Directory
GETTING STARTED GUIDE
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
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
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
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