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FAQs

Find answers to frequently asked questions

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Get help with creating an account, requesting a demo, logging in, resetting your password, and inviting team members. This collection covers the basics so you and your team can get into Digit quickly and securely.

How can I book a demo of Digit?Booking a demo is fast and easy through our website.
Data import & setup

Getting your data into Digit is one of the most important steps in onboarding—and also one of the areas where customers have the most questions. This collection covers everything you need to know about cleaning your data, deciding between different inventory tracking methods, preparing your Bill of Materials, choosing import vs. manual entry, and avoiding common pitfalls before go-live.

How do I clean up my existing data before importing it into Digit?Tips for preparing and cleaning your spreadsheet before importing into Digit.
Should I use serialized or standard inventory tracking?How to choose between serialized tracking and standard quantity tracking.
What unit of measure should I use for this item?How to determine the correct stock, purchase, and sales units.
Should I bulk import via spreadsheet or enter items manually?When to use bulk import vs manual entry during onboarding.
How do I set up my Bill of Materials (BOM) correctly?How to structure components and quantities for a proper BOM import.
Why are there validation errors in my spreadsheet?Common reasons imports fail and how to resolve them.
How do I handle items with variants, sizes, or colors?Best practices for setting up variant-based products.
What information is required vs optional in the import?Explanation of required fields and optional fields during item setup.
How do I set up my warehouse locations and bins?How to structure warehouse locations and bin codes.
Can I import my existing customer and vendor data?How to bring customer and vendor records into Digit.
How do I handle pricing such as standard costs, purchase prices, and sales prices?Understanding the different price fields used in Digit.
What is the difference between buy, make, and sell items?Explanation of item types and when to use each one.
Upload Your Files for Data ImportReady to get your operational data into Digit and start managing your workflows? Our team is here to help! This guide walks you through the quick process of submitting your…
App integrations

Learn how to connect Digit with tools like QuickBooks, Shopify, and other platforms. This collection covers what syncs automatically, how to avoid data conflicts, how to test integrations safely, and what to do if something breaks.

How does the QuickBooks integration actually work?Overview of what syncs between Digit and QuickBooks and what requires manual steps.
Will my e-commerce orders sync properly?What to expect when syncing orders from Shopify and WooCommerce.
What syncs automatically vs. what requires manual action?Breakdown of which data syncs on its own and which actions you trigger manually.
Can I connect multiple systems at once (QB + Shopify, etc.)?How to manage multiple integrations without creating data conflicts.
When will the integration be ready?Status of integration releases and how to check timelines or use temporary solutions.
Why don’t my items sync the way I expected?Common reasons item data does not sync correctly between systems.
How do I handle bundles/kits from my e-commerce platform?Best practices for importing bundles and mapping them correctly to Digit.
What happens if the integration breaks or has errors?How Digit handles sync failures and what to do when an integration stops working.
Do I need to clean up my QuickBooks data first?Whether cleanup is required before syncing QuickBooks with Digit.
How do taxes and discounts transfer between systems?How tax rules and discount data behave across different integrations.
Can I test the integration before going live?How to safely test data syncing in sandbox before enabling real connections.
Will historical data transfer over?Whether integrations bring in past orders, transactions, or historical data.
How do I disconnect or change integrations later?Steps for removing or replacing an integration safely in Digit.
Manufacturing & workflows

Find guidance on manufacturing orders, work orders, scheduling, quality control, subassemblies, external processing, labor tracking, and how production connects to sales and inventory. This collection covers the most common workflow questions for manufacturers.

How do manufacturing orders connect to sales orders?How sales orders drive manufacturing so you only build what customers ordered.
How do I handle inventory allocation for priority orders?Current options for prioritizing inventory when multiple orders compete for stock.
How do I create and manage work orders vs manufacturing orders?Understanding the difference between manufacturing orders and work orders.
Can I handle external processing or subcontracting?How to manage materials sent to vendors for outsourced production steps.
How do I track labor time and costs in manufacturing?How to capture labor time and calculate manufacturing labor costs.
How do I handle quality control and inspections?Ways to add inspections, quality checks, and documentation to production workflows.
Can I print work instructions or job travelers?How to provide printed or digital instructions to the shop floor.
How do I handle multi-level assemblies and subassemblies?Managing complex products with nested bills of materials.
How do I manage production scheduling and priorities?How to plan production timelines and prioritize manufacturing orders.
Can I track equipment usage and tool assignments?Tracking which equipment and tools are used during production.