Country settings - Walkthrough

  • Updated

Introduction
This article explains how to set up and manage country settings in TRAEDE. Country settings help ensure that important details—such as VAT, currency, and bank accounts—are automatically applied when creating customers. This guide is useful for all TRAEDE users responsible for maintaining master data and financial configurations.

 

 

Access your country settings

  1. Go to Settings in the main menu.

  2. In the left-side column, select Country settings.

Here you will see a list of countries already added to your TRAEDE environment.

 


Add a new country

  1. Click Add country.

  2. Select the country you want to add (e.g., Sweden).

  3. Click Create.

 


Configure country details

After creating the country, you can fill out multiple settings specific to that market. These settings will automatically apply when you create a customer with that country assigned.

Key fields include:

  • VAT

  • Currency

  • Bank account

  • Handling fee

  • Handling fee on credit notes

If a field is left empty, it will default to 0.

 


How country settings affect customers

When you create a new customer under Master data, TRAEDE automatically applies the selected country’s default settings to the customer’s Sales tab.
For example, if Sweden has a specific handling fee set, this value will appear automatically in the Swedish customer’s sales settings.

 


Recommended setup

We recommend that every country includes at least:

  • VAT

  • Currency

  • Bank account

Other fields are optional depending on your business requirements.


Save your changes

When finished, remember to click Save to ensure all country configurations are stored correctly.

 

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