FAQs

Where can I see my available coop funds or monthly budget balance?

  • Click on the Person Icon on top right of the Goods home page.  Under Account Details, the Store Credit shows the remaining balance of coop funds or budget.

Where can I see my coop or budget transaction history?

  • Click on the Person Icon on top right of the Goods home page.  Under Account Details, click on Store Credit ($xxx.xx) and select Transaction History. It will show a detailed breakdown of the User’s history.

How often will the transaction history be updated?

  • Any Goods order costs will automatically deduct in the system once an order has been placed.  However, if there is any MA coop spend outside of the Goods system (e.g. apparel, advertisements, events, etc.), the Goods system will update at the same time it’s reimbursed. For example, a MA submits coop for $1k in apparel for a special incentive. The reimbursement request is submitted to finance and finance will reimburse and update the Goods system at the same time. MA shipping charges tied to Goods orders will update in the Goods system monthly (reminder: there are no shipping charges tied to collateral orders).

Can I export transaction history details?

  • Yes, transaction history that includes details such as date, spend type and amount can be exported.  Click on the Person Icon on top right of the Goods home page.  Under Account Details, click on Store Credit ($xxx.xx) and select Transaction History. Then click on Download My Data and a pop-up window will appear noting an email (tied to the account) has been sent.

What does each column mean under transaction history?

  • Type: type of spend.
    • Automatic discount redemption: an automatic charge within the Goods system so that includes Goods order costs.
    • Manual: a charge that was manually inputted so that includes any manual order charges or added funds that are inputted by Ultra admin, shipping charges that are applied by finance, etc.
    • Note: if there is a manual charge, a note will be included so the User will know the reason for a manual charge (e.g. shipping charges for Jan 2021).
  • Date: date of transaction.
  • Amount: dollar amount of the transaction (- symbol = money deducted, no symbol = money added).
  • Customer Balance Pre Transaction: remaining balance prior to the last transaction (image above: shows total pre transaction balance of $525 so it doesn’t take into account the latest manual deduction of $25, but the most up-to-date coop balance is listed to the left in between Customer Settings & Redeem for Discount buttons.
  • Order: Goods order number (if applicable).
  • Expires: Ultra can add funds or credit and set it to expire on a specific date so it will show the expiration date (if applicable).

How do I update my ship address on file? (two ways noted below)

  • Click on the Person Icon on top right of the Goods home page.  Under Account Details, click on View Addresses then Edit under the address that needs to be updated.  Fill in the contact and address info. and Update Address.

OR

  • Click on the Person Icon on top right of the Goods home page.  Under Account Details, click on Edit Account to update your name, address or email address and Update Account.

How do I add a new ship address on file?

  • Click on the Person Icon on top right of the Goods home page.  Under Account Details, click on View Addresses then Add a New Address.  Fill in the contact and address info. and Add Address. Note, there is an option to set as a default address.

How do I update my email address?

  • Click on the Person Icon on top right of the Goods home page. Under Account Details, click on Edit Account and update your name, address or email address and Update Account.

How do I reset my password?

  • Click on Forgot your Password? or Reset Password button on the Login page, type in your email address tied to the account and click Submit. An email will be sent to reset your password.

How do I log out?

  • Click on the Person Icon on top right of the Goods home page.  Under My Account, click Log out.

Where can I view the status of an order?

  • Click on the Person Icon on top right of the Goods home page.  View the status of an order under Fulfillment Status. Note, to view details of a specific order, click on the Order number.

What is the standard turnaround time once an order is placed?

  • An order will be reviewed within 1-2 business days and approved or edited.  If an order needs to be edited, communication will be sent to the User and National Account Manager or Ultra Manager.  Once an order is approved, the order will be processed within 1-3 business days and a shipping confirmation email with tracking will be sent. Note, Ultra does not process or ship orders on Sunday or public holidays.

      Who do I contact if I have any Goods site questions?

      What if I need to expedite the shipping after the order is placed?

      • Notify your Manager or National Account Manager with an explanation on why expedited shipping is needed along with the order #. They will work with Ultra admin to duplicate the order on the backend and change the ship method.

      [MAs Only]: What if I accidentally mix collateral and goods items in one order?

      • Notify your National Account Manager and they will work with Ultra admin to duplicate the order on the backend, edit both orders so one order has collateral items only and the other order has goods items only.

       [MAs Only]: Can I ship direct to a Retailer?

      • Yes, a MA can ship Goods items direct to a Retailer, but not collateral as collateral is not available as single units, but come in packs of multiple units.

       [MAs Only]: Can I assign multiple users to my Goods MA account?

      • Multiple users cannot be assigned to a MA account.  Only one user per MA account is allowed.