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Graham McLauchlin

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Latest activity by Graham McLauchlin
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    Graham McLauchlin created an article,

    Troubleshooting - Tradebox Data Service hanging

    The Tradebox Data Service is designed to be running any time the main Tradebox user interface (UI) is open. For details on how the data service works, and especially if you run Tradebox on more tha...

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    Graham McLauchlin created an article,

    Setting up a Sage Accounts summary entries link

    Preparation The link with Sage sits in each sales channel integration you have created in the software. Before linking Sage with Tradebox you will need to: Create your Sales Channel(s) (integratio...

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    Graham McLauchlin created an article,

    Query Orders: How to resolve queries

    When processing in Tradebox, at some point you're likely to see orders go into Query status. Tradebox assigns this status automatically if there's something about a specific order that the program ...

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    Graham McLauchlin created an article,

    Refunds & Returns

    In a perfect world, all orders would be placed, paid, shipped, and then never need any further action. In reality, there will likely be instances where a customer requires refunding and this may al...

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    Graham McLauchlin created an article,

    Multi-currency processing in Tradebox One

    Each sales channel in Tradebox handles orders in a single currency. If you sell in a variety of currencies, you can create multiple sales channels of the same type and using the same credentials. Y...

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    Graham McLauchlin created an article,

    How does Tradebox One determine which nominal code to use?

    Tradebox's default behaviour is to read the nominal code and department for Sage posting from the Sage Product Record if there is one, or from a setting in the sales channel if no products are used...

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    Graham McLauchlin created an article,

    Tradebox Xmas 2017 Opening Hours

    Tradebox helpdesk normal opening hours are Monday-Friday 9:00-12:00 and again 13:00-17:00. During these hours we're available for support with the program and licence renewals by phone on 0191 2574...

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    Graham McLauchlin created an article,

    Version 1.0.71201.0 - Published on 01/12/2017

    The latest version of Tradebox is v1.0.71201.0, published on 01/12/2017.  You can select Support in the software to check which version of the program you currently have installed. A recent build (...

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    Graham McLauchlin created an article,

    Working with large datasets in Tradebox Finance Manager

    Introduction - Potential Problems Big datasets have to work harder; that’s a fairly universal rule of working with data. If you’re pushing the boundaries beyond what your software/infrastructure wa...

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    Graham McLauchlin created an article,

    Payment reference in Sage is blank or writes as 0

    Where the sales channel in Tradebox Finance Manager is set to raise customer receipts, the Payment Mapping screen gives several options for the type of reference to use on the receipt transaction i...