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Resolving Order Posting Failures Due to Product Category Mapping Errors in Webgility Desktop

This article helps Webgility Desktop users resolve order posting errors caused by missing or incorrect product category mappings in Webgility Desktop. It provides step-by-step instructions on updating the application, re-downloading data, and manually mapping item categories during order posting.

Causes of Issues

  • Outdated version of Webgility Desktop.

  • Missing or incorrect item-category mappings.

  • Data desync between Webgility and the sales channel (e.g., Shopify).

Step-by-Step Instructions

1. Update the Webgility Application

Ensure you're using the latest version of Webgility Desktop.

  • Navigate to Help > Check for Updates.

  • Download and install any available updates.

  • Restart the application after the update completes.

2. Perform a Full Data Re-Sync

  • Steps to Download the Latest Sales Channel Data & Products

  1. Go to Connections > Sales Channel > Advanced Settings.

  2. Under Application tab, click Clear for Last download date for Store Item, then Save and Close.

  3. Navigate to Connections > Get Latest Data & Settings.

  4. In the popup, click Download Data under Download online store settings.

  5. To refresh products, go to Products > All Products under your Sales Channel, then click the refresh icon.

  • Steps to Download the Latest Accounting Data & Products

  1. Go to Connections > Sales Channel > Advanced Settings.

  2. Clear Last download date for both QuickBooks Items and QuickBooks Customers, then Save and Close.

  3. Navigate to Connections > Get Latest Data & Settings.

  4. Click the dropdown next to Download Data, choose Re-Download All Data.

  5. To download only items, go to Products > All Products (QuickBooks) and click Download Products from Scratch.

3. Map Item Categories During Order Posting

If an order fails due to a category error:

  • Navigate to the Orders tab and locate the failed order.

  • During the posting attempt, if prompted, manually select the appropriate category for the item.

  • Save the mapping for future use.

  • Retry posting the order.

4. Confirm Issue Resolution

  • Ensure the order posts successfully without any category-related error.

  • Repeat with a few more test orders to confirm consistent behavior.

Notes

  • Regularly updating Webgility Desktop helps avoid mapping and compatibility issues.

  • It's good practice to periodically verify item-category mappings, especially after catalog updates or syncs.