How to Manually Download New Orders in Webgility Desktop
This article helps Webgility Desktop users manually download new orders into Webgility Desktop by guiding them through the step-by-step process.
How to Download Orders in Webgility Desktop
New orders can be downloaded from either Dashboard View or Order View. When in either of these views, a Get New Orders button will appear in the lower left corner.
Steps to download orders:
- Click Get New Orders to retrieve any new orders that have been placed since the last time they were checked. While downloading the orders, a processing... status bar will appear. Do not close this, as the software is actively receiving information from the online channel.
- If there are no new orders, you will receive a pop-up letting you know. Click OK to dismiss it.
- If there are new orders, you will receive a pop-up letting you know the Order downloaded successfully.
- When new orders are downloaded, they will populate in the New Orders view.
Ways to download orders:
The drop-down on the Get New Orders button provides two options to filter your orders:
- Orders by Range: When selected, Orders by Range generates a pop-up that includes a date range. The exact selection options will vary by the type of shopping cart or marketplace you have connected. Some carts will have a start and end date, and others allow you to organize downloads to the very minute.
- Orders by ID: This option is for downloading specific orders from your shopping cart. When clicked, this option has a popup that requires you to enter the specific ID of the order or orders you want to download into Webgility.