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Troubleshooting Issues When Posting Settlement Orders in Webgility

This article helps Webgility Desktop users in addressing Amazon settlement posting errors that occur when uploading Amazon reports, which may cause incomplete or failed settlements. The guide focuses on efficient troubleshooting and resolution.

Overview

Settlement posting errors can sometimes occur when uploading Amazon reports, resulting in incomplete or failed settlements. This guide outlines the steps support teams can take to help customers resolve these errors efficiently.


Common Causes

Frequent reasons for these issues include:

  • Corrupted or incomplete report files

  • Incompatible data formatting

  • Missing order information within the uploaded report


Resolution Steps

Steps to resolve the error:

1. Note the Affected Order Number

  • Check the error message for the order number.

  • To copy the error message, click on the error, press Ctrl + C, then paste it into a Notepad file using Ctrl + V.

2. Search for the Affected Order

  • Go to the Dashboard in Webgility.

  • Search for the order in all relevant tabs like ‘Posted orders’ or ‘Archived’.

3. Address Affected Orders

  • If the order is already posted to QuickBooks, undo sync the order.

  • Select the order, do a right click and Re-download the order within Webgility.

4. Undo-Sync the Settlement Report

  • If the settlement report is partially posted, undo the sync.

  • Re-download the settlement report in Webgility.  You can also completely delete it and download it again.

    • If required you can also directly import it. Follow the steps mentioned in the help article

5. Repost the Settlement Report

  • After completing the steps above, try to repost the settlement report. It should now post successfully.