Customer Profile Editor
About
The Customer Profile editor contains all the pertinent details regarding a customer. The customer’s email address is the login credential the customer will use to access their order history, product reviews, sales tax designation, and more.
The Customer profile editor consists of 11 tabs:
Tab | Description |
|---|---|
General | This tab contains the Customer login credentials and other customer information. |
Billing | Billing Address books and also Checkout & Payments settings for the customer. |
Shipping | Shipping Address Books and Shipping options. |
QuickBooks, Affiliate and Sales Rep assignment, and Loyalty / Cashback ledger. | |
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. |
Software | If applicable, Software Entitlements are viewable here. |
Activity | View the shopping and sales activity captured by UltraCart Analytics. |
Related Documentaion
Avalara Tax Entity Codes for Tax Exempt Customers: https://knowledge.avalara.com/bundle/dqa1657870670369_dqa1657870670369/page/Exempt_reason_matrix_for_the_U.S._and_Canada_entity_use_code_list.html#pus1650667484575