# Digit Learning Center > How can we help? ## Quick start - [Digit Quick Start: First Login & Profile Setup](https://learn.digit-software.com/en/articles/12030276-digit-quick-start-first-login-profile-setup.md): Learn how to log in for the first time, set up your profile, and confirm your account information to get started with Digit. - [Digit Quick Start: Create Your First Item, Inventory & Warehouse Location](https://learn.digit-software.com/en/articles/12030285-digit-quick-start-create-your-first-item-inventory-warehouse-location.md): Learn how to create your first buy-sell item, add a warehouse location, and log your initial inventory with this step-by-step walkthrough. - [Digit Quick Start: First Sales Order & Shipment](https://learn.digit-software.com/en/articles/12030289-digit-quick-start-first-sales-order-shipment.md): Build your first sales order and then pick, pack, and ship it, then update the status once it's been shipped and paid for. - [Digit Quick Start: Restocking Inventory](https://learn.digit-software.com/en/articles/12030690-digit-quick-start-restocking-inventory.md): Learn how to quickly create a purchase order, receive items, and keep your business running smoothly. - [Your First Production Run \(From BOM to Completion\)](https://learn.digit-software.com/en/articles/13019143-your-first-production-run-from-bom-to-completion.md): This guide walks you through your very first production run, from setting up the Bill of Materials \(BOM\) to completing the final work order. This is where you bring your product to life and Tame th... - [Using AI to Generate Demo Data](https://learn.digit-software.com/en/articles/13767296-using-ai-to-generate-demo-data.md): The AI Demo allows you to instantly populate your workspace with realistic sample data tailored to your business. This helps you explore Digit’s features without manually setting everything up. ## General - [What Are The Hidden Costs of Manual Inventory Tracking? A Self-Quiz for SMBs](https://learn.digit-software.com/en/articles/11964213-what-are-the-hidden-costs-of-manual-inventory-tracking-a-self-quiz-for-smbs.md): Are you outgrowing spreadsheets? Take Digit's 10-question quiz to uncover the hidden costs of manual inventory and production tracking. - [Digit Hardware Buying Guide](https://learn.digit-software.com/en/articles/12210577-digit-hardware-buying-guide.md): This guide helps you choose the right hardware, from tablets to scanners and printers, for a streamlined Digit experience. - [Digit Holiday Schedule: Code Freeze & Priority Support \(Dec 24 - Jan 4\)](https://learn.digit-software.com/en/articles/13226306-digit-holiday-schedule-code-freeze-priority-support-dec-24-jan-4.md): What to expect and how to get support during the winter holiday. - [Chat with Fin AI for Everyday Questions](https://learn.digit-software.com/en/articles/15918795-chat-with-fin-ai-for-everyday-questions.md): Ask Fin AI your question, and it searches our full Help Center instantly, no need to browse the articles section by section to find your answer. ## Quotes - [Quotes: Key Features](https://learn.digit-software.com/en/articles/11741027-quotes-key-features.md): Walkthrough of creating quotes for customers in Digit - [Creating a Quote and converting it to a Sales Order](https://learn.digit-software.com/en/articles/13952566-creating-a-quote-and-converting-it-to-a-sales-order.md): Quotes allow your team to propose pricing and terms to a customer before committing to an order. Once a quote is accepted, it can be converted into a sales order for fulfillment. This guide shows h... ## Sales orders - [Sales Orders: Key Features](https://learn.digit-software.com/en/articles/11739786-sales-orders-key-features.md): Create, Edit, and View Sales Orders to efficiently manage your sales - [Sales Orders: Working with Line Items](https://learn.digit-software.com/en/articles/13852766-sales-orders-working-with-line-items.md): This guide shows you how to use the Sales Orders Line items view to prioritize fulfillment and manage your pipeline more effectively. - [Creating a Sales Order from a Document](https://learn.digit-software.com/en/articles/15543376-creating-a-sales-order-from-a-document.md): Skip manual data entry. Upload a customer purchase order or invoice, and Digit reads the document with OCR \(optical character recognition\) and builds a draft sales order for you to review and final... ## Deals - [Creating and Managing Deals](https://learn.digit-software.com/en/articles/13975461-creating-and-managing-deals.md): Deals help your team track sales opportunities and manage them through each stage of the pipeline. This guide shows how to create a deal, update its stage, and manage your pipeline in Digit. ## Price lists - [Creating and Managing Price Lists](https://learn.digit-software.com/en/articles/13852924-creating-and-managing-price-lists.md): Price Lists let you manage customer-specific pricing in one place. Use them to apply discounts, markups, or fixed prices automatically when creating Sales orders. This guide shows you how to creat... ## Purchase orders - [Purchase Orders: Key Features](https://learn.digit-software.com/en/articles/11741044-purchase-orders-key-features.md): Select vendors, line items, payment terms, and shipping details - [The Purchase Order \(PO\) Line Items View](https://learn.digit-software.com/en/articles/12167087-the-purchase-order-po-line-items-view.md): Learn how to view the status of all line items on your purchase orders, giving you a detailed look at your purchase and receiving progress. ## Items - [Items: Creating and Managing Items](https://learn.digit-software.com/en/articles/11741076-items-creating-and-managing-items.md): Learn how to create and configure inventory and service items in Digit including item type, quantity tracking, units of measure, stock levels, and purchasing settings. ## Inventory - [Inventory: Key Features](https://learn.digit-software.com/en/articles/11741072-inventory-key-features.md): The Inventory page is your central hub for tracking and managing stock. This guide walks you through the available views, how inventory is created in Digit, and the tools for monitoring and control... - [When to Use Standard vs Serialized Inventory Tracking](https://learn.digit-software.com/en/articles/12334994-when-to-use-standard-vs-serialized-inventory-tracking.md): Choosing between Standard and Serialized inventory is a key step that can significantly impact your business's efficiency, accuracy, and profitability. Learn the differences between them and make t... - [Conduct An Inventory Count](https://learn.digit-software.com/en/articles/11940545-conduct-an-inventory-count.md): recommended process of conducting an inventory count in Digit - [Transfer Orders: Moving Inventory Between Warehouse Locations](https://learn.digit-software.com/en/articles/14091902-transfer-orders-moving-inventory-between-warehouse-locations.md): Transfer Orders move inventory between warehouses or locations while keeping stock records accurate across your workspace. This guide explains how to create a transfer order, ship items from the or... - [Inventory: Manual Inventory Adjustments](https://learn.digit-software.com/en/articles/15181019-inventory-manual-inventory-adjustments.md): Manual inventory adjustments let you correct mistakes, reconcile physical counts, and document any reasons why a stock quantity has changed. This guide covers both standard and serialized items. - [Inventory: Reserving Inventory on Sales Orders](https://learn.digit-software.com/en/articles/15296276-inventory-reserving-inventory-on-sales-orders.md): Reserving inventory on a sales order assigns specific labels to an order, setting that stock aside so it's unavailable for other orders. You can reserve inventory at any point in the sales order flow. ## Receiving - [Receiving: Key Features](https://learn.digit-software.com/en/articles/11741105-receiving-key-features.md) - [Receive without a Purchase Order](https://learn.digit-software.com/en/articles/11741098-receive-without-a-purchase-order.md): Learn the streamlined process for receiving items without POs ## Production, manufacturing orders, & work orders - [Manufacturing & Work Orders: Key Features](https://learn.digit-software.com/en/articles/11741081-manufacturing-work-orders-key-features.md) - [Manage Production Operations Settings](https://learn.digit-software.com/en/articles/11741147-manage-production-operations-settings.md) - [Assign Lot Numbers to Manufacturing Orders](https://learn.digit-software.com/en/articles/11940533-assign-lot-numbers-to-manufacturing-orders.md): how to assign lot numbers to inventory during the manufacturing process - [Yield Loss Display: Track Manufacturing Efficiency in Real-Time](https://learn.digit-software.com/en/articles/12073535-yield-loss-display-track-manufacturing-efficiency-in-real-time.md): How to use Digit's Yield Loss Display to track production efficiency in real time, minimize material waste, and boost your bottom line. - [Tool Management Settings](https://learn.digit-software.com/en/articles/11741166-tool-management-settings.md) - [Equipment Management Settings](https://learn.digit-software.com/en/articles/11741110-equipment-management-settings.md) - [External Manufacturing Orders: Outsourcing Production Steps](https://learn.digit-software.com/en/articles/15253775-external-manufacturing-orders-outsourcing-production-steps.md): External Manufacturing Orders let you manage outsourced production steps like co-packing or contract processing directly inside your manufacturing workflow, with vendor costs linked to the MO and r... - [External Manufacturing Orders: Fully Outsourced Production](https://learn.digit-software.com/en/articles/15263831-external-manufacturing-orders-fully-outsourced-production.md): Learn how to set up and complete a fully outsourced manufacturing order in Digit, where a vendor handles the entire production job. ## Shipping - [Shipping: Key Features](https://learn.digit-software.com/en/articles/11741109-shipping-key-features.md) - [Multi-Order Shipping](https://learn.digit-software.com/en/articles/11741084-multi-order-shipping.md) ## Reports - [Reports: Key Features](https://learn.digit-software.com/en/articles/11741068-reports-key-features.md) - [Understanding Actual Costing: Pending vs Final Costs in Digit](https://learn.digit-software.com/en/articles/12706462-understanding-actual-costing-pending-vs-final-costs-in-digit.md): Learn how Digit's Actual Costing system provides precise, real-time tracking of the true cost for every item you make, and how the Pending Cost feature ensures your financial data is always traceab... - [Reports: Building a Custom Sales Report](https://learn.digit-software.com/en/articles/13851985-reports-building-a-custom-sales-report.md): Build a custom Sales Order report to track exactly what matters to your team. This guide shows you how to select columns, apply filters, and save the report for ongoing visibility. - [Reports: Building an Inventory Report](https://learn.digit-software.com/en/articles/13852352-reports-building-an-inventory-report.md): Build a custom inventory report in minutes. This guide shows you how to select columns, apply filters, and export accurate data for reconciliation or reporting. ## Accounts - [Accounts & Contacts: Key Features](https://learn.digit-software.com/en/articles/11741058-accounts-contacts-key-features.md) ## Users - [Users: Key Features](https://learn.digit-software.com/en/articles/11741060-users-key-features.md) - [Managing User Accounts: Invite, Suspend, and Assign Roles](https://learn.digit-software.com/en/articles/13654485-managing-user-accounts-invite-suspend-and-assign-roles.md): Managing who has access to your data is a critical part of keeping your operations reliable and secure. This guide will walk you through inviting your team to Digit, assigning the right permissions... ## Settings - [Settings: Key Features](https://learn.digit-software.com/en/articles/11586185-settings-key-features.md): walk through the various sections and settings available in Digit - [Warehouse Bin Location Settings](https://learn.digit-software.com/en/articles/11741169-warehouse-bin-location-settings.md) - [Manage Document Templates](https://learn.digit-software.com/en/articles/11741113-manage-document-templates.md) - [Manage Your Profile Settings](https://learn.digit-software.com/en/articles/11741036-manage-your-profile-settings.md): Manage your profile, change your password, and more - [Settings: Key Features](https://learn.digit-software.com/en/articles/11741163-settings-key-features.md) - [Workspace Configuration: Setting Up Your Organization](https://learn.digit-software.com/en/articles/13259713-workspace-configuration-setting-up-your-organization.md): The workspace configuration settings let you tailor Digit to your team’s specific needs, this guide walks you through the General settings, user roles, and bin management to ensure a reliable, scal... - [How to Use the Import Wizard for Item Data Uploads](https://learn.digit-software.com/en/articles/13644199-how-to-use-the-import-wizard-for-item-data-uploads.md): This guide walks you through using the Digit Import Wizard to quickly and accurately upload your Item data. - [How to Use the Import Wizard for BOM Data Uploads](https://learn.digit-software.com/en/articles/13644154-how-to-use-the-import-wizard-for-bom-data-uploads.md): This guide walks you through using the Digit Import Wizard to quickly and accurately upload your BOM data. - [Custom Labels: Designing and Managing Your Labels](https://learn.digit-software.com/en/articles/13978201-custom-labels-designing-and-managing-your-labels.md): Custom labels let you control how information appears on the labels you print across your Item, Manual Inventory, Production, and Receiving workflows. This guide walks through creating, customizing... - [Setting Up Webhooks in Digit for Real-Time Event Notifications](https://learn.digit-software.com/en/articles/14463242-setting-up-webhooks-in-digit-for-real-time-event-notifications.md): Webhooks allow Digit to automatically notify external applications when key events occur such as sales orders being created, updated, or deleted. This guide walks you through enabling webhooks, con... - [Portals: Setting Up Customer and Vendor Portals](https://learn.digit-software.com/en/articles/14710591-portals-setting-up-customer-and-vendor-portals.md): Portals give your customers and vendors a dedicated space to view items, track orders, shipments, and submit sales order requests. This guide walks you through enabling portals, configuring global ... - [Bin Tracking: Choosing How Your Organization Manages Inventory Locations](https://learn.digit-software.com/en/articles/15520899-bin-tracking-choosing-how-your-organization-manages-inventory-locations.md): Learn how to configure bin tracking for your organization, create and manage bin locations, and generate bin labels for use across your warehouse operations. ## App integrations - [Which data is synced to QuickBooks?](https://learn.digit-software.com/en/articles/11739725-which-data-is-synced-to-quickbooks.md): After integrating with QuickBooks Online or QuickBooks Desktop your Digit data will sync as follows. - [Integrate Digit with QuickBooks Desktop](https://learn.digit-software.com/en/articles/11741052-integrate-digit-with-quickbooks-desktop.md): Learn how to set up your QuickBooks Desktop integration with Digit - [Create QuickBooks Online Invoices and Bills](https://learn.digit-software.com/en/articles/11940521-create-quickbooks-online-invoices-and-bills.md) - [Digit API Access](https://learn.digit-software.com/en/articles/11940553-digit-api-access.md): Generate API tokens and begin exploring the Digit API - [Connecting Shopify to Digit: A Step-by-Step Guide](https://learn.digit-software.com/en/articles/12706575-connecting-shopify-to-digit-a-step-by-step-guide.md): Connect your Shopify store to Digit to automatically import orders, sync fulfillments, and manage inventory from one place. - [Troubleshooting: New Customer Isn’t Syncing with QuickBooks](https://learn.digit-software.com/en/articles/12871955-troubleshooting-new-customer-isn-t-syncing-with-quickbooks.md): Check for and resolve common syncing issues between Digit and QuickBooks - [Integrations & API - Connect Digit to Your Tools](https://learn.digit-software.com/en/articles/12977823-integrations-api-connect-digit-to-your-tools.md): Why use integrations & API with Digit - [Connecting QuickBooks Online to Digit: A Step-by-Step Guide](https://learn.digit-software.com/en/articles/14462685-connecting-quickbooks-online-to-digit-a-step-by-step-guide.md): Connect QuickBooks Online to Digit and keep your transactions, vendors, customers, and items in sync across both platforms. This guide walks you through the complete setup process - [Bulk Editing Products and Services in QuickBooks Online](https://learn.digit-software.com/en/articles/14709903-bulk-editing-products-and-services-in-quickbooks-online.md): Some product and service fields, like taxable status and income or expense accounts, can only be managed directly in QuickBooks Online, not in Digit. This guide shows you how to bulk edit those val... - [Connecting WooCommerce to Digit: A Step-by-Step Guide](https://learn.digit-software.com/en/articles/14710425-connecting-woocommerce-to-digit-a-step-by-step-guide.md): Connecting WooCommerce to Digit keeps your products, orders, and customers in sync across both platforms. This guide walks you through connecting your store, configuring sync settings, and importin... - [Connecting Sage Intacct to Digit: A Step-by-Step Guide](https://learn.digit-software.com/en/articles/15231735-connecting-sage-intacct-to-digit-a-step-by-step-guide.md): Connect Sage Intacct to Digit to keep your orders, vendors, and customers in sync, with no manual data entry required. - [Connect Digit to Your AI Assistant Using MCP Connectors](https://learn.digit-software.com/en/articles/15348476-connect-digit-to-your-ai-assistant-using-mcp-connectors.md): Connect Digit to your preferred AI assistant: Claude, ChatGPT, Microsoft Copilot Studio, Perplexity, Grok, Mistral AI, or Gemini. To ask questions and take action using your real business data. Jus... - [Integrations: Sage Intacct - Setting Up Your Account to Connect to Digit](https://learn.digit-software.com/en/articles/15424980-integrations-sage-intacct-setting-up-your-account-to-connect-to-digit.md): Before connecting Sage Intacct to Digit, you need to enable Web Services and add the Rutter Sender ID in your Sage Intacct account. This guide walks you through both steps. - [Am I Ready to Enable Fulfillment or Stock Sync?](https://learn.digit-software.com/en/articles/15501704-am-i-ready-to-enable-fulfillment-or-stock-sync.md): Confirm your setup is ready before turning on fulfillment or stock sync for your Shopify integration. ## Release notes - [API Changes \(September 2025\)](https://learn.digit-software.com/en/articles/12141563-api-changes-september-2025.md): We've renamed several inventory mutations for clarity, specifically for serialized items, as well as standardized error responses. - [QuickBooks Integration Update \(29 Jan 2026\)](https://learn.digit-software.com/en/articles/13557864-quickbooks-integration-update-29-jan-2026.md): To ensure your workflows remain intentional and predictable, we’ve rolled out significant improvements to how data moves between Digit and QuickBooks.