Orders not posting to Sage 50 Checklist

Checklist if orders exist in Tradebox but do not post to Sage 50.

Please use this checklist to rule out the most common reasons for orders in Tradebox NOT posting to Sage 50.

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* 1. Address

Name

Company

Email Address

The following article provides guidance on how to verify the settings in this checklist; https://help.tradebox.co.uk/hc/en-gb/articles/360023744612

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* 2. Order has downloaded into Tradebox and has a Sage Ref of 0 in the Tradebox orders list?

The order is in Tradebox Orders List and has a Sage Ref of 0

The order is in Tradebox Orders List and has a Sage Ref other than 0

The order is not in Tradebox

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* 3. Go to the Channels list and check that the sales channel (the unposted orders are from) is ACTIVE.

Yes, the sales channel for the unposted orders in Active

No, the sales channel for the unposted orders was NOT Active

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* 4. Is Tradebox configured to post to Sage Automatically or Manually?

Configured for Automatic Postings

Configured for Manual Postings. I have selected the order(s) and clicked on the Post to Sage 50 button in the Orders screen

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* 5. Are there any recent entries in the ISSUES log that relate to problems posting orders to Sage or the sales channel in general that provide an indication of the issue?

I have checked the Issues Log and there are no entries relating to the missing orders.

I have checked the Issues Log and there are entries relating to the missing orders.

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* 6. Check that the Tradebox Data Service is running on the Service PC. If not reboot the Tradebox Service.

The Data Service is running

The Data Service was NOT running and has been rebooted

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* 7. Check the Accounts Link is set up correctly in the Sales Channel

The Accounts Link in the Sales Channel opens in the Postings Tab and is correct.

The Accounts Link in the Sales Channel opens in the Connection Tab and was not correctly connected.

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* 8. Do the unposted orders have an Order Status of Query?

No, they do NOT have an Order Status of Query.

Yes, the unposted orders have an Order Status of Query.

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* 9. Have the order statuses of the unposted order(s) been given permission to be posted to Sage?

Yes, the sales channel is configured to post the order statuses of the unposted orders to Sage.

No, the sales channel was NOT configured to post the order statuses of the unposted orders to Sage.

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* 10. Do the unposted orders have an Order Status of On Hold?

No, the unposted orders do NOT have an Order Status of On Hold.

Yes, the unposted orders have an Order Status of On Hold.

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* 11. Is the order DATE of the unposted orders 'prior to' the allowed posting date set in the channel configuration.

Dates of unposted order(s) are after the 'Prior To' date set in the channel configuration.

Dates of unposted order(s) are before the 'Prior To' date set in the channel configuration.