Tag: auto match

Auto matching allows you to automatically allocate each buyer on an order to: An existing customer record in Sage 50, OR Create a new customer record in Sage 50. Each time Tradebox downloads a new order, it can search through your existing Sage 50 accounts and look for a matching customer. This is based on: […]

If you have elected to create individual customer records in your accounts software for each unique buyer, you may wish to ensure that orders downloaded by Tradebox are allocated to existing customer accounts. This is common with B2B sellers who have existing customers with a sales history. There are 2 options in Tradebox for this; […]