How to use Filter options in Webgility Dashboard
The filter options in Webgility Desktop allow you to search or filter orders based on date range, order types, customer information, product SKUs, and more.
These options are available in the order tabs of Webgility Desktop.
Home> order tabs (New orders, Posted orders, Archived tab) > All time and filter
All Time tab (Date filter):
The date filter helps you filter the orders for a specific date range.
Example: If you need to know how many orders posted to QuickBooks through Webgility in last 30 days, then you can go to Home> Posted Orders> All Time> and select Last 30 Days
There are multiple ways in which the orders can be filtered in Webgility.
Once you click Filter located in the upper right corner of the order tab, this will enable other sub-tabs on the upper left side of the window. These tabs are explained below:
Destination: The Destination tab helps you filter domestic and international orders.
Filter dropdown: This dropdown gives you the option to search orders based on order status and order type, such as paid, unpaid orders, shipped unshipped orders, taxable and non-taxable orders, along with dropship orders.
With this dropdown, you can also search for refund orders and then also filter them down further for posted and unposted refunds.
Additional: With this option, you can search for a particular order with its order or PO number. You can also find all the orders that belong to a specific customer, product, payment method and amount.
Filter options for Amazon store:
If you have the Amazon store integrated with Webgility desktop application, then you can use the filter options to search Amazon store orders in Webgility based on many different criteria such as fulfillment channel (FBA, merchant orders), sales channels (Amazon US, Canada, Mexico) Settlement ID.
Filter options for Shopify Payout orders:
If you have a Shopify store integrated with Webgility and need to filter all the orders which belong to a particular Shopify payout, then you can use the filter option, choose the payout id option under the Additional dropdown, and enter the Shopify payout id. You will have all the Shopify orders entered for the payout selected.