UltraCart Runbooks — Index
Total runbooks: 26
Last updated: 2026-07-01
Runbooks are step-by-step procedures for common UltraCart tasks. Each includes prerequisites, exact navigation paths, field-value tables, edge cases, and escalation guidance.
Interactive Runbook App
All 26 runbooks are bundled in a self-contained browser app that personalises every runbook with your organisation's specific details — company name, team member names, storefront URL, payment gateway, and more — without modifying the source files.
📋 Download / Open the Runbook App
File: RUNBOOKS.zip
How it works:
Download and unzip the runbooks.html file.
Open
RUNBOOKS.htmlin any modern browser. No internet or installation required.Fill in the Org Profile sidebar (takes about 5 minutes): company name, storefront URL, team member names by role, AI agent name, payment gateway, item ID prefix, and abandon cart coupon code.
Select any runbook from the left-hand menu. Every instance of org-specific content is replaced live with your organisation's values.
Click Print This Runbook to produce a clean, printable PDF. A Team Reference strip at the top of each printed page shows who is responsible for each role.
Your org profile is saved automatically in the browser and persists between sessions. Arrow keys navigate between runbooks.
Getting Started
| Runbook | When to Use |
| Runbook | When to Use |
|---|---|
| process-a-refund.md | Issue a full or partial refund for any order; guidance on when to restock and subscription implications |
| Runbook | When to Use |
| Runbook | When to Use |
| Runbook | When to Use |
|---|---|
| configure-abandon-cart-flow.md | Build and activate the 3-email abandon cart sequence; includes coupon creation and stop-if-purchased configuration |
| Runbook | When to Use |
|---|
| Runbook | When to Use |
|---|
| Runbook | When to Use |
|---|
| Runbook | When to Use |
| Role | Primary Runbooks |
|---|---|
| Owner | All runbooks — especially activate-crm-modules, configure-order-task-rules, add/offboard-a-team-member, handle-a-chargeback, fraud-review-order, new-account-checklist |
| Customer Service | process-a-refund, edit-an-in-flight-order, recover-failed-subscription-billing, pause-skip-cancel-subscription, handle-lost-or-damaged-shipment, handle-a-chat-escalation |
| File | Covers |
|---|---|
| 05-items-setup.md | Product catalog, item configuration |
| 09-communications-setup.md | Email sending domain, mailing lists, flows |
| 10-shipping-enhanced.md | Carrier accounts, shipping methods, UltraShip |
| 12-reporting-analytics.md | Reports, AI builder, scheduled reports |
| 13-ai-agents-chat-sms.md | AI Agents, webchat widget, SMS configuration |
| 14-crm-calls-phone.md | CRM Calls phone system, IVR, queues |
| 15-tasks-workforce-permissions.md | Tasks, Order Task Generation, Workforce, user permissions |