Purchase Orders

    How to Add Styles onto

    Re-doing or Cancelling an Existing Purchase Order

    Redoing or Cancelling an Existing

    Updating a Purchase Order

    Warehouse Management

  • Arriving Stock into Warehouse
  • Verifying Purchase Order Quantities
  • Partially Arriving a Purchase Order
  • Reallocating Stock Quantities
  • Adding Stock to Warehouse
  • Adjusting Stock Quantities
  • Search Warehouse
  • Moving Stock between Warehouses
    • Selling from Stock
    Invoicing

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    Invoicing

    Expand
    titleSelect Help Doc

    Invoicing a Sales Order

    Partially Invoicing

    Issuing a Credit Note

    Editing an Invoice

    Voiding an Invoice

    Panel
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    Accounts

    Expand
    titleSelect Help Doc

    Applying a Payment

    Dispatching Orders

    to an Invoice

    Issuing a Credit Note

    Adding Payment Types & Codes

    Agent Statement Report

    Status
    colourGreen
    titleXero Integration

    Connecting Indigo8 Lite with Xero

    Export Indigo8 Lite

    Exporting Invoices to Xero

    Export Indigo8 Lite

    Exporting Payments to Xero


    Barcodes

  • Creating GS1 Barcodes
  • Applying GS1 Barcodes to Style
    • Printing Barcodes onto Stickers

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    panelIcon:desktop:
    panelIconText🖥️
    bgColor#E3FCEF

    Shopify Integration

    Shopify Installation
    Expand
    titleSelect Help Doc

    Shopify Integration

    Managing your Existing Shopify

    Collections 

    Collections

    Entering Style Information to be

    exported

    Exported to Shopify

    Saving or Printing a Summary of your Collection

    How to

    issue a Refund 

    Reports

    Other Help Support

    BigCommerce Integration

  • BigCommerce Integration    
  • Managing your Existing BigCommerce Collections
    • Entering Style Information to be exported to BigCommerce 

    Issue a Refund

    Shopify Website Checklist

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    Dropship Integrations

    Expand
    titleSelect Help Doc

    Status
    colourGreen
    titleWoo COMMERCE INTEGRATION

    Woo Commerce Integration

    Setting Up Your Online Store in Indigo8

    Entering Style Information

    Linking Product Categories to Woo Commerce

    Exporting Products to Woo Commerce

    Status
    colourGreen
    titleBIGCOMMERCE INTEGRATION

    BigCommerce Integration

    Managing Your ExistingBig Commerce Collections

    Entering Style Information to be Exported to BigCommerce

    Status
    colourGreen
    titleICONIC INTEGRATION

    Integrating with The Iconic

    Adding Product Information for The Iconic

    Exporting Products to The iconic

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    bgColor#E3FCEF

    Warehouse

    Expand
    titleSelect Help Doc

    How to Use the Inventory Tracker

    Status
    colourGreen
    titleUNVERFIED DELIVERIES

    Arriving Stock into a Warehouse

    Verifying Purchase Order Quantities

    Partially Arriving a Purchase Order

    Status
    colourGreen
    titleiNVENTORY ADJUSTMENTS

    Searching in Warehouse

    Adding Stock to a Warehouse

    Adjusting Stock Quantities

    Transferring Stock Between Warehouses

    Status
    colourGreen
    titleSTOCK TAKE

    Completing a Stocktake

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    Dispatch

    Expand
    titleSelect Help Doc

    Dispatching Orders