If you're using Tradebox to connect with Sage and you use Sage for stock control, for everything to run smoothly you will need to have your Sage products imported into Tradebox and have product mappings in place. This is also applicable if you are using stock control in Tradebox but still creating Product Invoices or Sales Orders in Sage. This guide is a full walkthrough of all the processes that you'll need to complete depending on your individual requirements.
Step One: Importing Products from Sage
If you are using Sage stock control, Tradebox needs an exact copy of your Sage product list. The first way to create this is during the initial set up of Tradebox.
Once you’ve filled out the initial set up wizard, you will be taken to the Channels screen to begin setting up your first channel, which creates a link between Tradebox and your website or marketplace.
At the end of that set up process, you will be asked if you want to set up an accounts link. If you choose yes, you will go on to link Tradebox to your Sage accounts, and when that step has been completed, there will be a prompt to import your products from Sage.
Selecting yes to this prompt will bring in the full product list from the Sage company you have connected Tradebox to, and may take some time depending on the size of your product list. Alternatively, if you don’t wish to import products at that time, you can select No on the prompt and import them later through Products > Import, choosing to import Products with Accounts as the Source.
Until the products have been imported from Sage, any orders downloaded will be marked as Query and will not post to the accounts.
Once the product import is complete, you will see this message:
Tradebox will automatically detect which products are zero and standard rated, however, if you have any products in Sage that have a tax code of anything other than T1 and T0, you must check the Tradebox products and ensure their tax codes are correct.
If you are creating further sales channels and accounts links to the same Sage company, you only need to import products once. If, however, you are connecting to more than one Sage company, the products will need to be imported from every company you are connecting to, unless the product lists are identical.
If you add new products to Sage after your initial import, you don't need to add them manually into Tradebox or do a second import. The Tradebox Data Service will automatically detect if a product has been created since the last import, and automatically create a matching product in Tradebox.
Step Two: Product Mapping
Once your products have been imported, the next stage is to map them.
If your online SKUs exactly match your Sage stock codes:
- Tradebox will automatically map products as orders of those products are downloaded and post those orders to Sage
- Tradebox won't automatically map your entire product list for the purposes of stock upload
If your online SKUs don't match your Sage stock codes:
- Tradebox won't post an order to Sage until you've mapped the products on that order
- Tradebox won't upload any stock levels from Sage to your online marketplace until you've mapped the products
In short, if all your SKUs are exact matches of your Sage products and you're only interested in order download to Sage, Tradebox can take care of the mapping for you. If you have any non-matching SKU's or you want stock upload, mapping is a necessary step. Most users choose to do all their mapping in one go; our Importing Product Mapping guide gives step by step instructions on how to do this.
Alternatively, if your SKUs don't match and you aren't using the stock quantity upload feature, then you can map the products one by one as orders download. The method for doing this is described here.
These two steps are enough to get you up and running with both downloads and uploads for most marketplaces. For those who are doing uploads to eBay and Bigcommerce, one final step is required.
Step Three: Downloading Product/Listing IDs from Bigcommerce and eBay
When uploading to either Bigcommerce or eBay, extra information is required that needs to be in place before an upload will be successful. For Bigcommerce this is the Product ID. For eBay the Listing ID is required, and Tradebox needs to know whether each product is a standard listing or a variation.
Once your sales channels, accounts links and product mappings are in place, you can then use Tradebox to pull down this listing information from Bigcommerce or from eBay.
To do this, go to Products > Import and select Products, then choose either your Bigcommerce or eBay channel as applicable. Clicking OK will start the process, which may take some time depending on the number of products on your site. Once complete, you are ready to start uploading.