Handling large order downloads and settlement on RightWorks.
This article helps Webgility Desktop users in addressing issues that arise when attempting to download a large number of missing orders (e.g., 500+ orders) needed for settlement on the RightWorks platform. It outlines best practices for successful batch order retrieval and settlement posting using Webgility Desktop.
You may encounter difficulties when downloading a large volume of missing orders (e.g., 597 orders) required for settlement on the RightWorks platform. This article provides support guidance for facilitating successful batch order downloads and settlement posting.
Issue Summary
- Large order volumes (hundreds) may result in timeouts or incomplete downloads via the RN dashboard.
Step-by-Step Support Procedure
1. Steps to reduce the order download batch size:
- Navigate to Connections > Sales Channels > Advanced Settings > Application Tab > Order Settings.
- Under Order settings, change the 'Download Online Store Orders in batches of:' to 30 orders.
- Once the orders have been posted to QuickBooks, you can move them to the archive section as well.
2. Guide on Posting Settlement Directly:
- Navigate to Orders > Amazon > Settlement Reports.
- Navigate to Settlement > Pending Settlements.
- Click Post Settlement to proceed.
- Navigate to Settlement > Pending Settlements.