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Loyalty

Settings

Manage

Date

Timestamp when the transaction occurred

MM/DD/YYYY HH:MM AM/PM

Type

Category of the loyalty event

e.g., Purchase, Redemption, Manual Adjustment, Expiration

Description

Human-readable summary of the event

Text; may include order ID or reward name

Points

Net point change for the transaction

Integer (positive for credits, negative for debits)

Balance

Running point balance after the transaction

Integer; cumulative total

Order ID

Associated order (if applicable)

Hyperlink to order details when present

Item

Specific item or reward involved

Text or empty

Date

Expected or scheduled date

MM/DD/YYYY HH:MM AM/PM

Type

Category of the pending event

e.g., Pending Purchase, Scheduled Reward, Expiration

Description

Summary of the anticipated activity

Text

Points

Expected point impact

Integer (positive/negative)

Status

Current state of the future entry

e.g., Pending, Scheduled, Cancelled

Order ID

Linked order (if applicable)

Hyperlink when present

Date

Date of the manual entry

Date picker (defaults to today)

Type

Type of adjustment

Dropdown: Manual Credit, Manual Debit, Other

Description

Reason for the adjustment

Free text field; required

Points

Point value to apply

Integer input (positive or negative)

Notes

Additional internal notes

Optional multiline text

Submit

Button to record the entry

Creates a new Past Ledger record immediately

First Name

optional

Last Name

optional

Email

Required Field

Password

Required Field

Phone

optional

Company

optional

General

This tab contains the Customer login credentials and other customer information:

• Login Email: This field is used to enter the customer's email address, which serves as their login credential for accessing the account.

• New Password: This optional field allows the customer to set or update their password for account security; it should be filled in only if a password change is intended.

• Sign up Date: This field records the date when the customer created their account, providing a timestamp for account registration.

• Referral Source: This field captures how the customer learned about the service or was referred, helping track marketing or referral effectiveness.

• Website URL: This field is for entering the customer's website address, which may be used for business verification or linking purposes.

• Approved Signup: This toggle field indicates whether the customer's signup has been approved, likely used for administrative review or activation.

• Business Notes: This field allows for adding general notes or comments about the customer's business, useful for internal reference.

• Automatic Order Merchant Notes: This field is for notes that will automatically be included with each order placed by the customer, aiding in order processing or communication.

• Tags: This field enables the addition of tags or labels to categorize or filter the customer profile for easier management.

Billing

Billing Address books and also Checkout & Payments settings for the customer.

• Billing Address Book For support@ultracart.com

  • Address: This field is used to enter the physical address for billing purposes.

  • Name: This field captures the name of the individual or entity associated with the billing address.

  • Company: This field is for entering the company name related to the billing address.

  • Address: This field provides a secondary line for additional address details if needed.

  • Day Phone: This field records the daytime contact phone number for the billing entity.

  • Evening Phone: This field records the evening contact phone number for the billing entity.

  • Tax County: This field indicates the county for tax purposes related to the billing address.

• Checkout & Payments

  • Allow Selection of Shipping Address Type: This toggle enables or disables the option to select different shipping address types during checkout.

  • No Real-time Charge: This toggle determines whether real-time charging is disabled during checkout.

  • No Coupons: This toggle controls whether coupon usage is allowed during checkout.

  • Allow Purchase Order: This toggle enables the use of purchase orders as a payment method.

  • Auto Approve PO: This toggle automatically approves purchase orders without manual review.

  • Allow COD: This toggle permits cash on delivery as a payment option.

  • Auto Approve COD: This toggle automatically approves cash on delivery transactions.

  • Allow Quote Request: This toggle allows customers to request quotes during checkout.

  • Allow Drop Shipping: This toggle enables the option for drop shipping in the checkout process.

  • Min Subtotal: This field sets the minimum subtotal amount required for an order.

  • Min Item Count: This field specifies the minimum number of items required for an order.

  • Max Item Count: This field sets the maximum number of items allowed in an order.

  • Qualifies for Dealer Tier ****: This toggle indicates eligibility for the configured pricing tier(s).
    *Each configured pricing tier will appear here.

  • Credit Cards on File section: Credit Cards: This field displays or allows the management of credit card information on file for transactions.

Shipping

Shipping Address Books and Shipping options:

• Shipping Address Book for

  • Address: This field is used to enter the physical shipping address.

  • Name: This field captures the name of the individual or entity associated with the shipping address.

  • Company: This field is for entering the company name related to the shipping address.

  • Address: This field provides a secondary line for additional shipping address details if needed.

  • Day Phone: This field records the daytime contact phone number for the shipping entity.

• Shipping Options

  • Free Shipping: This toggle enables or disables free shipping for the customer.

  • No Free Shipping: This toggle prevents free shipping from being applied to the customer's orders.

  • Exempt from Handling Charges: This toggle exempts the customer from additional handling fees.

  • Allow 3rd Party Billing: This toggle permits third-party billing for shipping costs.

  • Do not send physical marketing mail to customer: This toggle prevents the sending of physical marketing materials to the customer.

Accounting / Tracking

QuickBooks, Affiliate and Sales Rep assignment, and Loyalty / Cashback ledger:

1. Quickbooks

   • Quickbooks Code: This field is used to enter a specific code for integration with QuickBooks accounting software.

   • Quickbooks Class: This field allows selection of a class category for QuickBooks tracking.

   • Terms: This field specifies the payment terms associated with the account in QuickBooks.

   • Quickbooks Tax Exemption Reason Code: This field allows selection of a tax exemption reason code for QuickBooks.

   • Track Separately in Quickbooks: This toggle determines if transactions should be tracked separately in QuickBooks.

2. Conditional Options

   • Associated With Affiliate: This field allows selection of an affiliate associated with the account.

   • Sales Rep. Code: This field is for entering a sales representative code.

3. Loyalty - Cash Back

   • Available: This field displays the amount of available cash back credits.

   • Vesting: This field shows the amount of cash back credits that are vesting.

   • Total: This field indicates the total cash back credits.

   • Expiring: This field shows the amount of cash back credits that are expiring.

4. Past Ledger

   • Show entries: This field allows selection of the number of past ledger entries to display.

   • Description: This field provides a description of each ledger entry.

   • Cash: This field records the cash amount associated with each ledger entry.

   • Order: This field links the ledger entry to a specific order.

   • Date: This field indicates the date of each ledger entry.

5. Future Ledger

   • No Future Ledger Entries: This section indicates the absence of future ledger entries.

6. New Ledger Entry

   • Description: This field is used to enter a description for a new ledger entry.

   • Amount: This field specifies the amount for the new ledger entry.

   • Days Until Expiration: This field sets the number of days until the credit expires, with an option for no expiration.

   • Days Until Vested: This field sets the number of days until the credit is vested, using a merchant-configured default if left empty.

   • Add Ledger Entry: This button submits the new ledger entry.

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.

• Taxes

  • Tax ID Number: This field is used to enter the customer's tax identification number for tax reporting purposes.

  • Avalara Entity Use Code: This field allows entry of a specific code used by Avalara to determine tax applicability based on the entity's use.

  • Avalara Customer Code: This field is for entering a unique customer code for integration with Avalara tax services.

  • TaxJar Customer Code: This field is used to input a customer code specific to TaxJar for tax management.

  • Tax Exempt: This toggle indicates whether the customer is exempt from paying taxes.

  • TaxJar Exemption Type: This field allows selection of a specific exemption type for TaxJar tax processing.

Software

If applicable, Software Entitlements are viewable here. 

Activity

View the shopping and sales activity captured by UltraCart Analytics. 

• Activity for <customer profile>

  • All Types: This dropdown allows filtering of activity types (e.g., active on website, placed order, initiated checkout).

  • Active on website for [time]: This field records the duration of the customer's active time on the website.

  • Placed order: This field logs the placement of an order with an associated order number.

  • Initiated checkout: This field indicates when the customer began the checkout process.

• Metrics

  • Previous 30 Days: This column displays metric data for the previous 30-day period.

  • 30 Days: This column shows metric data for the current 30-day period.

  • All-Time: This column provides metric data accumulated over all time.

  • Email Delivery: This field tracks the number of email deliveries.

  • Email Open: This field records the number of times emails were opened.

  • View: This field counts the number of product views.

  • Initiate: This field logs the number of initiated actions.

  • Ordered Product: This field tracks the number of ordered products.

  • Shipment: This field records the number of shipments.

  • Placed Order: This field shows the total value of placed orders.

• Lists & Segments