Automation Rules to Archive Orders

  1. 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, 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, then choose the time period in days, and click Save.

Automation Rules to Post Store Updates

  1. You can automatically post updates to your store after it is entered in QuickBooks. For example 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.

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