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 for the order. It's provided as a shortcut

chargeback dispute

If you have configured UltraCart to handle chargeback processing, this will initiate the dispute process.
Deprecated Feature.
Please see the Chargebacks 911 integration Documentation for Chargeback management.

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.

order

Reprints a PDF of the order. Useful for accounting purposes or as an attachment to email correspondence.

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.

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.

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

BEOE: Clone Order

Clone order to BEOE

Use this to clone a new order from this order.

BEOE: Clone w/out Items

Clone order to BEOE without the items

Use this to clone a new order from this order, without the items from the previous order.

Copy Order

Create a new order.

Creates a new order from the previous order, and places the order. You’re prompted on the qty of new orders to create, is defaults to 1 buy can copy up to 50 new orders. The new orders will be placed into the A/R for follow up for payment processing.

Copy to New Cart

Copies the checkout details from the order to a fresh shopping cart session.

Use this to quickly create a new order using the same details as the original order.

Copy to short Link

Copies the order details to a short URL link.

This will create a link for the order details.

“The short link below will create a new cart for the customer with the copied order data.”

Use this to create a checkout that you can send to the customer to complete their purchase.

Replacement Shipment

Diagnostics

Attribution Analysis

Provides an AI analysis of attribution for the order.

The following information is provided to the AI model:

• Order

  • Utms

  • Affiliate Tracking

  • Affiliate Network

• Page View History (URLs and parameters)

• Affiliate Network Configuration

• Test Credit Card Usage

• Integration Logs (for affiliate network postback)

• Internal logs (for receipt conversion pixels)

The prompt for the model is designed to help you analyze how the tracking occurred, detect issues (such as the test credit card being used on this order), as well as variables in URL parameters that were not populated properly.  The goal is for the executive summary portion of the report to provide you with quick overview and action items.  There are additional steps to the report that break everything down.

Email Delivery

Lists Emails sent to the Customer and also to UltraCart Users.

Use this tool top review emails that are sent to the customer and also to any users that have order email notifications enabled.

Integration Logs

Integration Logs

The integration logs will appear for any 3rd party integrations related to the order. Use the integration logs to troubleshoot integration issues.

Page View History

List page views related to the order.

The page views history is useful for gaining insights into the shopping activity related to the order.
*Must have the UC Analytics script deployed to capture the page view history.

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.

auto order

Takes the user to the auto order editor if one is associated with this 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.

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.

replacement shipment

Initiates a replacement shipment based upon this order.

resend EDI confirmation

Resends advanced shipment notices (ASN) and invoices to the EDI trading partner associated with this order.