How to Move Orders to Scheduled from New Orders

Webgility Desktop's automation feature automatically queues orders into the Scheduled tab. This helps streamline workflows and ensures the timely processing of orders with minimal manual intervention.

However, in scenarios where automation is interrupted or certain orders fail to queue as expected, Webgility Desktop also supports a manual override. You can manually move orders into the Scheduled tab, allowing them to recover and continue processing, thus avoiding further manual operation.

This dual approach—automatic by default, manual when needed—offers both efficiency and control, ensuring a smoother and more reliable orders scheduling experience.

Step 1. When you download orders manually by clicking “Get New Orders”, orders are downloaded into the “New Orders” section. They then have to be posted to the accounting system manually by clicking Post to QuickBooks.

Step 2. If you already have the Scheduler configured to download and post orders, the new orders will be downloaded automatically and populate under the Scheduled tab.

Step 3. If you find orders in the New Order tab that are not posting to QuickBooks, or not going to the Scheduled tab, you can manually move them to the Scheduled tab for automatic posting to QuickBooks.

Step 4. Go to the New Orders tab and select the order/s, Right click and click Schedule for accounting Posting.

Step 5. The selected order/s will move to the Scheduled tab and with the next automation cycle, and will be posted automatically to the Accounting system.

If you want to move any order from the Scheduled tab to the New Orders tab in order to stop the automatic posting to the Accounting system, follow these steps:

Step 6. If this step does not move the orders to the New Orders tab, take these steps:

If the problem persists, contact Webgility Support for further assistance.