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Action Group | Action | Description | |||||
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Edit |
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customer information | This button allows you to edit the billing, shipping, coupons, taxes, items, and other attributes about the order. | ||||||
items | This button takes you straight to the item editing tab of the order editor.
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Payments |
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chargeback dispute | If you have configured UltraCart to handle chargeback processing, this will initiate the dispute process. | ||||||
complete refund | Start the refund process out with a complete refund of the order. This is typically used when an order is returned and the merchant wants to provide a 100% refund. | ||||||
complete refund (then reject) | Start the refund process out with a complete refund of the order, but when the refund is successful reject the order at the same time. This button is typically used to refund the customer and cancel the order right after a customer has placed it and changes their mind. | ||||||
partial refund | Initiates the refund process. The merchant will decide how much of the order is refunded. | ||||||
resend receipt | Resends the receipt email to the customer | ||||||
transaction history | View all the transaction history records stored by UltraCart. This is where you can find the gateway transaction ids, etc. | ||||||
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order | Reprints a PDF of the order. Useful for accounting purposes. | ||||||
packing slip | Reprints a PDF of the packing slip. | ||||||
reprint labels | Reprints any labels generated through label servers like Express1.com as a PDF file. Use this if the printer acts up and destroys the original copy. | ||||||
Shipping |
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packing solution | Provides a copy of the packing solution so the merchant can see how UltraCart recommends packing the order. Useful for large shipments and troubleshooting configurations. | ||||||
| assign RMA # | Allows you to assign an RMA number to the order. The RMA number will be added to the order record and is a searchable field in the "View all orders" search page. (*This feature is under development.) | ||||||
resend shipment confirmation | Resends the shipment configuration email to the customer including any tracking numbers that have been entered. | ||||||
retransmit to dist. center | If the order is being handled by a fulfillment house, this button will resend the order to the fulfillment house. | ||||||
| Duplicate |
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| beoe: clone order | Clones the order details to the BEOE ('Back End Order Entry' tool) in order to create a new order. | ||||||
| beoe: clone w/out items | Clones the order details to the BEOE ('Back End Order Entry' tool) in order to create a new order, excluding the items from the previous order. | ||||||
| copy order | Allows copying of the order. | ||||||
| copy to new cart | Generates an HTTP link for a new cart with the same contents and information as this order. | ||||||
| copy to short link | Generates a bit.ly shortened HTTP link for a new cart with the same contents and information as this order. | ||||||
| replacement shipment | Initiates a replacement shipment based upon this order. | ||||||
| Diagnostics |
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| email delivery | Shows the emails delivery details for the order. This will show delivery to the custoemr as well as to users on the account with the order email notifications, such as "order placed", Shipment" notifications, etc. | ||||||
| integration logs | Displays the logs associated with integrations such as fulfillment center transmission logs, etc. | ||||||
| page view history | provides a list of recorded pages views associated with the order. (Note: requires tracking script code to be placed on front end landing pages.) | ||||||
| shopping cart logs | (Viewable by UltraCart support only.) | ||||||
Tools |
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| assign to affiliate | Assigns order to an affiliate using either their affiliate ID or email address associated with their affiliate account | ||||||
cancel auto order | Cancels any auto order that this order is associated with. This does not have to be the original order in the sequence. | ||||||
| gdpr/privacy removal | If the customers sends you a GDPR removal request, use this tool to remove their personal data from your account. | ||||||
auto order | Takes the user to the auto order editor if one is associated with this order. | ||||||
ebay Data | If this order is associated with eBay, this button will display all the XML information received from eBay to generate the order. This is good for troubleshooting any eBay orders. | ||||||
digital delivery reset | Reset the download counters for the order and resend the customer a new download link. | ||||||
digital delivery report | A report of the download attempts for this order. | ||||||
establish fraud filter | Sets up new fraud filters based upon the credit card information, address information, and IP address of the customer. | ||||||
assign to affiliate | Associate this order with a specified affiliate. | ||||||
remove from affiliate | Remove the commission for this order from the associated affiliate. | ||||||
resend EDI confirmation | Resends advanced shipment notices (ASN) and invoices to the EDI trading partner associated with this order. (Appears only if EDI is configured for the account. |
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