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Sync Different Transaction Types in Webgility Online

This article explains how Webgility Online users can configure and manage different transaction types in Webgility Online to streamline order posting to their accounting systems. It guides users through creating customized rules based on order attributes such as status, currency, payment method, order type, and integrations with third-party apps. The feature helps businesses maintain accuracy and flexibility in their accounting workflows by automating posting behavior according to specific sales channel conditions.

Overview:

Webgility Online supports a feature that allows users to create and customize different transaction types based on specific order conditions such as Order Status, Currency, Payment Method, Payment Status, Store, and Order Type. This feature enables users to automate transaction creation and posting rules within their accounting system, ensuring flexibility, accuracy, and consistency across various sales channels and payment scenarios.

Steps to configure:

1. In Webgility Online, navigate to Sync Settings > Orders.

2. On the Orders page, select “No, use different rules for posting orders".

  • If you select the rule based on Order Status you will see the below options based on the online orders statuses (ex. open, closed, cancelled, etc) you have on your sales channel.
  • If you select the rule based on Currency Based, then you will see the below options based on the Currency (ex. USD, CAD, etc) you have on your sales channel.
  • If you select the rule based on Payment Status you will see the below options based on the payment Statuses (ex. Unpaid, Partially Paid, Paid, etc) you have on your sales channel.
  • If you select the rule based on Store, then you will see the below options based on the other stores connected/running you have on your sales channel.
  • If you select the rule based on Order Type, then you will see the below options based on the order type (ex. B2B, DTC, etc) you have on your sales channel.

  • If you select the rule based on 3rd Party Apps, then you will see the below options based on the 3rd Party application you have on your sales channel:

Once you select the rules, you must select all the options from the dropdown to post the orders with accurate information.

 

Note: If the option is unavailable in your account, you may need to upgrade your plan. Learn how to upgrade your Webgility plan, here