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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 |
|---|---|
| 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. |
- General
- Billing
- Shipping
- Accounting / Tracking
- Orders
- Quotes
- Reviews
- Uploads
- Taxes
- Software
- Activity
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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