TradeGecko Sign Up Form

1. GENERAL SETUP
Please complete the basic information below and Optimization Business Group will create a TRIAL account for you with TradeGecko.

1.1. General Information
1.2. Contact Information
1.3. Address information
2. LOCATIONS
Specify any of your company addresses that you may include on your sales orders, invoices, or purchase orders. This include additional billing addresses or warehouses.
3. USERS
Please list the details for each TradeGecko user & specify their role in the company. Will they be Admin and be given access to the complete account? Are they focused on Sales, and manage customer relations and enter customer sales? Are they in the Warehouse and manage inventory, shipping and other processes in the warehouse?
4. CURRENCIES, PAYMENTS AND TAXES
4.1. Currencies
Please list all the countries that you either buy from or sell to. Also select whether you have multiple retail, wholesale or buy prices for any of these countries.
4.2. Payment terms
Payment terms determine when your sales invoices are due for payment. TradeGecko allows you to create many payment terms and assign these to your different customers. You can choose for payment terms to be due a certain number of days from the Invoice Date or End of Month.
4.3. Payment methods
Please specify the payment methods you accept.
Cash
Credit Card
Paypal
Cheque
Bank Transfer
Others,if any
4.4.Taxes
Please specify the taxes that you use in your purchasing or selling process. Use the notes section to specify whether it’saPurchase, Sales, orevenacompoundtaxthathasmultiplelines.
Tax Name
Tax Code
Notes
5. INTEGRATING SALES CHANNELS
Which sales channels are you looking to integrate with TradeGecko?
Shopify
Magento
Amazon
Bigcommerce
B2B
Woocommerce
Others, Specify
 
6. INTEGRATING ACCOUNTING
 
7. INVENTORY
 
 
 
8. CUSTOMER AND SUPPLIER INFORMATION
 
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