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Customer Mapping Errors

"Could not update sale XXXXXXXXXXXX as Tradebox was unable to find the relevant customer account - XXXXXXXX"

 

If you have configured Tradebox to automatically generate Customer Accounts (A/C) in Sage, the program will make a record of every Sage Customer Account each sale was posted to. If that customer subsequently buys from you again, Tradebox will post the new sale to the same customer account. This message occurs if the relevant customer account has either been deleted in Sage or if a backup has been restored in Sage taken prior to the customer account being created.

 

If you still wish to create individual customers in Sage, do the following:

  1. In Tradebox, go the Sales Channel List and double click on the relevant Sales Channel - this will open the Sales Channel Record screen.
  2. On the left hand side, click on the Customer Mapping link.
  3. When the mapping screen loads, select the 'Sync with Sage' button which will start a process that will recreate any customer accounts recorded in Tradebox which no longer exist in Sage.
  4. When complete close the Sales Channel Record and select the Post to Sage option from the Operations menu.

 

If you have moved away from individual customers and have configured Tradebox to simply use a single generic customer account in Sage, you need to:

  1. In Tradebox, go the Sales Channel List and double click on the relevant Sales Channel - this will open the Sales Channel Record screen.
  2. On the left hand side, click on the Posting Accounts link.
  3. Tick the Auto Generate box but do not save. This will open the Customer Mapping link in the sub menu. Click on it
  4. When the customer mapping screen loads you should see that all individual customers are mapped to the single generic customer. Click on Save.
  5. When complete close the Sales Channel Record and select the Post to Sage option from the Operations menu.

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