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Tradebox One set up

This article describes the initial set up of Tradebox One. Full instructions on setting up integrations to sales channels can be found in the Channel Integration Guides section.

When you open Tradebox for the first time you will be presented with a Tradebox Logon box. The username is TBUSER and has no password. A password can be created later via Maintenance > Security.

  

 

First, you will be given the choice to set up a new Tradebox company or to use existing data.

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Install Tradebox for the first time will create a blank company in Tradebox One for you to set up from scratch.
Install Tradebox and connect to an existing database should only be used if you already have Tradebox One set up somewhere on your local network and are currently connecting an additional PC to that data.
Install Tradebox and upgrade the data from an existing Finance Manager installation is for users migrating from our old software Tradebox Finance Manager and will preserve settings, preferences and the last 30 days of order numbers to minimise the risk of duplicate orders being downloaded.
If you are an existing user who is upgrading, make sure you follow the Upgrading from Finance Manager guide which contains important information relevant to your process.
Restore from an existing backup will restore the database and all settings from an existing TBv1 backup. This only applies to backups taken in TBv1, not Tradebox Finance Manager.

The program will also prompt for your serial number:

  • Use TBTRIAL if you're trialling the software. The trial licence runs for 14 days and offers up to 5 sales channels. You can only use this key once; if you need to discuss your trial period then contact Tradebox Sales.
  • Use TBFREE if you're using our Community edition. This licence is restricted to a single sales channel and 50 orders per month, find out more here.
  • If you've purchased the software already or had a valid Tradebox Finance Manager licence, enter the serial number we've given you. If you're upgrading from Finanace Manager on the same PC this will be populated automatically.

You will then be presented with a setup wizard prompting you for company and contact details. Many of the fields are required and are used on documentation such as invoices. If you are VAT registered, you must input your VAT number to access TBv1's VAT rules.

 

The next screen deals with your choices for VAT, accounts package to integrate, and inventory (where you want the products and stock levels to come from - Tradebox, your accounts package or neither), see Inventory Choice for details. Note that the VAT setting is only a default and will be overridden by product if you sell a mix of VAT/Non-VAT goods and by regional settings for EU and Rest of World sales.

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The final screen of the wizard provides a description of how the Tradebox Data Service works and requires an acknowledgement of understanding and accepting the statement to finish the wizard.

 

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If you've chosen to use Sage as your stock control system, before the wizard completes Tradebox will retrieve your product information from Sage. You'll be prompted for a logon; this needs to be a logon that you've created with full access within Sage. Either the user logon or the service logon will suffice for this one-time process; see our configuring Sage guide for details.

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Note - this may take some time. Many of our users have large product lists; we've timed an import of 1,000 product records from local Sage data at around 25 minutes though it's not as straightforward as taking x seconds per product. If you wish to, it's fine to use the Cancel button to skip and set it running later via Products > Import > Products > From Sage.

 

Finally, if this is the first PC you've installed Tradebox One on, the program will inform you that the Tradebox Service needs to be set to run. If you run a standalone PC, say yes to this prompt. If you run Tradebox in a network environment, the PC or server that holds the database would normally be the one to control the service. See our guide to the data service for more details.

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Upon completion of the setup wizard you will be presented with a blank copy of Tradebox One if starting from scratch. If you have upgraded you will see your sales channels but no orders. You will notice that the company name provided in the wizard is presented in the top left of the program. All of the settings established in the wizard can be accessed via Configuration > Company. This page also includes the option to attach a company logo which will appear on invoices and other documents.

 

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At any time, you can reopen Tradebox from Start > All Programs/Apps > Tradebox > Tradebox One. You may wish to pin the program to your Windows taskbar or start menu.

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The next stages to consider are setting up integrations to online platforms (Channels) and setting up stock in Tradebox (if applicable).

 

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