Tag: Customer Creation

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: […]

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; […]

When connecting Tradebox One with Sage 50 Accounts, you’ll have a choice to make regarding how to treat customer accounts within Sage. Tradebox will always download customer information such as name, billing address, phone number and email address from the marketplace; this information is passed down with each order and Tradebox will use billing name and email […]