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Old Version 6

changes.mady.by.user Loyd James

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New Version 7

changes.mady.by.user Perry Tew

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Note

UltraCart Support will not respond to issues caused by old browsers. If you find an issue that cannot be replicated on a browser listed on browse happy, it will not be addressed.

Permissions

A user (merchant owner or authorized user) must have "Edit Order" permission to use this tool.There are three permissions that govern the use of the BEOE tool.

  1. Back End Order Entry - allows a user to run the BEOE tool.
  2. Back End Order Entry Customer Profiles - allows a user to run wildcard searches against the customer database.
  3. Edit Order - allows a user to edit an order.

1 & 3 are required to use the two.  2 is a new permission as of 7/24/13, created to address the issue of allowing a call center full access to a merchant's customer database through wildcard searches.

If a user lacks Back End Order Entry Customer Profiles, they can still link an email to a profile (this is the little chain link icon that appears next to an email).  However, they cannot perform searches.

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Limitations

The BEOE does not handle the following:

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