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Batch Order Operations
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There are two sections to the Batch Order Operations: OrderID & Batch Operations
Order Ids
There are two ways three options to identify the orders to operate on. The first is to enter :
- Enter the order Ids one by one in the field provided.
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- Enter a starting and stopping order ID and UltraCart will find all the orders that fall within that range.
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- Specify Date Field as (PAYMENT , CREATION, SHIPMENT) and a Start and End date range.
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| The preview selected order IDs button will allow you to see the range of order Ids that the tool will be acting upon. It's a good idea to preview the order ids that it will act on before performing the actual operation. |
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There are a variety of operations currently available in the batch order operations tool. The table below shows the available operations and provides a brief description of what they do.
Operation | Description | |||||
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Assign | Associates all the orders to a particular affiliate. You can enter either the numeric ID for the affiliate or their email address. This will remove the commission if it is associated with a different affiliate. | |||||
| Cancel auto order(s) | Cancels the auto orders associated with the original order ids. | |||||
| Digital | Reset digital download link and trigger sending of email notification of the new download link. | |||||
Export | Exports the selected orders using the mapping. Mappings are configured under Export Settings. | |||||
Set | Allows you to set the value on custom fields 1 - 7 | |||||
Mark as export to QuickBooks | Marks the orders as already being exported to QuickBooks so that UltraBooks does not attempt to re-download them | |||||
Move | Move completed orders back to the Shipping Department (Optional: Move to Distribution Center) | |||||
Refund mark externally refunded | Records the orders as having been "externally refunded". (Reflect a refund to the order but do not communicate refund to gateway.) | |||||
Resend XML post-back | Re-sends the XML post-backs. This process is asynchronous and this tool is only queuing up the work for the system to do. | |||||
Reset exported to QuickBooks | Resets the exported to QuickBooks flags. The orders will be downloaded by UltraBooks the next time it runs. | |||||
| SetSet fieldname (Drop-down List) to value : (input field) | Allows you to set the value on custom fields 1 - 7 | |||||
| TaxJar | Transmit (or re-transmit) selected orders to TaxJar. | |||||
Delete | Deletes the order from the system.
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