Table of Contents |
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Navigation
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This view provides 4 options: Auto Order Processing, Internet Explorer, Order Retention, and Report Delivery.
Name | Description | |
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Account | Provides an overview of the accounts Plan, Billing, Users, and more. | |
Authorized Applications | Authorized applications are software programs that you have granted access to your UltraCart account. | |
Auto Order Processing | The Auto Order Processing section provides special settings for auto orders. | Internet Explorer | A Registry patch that you can apply that will allow Internet Explorer to properly hand off a PDF file to Adobe Acrobat
Linked Accounts | UltraCart has the capability to link multiple accounts. When accounts are linked, users are synchronized across the various accounts. | |
Order Retention | Allows UltraCart to retain your customer information so you can run reports and email marketing. | |
Report Delivery | UltraCart can automatically e-mail you an executive summary of your UltraCart order traffic on a periodic basis. |
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Service Plan | Legacy version of the Account page. |
Users | Provides a list of the users on the account with the ability to edit and change permissions. |
Webhooks | Webhooks allow for notifications of events to be sent to another server. |
Advanced
This view contains all of the areas provided in the basic view and a lot more. This view should only be using by advanced users of the system.
Name | Description | |
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Auto Order Processing | The Auto Order Processing section provides special settings for auto orders. | |
Chargeback Processing | UltraCart makes handling chargeback disputes easy through an automated workflow process. | |
Exporting Orders | The Exporting Orders screen allows you to configure export formats that will be used when exporting from certain sections of UltraCart. | |
Internet Explorer | Registry patch that you can apply that will allow Internet Explorer to properly hand off the PDF file to Adobe AcrobatLinked Accounts | UltraCart has the capability to link multiple accounts. When accounts are linked, users are synchronized across the various accounts. |
Old Order Handling | Configuration options for how the system should handle old check payments that have not been paid. | |
Order Retention | Allows UltraCart to retain your customer information so that you can run reports and email marketing. | |
Printable Documents | In this section merchants can configure Address and Shipping Label formats. | |
QuickBooks Terms and Lists | QuickBooks Terms and Lists are applicable only to merchants that will download orders to QuickBooks and that will also utilize UltraCart's Customer Profiles. | |
Report Delivery | UltraCart can automatically e-mail you an executive summary of your UltraCart order traffic on a periodic basis. | |
UltraBooks | Integration between UltraCart and QuickBooks™ works through a downloadable piece of software called UltraBooks. | |
XML Postback | UltraCart's XML Post Back feature gives merchants the opportunity to have orders automatically "posted" to their server shortly after the order is placed. |
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