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.
Account Reference Generation
If you've chosen to create individual customers in Sage, this section deals with how the account reference will be generated. The mask is made up of @ representing letters, and £ representing incremental numbers. You can also choose your preferences in order of which field you would like to use to generate the reference.
The example above would give you the first five letters of the Company Name followed by three incremental numbers. If no company name was provided, it would use the surname and so on. You can also choose whether to use the billing or shipping address to generate the reference.
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.
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.