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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 at in the Channel Integration Guides section.

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

  

 

After typing in TBUSER and selecting OK you will be given the choice to set up a new Tradebox 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. This option will not bring across any historic archive of order details, customers or products.
If you are upgrading Finance Manager data, we strongly recommend stepping through each Sales Channel to check the settings and the global settings in Configuration > Preferences before activating your channels.

Note - ChannelAdvisor and Paypal channel types that were previously offered in Tradebox Finance Manager are no longer supported in Tradebox One. Contact Tradebox support for further details.

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. For the pre-release period, use the key TN175967. This key is valid until Tradebox One launches to market in Q2 2017.

 

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 obtain access to TB1's VAT rules.

 

The next screen deals with your VAT settings, if you wish to handle stock control, and if so, where you want the products and stock levels to come from (Tradebox, Sage or None). 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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Upon completion of the setup wizard you will be presented with a blank copy of Tradebox One if starting from scratch, or, 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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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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