Overview of the Scheduler in Webgility Desktop
The Scheduler is a powerful automation tool that works independently from Webgility Desktop.
It offers automation capabilities for various e-commerce management tasks, such as seamless order and inventory syncing on a regular basis.
By leveraging the Scheduler's features, you can streamline your e-commerce operations and enhance efficiency in managing your online store.
In this article, you will gain insights into how to effectively configure Webgility automation using the Scheduler and explore its different aspects.
To launch the Scheduler from within the Webgility Desktop application, log in to the Webgility application.
Once logged in, you'll find the Scheduler Indicator button located in the upper right corner, next to the store selection drop-down.
Clicking on this icon will open a new window and provide two options to choose from:
Start Scheduler
Review Settings
If you have already configured the Scheduler before, then you can directly click on the Start Scheduler option, otherwise, choose the Review Settings option.
The clock icon will turn amber as soon as you select the Review Settings option, indicating the Scheduler is on standby. After you start the Scheduler, the icon will turn green, indicating that it is running.
Clicking the icons below will launch the Scheduler, changing the color to green and indicating that the Scheduler application is running.
Scheduler off:
Scheduler On:
Scheduler Running:
Note: When you start the Scheduler, it will ask you to configure the settings.
Scheduler Configuration Window
Similar to the Webgility Desktop application, the scheduler configuration window has a section for selecting a specific sales channel and configuring each in its own specific manner.
This section is further divided into four segments:
1). Get Latest from Store: This enables the automation to download the latest orders from your stores. This also allows the user to adjust the timing intervals for downloading orders, items, and other accounting configuration data from the store.
2). Post Updates to QuickBooks and Store: This set of configurations will help users enable automation for posting orders to the accounting system, retrieving tracking IDs from the accounting system, and sending tracking information back to the sales channel.
Note- This feature will only work if Quickbooks Shipping Manager is configured in Webgility Desktop. Here is the article on how to configure Quickbooks Shipping Manager.
3). For the Amazon Marketplace, this set of configuration settings also has the option to enable automation to download and post Settlement Reports for the expenses and fees.
There is also an option to enable automation to download accounting system updates such as customers, items, and other data at regular intervals.
4). Products and Inventory: This set of configurations allows users to enable automation for product price and/or quantity synchronization between the accounting system and the online store.
Backup your Data
Enable automatic backups of your Webgility Database.
Note - If Webgility Desktop is used on multiple computers, then the backup will only be created on the server computer, regardless of which system the backup process is initiated from. Please ensure that a backup folder is created and selected to allow for overwriting of old backups.
Settings: You can control popup notifications for Scheduler processes here—consider hiding them due to frequent alerts. For Scheduler activity, review C:\Webgility\UnifyEnterprise\SchedulerLog. Additionally, customize app behavior, including startup launch and email reports for Scheduler data.
After it is configured fully, you can click Start Scheduler.
Scheduled Queue
The Scheduler includes a feature called the "Scheduled View," which serves as a temporary holding area. The orders will be downloaded from your store to this queue automatically and will be posted automatically. Here is a detailed article about Scheduled View.
Note: When consolidated posting is enabled, there is no Scheduled view. Orders will remain in the "New Orders" tab and will be posted from there..
Accessing the Scheduler from the Windows System Tray
When the scheduler icon in the Webgility application is Amber or Green, it means the Scheduler is running and can be accessed from the Windows system tray.
You can use the system tray to perform scheduled tasks in the background.
How to Start or Stop the Scheduler
There may be situations where you need to stop the automation (scheduler), such as when updating the Webgility application or making changes to the configuration.
Conversely, if the automation is ready (indicated by an amber color icon) but not running, you may want to start it. Here's how you can accomplish that.
1). Click on the Windows System Tray Icon as shown below.
2). You will find the Scheduler Icon. Right-click on the icon.
3). To enable automation click on Start on the pop-up menu.
4). You can stop the automation by clicking on Stop.
5). Once the automation is stopped, you may quit it by clicking on the Exit.
6). Today’s Logs will let you view the scheduler log for the current day.
Notes:
The Scheduler will run even if Webgility Desktop is closed.
Start the Scheduler by clicking Start in the Scheduler dialog box after launching the application.