Category: Orders

There are several reasons why orders may not download into Tradebox, depending on your set up and which channels you’re connecting to. Order downloads can also be specific to Sales Channels. Please click on the Sales Channel you are missing orders from in Tradebox:   Amazon eBay Shopify WooCommerce Magento BigCommerce EKM Linnworks CSV File Import

The Orders List can be configured to show a default view of orders based on: Which order statuses are presented in the grid (All, Paid, Despatched, Not posted to accounts etc,) How far back in time you see orders for (All, 7 days, 30 days, 12 months etc)   To see ALL orders in the […]

When it comes to accounting for your online sales, you will often want to account for your retail orders differently from how you account for your Trade orders.   Your existing Trade customers will more than likely have an existing unique customer record in your accounts software, with a list of historical purchases. Often, payment […]

Introduction This article discusses how to use order tagging in Tradebox to filter orders. Currently, this is only applicable to the following webstores: Shopify Order Tagging is a way to filter orders from the same website into different channels in Tradebox, allowing them to be posted to an accounts package with different rules applied. This […]

If you have Tradebox set to process transfers for your bill of materials (BOM) products in Sage, you may see orders go into query with the following message: This will occur if you have the Process BOM Transfers setting turned on in the Sage 50 settings within your Tradebox sales channel, and if one of […]

One reason that an order may end up in query is if the tax rate cannot be found in Xero. This usually happens if the tax code has not been mapped correctly, or you start using a new tax rate. This query will display within the order itself as below: It will also show an […]

One reason that orders may end up in query is if the customer account could not be found in Xero. The error will present itself within the order like so:   You’ll also see these alerts appear in the Issues Log, both in Order Issues and Synchronisation Issues.  You may see this query if the […]

Occasionally, an EKM order can end up in query, giving the reason ‘Order total from EKM does not match Tradebox order total’, which appears within the query order as shown below: An order with this query signifies that there’s a discrepancy between the total order value as EKM is calculating it, and how Tradebox is […]

One reason that an order might end up in a status of query is that there’s a payment mapping issue. This occurs when you have Tradebox set up to post payments to Xero, and it encounters a new payment method. Tradebox needs to be told which Xero bank account you want payments to be posted […]

There are several reasons why orders may not download into Tradebox, depending on your set up and which channels you’re connecting to. This article will describe the most common reasons for orders not downloading.   The following online checklist is an easy way to run through the most obvious reasons why orders are not downloading […]