Getting Started with Lite

Tab 1 - Login

In this screen you will enter your details to log in and start using your new software.

a. Enter customer ID, username and password. You will find this information in your registration email

b. Click Sign In

c. It should say 'Successfully Signed In' next to the Sign In button

Tab 2 - Manage Users (Add, Editing and Removing)

The initial signed up account will already exist as a user in your system.

For example, I signed up as Jade Watson and I am listed as an active user.

a. Click the Add Personnel button to add a new user

b. Pop up window Personnel Information will open. Enter the new user's work details.

c. Click the Username & Password tab and fill in their details

d. Click Save and the new user will appear on the Manage Users grid

Repeat this process for as many users as you wish to add.

Administrators can return to these settings later and add more users if they wish

If you want to edit a user, click on their row in the user gird and the Personnel Information window will open and you can edit their details

Tab 3 - Styles 

This screen allows you to customise the settings for styles you create.

You will notice that this screen is divided into six sections. You will start entering your products to begin with.

PRODUCTS (does not need to be filled in)

There are two product categories preloaded in the grid; Dress and Top.

The purpose of product categories is to create more informative reports. For example, a report may show that you sold double the amount of tops than you did dresses. This may help you decide the composition of next season's line.

a. Click on Add New Product to add a new product category

b. Enter the name of the Product Category in the box

c. Click Save button on the same row

Repeat steps 1-3 again if you wish to create another product

SIZES

You will notice that there is a size range preloaded. The XS-XL on the left hand side, is the title of the size range and to the right are the individual sizes within the range. Every style must have a size range assigned to it.

If the products you're selling do not have sizes then add a size range called "NONE" and add one size  called "Qty."

a. If you want to add another size range click Add Size Range

b. Enter the title of the new size range. The title of the size range is usually the starting size and ending size of the range, for example, we have a size range of 6, 10, 12, 14, 16 and our size range name would be 6-16. It's good to keep this simple and as high level as possible.

c. Then enter the individual sizes in the boxes

d. Click Save on the same row

LINES

Skip making lines for now, you will do this later.

Lines are also known as collections. They refer to a collection of styles.

For example, if we were creating your Winter 2023 Collection, you could name the line "23 JADE WINTER".

Or maybe you name your collections "Majestic - Winter 2023". All the styles for Winter 2023 would be held against this line.

SEASON

A season is a name given to a collection of styles for a given period of time.

The advantage of holding a Season against a style is to provide you with a further level of reporting.

You may develop 4 different Summer Lines (Collections) if all styles in these 4 lines were also marked as Summer, this would enable you to report on all 4 lines together.

The Season field is not compulsory.  

a. If you wish to add a season to the pre-existing list, click Add New Season

b. Type the new season in the box and click Save in the same row

BARCODES

The system has the ability to generate barcodes and these can be assigned to your styles/products.

There are instructions on the screen about how to generate barcodes.

PRICES

The price tab allows you to control what standard users can see when they are looking at product pricing.

By default, all the prices are turned on, and if you would like to change them later, you can move the slider across to turn them off.

You can show or hide the fields on a style: buy price, RRP inc Tax, Show Wholesale and Show Retail.

These fields can be hidden or shown according to your business needs.

For example, if you are selling wholesale you do not need the RRP to be shown

Tab 4 - Finance

WAREHOUSES

Indigo8 uses the term 'warehouse' to refer to a place where stock is stored. For example, a company may have one warehouse that holds inventory for their online store, and another warehouse for their retail store. There is no limit to how many warehouses you can have.

The warehouse that is preloaded in the grid, has been assigned the default name 'main warehouse' and the business address entered at time of sign up. If the address for your warehouse is not the same as your business address, click on Edit and enter the correct address, click Save.

a. If you would like to add a warehouse, click Add New Warehouse button

b. Enter the name of the new warehouse in the box

c. Click Save button in the same row

d. To enter an address click on 'click here to add warehouse address'

e. A pop up window will open, type in the address

f. Click Save

TRADING ENTITY

At sign up time you are assigned a trading entity. This is determined by the business name and currency entered. Most Lite customers only have one trading entity. However, there are a few different reasons why a company may want more than one trading entity.

One reason is that they sell to overseas markets; they could have one trading entity where their products are in AUD and another where they're in USD.

A second reason is when a company that has two different labels, and they require a different invoice header for each label.

a. To add a new trading entity click the button Add New Trading Entity

This figure will depend on where you're located. In Australia, we have Goods and Services Tax (GST) of 10%, so you would enter 10.00 in the Sales Tax box. In the US, there is no sales tax, this box would be left as is 0.00.

b. Enter the details for the new trading entity in the boxes

c. Click Save button on the same row

CURRENCY

The currency is important for when you're buying from suppliers.

If you want to add a new currency, click Add New Currency button, select the desired currency from the drop down list, then click Add Currency to List.

XERO API

Indigo8 Lite currently integrates with XERO and MYOB. Quickbooks will be coming soon.

This tab is only relevant if you wish to integrate with XERO. This screen allows you to send invoices and payments to XERO with a click of a button.

You can also use the Update Customer Records button to import/sync all your customers between XERO and Indigo8 Lite.

INVOICE LAYOUT

Most companies like to have their logo on the documentation they send to customers and suppliers.

Our system makes this easy by allowing you to upload an image that can be placed on the header of sales orders and invoices.

Ensure your image is in the correct format being either JPEG, JPG or BMP, and is the correct size. You can have a different header per trading entity.

ACCOUNT EXPORT CODES

For financial management purposes, the system allows you to assign unique codes to each of your accounts. You are also able to select which payment types you wish to offer customers, for example, MasterCard, Visa and Cash.

It is not necessary to set this up at this stage, but if you would like to do so read Adding Payment Types and Codes article.

Tab 5 - Sales Order

Our system allows you to fully customise sales orders. You can choose to include certain pieces of information and exclude others.

For example, you can choose to show the Sales Person's name, or alternatively, hide their name. Move through the sections, left to right, and choose which settings will suit your business.

a. Click the Save button at the bottom

b. Click the Close button at the bottom