Date: April 2009
UltraCart Support Group
ULTRACART SUPPORT GROUP
UltraCart: Merchant Reference Manual
5.0
Edition
UltraCart MerchantReference Manual
ii
i
Table of Contents
1. Introduction to UltraCart.................................................................................................1
What this Book Covers...................................................................................................1
Conventions in this Book................................................................................................1
Navigating to a Specific Page.....................................................................................1
Obtaining Support...........................................................................................................1
2. Signup with UltraCart.....................................................................................................2
Requirements..................................................................................................................2
Web Browser..............................................................................................................2
Adobe Acrobat............................................................................................................2
Starting the Signup Process............................................................................................3
Setup Wizard...............................................................................................................3
Setup Confirmation.....................................................................................................4
Logging in For the First Time.........................................................................................6
Navigating the UltraCart System....................................................................................8
Support Menu..............................................................................................................8
Open Support Case.....................................................................................................9
Suggested Solutions (support case)....................................................................9
Support Portal.......................................................................................................10
Online Manual......................................................................................................10
Order Manual........................................................................................................11
Contact Us.............................................................................................................11
Live Chat...............................................................................................................11
Main Menu................................................................................................................12
UltraCart Dashboard.................................................................................................12
Widgets.................................................................................................................12
Add a Dashboard Widget..................................................................................13
Relocate a Dashboard Widget...........................................................................13
Remove a Dashboard Widget...........................................................................13
Quick Jump link................................................................................................14
Find an Order Preferences Icon........................................................................14
UltraCart News.....................................................................................................15
Preferences............................................................................................................15
3. UltraCart Configuration................................................................................................16
General (Configuration)................................................................................................18
Merchant Profile.......................................................................................................18
Regional Settings......................................................................................................19
Service Plan..............................................................................................................19
Basic Account.......................................................................................................19
Billing Credit Card................................................................................................19
Billing Activity.....................................................................................................20
Other Options........................................................................................................20
Close Account...................................................................................................21
Reopen Account................................................................................................21
Users.........................................................................................................................21
Suggested Merchant User Configuration..............................................................21
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UltraCart Reference Manual
Get the most out of your UltraCart account by reading the official user manual. Updated to edition 5.0 in April 2009, this manual will guide you quickly and easily throughout the variety of features available to UltraCart merchants.
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