Stephen Bales
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Activity overview
Latest activity by Stephen Bales-
Stephen Bales created an article,
Magento 2 API Credentials
Tradebox connects with Magento via Magento’s API (Application Programming Interface) which needs to be set up in the Magento admin panel prior to creating a connection in Tradebox.There are 2 API m...
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Stephen Bales created an article,
Auto matching buyers to existing customer accounts in Sage 50
Auto matching allows you to automatically allocate each buyer on an order to:An existing customer record in Sage 50, ORCreate a new customer record in Sage 50.Each time Tradebox downloads a new ord...
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Stephen Bales created an article,
Sage 50 Customer Account Reference
In Sage 50 Accounts, the official guidance for the Customer Account Reference field (up to 8 characters) is to use alphanumeric characters only (letters A-Z and numbers 0-9).While the software may ...
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Stephen Bales created an article,
Global Postings in Sage 50 Integration
If used, Global Postings will override ALL other settings including information normally taken from the product record. Sage's Global Details section is designed to bounce all item lines on an inv...
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Stephen Bales created an article,
Installing the compatible version of the Sage Data Objects (SDO)
Tradebox (and all 3rd party apps) connect with Sage 50 Accounts via the SDO - Sage Data Objects. This is the built-in desktop connector (provided by Sage) that installs with Sage 50 Accounts and a...
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Stephen Bales created an article,
Controlling Orders imported based on Order Dates
This article explains how to configure the import of orders into Tradebox based on the order date. This configuration is typically used to stop orders importing into Tradebox when moving channels o...
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Stephen Bales created an article,
Criteria that can be set in Tradebox to download Shopify Orders
The following article describes the principle download criteria for Shopify orders: 1. The Shopify Channel has a status of Active and the download option is turned on. 2. The 'Ignore Orders Dated ...
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Stephen Bales created an article,
Add a new User to your Tradebox Account.
The following article describes how to add a new software user to your Tradebox account. Navigate to https://portal.tradebox.co.uk/Account/Login and log into your Account. Or, in Tradebox, click o...
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Stephen Bales created an article,
Configuring Tradebox to swap Sage 50 accounts integration to Xero Accounts integration
Reconfiguring Tradebox to move from Sage 50 Accounts integration to Xero Accounts is pretty straightforward and basically involves uncoupling each Sales Channel from Sage 50 and pointing the channe...
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Stephen Bales created an article,
BigCommerce Customer Groups
Orders that are placed on BigCommerce can be allocated to Customer Groups on the BigCommerce website. Tradebox allows you to place a download filter on orders from chosen customer groups. This woul...