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 the store "Name", select Magneto from the list and enter your store web address.
Note* If the webgility Store Module has already been installed move to step two. Else follow the following steps.
(a) Enter the server details or FTP credential which is Provided by “System Administrator or your web hosting company”. Click on “connect to store”.
(b) Select the admin folder to install the cart. Click on “Install webgility store module”.
Step 2: Once the Webgility store module is installed, you will see the screen below. Enter the admin username and password of the store and click 'Connect to Store'.
if you have .htaccess protection or a protected admin folder, you can also 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 will be United States format as a default option, if you want to utilize a different format at your location, that can be selected from here. A company logo can also be added which will be shown on the packing slip used in eCC Desktop.
Click Next to continue.
Step 4: Connect to QuickBooks
While connecting to QuickBooks, select the version of the Quickbooks you need to connect and then select the company file location. Click on “connect to QuickBooks” and 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 Desktop will now download data and settings from QuickBooks.
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 accessing the Computer page in Windows Operating system by clicking properties. The Computer Name displayedhere, would be the same as the POS Server computer name. Click continue to proceed.
Step 5:Order Processing Settings
(A) Settings for Order posting in QuickBooks:
You will find following options 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:
You will find the following options :
- Select the check-box to generate shipping labels through eCC desktop.
- 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 Status 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: This option will download the latest 50 orders. Click Next to continue.
Step 6: Ready to roll
You are now ready to process orders, by clicking "Let's Go" which will take you to the dashboard.
Detailed Settings can be configured ones you are here and the orders have been downloaded. This can be done by opening eCC desktop and Click on the file option on the top left corner of the dashboard and then go to “Configure Stores”.