Back Office

Owned by Perry Tew
Last updated: Feb 01, 2019 by Hunter Schaeffer

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Configuration → Back Office

Introduction

The Back Office section allows you to configure the systems that help you manage the order processing and fulfillment requirements of your online store.

Back Office can be seen in two different views: Basic and Advanced. The Basic or Advanced button can be found in the upper right corner of the screen.

We will start by looking at the Basic view.

Back Office Basic

This view provides 4 options: Auto Order Processing, Internet Explorer, Order Retention, and Report Delivery.

NameDescription
AccountProvides an overview of the accounts Plan, Billing, Users, and more.
Accounts Receivable RetryThe Accounts Receivable Retry feature allows you to automatically retry payments on orders sent to Accounts Receivable,
on a schedule that you can define.
Authorized ApplicationsAuthorized applications are software programs that you have granted access to your UltraCart account.
Auto Order ProcessingThe Auto Order Processing section provides special settings for auto orders.
Chargeback ProcessingFor handling chargeback disputes easy through an automated workflow process.
Exporting OrdersThe Exporting Orders screen allows you to configure export formats that will be used when exporting from certain sections of UltraCart.
Linked AccountsUltraCart has the capability to link multiple accounts. When accounts are linked, users are synchronized across the various accounts.
Old Order Handling In order to prevent the Check Orders from piling up in accounts receivable, UltraCart can reject mail-in orders after a "user definable" number of days (typically 45 days). 
Order RetentionAllows UltraCart to retain your customer information so you can run reports and email marketing.
Printable DocumentsThe Printable Documents section is made up of 6 sections: Address Labels, Packing Slips, Invoices, Pick List, and Receipt.
Quickbooks Terms and ListsQuickBooks Terms and Lists are applicable only to merchants that will download orders to QuickBooks and that will also utilize UltraCart's Customer Profiles.
Report DeliveryUltraCart can automatically e-mail you an executive summary of your UltraCart order traffic on a periodic basis.
Service PlanLegacy version of the Account page.
UltraBooksUltraBooks allows UltraCart merchants to import data directly to QuickBooks™ software.
UsersProvides a list of the users on the account with the ability to edit and change permissions.
WebhooksWebhooks allow for notifications of events to be sent to another server.
XML PostbackA tool to transmit an xml copy of an order to a external server after it is placed.


Advanced

This view contains all of the areas provided in the basic view and a lot more. This view should only be using by advanced users of the system.

NameDescription
Auto Order ProcessingThe Auto Order Processing section provides special settings for auto orders.
Chargeback ProcessingUltraCart makes handling chargeback disputes easy through an automated workflow process.
Exporting OrdersThe Exporting Orders screen allows you to configure export formats that will be used when exporting from certain sections of UltraCart.
Linked AccountsUltraCart has the capability to link multiple accounts. When accounts are linked, users are synchronized across the various accounts.
Old Order HandlingConfiguration options for how the system should handle old check payments that have not been paid.
Order RetentionAllows UltraCart to retain your customer information so that you can run reports and email marketing.
Printable DocumentsIn this section merchants can configure Address and Shipping Label formats.
QuickBooks Terms and ListsQuickBooks Terms and Lists are applicable only to merchants that will download orders to QuickBooks and that will also utilize UltraCart's Customer Profiles.
Report DeliveryUltraCart can automatically e-mail you an executive summary of your UltraCart order traffic on a periodic basis.
UltraBooksIntegration between UltraCart and QuickBooks™ works through a downloadable piece of software called UltraBooks.
XML PostbackUltraCart's XML Post Back feature gives merchants the opportunity to have orders automatically "posted" to their server shortly after the order is placed.