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How to set up posting configuration based on the store in Webgility Desktop

This article helps Webgility Desktop users post orders based on their sales channel locations by configuring appropriate posting rules. By setting up location-specific rules according to the sales channel type, users can assign different transaction types and designate distinct accounts. This setup allows for better organization and tracking of incoming orders from multiple locations available within a single sales channel, ensuring accurate accounting and streamlined order management.

 Steps to configure
 

Please follow the steps outlined below to configure these settings:

1. In Webgility Desktop navigate to Connections > Accounting/POS/ERP, then Sync Settings.

 

2. Next, proceed to the Orders tab to set up the Posting Rule.

 

3. Within the "Select the transaction type for posting order" section, choose the radio check box to enable the option and select the Store option from the dropdown menu.

 

4. Here, you can establish various rules for order posting depending on different Stores, allowing you to record orders either as estimates, invoices, sales orders, or sales receipts.

 

In the "When Store Is" dropdown, choose the Store location, and in the "Use the transaction type" dropdown, select how the order should be recorded in QuickBooks.

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 table, please go to Connections and set your Download Orders Start Date to include those previous orders.

5. Select the setup option for each rule to specify the details of each transaction type.

 

6. Configure the other settings of Posting Rules, Transaction Settings, and Optional Settings. Once configured, click "Save & Continue" at the bottom to proceed to the Product setup.

 

Note: Post a few transactions from each store to confirm that the settings meet your requirements once they are configured. Adjust or fine-tune the settings as needed.