Follow

Configuration - Sage tab

The Sage screen allows you to configure how information from your online orders is presented in Sage, for example, how the addresses should be laid out and what information should be posted to optional fields.

Sage.PNG

 

Customer Record - Registered Address

If using individual customers, this allows you to configure how the registered address appears when the account is first created.

Customer Record - Contact Information

This allows you to configure how the contact information appears when a customer account is first created.

Customer Record - Email Settings

This fills out the Email Settings & Addresses section in the Sage customer account. This can be populated with up to two email addresses and Tradebox can also fill out the email and transaction email tick boxes.

Invoice/Order - Billing Address

This allows you to configure the billing address as it will appear on the Sage invoice or sales order.

Invoice/Order - Shipping Address

This allows you to configure the shipping address as it will appear on the Sage invoice or sales order.

Invoice/Order - Customer Order Details

This configures the Customer Order Details section that appears on the Order tab of the Sage invoice or sales order. 

Invoice/Order - Custom Fields

This fills in the custom analysis fields that appear on the Order tab of the Sage invoice or sales order. 

Invoice/Order - Notes

This allows you to choose three fields to fill the notes section on the Order tab of the Sage invoice or sales order.

Invoice/Order - Lines

This allows you to choose what, if anything, you would like to appear on the Comments fields on the individual order lines of the Sage invoice or sales order.

Invoice Numbering

When posting to Sage, Tradebox will automatically pick up the next available invoice/sales order number in the list. However if you have, for example, separate ranges of numbers specified for invoices and credits, ticking this box will allow Tradebox to follow those rules.

Purchase Orders - Notes

Allows you to choose what fields appear on the notes of a purchase order. 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk