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How to Filter Downloads of Specific Orders From a Source or Channel

This article helps Webgility Desktop users filter and block specific orders from certain sources or locations in Webgility Desktop. It explains how to configure settings that prevent unwanted orders from being downloaded or posted to the QuickBooks Desktop. This feature is especially useful for businesses managing multiple order sources on their website and looking to exclude internal test orders, promotional channels, or non-revenue-generating sources from their accounting data. By setting up source- and location-based filters, users can ensure only relevant transactions are processed, improving data accuracy and operational efficiency.

Overview:

Orders on a website are typically placed through a variety of sources. These orders can be seen on the back end of your website where orders from all different sources or locations get accumulated.

It is frequently required to have the ability to disregard orders coming from particular sources or places and stop them from being posted to your accounting system using Webgility Desktop.

With the help of this functionality, you can set up Webgility to block downloads from particular locations and sources.

Step-by-Step Setup

1. Download Orders from All Sources
Before you can filter orders, Webgility must first recognize the different sources or locations used on your website.

  • Open Webgility Desktop.

  • Go to the Dashboard tab.

  • Click the arrow beside Get New Orders (bottom-left corner).

  • Choose either:

    • Orders by Range – to download recent orders

    • Orders by ID – to fetch specific order IDs

2. Access Additional Settings
Once orders from all sources have been downloaded:

  • Go to Connections then Sales Channels, click on Advanced Settings

  • Navigate to the Additional Settings tab.

  • Ignore orders from specific sources:

    • Use the dropdown under Ignore Order from these Order Sources

    • Select the sources you want to block

    • Click Save

  • Ignore orders from specific locations:

    • Use the dropdown under Ignore Order from these Locations

    • Select the locations to exclude

    • Click Save