Overview:

This article guides you on setting up order posting based on Order Type in Webgility Desktop.

Webgility Desktop users can post Shopify orders according to their Order Type or say Order Type. To do this, users must set up the appropriate posting rules based on their order type.

Posting orders based on order 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 tracking the accounting system.

Follow the steps outlined below to configure these settings.

01. Go to the Connections section, select Accounting/POS/ERP, and then click Sync Settings.

02. Next, in the Orders, under Posting Rules, go to Post different based on.

03. Select the Order Type from the drop-down menu and choose the desired Order Type (DTC, POS, etc.) to post orders into QuickBooks using this selected Order Type. Click Setup.

04. Under Setup, you can define the template, terms, sales rep, transaction class, and chart of accounts from QuickBooks.

05. Click on the + icon to add other Order Types, if needed, and set up rules for it.

06. After all of the Order Types and their Setup rules are defined, it is mandatory to set up a rule for Anything else. Then click Save & Continue to finish.

Important: the new field is only available if your Sales Channel provides these data along with the orders downloaded after the 9.8.4 release. If you want to see the field values from your previous orders created before Nov 6, 2024 in the dropdown, please go to Connections and set your Download Orders Start Date to include those previous orders.

Note: For more information on posting rules, click here to learn how to configure Sync Settings.