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

Posting orders based on order or business types such as DTC (Direct-to-Consumer) and POS (Point of Sale) or B2B, B2C is important for ensuring accurate financial reporting, streamlining operations, managing inventory effectively, and effectively tracking them in the accounting system.

1. Navigate to Sync Settings > Orders

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

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

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

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

6. You can configure different transaction types for each business status as shown below. If you have multiple Order types in your sales channel, like DTC, POS, etc., then you need to configure the transaction settings for each payment status type.

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.