Note: This process may require you to enter your FTP information. Please keep the same ready. FTP information can be obtained from your System Administrator or your hosting company.
Step 1: Enter store Name, select osCmax from the drop down menu and enter your store web address.
Note: If the webgility Store Module has already been installed move to step 2. Else follow the following steps.
Step 1(a): Enter server details or FTP credential which is Provided by “System Administrator or your hosting company”. Click connect to store.
Step 1(b): Select the admin folder to install osCmax. Click “Install webgility store module”.
Step 2: Once the module is installed, the screen below would come up where your Webgility Store module URL will be pre- filled. Enter store admin Credential and Click to continue.
if you have .htaccess protection or a protected admin folder, you can select that option and enter your protection username and passwords here. Click 'Connect to Store' to proceed.
Step 3:Add your Store address
Store address should be the "from" address that you are going to be shipped from.The local date format is formatted for United States format, if you are utilizing a different format in your location, that can be selected here. A company logo can be added that will be seen on the packing slip used in eCC.
Click Next to continue.
Step 4: Connect to QuickBooks
While connecting to QuickBooks, select the version you need to connect, select the company file location. Click on connect to QuickBooks to move to the next step. Remember, before you click on connect to QuickBooks, you need to have your company file open in single user and admin mode. eCC will download data and settings from QuickBooks and Click to Continue.
Connect to POS
Enter the company data file name. Select POS version and POS server computer name. The POS Server computer name can be obtained by going to my compter in Windows and clicking properties. The Computer Name displayed there, would be the same as the POS Server computer name. Click continue to proceed.
Step 5:Order Processing Settings
(A) Setting for Orders posting in QuickBooks:
To record orders into QuickBooks, how to identify customers in QuickBooks, Products in the store and product in the QuickBooks.
(B) Payment and Shipment Settings:
- Select the check-box to generate shipping labels through eCC.
- Select the Check-box to process offline payment through eCC by(authorize.net, Paypal or QuickBooks Merchant service).
(C) Identify what your online status Order Statuses mean:
In this area, you can setup how eCC interprets the order status used in your online store.Hover over the "?" to find out more information about how each status is handled in eCC.
(D)Download Latest 50 Orders: It will download latest 50 orders within (within in 7 days or days which ever is earlier).
Click Next to continue.
Step 6: Ready to roll
You are now ready to process orders, so you should click "Let's Go" to proceed to the dashboard.
For Detailed Settings can be configured after you proceed to the dashboard and your orders have been downloaded. This can be done by opening eCC and going to File >> Configure Stores.
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