How to Process (Payment/Shipment) Orders Manually?

How to Process (Payment/Shipment) Orders Manually?

Condition: The need to process the offline Payment or Shipment occurs when Webgility Desktop Software does not support the required payment processor or shipping processor.

Processing payment manually on order:

1). In Webgility you will need to open the order details by going to the order and double-clicking on it.

2). Once you are in the order details in the left-hand side bottom corner of the window click on the option “Manual Processing” then check the box for “Manual Payment", select the correct "Payment Method" then update the payment "Transaction ID" in its respective field then select "Save" and this will mark the order Paid along with all the payment details that you have selected.

NOTE: You can add a new Payment Method by clicking on the “Add” option as shown in the below image

Processing shipment manually on an order:

1). In Webgility you will need to open the order details by going to the order and double-clicking on it.
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2). Once you are in the order details in the left-hand side bottom corner of the window click on the option “Manual Processing” then check the box for “Manual Shipment” then select the correct “Carrier”. Continue and select the correct "Shipping Method", update the shipping "Tracking ID" in its respective field, then "Save". This will mark the order Shipped along with all the shipping details that you have selected.

NOTE: You can add a new Shipping Carrier and Methods by clicking on “Add” option as shown in the below image