GETTING STARTED GUIDE

Navigation Guide
💫New Release Notes💫

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
How to Search Sales Orders
Using Sales Exporter
Editing Sales Order qty once a PO is created
How to update prices on Sales Orders from another Trading Entity
How to use the Excel Sales Order Form

ACCOUNTS

Invoicing

How to Invoice
How to invoice a Back Order
Voiding an Invoice
Dispatching Orders
COD Customers | Invoicing and Dispatching
How to create a Deposit Invoice and export it to XERO

Returns

Customising Return Settings
Creating a Return Authorisation and Credit Note
How to Create an Exchange for a Sale

Accounts / Receive Payments

Issuing a Credit Note (without Return)
Applying a Payment to an Invoice
Invoice Exporter

COD Customers

COD Invoicing and Dispatching

Xero Integration

Connecting Indigo8 with XERO
Export Indigo8 Payments to XERO
Export Indigo8 Invoices to XERO

MYOB Integration

Exporting Invoices to MYOB

Reports

Agent Statement Report
Agent Statement Commission Report
Customer Statement Report

Admin

Setting Up Staff Discounts and Allowances

DESIGN & PRODUCTION

Styles & Products

Creating your First Collection
Adding a New Style
How to add/update style information
/wiki/spaces/IN/pages/35197151
Data Entry Mode - Explained
Move Styles to an Existing Line
Adding More Styles to a Line
Editing a Line Name
Copy a Style
Exporting your Collection Information
Style Importer through Excel
Updating Buy, Wholesale & RRP Prices through Excel

Samples

Getting Started / Sample Settings
How to create a Sample Order
Sample Tracking
Managing Specs

Purchase Orders

Creating a Purchase Order
Updating a Purchase Order
Creating a Purchase Order through a single Sales Order
How to Search for Purchase Orders
How to add Styles onto an existing Purchase Order
Re-doing or Cancelling an Existing Purchase Order
How to Use the Production Overview

ECOMMERCE

Website Updater

How To Use Website Updater
How to Update Prices in Bulk for Shopify
How to Update Stock in Bulk

Shopify Integration

Integrating Shopify with Indigo8 Solutions
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 Check List
Williams Shopify

Woo Commerce Integration

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

BigCommerce Integration

BigCommerce Set Up
Managing your Existing BigCommerce Collections
Entering Style Information to be exported BigCommerce

The Iconic Integration

Integrating With The Iconic
Adding Product Information for The Iconic
Exporting Products to The Iconic

Return Magic Integration

Return Magic Integration Flow
Return Magic Set Up

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
Searching Items in a Warehouse
Moving Stock between Warehouses
Selling from Stock
Adding A New Warehouse
How to use Shippit
StarShipIT Setup
Importing Stock into the Warehouse
Scan Order to Dispatch
How to create to Pro Forma Invoices

Barcodes

Generating GS1/Regular Barcodes
Adding Barcodes to Styles
Printing Barcodes onto Stickers

WHOLESALE

Wholesale B2B Platform

Indigo8 Wholesale B2B Set Up

Agent Connect

Agent & Supplier Manual

TROUBLE SHOOTING ARTICLES

How to install a special version (EXE) from Indigo8

Browser not supported