Upgrading Sage 50 - Potential Issues and Required Changes

After upgrading Sage 50 to a later version, users can often find that orders from Tradebox are no longer posting to Sage. The following article discusses the most common reasons for this issue:

1. Upgrade to the latest version of Tradebox 

This is often required because you may be using a version of Tradebox that was written before the version of Sage 50 you have upgraded to. The current version of Tradebox will always be compatible with the latest version of Sage, so upgrading Tradebox is always a good idea. A full set of instructions to upgrade to the latest version of Tradebox One can be found here.

2. Re-pointing Tradebox to Sage 

Sometimes, after an upgrade of Sage 50, you may need to repoint your Tradebox so it is using the correct data path to Sage (this can change after an upgrade of Sage 20).

1. In Tradebox go to the Channels screen. Double click the first sales channel in the list to open it.
2. Go to the Sage 50 tab within the channel. At this point, Tradebox will try to connect to your Sage data. Click on the Connection tab.

Make sure:

• • The correct Sage company is showing in the Company box.
  • The Data Folder matches your Sage Data Directory. 
  • The Version matches the first digits of your Sage Version Number.
  • If all of your sales channels post into the same Sage company, tick the box to Apply these Connection Details to All Sales Channels with an Accounts Link, and then click Connect to Sage.
  • If your channels post into different Sage companies, leave the box unticked, click Connect to Sage, and then repeat the process in each channel individually.

Troubleshooting the Sage connection

• If you need to amend any details in Step 6 but the Connect To Sage button already shows Connected: refresh the connection by choosing a different company from the dropdown (e.g. Demo Data), then re-select your desired company from the dropdown.
• If you can't see your company from the dropdown in step 6, select the option 'Could not read Sage Company, please browse for data instead'. Click the browse icon and then navigate to your Sage data. If you're doing this across a network, you should do this within the Network option in Windows, rather than by using a mapped drive as this is more stable and less prone to connection issues (or copy/paste the UNC path or IP address path to the Sage data). Browse as far as the ACCDATA folder listed as your Sage Data Directory. Within this folder, select the SETUP.DTA file which contains the Sage company details. Complete the rest of the Connection tab as detailed above in step 6.