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There are two sections to the Batch Order Operations:OrderID &
- Order ID (Various means of selecting Order IDs)
- Batch Operations
Order
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IDs
There are three options to identify the orders to operate on:
- Enter the order Ids IDs one by one in the field provided.
- Enter a starting and stopping order Order ID and UltraCart will find all the orders that fall within that range.
- Specify Date Field as (PAYMENT , CREATION, SHIPMENT) and a Start and End date range.
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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. | |||||
| Append | Append merchant note to selected orders | |||||
| Cancel auto order(s) | Cancels the auto orders associated with the original order ids. | |||||
| Chargeback 911 | Transmits orders to Chargeback 911 | |||||
| Cost of Goods Sold | Backfill cost of goods sold on orders. | |||||
| 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. | |||||
| Fully | refund the specified order ids. NOTE: (Does not support range criteria). | |||||
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) | |||||
| Queue | orders for QuickBooks Online | |||||
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. | |||||
| Set | Allows you to set the value on custom fields 1 - 7 | |||||
| TaxJar | Transmit (or re-transmit) selected orders to TaxJar. | |||||
| Webhooks | Will resend webhook event selected. | |||||
Delete | Deletes the order from the system.
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