Directory

GETTING STARTED GUIDE

• Getting Started with Lite
• Navigation

ADMIN

Customers, Suppliers & Agents

• Adding a New Customer or Supplier
• Creating a Contact
• Creating an Agent and Assigning to Customers
• Suspending a Customer Account
• Exporting Customers and Contacts
• Importing Customers and Contacts

SALES

Sales Orders

• Creating a Sales Order
• Editing a Sales Order
• Creating a Return
• How to Search Sales Orders
• Exporting Sales Information

DESIGN & PRODUCTION

Styles & Products

• Creating your First Collection
• Adding a New Style
• Entering Style Information
• Move Styles to an Existing Line
• Add More Styles to a Line
• Copy a Style
• Exporting your Collection Information

Purchase Orders

• Creating a Purchase Order
• Updating a Purchase Order
• How to Search Purchase Orders
• How to Add Styles onto an Existing Purchase Order
• Redoing or Cancelling an Existing Purchase Order

WAREHOUSE

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

Barcodes

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

ACCOUNTS

Invoicing

• Invoicing a Sales Order
• Partially Invoicing
• Issuing a Credit Note
• Voiding an Invoice
• Applying a Payment
• Dispatching Orders

Xero Integration

• Connecting Indigo8 Lite with Xero
• Export Indigo8 Lite Invoices to Xero
• Export Indigo8 Lite Payments to Xero

Reports

• Agent Statement Report

ECOMMERCE

Shopify Integration

• Shopify Installation
• Managing your Existing Shopify Collections 
• Entering Style Information to be exported to Shopify
• Saving or Printing a Summary of your Collection
• How to issue a Refund 
• Shopify Checklist 

Woo Commerce Integration

• Entering in Style Information
• Exporting Products to Woo Commerce
• Linking Product Categories to Woo Commerce
• Setting Up Your Online Store in Indigo8
• Woo Commerce Integration

BigCommerce Integration

OTHER HELP SUPPORT