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Configuring your account >

Before getting started it is recommended that some basic account settings be configured. To configure your account:

  1. Hover over the account menu and click 'Admin'.
  2. Select the 'Business' tab.
  3. Enter in your business details including your business name, website, address and business contact information.
  4. If required, update the 'Prefix' field which determines the invoice number as it appears in Xero. E.g. a prefix of 'KPG' will result in Xero invoice numbers 'KPG00000X', where X is a unique number.
  5. Adjust the default 'Discount type' and 'Discount rate' which is used as the default value when new customers are created in TradeKit, or imported from Xero.
  6. When finished click 'Update'.

In addition to your business details, it is also recommended that you update your standard terms that will appear on local TradeKit invoices (not applicable for Xero invoices). To update your standard terms:

  1. Select the 'Terms' tab.
  2. Update the Quote, Invoice and Estimate terms as appropriate.
  3. When finished click 'Update'.

Uploading supplier product lists >

Supplier product lists can be uploaded to your TradeKit account, allowing you to then add items from those product lists to a given job. All product lists are supported provided they are in CSV (Excel) format.

To upload a new product list:

  1. Hover over the account menu and click 'Admin'.
  2. Select the 'Products' tab and then click 'Upload product list'.
  3. Click 'Select a CSV file to upload' and select the appropriate file.
  4. Enter a 'Product list name' - this will be shown when searching for items from the product list.
  5. Adjust the 'Item code', 'Description', 'Qty type', 'Cost price', and 'Retail price' column numbers to match the CSV file you are uploading. For example if the product 'Description' is the third column in your CSV file (column C in Excel), set it to 'Column 3'.
  6. If the CSV file you are uploading contains column headers (e.g. a text description of the column such as 'Part No.'), tick the 'This product list has column headings' option.
  7. If the description fields in the CSV file you are uploading do not contain a qty type (e.g. EA, 4pk, per meter), tick the 'Append qty type to the end of product descriptions' option.
  8. Click 'Submit'.

After uploading a new product list, it's recommended that you add some items to a job and double check that everything looks correct, paying particular attention to the cost price and retail price fields.

Connecting to Xero >

TradeKit integrates with Xero to allow you to seemlessly create and manage Xero invoices and payments. To connect your TradeKit account with Xero:

  1. Hover over the account menu and click 'Admin'.
  2. Select the 'Xero' tab.
  3. Click 'Connect your TradeKit account to Xero'.
  4. Enter your Xero email address and password and click 'Login'. If prompted to approve the login request by the Xero authenticator app on your phone, click approve.
  5. When prompted if you would like to allow TradeKit to access your Xero account, click 'Allow access'.
  6. Confirm that Xero is now connected by selecting the 'Xero' tab again. If required, adjust the Xero settings and click 'Update'.