To prevent duplicate entries in Sage, Tradebox records the number of each Sage invoice or sales order that it has created against the order in Tradebox. Once an invoice or sales order number has been attached to the order, then Tradebox will never attempt to post it to Sage again.
However, there may be certain situations where you need to post orders to Sage for a second time, for example if you restore an earlier backup in Sage but don't have a matching Tradebox backup to restore to.
There are a couple of ways that you can do this in Tradebox One. Before doing any resetting, we would strongly recommend taking a backup of Tradebox using the Backup Database option in Maintenance, and also making sure that you have a current backup of Sage.
Through the orders list:
To reset through the orders list, simply select the orders you want to reset, and click the Reset button from among the grey buttons running across the top:
You can use Ctrl + Click to highlight multiple orders, or Ctrl + Shift to highlight a range. Alternatively, you can use the filters to generate a list of the orders you want to reset and press Ctrl + A to select all, then click Reset.
As you can see the Accounts No. in the far right column has now been reset to 0 for the selected orders, which will allow the orders to be posted again:
The orders will then be posted to Sage once more either as part of the service loop, or, if you have manual Sage posting turned on, then they will be posted when you click the Post button on the Orders list.
Through Maintenance - Reset Order Postings
To quickly reset orders in bulk, there is another option in Maintenance, called Reset Order Postings.
Selecting this gives you the following dialogue box:
This gives you the following options:
Reset orders with a Sage invoice or sales order number greater than x
Reset orders with a Sage invoice or sales order number between x and y
Reset orders with a sale date greater than a specified date
Reset orders with a sale date between two specified dates (inclusive)
You can also choose to reset only for a certain sales channel, or for all sales channels.
Once the orders have been reset, they will then be posted to Sage either as part of the service loop, or, if you have manual Sage posting turned on, then they will be posted when you click the Post button on the Orders list.