Recommended Settings for Large Order Volume
This article outlines hardware and system recommendations to optimize Webgility Desktop performance, including RAM, SSD storage, supported operating systems, and SQL Server versions. It also covers best practices like using consolidated order posting, regularly clearing completed data, and performing routine database maintenance. Following these guidelines helps ensure efficient and reliable operation of Webgility Desktop.
Hardware Recommendations:
RAM: 12 GB and above.
Storage: Utilize an SSD drive for optimal performance. Ensure that the operating system (OS), SQL Server, and QuickBooks accounting software are all stored on the SSD drive to manage high I/O effectively.
Operating System (OS): Windows 10, Windows Server 2012 R2, or later versions with the latest security updates installed.
SQL Server: For extended data retention (orders, reports, etc.) in Webgility Desktop, use a licensed version of SQL Server 2016 or later.
Webgility Recommendation
Order Posting Setting:
Use consolidated posting to enhance processing efficiency in both Webgility and your accounting solution. Follow the steps in this helpful article on How to set Up Consolidated Posting in Webgility Desktop
Data Retention:
Regularly remove completed/processed orders and settlement reports from Webgility to improve processing times in both Webgility and your accounting solution. If necessary, create a backup of historical data.
WD Utility:
Perform routine database server maintenance by running the Webgility database utility on a weekly or biweekly basis. This helps ensure optimal performance. Follow the steps in this helpful article on How to Run DB Upgrade & Utility
By adhering to these systems and Webgility-specific configurations, you can enhance the efficiency and performance of your Webgility Desktop experience.