When you first use Indigo8 Lite software we recommend you work through this guide so your software is set up correctly.
Step-by-step guide
You will notice there are five tabs across the top of the Settings screen. You are currently on the Login tab. You will move from left to right across the tabs as you complete each screen.
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
You will notice you can set a user to Inactive. For more information read this article about Deleting and Removing Information from the System
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
You will notice you can set a product to Inactive. For more information read this article about Deleting and Removing Information from the system
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
Repeat the steps 1-4 if you wish add another size range. We can hold as many size ranges as you need
You will notice you can set a size range to Inactive. For more information read this article about Deleting and Removing Information from the System
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
If you wish to add another season repeat steps 1-2
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. Refer to the following article Creating GS1 Barcodes for more detailed information.
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 would not need the RRP to be shown
TAB 4 - FINANCE
WAREHOUSES
The Indigo8 Lite system 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
g. Click on the Trading Entity tab
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 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
d. Click Currency tab
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. If you're satisfied with the existing list click to next tab XERO API
a. Click XERO API tab
XERO API
At this point in time Indigo8 Lite 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.
Click Invoice Layout tab.
INVOICE LAYOUT
Most company's 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.
Click Account Export Codes tab.
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.
Click on Sales Order tab
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
To understand how to access settings, and utilise the dual screen and drag and drop feature.
Navigation
1 The Menu Bar
The menu bar is located in the middle of the screen: This is what each button does:
2. The Menu Bar Moves
If you would like one screen bigger than the other, or maybe even have only one screen, you can click and drag the menu bar accordingly.
3. Two Screens
You can have two screens running at once. For example, you can have Product Search on the left screen, and Sales on the hand screen.
4. Click, Drag and Drop Between Screens
Add Comment