Follow

Inventory Choice

When setting up Tradebox One you will need to decide on how you wish to handle inventory (products and stock levels). This choice is intrinsic to how the software will operate and will also have an impact on the features the software can perform, now and in the future. These are your choices:

 

No Inventory

If you choose 'No Inventory' there will be no requirement to set up products in Tradebox. Any features associated with a product will not be available. In effect you will have a system that will provide order management and financial integration with your Accounts software. These are the main points to consider if you choose 'No Inventory':

  • No list of products or stock levels
  • No ability to perform different VAT calculation based on what has been sold
  • No ability to adjust stock levels and pass these back to Sales Channel
  • No product-based analysis
  • Restricted to creation of Service Invoices in Sage 50 Accounts

If you are looking for a simple solution, financial integration only, sell non-physical goods with the same tax treatment, or you use another system already for products and stock control, then this may be the best option for you.

 

Tradebox Inventory

If you choose 'Tradebox Inventory' you will need to set up your products and stock levels in Tradebox. This can be done manually, via a spreadsheet import, from Sage or (where there is an API integration) from the online sales channel. Any upload of stock levels will take their quantities from the stock level in Tradebox. These are the main points to consider if you choose 'Tradebox Inventory':

  • Stock levels can be passed to Sales Channels from Tradebox if desired
  • Product VAT status included in VAT calculations
  • Ability to create Service/Product Invoices or Sales Orders in Sage
    • Can sell a mix of vatable/non-vatable in Sage without using Sage stock control
  • Stock movements available in Sage
  • Product-based reporting - e.g. top selling sku's

 

Sage Inventory

If you choose 'Sage Inventory' your stock levels will be taken from Sage and passed to the Sales Channels you are integrated with (where an API connection exists). Products will need to be set up in both Tradebox and in Sage to facilitate a mapping between the online SKU and the Sage Product Code. These are the main points to consider if you choose 'Sage Inventory':

  • Stock levels can be passed to Sales Channels from Sage if desired
  • Product VAT status included in VAT calculations
  • Ability to create Service/Product Invoices or Sales Orders in Sage
  • Stock movements available in Sage
  • Product-based reporting both in Tradebox and in Sage

 

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

Comments

Powered by Zendesk