Settings

Configurations

• Set up Account Default Settings
• Configure Primary Tax Label
• Enable Warn on Shipping

Company Details

• Update Company Details

Shipping

• Setting up Zonal Shipping

Branding & Documents

• Edit your Brand details and settings
• How do I translate my documents into a different language?
• Create Multiple Branding Themes

Email Templates

• How do I edit my confirmation email?
• Create Email Templates
• Why does the sent via field show in my emails?

Plans and Billing

• Can I extend my free trial?
• How do I update my Payment/Credit Card information?
• How do I upgrade my plan?
• How do I cancel my account?
• Account and Billing FAQ

Locations

• How to change the default Location
• How to set up a new location
• Managing Consignment Locations
• How to update stock location via CSV
• Change Location on a Purchase Order

Team Members

• Adding/ Editing Team Members
• User Permissions
• Advanced User Permissions
• How do I change the primary contact?
• Change a Team Member's Email Address/Password
• Reset password of your TradeGecko account

Currencies

• Set up new currency
• Update Currency Exchange Rate
• Which base currency should I choose?
• Buying and Selling in Multiple Currencies

Payment Terms & Methods

• Setting Up Payment Terms
• Set up the Default Payment Method
• Add a New Payment Method

Tax Types

• Apply Tax to Shipping Rates
• Set Up Tax Types
• Edit/Delete Tax Types
• Compound Tax
• Create and Apply Wine Equalisation Tax (WET)

Price Lists

• Managing Price Lists
• Updating Price Lists with Bulk Actions
• Updating Price Lists via a CSV upload
• Assign a Price List to a Customer/Vendor
• Set up Promotional Prices

Quick FAQs

• Does TradeGecko send automatic emails?
• Where can I set my user permissions?
• How do I find out who has created or edited a Product?
• Why am I receiving an error when uploading a Price List CSV file?
• How can I update an Account Owner?
• How to remove or edit footer notes?

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