...
The Customer profile editor consists of 11 tabs:
...
Tab | Description |
---|---|
General | This tab contains the Customer login credentials and other customer information. |
Billing | Billing Address books and also Checkout & Payments settings for the customer. |
Shipping | Shipping Address Books and Shipping options. |
QuickBooks, Affiliate and Sales Rep assignment, and Loyalty / Cashback ledger. | |
Orders | Order history associated with customer profile. |
Quotes | If Quote Requests are enabled, Quotes for the customer are viewable here. |
Reviews | If Product Reviews are enabled, Reviews and reviewer details are displayed here. |
Uploads | File attachments, such as resales certificates are viewable here. |
Taxes | Reseller Tax ID number, Avalara & TaxJar codes configuration. Tax Exemption configuration. |
Software | If applicable, Software Entitlements are viewable here. |
Activity | View the shopping and sales activity captured by UltraCart Analytics. |
Related Documentaion
Avalara Tax Entity Codes for Tax Exempt Customers: https://knowledge.avalara.com/bundle/dqa1657870670369_dqa1657870670369/page/Exempt_reason_matrix_for_the_U.S._and_Canada_entity_use_code_list.html#pus1650667484575