Introduction
This article explains how to set up default country settings in TRAEDE. These settings will be applied to all B2B customers located in the selected country. You will learn how to add a new country, edit existing country settings and define default values such as currency, bank account and payment terms.
Adding or editing a country
Go to Settings from the TRAEDE home screen.
Navigate to Country settings.
If the country is not already on the list:
Click Add country in the top-right corner.
Select the country from the dropdown.
Click Create.
If the country is already listed:
Click Edit next to the country you want to update.
Setting default values for a country
Within the country settings, you can define default data that will automatically apply to all customers in that country.
We recommend setting the following:
Currency
Bank account
Payment term
Once the default values are in place, click Save.
Repeat for all relevant countries
Repeat the process for every country where you have at least one B2B customer.