Directory For User Guides

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
• Partially Invoicing
• 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
• Using List View to Enter Product 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 in Enterprise
• 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 The Website Updater
• How to Update Prices in Bulk for Shopify
• How to Update Stock in Bulk

• 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

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
• Adding A New Warehouse
• How to use Shippit
• StarShipIT
• Importing Stock into the Warehouse
• Scan Order to Dispatch
• How to create to Pro Forma Invoices

Barcodes

• Generating GS1 Barcodes
• Assigning Barcodes to Styles in Enterprise
• 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