To help get you started with Tradebox One we have created a number of generic user profiles with specific step by step instructions for each profile.
To choose a profile consider your answers to the following questions:
- Do you wish to integrate Tradebox with an accounts package?
- Yes - Sage 50 Accounts
- Yes - Xero
- Other accounts software or None
Our Sage 50 integration covers all versions of Sage 50/50c/50Cloud/Instant/Essentials accounts from v15/2009 onwards.
Our Sage and Xero integrations both offer either an individual invoice for each online order, or a many-in/fewer-out summary posting of daily/weekly/monthly financials.
- Do you wish to maintain stock control?
- Yes - In Sage 50 Accounts
- Yes - In Xero
- Yes - In Tradebox
- No - I don't need per-product reporting or to track quantities of stock on hand or I have another system in place for this already.
The following articles cover the sequential steps for each possible profile for the above questions (in order of popularity). Click on the Profile ID link that best suits your needs to access step by step instructions to get started.
|Profile ID||Accounts Integration||Stock Control||Guide|
|1||Sage 50||Sage 50||Click here for profile 1 setup guide|
|2||Sage 50||Tradebox||Click here for profile 2 setup guide|
|3||Sage 50||None||Click here for profile 3 setup guide|
|4||None||Tradebox||Click here for profile 4 setup guide|
|5||None||None||Click here for profile 5 setup guide|
|6||Xero||Xero||Click here for profile 6 setup guide|
|7||Xero||Tradebox||Click here for profile 7 setup guide|
|8||Xero||None||Click here for profile 8 setup guide|