You can configure a series of default values to use in key areas throughout Tradevine. You can access the Trade Settings screen via the Settings icon at the top of any screen.
Organisation Settings
If you are using a DYMO printer then you should set the printer to use for your product and shipping labels.
You can also set the templates to use for your product labels and your shipping labels.
Product Settings
Enable Inventory by default on new products
When creating new products Inventory Tracking will be set to ON by default.
Default Markup Percentage
The default markup to be applied to new products. You can configure either a default markup or a default margin.
Default Margin Percentage
New products will be created with a default margin. You can configure either a default markup or a default margin.
Default Unit of Measure
The default unit of measure to apply to all your new products.
Barcode Type
Your barcode reader’s encoding format.
Product Labels
You will need a DYMO printer installed and the printer to use should already be set in the Organisation Settings panel.
You can use our default template or your own custom template. You can download the standard template by selecting the Dymo link. For DYMO files, ensure the file is saved as a LABEL type file and not an HTM type file. You should restart your web browser for the printer to kick in. In Internet Explorer, you may have to also allow access, if prompted.
To upload your own template, select the Upload custom label link. Ensure Use custom label is set and remember to save.
You can configure your own DYMO template.
Customer Settings
Customer Name casing
Sets the default casing for the names of any new customers. You can opt to leave the name untouched or format the name in UPPER CASE, lower case or Camel Case.
Customer Address casing
Sets the default casing for the addresses of any new customers. You can opt to leave the address untouched or format the name in UPPER CASE, lower case or Camel Case.
Apply to current customers
This will reformat all your existing customers and addresses with the casing selected in the Customer Name and Customer Address dropdowns.
Sales Order Settings
Manually approve sales orders
Setting this ensures all sales orders must be manually approved. This is especially useful for ensuring orders, which were automatically created from a selling channel sale are authorised before any shipping takes place.
Include shipping in metrics
Sets whether to include or exclude the SHIP product from the reporting metrics.
Disable all order combining checking
Set this if you do not want sales orders from the same customer to be automatically combined.
Invoice Types
You can preview and choose the sales invoice PDF template to use.
Shipping Settings
Default Courier
Sets the default courier for your Shipments. The setting kicks in for all new shipments created after setting the default courier.
Post Haste Account Number
If you have a Post Haste account number then you should set this so that it defaults through to your shipments. This helps us to work out which tracking URL to use so that your customers can see their shipment tracking progress on the Post Haste website. If you use pre-paid Post Haste tickets instead of an account, then you don’t need to complete the account number.
Shipping Labels
You will need a DYMO printer installed and the printer to use should already be set in the Organisation Settings panel.
You can use our default template or your own custom template. You can download the standard template by selecting the Dymo link. For DYMO files, ensure the file is saved as a LABEL type file and not an HTM type file. You should restart your web browser for the printer to kick in. In Internet Explorer, you may have to also allow access, if prompted.
To upload your own template, select the Upload custom label link. Ensure Use custom label is set and remember to save.
You can configure your own DYMO template.
Document Customisation
You can append your own spiel to the bottom of the sales order confirmation PDF and the sales invoice PDF. Note: the content is not displayed within the sales emails, only on the PDF documents.
Be aware that Adobe will format any webpage links with both the text and the URL path. This is beyond our control.
Sales Order Confirmation
Use this to format some footer text or images to the bottom of your sales order confirmation PDFs. You can format this in plain text or use the HTML formatting bar.
Sales Invoice
Use this to format some footer text or images to the bottom of your sales invoice PDFS. You can format this in plain text or use the HTML formatting bar.