This article guides you on setting up order posting based on 'Store type' in Webgility Online.

Webgility Online users can post Shopify orders according to their store type. To do this, users must set up the appropriate posting rules based on their Store. Please follow the steps outlined below to configure these settings:

Posting orders based on store types such as POS Store locations, POS, and Web Orders is important for ensuring accurate financial reporting, streamlining operations, managing inventory effectively, and enabling targeted marketing strategies.

You can assign varied transaction types and distinct accounts while organizing incoming orders from the Sales Channel based on different Store locations.

1. Navigate to Sync Settings on the bottom left and click on Orders.

2. Next, proceed to the Orders tab to set up the posting configurations.

3. Select “No, use different types for posting orders” from the dropdown.

4. Select "Store" from the "Post Orders differently based on their" dropdown menu.

5. Here, you can establish various rules for order posting depending on different Store Types, allowing you to record orders either as invoices or sales receipts.

6. You can configure different transaction types for each Store status. If you have multiple Store types in your sales channel, like POS Store locations, POS and Web Orders, etc., Assign specific transaction types and posting rules to each store, including account types, sales reps, terms, and templates. Once done, click Save and then post orders based on Store.

Important: the new field is only available if your Sales Channel provides these data along with the orders downloaded after the 8.16.0 release. If you want to see the field values from your previous orders created before Nov 6, 2024 in the settings tabs, please go to Connections and set your Download Orders Start Date to include those previous orders.

Feel free to reach out to our Support team if you need additional assistance.