After you have installed the Webgility Store Module as an extension, launch the Unify Enterprise software.
|1.||As soon as you launch Unify Enterprise, you would be asked to give your store a name, select the type of store that you have, and enter your store URL. This would be the website your customers go to (www.examplestore.com / www.examplestore.com/democart etc)|
As soon as you click continue, you would be asked to download and install the Webgility Store module. Click 'See Help Docs' for further instructions on this or scroll below. Click continue, once the module is installed.
How to get WP Online Store credentials:
|1.||Login to your Wordpress store admin area.|
|2.||Click on 'Plugins' in the left panel of the page and select 'Add New'|
|3.||Click on the 'Upload‘ tab|
|4.||Click on 'Choose File‘, select the zip file of that you had downloaded earlier and then click on 'Install Now'|
|5.||Enter your FTP Connection details and click on ‘Proceed’.|
Note: If you do not know these FTP details, please contact your system administrator or Hosting company.
6. Your Webgility Store Module is now installed and you would see the below screen. Click on ‘Activate Plugin’.
7. Once the plugin gets activated, go to ‘Installed plugins’, find “Webgility” under plugins list, copy “Webgility Store Module URL” and paste it into the next screen in Unify Enterprise to connect your Store. *Before pasting replace the “example.com” with “Your Store URL” (e.g. - http://example.com/wp-content/plugins/webgility_wp_onlinestore/onlinestore.php)
Once the module is installed and you have put in the module URL, put in the admin details to the store and click 'connect to store'. Upon successful connection, Unify Enterprise would begin downloading data and settings from the online store.
Adding your Store Address
The store address should be the "from" address that you are going to be shipping from. A company logo can be added that will be seen on the packing slip used in Unify Enterprise.
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. Click Next to continue.
Connect to QuickBooks
If you are connecting to QuickBooks, choose the version you need to connect to as well as select the company file location. The exact location of the company file can be obtained by pressing 'ctrl+1' on the keyboard. As soon as you put in the location, click on connect to QuickBooks to more 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. As soon as connected, Unify Enterprise will download data and settings from QuickBooks. Click continue to proceed
If you are using POS, you need to put in the the company datafile name (viewable on the extreme top left of the screen). You also need to put in the 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. As soon as connected, Unify Enterprise will download data and settings from QuickBooks. Click continue to proceed
Order Processing Settings
Posting to QuickBooks Settings: Herein, you need to tell Unify Enterprise, how to record orders into QuickBooks. You also need to tell Unify Enterprise how to identify customers in QuickBooks and Products in the store.
Payment and Shipment Settings: Since you are using Unify Enterprise to process shipping, check the box to use Unify Enterprise to generate shipping labels. You can setup the specific shipping processors later in the store configuration. If you are connecting your payment processor to Unify Enterprise, to process order payments after the order is shipped, the box can be checked to do that. The specific payment rules can be setup in the store configuration.
Identify what your online order status mean: In this area, you can setup how Unify Enterprise interprets the order status used in your online store. Hover over the "?" to find out more information about how each status is handled in Unify Enterprise. If you only want a specific orders to be downloaded by Unify Enterprise based on order status, that can be setup in the Orders screen of the store configuration.
Start downloading orders from: Here, you need to tell Unify Enterprise when to start downloading orders from (Last 7 days, Last 30 days etc)
Click Next to continue.
Ready to Roll
You are now ready to process orders, so you should click "Let's Go" to proceed to the dashboard and Unify Enterprise will download your 50 recent orders.
Detailed Settings can be configured after you proceed to the dashboard and your orders have been downloaded. This can be done by opening Unify Enterprise and going to File >> Configure Stores.