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Info |
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Blue indicates that the column is enabled, and a grey color indicates that the column disabled. |
Creating A New Customer Profile
Clicking the third button (the '+' symbol) will open the customer profile editor:
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You'll have the option of performing a quick add with just those basic fields
Profile Editor
The Profile Editor has 11 tabs:
Tab | Description |
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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. |
Accounting / Tracking | 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. |
Pricing Tiers
In this section a merchant can create pricing tiers for volume (discount) pricing. Typically pricing tiers are created when a merchant is selling B2B in some fashion.
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