Tag: Customer Accounts

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: […]

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 technically allow you to type or paste certain symbols into the field, doing so is highly discouraged because they are considered “illegal characters” […]

Manual matching allows you to manually allocate each buyer on an order to: An existing customer record in Sage 50, or Create a new customer record in Sage 50. Where it is not possible to split Trade and Retail orders from the sales channel, this option allows you to allocate all retail orders to a […]

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; […]