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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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