How to Configure Automation Rules to Archive Orders and Post Updates
Automation Rules to Archive Orders
You can automatically archive orders by navigating to Orders> Automation Rules> Archive Orders.
2. Select Yes, then select When Webgility should archive the orders. For example, Post To Quickbooks and then click Save.
3. There is a setting to automatically archive orders after a selected time frame. To enable this select Enable auto-archive for orders, choose the time period in days, and click Save.
Automation Rules to Post Store Updates
You can automatically post updates to your store after they are entered into QuickBooks. Such as the shipping tracking ID. To do this navigate to Orders> Automation Rules> Posting Updates to Store.
2. Then select Yes under Would you like Webgility to automatically post orders to the store in the future? After this action is performed, select the option you would like taken once the orders are posted.
Automation Rules to Post Payout Settled
You can automatically post Payout Settled after it is entered in QuickBooks. For example, if you want to mark the payout settled after completing the posting. To do this navigate to Orders> Automation Rules> Payout Settled.
2. Then select Yes under Would you like Webgility to automatically mark payout settled after complete posting? After this action is performed, select the option you would like taken once the orders are posted.
Note: Please contact our support team if you have any questions or need more help.