Finance Manager V4.5 released
Tradebox are delighted to announce the release of Finance Manager V4.5 which is full of new features designed to make financial integration with your online sales a little easier.
What’s new?
Magento integration
Configure FM to download sales from Magento. A full list of step by step instructions can be downloaded by clicking here.
Amazon Order File download
FM can now be configured to download the Amazon Order file (AOF) electronically from Amazon Seller Central. This requires a small change in the Amazon control panel but once done it will allow users to schedule FM to pick up the AOF every hour, if required. The electronic download is only applicable to Amazon Seller Central sellers and also does not support the electronic download of FBA files. A full list of step by step instructions can be downloaded by clicking here.
eBay SKU (Custom Label Field) Editor
FM now enables users to download their live eBay listings, edit the Custom Label Field (CLF) within the listing (by either entering free text or selecting the Sage Stock Code from a drop down list) and re-populate this information back to eBay, without stopping the listing. This can be achieved through the Tools menu option in FM.
Upload stock quantities to eBay
Available stock quantities from Sage can now be uploaded back to eBay Selling Manager Pro inventory at the touch of a button. This can be achieved through the Products section of the stacked tool bar on the left of the application by selecting: Upload – Upload quantities to eBay and selecting the appropriate eBay connection. The figure passed to the ‘quantity available to list’ in SMP is the free Sage stock quantity minus any active listings for the product in question. So, if stock number ABC123 has a free stock quantity in Sage of 30 but you have 5 active listings of this product on eBay, the quantity available to list in SMP will be 25. FM reads the free stock quantity from Sage at the time of processing so remember to update/post invoices to deplete stock levels first and also adjust any stock IN for deliveries prior to the upload. Only those eBay listing currently mapped to a Sage stock code will be available in the upload list.
Upload stock quantities to ChannelAdvisor
As with eBay, Sage stock quantities can also be uploaded to ChannelAdvisor for those products currently mapped to a Sage stock code. This feature can be accessed via the Upload option within the Products section of the stacked toolbar.
Amazon stock quantity file for upload
FM can create a stock quantity file for upload back to Amazon containing the Amazon SKU, Gross Sales Price and free quantity available in stock. This feature can be accessed via the Upload option within the Products section of the stacked toolbar.
Web stock quantity file for upload
Users can design their own file layout and create export files containing the data selected from Sage for upload back to a website. This feature can be accessed via the Upload option within the Products section of the stacked toolbar.
Order Discounts
FM can now accommodate Order Discounts in CSV import files. This is done by spreading the Order Discount proportionally across each item in the order. FM also handles item discounts off specific items in an order.
Direct Sales entry form
Direct Sales can now be entered manually in FM via a new Manual Order Entry Form located in the upper horizontal toolbar. Entering sales manually through FM allows direct sales to be compared and contrasted against online sales in the new Sales Channel Analysis graph. To use the Manual Order Entry Form, first set up a New Sales Channel selecting the ‘Manual Order Entry’ option from the drop down list.
Sales Channel Analysis
Compare the performance of selected sales channels in FM by quantity or value of total sales. Also, drill down to individual products and compare by sales quantity or value.
Automatic creation of Purchase Orders (PO's) for 'dropship' items
Individual products can now be selected in FM as ‘dropship’ items to enable the automatic creation of Purchase Orders (PO’s) in Sage 50 Accounts Professional. This setting is applied to each connection in the Transaction Postings section of the Sales Channel Record. Once done, individual products can be selected as dropship items by marking them as ‘direct’ in Product Mapping. This setting will automatically create PO’s in Sage to the supplier of each product, for delivery to the buyer for each individual item sold.
Adoption of Foreign VAT rates
If your overseas sales have gone beyond the VAT threshold of a specific EU country you may become liable to pay the appropriate VAT directly to this country. A new feature under the Settings menu in FM allows you to allocate a separate tax code against a specified EU country and ensure the correct VAT level and tax code is used.
Queue.dta
Annoyingly, sometimes you may need to delete the Queue.dta file to reset the Sage login. This can now be done via FM by right clicking on the sales channel connection and choosing ‘Delete Sage Queue File’. Please remember to close all instances of Sage first and then ensure you log back into Sage as soon as the file has been deleted.
Product mapping import/export
The product mapping section has been improved to include whether specified products should be marked as dropship items and also to show the product supplier. Mappings can now be exported and imported in a csv file.
New guides in Help Menu
Clicking on the Help menu will now provide you with access to step by step guides to setting up a connection to a specified sales platform. There is also a raft of new generic documents to guide you through setting stock in Sage or creating a compatible web order file.
Unposted and Pending Sales
New additions to the stacked toolbar in FM allow you to see the number of orders classified as, unposted, pending or complete and instantly access one of these lists.
Picking and Packing list changes
Slight changes to the picking and packing lists now reflect the quantity required for each item and also the quantity available in stock.
Web Order Import file
The csv import connection now supports the concatenation of first and last names as well as shipping and billing address lines. The source of the sale and the ability to specify nominal codes against each order are also now available.
Dashboard and graphs
The trading dashboard and graphs have had a slight revamp with the incorporation of the Sage stock number in product lists and the ability to drill down into graphs through the dashboard. Selecting to ‘group by Sage Code’ in the dashboard section of the settings screen allows external SKU’s relating to the same Sage stock code to be grouped together for reporting purposes.
Use Variation as title
Variations in Multi Variation Listings (MVL) on eBay can now be automatically added to the sales title and invoice in Sage. To apply this setting, select to change the eBay Sales Channel Details within the Sales Channel record.
Improved 'software updates' notifications and installation.
Downloading and installing FM is now easier and can be done in a few simple clicks from the website without having to extract files.
Message & news notifications.
Finally, we are endeavouring to keep all of our customers, prospects and partners up to speed with any future changes. The message and news entries in the stacked tool bar will now turn bold if there is anything we would like to communicate with you and indicate how many news/messages there are.
To download and install Finance Manager V4.5, please follow these step by step instructions:
- Download Finance Manager by clicking here.
- Allow the Tradeboxsetup.exe to run.
- As a default, this will install the latest build of the Tradebox Finance Manager software into C:\Program Files\Tradebox\Tradebox Finance Manager. If you are an existing user of Tradebox Finance Manager, ensure the latest build is installed in the current Tradebox installation folder (this location is held under Help and About in Finance Manager).
- 4. When the installation wizard has finished click on: Start – Programs – Tradebox – Tradebox Finance Manager to run the application.