One of UltraCart's most powerful features is its robust back office systems. The apex of this system is the Order Management section.
Operations → Order Management |
The order management screen is divided into 2 sections: Order Life Cycle and Tools. Each section allows you to manage a particular piece of the back office process.
These departments provide life cycle order management. Each stage has a screen to provide functionality specific to that stage. There are Nine elements: View All Orders, Pre-orders, Quote Requests, Accounts Receivable, Pending Clearance, Shipping, Completed Orders, Auto Orders and Chargeback Disputes.
Section Name | Description |
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This gives you the ability to view all of your orders no matter what stage the order is currently in. | |
Manually Add Order (B.E.O.E) | Manually add orders. The Back End Order Entry Tool allows for fast order placement with on-the-fly-editing of item and shipping costs. |
The Pre-orders section allows you to review and manage orders that contain a pre-ordered item. | |
The Quote Request section allows you to review and manage orders that have requested an order quote (feature must be enabled). | |
The Accounts Receivable section allows you to review and manage orders that have not completed the payment process. | |
The Pending Clearance section allows you to review and manage payment types that are not immediately processed for payments, such as:
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The Fraud Review section will list orders that have received a high Fraud score and requires investigation prior to processing. | |
The Shipping section allows you to review and manage orders that are awaiting shipping or that have recently been shipped. | |
The Completed Order section allows you to review and manage orders that have been both processed for payment and marked as shipped. | |
The Auto Order section allows you to review and Manage all orders that are on a recurring billing (also known as auto-ship). | |
The Chargeback Disputes area allows you to review and manage chargebacks. | |
The Case Management screen allows you, the Merchant, to correspond with your customers. |
Tool Name | Description | |
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The BEOE tools allows for order to be entered into the system via a java application. | ||
The Batch Order Operation tool allows for several. | ||
Export Auto Order | Export Auto Orders.
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Export Orders allow you to export your orders based on a custom mapping that you can create. | ||
Review Orders is the same as "View All Orders". You can use both to search for orders within your account. |