Dashboard
On the left navigation panel, you'll find tabs for the Dashboard, Accounting, Products, and Analytics pages.
The Dashboard showcases key business metrics such as cash flow, revenue by channel, profit and loss, expenses, orders posted, and recent orders.
Discover more about the Dashboard here.
Accounting
On the Sales > Orders page, you can review your transactions before posting them to your accounting solution.
Analytics
The Analytics page provides comprehensive statistics about your business, including total sales, total orders, sales tax, total shipments, trending products, product sales by region, top customers, returning versus new customers, and more.
Products Catalog
If you have Webgility configured to post orders as individual sales receipts or invoices, you'll find a Products Catalog section where you can map, sync, and manage your product catalog.
Settings
In the bottom left of the main navigation, you'll find the Settings tab. Here, you can add sales channel and QuickBooks connections, adjust accounting posting settings, and enable or disable automation.
Pro tip:
1). For connecting sales channels refer to the screenshot below.
2). Webgility Online offers two methods for posting orders: simple or journal entry posting and detailed or transactional posting.
For setting up and updating the automation settings, you can refer to the articles mentioned below:
Set Up Automation for Transactional Accounting in Webgility Online
How to change your automation frequency in Webgility Online
How to Sync Inventory with Webgility Online using Automation
In the bottom right corner, you'll find a Help button. Click the icon to get answers to your questions by connecting with our customer success team or accessing help articles and videos.
In the top right corner, the drop-down menu allows you to select or switch between your sales channels, as shown below.
You can also manage your account by clicking the person icon in the top corner.
For additional assistance, please contact Webgility Support.