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How to update Webgility Software and solve Order Posting issues

This article guides Webgility Desktop users through updating the Webgility Desktop application, restarting respective SQL Database services, and troubleshooting issues related to order posting through Scheduler

This article details the operational steps to update the Webgility Desktop application, restart necessary services, and troubleshoot order posting issues.

Prerequisites

  • Administrative access to the user’s desktop.

  • An active and valid Webgility Desktop subscription.

Step 1: Updating Webgility Desktop

  1. Download the latest installer from: https://portal.webgility.com

  2. Right-click the installer and select “Run as Administrator”.

  3. Follow the on-screen prompts to complete the installation/update.

Step 2: Restarting the Scheduler Service

  1. After updating, restart the Webgility Scheduler if you use it to automate order downloading and posting.

  2. Click the clock icon (Scheduler) in Webgility.

  3. Adjust your settings as needed, then click Save and Start Scheduler.

  4. Wait for the clock icon to turn green, indicating the scheduler is active and running.

  5. Once active, the scheduler will automatically download and post orders as configured.

Step 3: Validating and Posting Orders

  • If you're using the scheduler to post orders, pause it temporarily to verify correct behavior manually.

  • Ensure that the posting settings are correctly configured and orders are being processed as expected.

Bonus Tip: How to Stop the Scheduler

To safely stop the Webgility Scheduler:

  • Go to the System Tray (bottom-right of your screen).

  • Find the “W” icon representing Webgility.

  • Right-click on it and choose Exit.

  • This will safely stop the scheduler process.