Resending Orders to Sage for a second time

To prevent duplicate entries in Sage, Tradebox records the number of each Sage invoice or sales order that it has created against the order in Tradebox. Once an invoice or sales order number has been attached to the order, then Tradebox will never attempt to post it to Sage again.

However, there may be certain situations where you need to override this and post orders to Sage for a second time, for example if you restore an earlier backup in Sage.

There are three ways that you can do this in Tradebox One:

• Restoring both Sage and Tradebox to an earlier backup
  • Best if you have a Sage backup and a Tradebox backup taken at the same time and within the last 30 days
• Resetting a few orders through the Orders list
  • Best if you have only a small number of orders to re-send or you need to cherry-pick specific orders
• Resetting orders in bulk through the Configuration screen
  • Best if you have a large number of orders to re-send within a specific date range or after a restored point in Sage if you don't have a Tradebox backup to restore

Before doing any resetting, we would strongly recommend taking a backup of Tradebox using the Backup Database option in Configuration, and also making sure that you have a current backup of Sage.

Restoring both Sage and Tradebox to an earlier backup

If you have an earlier backup of Sage that you wish to restore and you also have a backup of Tradebox taken at the same time, this is the most robust method to revert both programs to an earlier point in time.

This will work so long as Tradebox can still access the order data from your online marketplace; normally this means restoring a backup taken within the last 30 days.

1. Before making any changes, backup Tradebox by going to Configuration > Backup Database. You should also make sure you've got an up to date backup of your Sage data.
2. Restore your Sage data to the earlier point in time: normally this can be achieved by going to File > Restore on any computer with access to that company, check with Sage support if your environment requires anything different.
3. Restore your Tradebox data by going to Configuration > Restore Database. Click the [...] button to browse to your Tradebox backup file and click Open, then OK.
4. Once Tradebox has restored, you should check that each of your sales channels can connect to Sage. Go to the Channels screen and double-click on any sales channel to open it. Within the channel, click on the Sage 50 tab and Tradebox will try to connect to Sage. 
   If it's able to connect, you'll be dropped in the Postings tab; click Save to close the channel. 
   If Tradebox is unable to connect to Sage you'll be dropped in the Connection tab; choose your Sage company from the top dropdown box (if your Sage data has moved and you need to update the path, choose Demo Data then click back into the box and choose your live company). If you've put a password on your Sage logons TBUSER and TBSERVICE, make sure they're keyed in, and if you have multiple sales channels in Tradebox pointing to the same Sage company, tick the 'apply to all' box, then click the Connect to Sage button. Once connected, click Save.
5. In each sales channel, you'll then need to set the channel to pick up the previously-imported orders. For CSV channels, this means making sure a copy of the order file is placed in the In folder for each relevant channel. For API channels, you should check that the 'Days to Download' setting in the sales channel Details screen is set to cover the download range. Make sure any relevant channels are Active and ticked for Download.

Resetting a few orders through the Orders list

To reset through the orders list, simply select the orders you want to reset, and then from the Actions menu across the top of the list, choose Reset Accounts Posted Flag. You'll be asked to confirm that you want to proceed; click Yes.

If you are using Tradebox to process BOM transfers, you'll be asked at this point whether you want Tradebox to repeat those BOM transfers or not. It's up to your judgement whether the stock movements need to take place again or not. The same applies to Purchase Orders, these can be recreated or not depending on your preference.

This will set the Sage Ref column back to 0 for the selected orders, which allows Tradebox to post them through to Sage for a second time. If you're set to automatic Sage posting, this will take place automatically on the next posting attempt. If you're set to manual Sage posting, use the Post to Sage 50 button on the orders list to post them to Sage as usual.

Resetting Orders in Bulk

For a way to reset large numbers of orders without having to select them from the list, go to Configuration, and choose the Reset Order Postings option under the Accounts Maintenance heading.

Selecting this will give you the following dialogue box:

This gives you the following options:

• Reset orders with a Sage invoice or sales order number greater than x
• Reset orders with a Sage invoice or sales order number between x and y
• Reset orders with a sale date greater than (i.e. after) a specified date
• Reset orders with a sale date between two specified dates (inclusive)
• You can also choose to reset only for a given sales channel, or for all sales channels.

There are two additional options here: Repost BOM Transfers and Repost Purchase Orders. If you use Tradebox to adjust stock from BOM products in Sage, or to create purchase orders for just in time or dropship products, you can tick the relevant option to have Tradebox repeat those processes for the relevant orders as well. 

Once the orders have been reset, they will then be posted to Sage either as part of the service loop, or, if you have manual Sage posting turned on, then they will be posted when you click the Post to Sage 50 button on the Orders list.