Administration (Exigo Admin)¶
Overview¶
Exigo Admin is the web-based back office for your company. After you sign in, the left sidebar groups everyday work into areas such as Home, Customer, Accounting, Company settings, Items, payment SDK tools, and Support. This wiki documents how to use those screens step by step.
Use this page as a quick map of what you can do in Administration. For detailed steps, open the guide linked in each bullet.
What you can do¶
Home¶
Personal workspace: dashboard (Today), Online Documents, Calendar, Contacts, Time Sheet, Notes, Links, Preferences, My Actions, and Password.
Customer¶
Find and work with customers: Customer Search, Customer Tracking, Customer Contact Search, Customer Inquiries, and Customer Messaging.
Accounting¶
Financial operations and reporting: Accounting Overview, Accounting Items, Accounting Invoices, Accounting Commissions, Accounting Order Development (Order Calc SDK), and Accounting Reports.
Accounting settings¶
Company-wide accounting configuration: shipping, pricing and tax, price types, languages, warehouses, standard items, currencies, countries, and warehouse setup. See the Accounting Settings subsection in the sidebar (for example Configure Shipping Methods and Setting Up Currencies).
Company settings¶
Administrative setup: customers, users, calendars, custom fields, terminations, API users, departments, IP whitelist, replacement and return reasons, web categories, and payment restrictions. Start from Create a Customer or Create a User as needed.
Items¶
Catalog structures: Create a Grouped Item, Creating Dynamic Kits, Creating Grouped Items, and Creating Static Kits.
SDK¶
Configure inbound and outbound payment integrations: Money In Merchant Setup and Money Out Merchant Setup.
Support¶
Open and manage help requests: How to Open a Support Ticket.
Related¶
The Hub page links to popular articles across the whole knowledge base, including Experience Builder documentation for storefronts and developers.