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Webgility Online
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Take a Tour of Webgility Online
Take a Tour of Webgility Online

Take a Tour of Webgility Online

David Pond avatar
Written by David Pond
Updated over a week ago

Take a Tour of Webgility Online

Learn where all the key features live by watching the video below or scrolling to read our step-by-step guide.

Located on the left navigation panel, you will see tabs for the Dashboard, Accounting, Products, and Analytics pages.

The Dashboard displays business-critical metrics like cash flow, revenue by channel, profit and loss, expenses, orders posted, and recent orders.

Learn more about the Dashboard here.

The Accounting> Orders page is where you will be able to review all of your transactions before you post them to your accounting solution.

The Analytics page is where you will see powerful statistics about your business including total sales, total orders, sales tax, total shipment, trending products, product sales by region, top customers, returning versus new customers, and more.

If you have Webgility set up to post orders as individual sales receipts or invoices you will see a Products Catalog section where you can map, sync, and manage your product catalog.

In the bottom left of the main navigation, you will see Settings. This is where you can add connections, adjust your accounting posting settings, and enable/disable automation.

Pro tip:

1). For connecting stores refer to the screenshot below

2). Webgility Online allows you to post orders in two different ways, i.e. simple or journal entry posting and detailed or transactional posting.

For setting up and updating the automation settings, you can refer to the articles mentioned below:

In the bottom right, you will see a Help button. Click on the icon to get answers to your questions by connecting directly with our customer success team, or finding help articles and videos.

The top right drop-down enables you to select or switch between your sales channels, as seen below.

You can also manage your account here by clicking the person icon.

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