Objective

The purpose of this document is to list all Knowledge Articles for Stitchex with their relevant links and a brief description in hopes this helps you find what you are looking for.  You can also search for keywords and navigate through the Articles. However, this document provides you the one-stop overview of what is available.

If you find this article useful, please let us know by rating the document.  If it is not useful, we will discontinue updates.

Getting Started

  • Introduction - Welcome to Stitchex:  Overview of Knowledge Articles Available.
  • Overview of Knowledge Articles - List of all Knowledge Articles with a brief description and link directly to the Article
  • Navigation Overview - Overview of navigating through various screens within Stitchex.
  • Dashboard - Use the Dashboard for a quick view of the health and status of your business including revenues, sales orders, shipments, production orders and other activity.
  • Launch a New Brand - How to Launch a New Brand in Stitchex.
  • Manage your Subscription - Manage your Subscription to Stitchex and see your payment history.

Product Management

Getting Started:

Managing Your Product Details:

Importing & Exporting Products:

Managing Customer Views:

  • Line Sheets - Generate Line Sheets for your products to share with your customers
  • Product Display Order - Manage how your products are displayed on your orders, documents and Showroom
  • Hiding Seasons - Hide Seasons from your reports, documents and Showrooms

Managing Products & Seasons:

Other Information Documents:

  • Sales by Product Feature - Quantities (by Size) & Status of Sales by Products (Ordered, Shipped, Remaining to Ship, etc.)

People Profiles 

Order Management (Sales)

Managing Sales:

Transaction Related Documents:

  • Returns - Create returns for consignments or other reasons
  • Cancellations - Learn more about cancelling full or partial Sales Orders

Informational Documents:

Reporting:

Financial Management

  • Invoicing  - Customize your  Invoices and choose your invoice strategies
  • Pro-forma Invoices Create a pro-forma invoice to detail the content and terms for a sale
  • Credit Notes - Learn how to use Credit notes to reduce the amount owed to you by a customer
  • Payments - Create and manage your customer's payments
  • Shipping Charges - Add shipping charges to invoices
  • Discounts - Managing automated discounts
  • Settlement Discounts - Managing automated settlement discounts

Manage Inventory

  • NEW:  Two-Step Shipping - New feature to allocate product for your customer without shipping until all products are ready to be shipped together.
  • Pick & Pack - Create Pick Tickets for your warehouse/shipping staff
  • Shipping - Group your products into multiple "pick tickets" and convert into shipments
  • Managing EAN/UPC Codes - Manage your EAN/UPC Codes used for printing labels with Barcodes for your Products
  • Inventory Management - Manage Inventory levels as you ship products to your customers and receive products from your manufacturers
  • Inventory Reports - Create Current Inventory, Required Inventory and Available to Sell Reports

Managing your Production

Manage your Showrooms and eCommerce Store 

Buyer Accounts - Showrooms & eCommerce

Consignments

Integrations - Shopify

Integrations ShipStation

Other Integrations

  • Bergen Logistics - Keep inventory in sync between Stitchex and Bergen Logistics, the 3PL provider. (Draft State To Be Validated)
  • Dropbox Integration - Learn how to connect your Dropbox cloud storage to Stitchex for all of your PDFs 
  • QuickBooks - Learn how to integrate your QuickBooks with Stitchex Integrations
  • Xero Accounting Integration - Learn how to integrate your Xero accounting with Stitchex

Integrations - WooCommerce

Settings 

  • Email Notifications - Send automatic email notifications to your customers
  • Notifications - Receive alerts when there's activity in your Showroom, eCommerce or Accounting
  • Document Attachments - Manage attachments that can be shared with your customers, suppliers and manufacturers
  • Seasons - Arrange your products, sales and production into seasons
  • Sizing systems - Manage the sizes for your products
  • Managing Tags - Create Customer Tags or Product Tags
  • Numbering - Set starting points for the automatic assignment of invoice numbers, shipment numbers and more
  • Paperwork - Manage settings for PDFs generated through Stitchex
  • Multiple Warehouses - Enable and manage multiple warehouses for your sales and production orders
  • Agencies - Segment sales and invoices and report on your sales by sales agency 
  • Bank details - Setup bank details for your invoices
  • Card Payment Fees - Manage processing fees for credit cards
  • Channels - Set different pricing streams for your products
  • Currencies - Define default currencies for dashboards, cost of goods sold and reports
  • Tax Home Currency - Set your Tax Home Currency to be automatically applied to multiple Stitchex documents.

Stitchex Mobile App

  • Getting Started - Manage your business while you are "on the go" with Stitchex Mobile App
  • Navigating - Learn how to navigate within your Stitchex Mobile App
  • Customer Profiles - Manage your Customers' profiles on your Stitchex Mobile App
  • Sales Orders - Enter Stitchex Sales Orders on your Stitchex Mobile App

Developer API 

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