How to Search Orders in Webgility Desktop
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Written by Webgility Help Center
Updated over a week ago

Have a large order volume in Webgility Desktop? After you have been using Webgility for some time, you may find that locating a specific order becomes difficult due to the large amount that are stored in the database. To assist with this there is an easy tool that allows you to search orders tool be filtering and refining for very specific elements of your orders.
1, To access the Search Orders tool click the Orders option in the top menu bar and select the Search Option.

2, The screen that pops up is the Search orders tool.

3. The top left allows you to search for ranges such as date, order number range, customer name, or the order total amount. For each range you will need a to and from value to initiate the search.

4. The top right section allows you to refine your order search to only pull in orders of the selected status. For example, if you want to show only orders that have been posted to QuickBooks but haven't been shipped yet, select - Shipment Status: Unshipped and QuickBooks Status: Posted"

5. Once you have defined the parameters of your results, click Search to bring them up.

A couple of things to note:

  • If you are expecting a large result in your search change the Search in Batch of to access a higher number of results per page.

  • Orders can be exported to a CSV file via the button in the lower right corner.

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