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SuperManager User`s Manual

1. may appear to some or all of the orders on your list This means that they have not been viewed in the order details dialog or edited in any way since having been downloaded from Yahoo The order list is organized into tabs to make it easier to focus on a specific set of orders you are working on The Today tab will show only orders from today The Open tab will show orders that do not meet the criteria set up in section 7 6 The Closed tab shows orders that do meet this criteria Manual shows all order created in The SuperManager rather than being downloaded from Yahoo All shows all orders SuperFilter gives you the chance to filter your orders by specific criteria and Find shows the results of your most recent SuperFind Use SuperFind to find orders by name words in the address credit card number items or other fields Enter the word s to search for a click SuperFind The order list will automatically switch to the Find tab and will display all the orders returned by your search When you search for multiple words an AND search is performed When you click on the SuperFilter tab another set of selection boxes appears In the first one define what field to filter your orders over Once you select a filter means to enter the filtering criteria will show up For example if you filter by date two date pickers will appear to choose the starting and ending date to filter to I
2. 1 of 105 pages The SuperManager is a copyrighted work Copyright 2004 licensed to SuperWare LLC All rights reserved Any redistribution or reproduction of software or materials herein is strictly prohibited Published 29 Mar 2014 2 of 105 pages Table of Contents Tape Or GOMECTANS osne a a dres Sante toast Resse hes otc eae Social a E oben Rtas Secahd a RA 3 KONTOU CION cc5o285 2a set a a a decease awed ead a a a a a a louaretivedatdeais T PAARE UAE p EEE E AE E E A E E A E A rece ane chan A E 8 SOTD NOE K roeien E E A A A 9 4 0 Regurements and ASLAN AU OND sssscsnsarinn a a a gee ES 10 A AVC GUIFE MIC IS gi T a a a Sermasnkosaatuabconatounastariaaeuts 10 Aa MI aaa a a a 10 A O ROCO OO a esse wucieeoaema Cescoon cote eesiocemect asaleneed lassen Geseooeeateneensaemenn eee aes 10 a PA AA 2 1 F211 6 Ree E ene CE EDO OP AN EE Tee Ee E RR eee re eee 10 5 0 The SuperManager Dialog WiINKOWG ccccssscccceseecceesececeeseecceaeeecsegeeccsaeeesseaeeessageeessaeeessegseesssuseesssageees 11 9 LAMDA WINdOW nessansssan ana o a NS 11 5 2 Orders Dialog WINGOW monnun ed ease ches cee a e a a a a aa a e 12 Di LOOUCTS Dialog WINGOW teares r E R E se Glvauueapiiaine dl encnemalans 13 5 4 Store Settings Dialog WVINGOW nnsneannnsenneoenrensrnneosnrersrrrrrsnrersrnrrrsnrersnrrrrsnrresrnrrrsnrersnntrrsnrerornrrrsnrernnneenne 14 5 5 Program Settings Dialog WINdKOW ccccccccseeceeeseeeeeeeeeeeeeeaeeeeees
3. What does it mean to look up a package Do you print labels one at a time Yes No Do you use a unique name or code to look up each package Yes No What are the differences ach shippirig method Tutorial Less utomated 83 of 105 pages Q At the Import gt Lookup screen select After l enter FedEx Integration Assistant What do you want to use to lookup information How do you want to look up and import information Select the method below that most closely supports your shipping process Id a Pac Reference After enter a Package Reference When would use a Recipient ID Uses the value that you type into the Reference Lookup dialog box to look up the record Tutorial After enter a Recipient ID Uses the value you type into the Recipient ID text box to look up the record Continue gt 10 At the Impo rt gt Inform ation screen perfo rm the FedEx integration ssxistant Match the shipping tieidsimatgourtieids following Click on the word Package to open the field list Source Format Shipping Lookup MERI window Select the following fields What types of information do you want to import Identify the FedEx Ship M data cat Beinin entify the FedEx Ship Manager data ca Witat shignin ation isi source The category choices shown here f Package gach category s Package Weig ht M Package Weight What information is required to ship l International SERA ed Package V Paymen
4. or Print with prompts a Direct Print The shipments in the orders you selected will be automatically printed and the tracking numbers will be imported b Print with Prompts You will be given the opportunity to change details of each order in DAZzle United States Smith Ry Pen 11900 G 5 United States Simon J NEY 6870 KGS United States Philp de 68 70 XG S United States Good dd Charge 60 0 eG 5 United States Walker Print Invoice t65 r0 msa 5 United States Diamond Print Summary 68 70 SMG 5 United States Monson Enter Weights 68 70 SMG 5 United States Fields M Enter Tracking IDs 66 70 s0 5 United States Update From Yahoo Get Order Status Fram Yahoo Update Shipment Status Update to Yahoo Status Send Email Export sML Exchange DAzzleEndicia Direct Print QuickBooks Print with Prompts QuickBooks POS i Select All Deselect All Mark Read Mark Unread i When you select one of these options The SuperManager will write an XML file to the folder set up previously and wait for DAZzle to write a response xml to the Windows temp folder When DAZzle finishes writing this response file The SuperManager will automatically import it and add the tracking numbers from the exported orders into The SuperManager A log file will come up to show you the tracking numbers that were imported and any errors that were encountered in the process After closing the log file a
5. superbiller Hidden E Description SuperBiller QuickBooks Bill Enty Tool SuperBiller QuickBooks Bill Entry Tool QuickBooks Bill Entry Tool Captior a ee ee url E VELA ae Thumbnail VIEW Picture View Order Limita Fricing weight E oz Minimum 1 Base Price 79 00 Kuantity Pricing Average Cost 0 00 Masimu 10000000 Fersonalization 0 OU Country of Origin Quantum Giftwrap m a United States V artants Create All SUPER_BILLER Modify Delete Delete All Alternative Code Lookup 61 of 105 pages The majority of the fields on this dialog are not editable To make changes to your products you will need to make the changes in the Yahoo Store manager and re download your products to update The SuperManager You can also toggle a product as hidden or unhidden on this dialog The average cost is the only other field that can be edited in this dialog This value is used to calculate the profit made from an order When an order is downloaded this cost is assigned to sales of this product as the cost of the item The cost can be adjusted in the item details dialog to make the profit calculation exact for the order To view the page thumbnail or picture click the View button next to it It will be launched in an internet explorer window 62 of 105 pages 10 0 Merchant Batch Management The Batch Manager will download your merchant batches and store them locally You wi
6. Address 3 Country T erritory Postal Code Bill Transportation To lite 4 bots eal T Loree _ This will bring up the screen shown below Make sure that the XML Auto Import File Folder is set to the folder that the file in The SuperManager program settings as described in section 6 6 c This same folder should be specified in the Log File Destination Folder Once checking these settings press the Start button 74 of 105 pages AML Auto import Imported Shipments Successful Shipments Failed Shipments ee MIL Auto Import File Folder C PROGRAM FILESSWORLOSHIPSUPS YW S TOAIMPEAPSSML Auto MiewLog Browse Log File Destination Folder Help CAPROGRAM FILES WORLD SHIPSUPS WS TOSS SLOG ML Auto Browse UPS should find the file written by The SuperManager and begin processing the shipments in it WorldShip will then write a response file that The SuperManager will read and add the tracking numbers from the exported orders into The SuperManager Once all shipments have been processed in WorldShip go back to The SuperManager and click OK to allow it to proceed with this A log file will come up to show you the tracking numbers that were imported and any errors that were encountered in the process After closing the log file a prompt will appear asking if you would like to send these tracking numbers to Yahoo If you choose Yes an email will be automatically sent to Yahoo s server telli
7. Da en Minimum order quantiy 9 CCS 12 1 c 1 Product Variant Information The SuperManager Variable Biue Smal variant dropship Dropship Yes or No variant dropship flag 1 or 0 variant dropship boolean True or False variant_optimum inventory Optimum quantity in stock 6 S O 12 1 d Merchant Batch Information The SuperManager Variable i Batch number 00250 98 of 105 pages The SuperManager Variable Replacement Code batch account Batch account Paymentech merchant account 234561202 Explanation Batch date 10 Jun 04 batch date format Batch date 10 06 04 Balch amour 30 223 00 Number of entries in the batch 1 5 20 etc 12 1 d 1 Merchant Batch Entry Information The SuperManager Variable Replacement Code 12 1 e Supplier Information The SuperManager Variable Replacement Code Explanation Name ofthe supple SuperWare LLC supplier contact first name Contact first name supplier contact last name Contact last name Explanation Contact ul name First line of the street address 111 Penny Lane supplier address2 Remaining lines of the street Suite 000 address supplier street The street address 111 Penny Lane Suite 000 supplier address The full address Suite 000 111 Penny Lane Penny City CA 11111 1111 Penny City State CA i i supplier country code The two letter abbreviation for the US country First 5 characters of the zip code 11111 Zi
8. It may be changed here When you enter the address information in the Ship to and Bill to boxes The SuperManager will attempt to parse the address into the different fields If it cannot understand the different pieces of the address or you press the button next to the edit box a dialog will appear in which you can enter the address line by line Check Address Address details Hame Cancel Street 00 John Doe Wray City NewYork State Province NY Zip Postal Code ic Counte Region United States The arrows in between the shipping and billing address can be used to copy one address to the other The Opt Out checkmark is to flag orders in which the customer has requested not to receive solicitous communications from you If you add a custom variable to your address information in Yahoo called Opt Out and the value is set to YES this checkmark will be checked when the order is downloaded Once this checkmark is selected you will be warned before sending an email to the customer 8 1 a Add Delete or Modify Order Items You can add or delete items from an order by clicking on the Add and Delete Item buttons You can also right click in the Order Item List and options to add delete and edit items will appear Additionally you can set an item as Backordered When you toggle an item to backordered it is assumed that all of this item s quantity is backordered The Add Item or
9. Packing Slip J ASuperkd anager tnstallersPacking Slip html Picklist Superb anagers nstallersPicklist html Financial Summam Superdanagers nstallersFinancial Summary html ltem Ordered Super anager installers berms Ordered Atm Purchase Order J lperh anagersinstallersPurchase Order html if Set 4s Default Report List Type Auto Print for New Orders Browne al ee This list contains all the report templates defined in your store settings Several reports are copied to the C Program Files SuperManager directory when you install SuperManager By default if these files still exist they will be added to new store databases You can use the Add and Delete buttons to add new report templates or delete existing ones Press the Browse button to select the file using the windows file picker Double click on an entry to manually edit the path of the template Paths are stored relative to the smg file by default but you can also specify an absolute path when you manually edit the path in this manner Click then pause for one second then click again on the name of a report to rename the report The type of the report the selected template is The following report types are available e Invoice For creating reports one per each order Typically these will be used for invoices sales receipts e Summary For summarizing order data When this type is selected total numbers of items ordered sum of funds
10. Some customs forms templates work well with five items while others are only designed for 3 items or less You can also specify to only export item information for international orders Dazzle Insurance Select the type of insurance you use in Dazzle If None is selected no insurance will ever be applied in Dazzle If one of the insurance options is selected whenever a shipment is marked as Insured the type of insurance you select will be added in Dazzle Note that selecting an insured option will not automatically apply insurance to each package you ship Turn On Print Prompting When this option is checked Dazzle will guide you through a step by step wizard to ship each package When it is run in this mode however many of the instructions such as template to use package type and service type may be ignored and tracking numbers will not be returned to SuperManager When this option is left unchecked all the packages you export will be directly printed and the tracking numbers will be sent back to SuperManager Test Print Only Printing of shipping labels will be run in test mode The resulting labels will not be usable for shipping packages Skip unverified addresses Addresses that do not verify will be skipped when printing postage 23 of 105 pages Dazzle Import File The XML file SuperManager should create for processing in Dazzle If you want to use automatic processing of packages in Dazzle this should be in the folder D
11. They are not written back into your database until they are saved Saving the changes here does not however save them to the physical file on disk To do that you have to use the File Save function Print an invoice of this order using the default invoice template Scroll through your orders The arrows with the bars jump to the first or last order the regular arrows jump the previous or next order By clicking the toggling filter button to on the orders you scroll through will be limited to those on the order list currently in view in the orders dialog ave aa Gj 53 of 105 pages i Update order changes to Yahoo If Download order changes from Yahoo Brings up a menu containing all your defined email templates allowing you to send any of them to the customer you are viewing In addition to the arrows on the toolbar you can use the Order ID dropdown to move to another order Use the Order Type field to specify how you received this order For orders downloaded from Yahoo this will automatically be set to eStore You cannot change the order type for downloaded orders although you can rename this order type as described in section 7 7 In this same section it describes how you can setup order types to distinguish between orders received via phone fax in your brick and mortar store or via other avenues The Order Status shows the status just as it is displayed on the order list of the Order Dialog
12. edit box and then click the Create button DER a A GO Default Import Invali Reference Number a Default Import Address Book Mw Saba lt iamar 1 ch t v New Map Import from ODBC Database Export data from WorldShip P Exot D Shipment X Name Super anager to UPS Create cancel Hee 4 Now select the smupsw ODBC source from the list and then click OK Select an ODBC source MS Access Database OK Cancel aie Help ID Password 5 To begin mapping the ODBC to your UPS Edit SuperManager to UPS import map WorldShip import you will need to define the ODBC Tables WorldShip Fields Primary Key Select the CUSTOMERID field Ero CCT under the Column Name heading and then z 1 click the Define Key button ORDERNUMBER VChar Customer ID SHIPTONAME Y Char Company or Name SHIPTOSTREET VChar Attention 6 Next you will need to map all of the variables TTT ETE ES a gree on the left to the correct UPS variables on the SEN ee aria ca i ii j ar ountry right Use the table below to connect or map SHIPTOSTATE VChar Postal ZIP Code the variables SHIPPHONE VChar City v Primary Table Define Key Connect Hooe z i z t I Prompt for the table name each time the map is used Begin by selecting the SuperManager variable badoa La dss a ELS ODBC Logn on the left and then select the appropriate UPS ar SETAE Bs Ste Tanpa ot ane js F smupsw tak oS ip To Str
13. item option choices trim Item option choices separated by Red Large spaces with any text in between parenthesis removed as in incremental pricing item optionn The n item option choice For item_option2 in the example above Large 1 00 Sten quantity available __ Numberofitems availabe J9 lt Eten ext price 390 item cost Item cost 300 item ext cost quantity cost 300 item taxable Item taxable Yes or No item taxable flag 1 or 0 item taxable boolean True or False item backordered Item backordered Yes or No item backordered flag 1 or 0 item backordered boolean True or False Item backordered date Date the items are expected to ship 12 Dec2003 Item_backordered_date format Date the items are expected to ship 12 12 2003 item shipment number Shipment Number 1 2 3 etc item shipped Item shipped Yes or No item shipped flag 1 or 0 item shipped boolean True or False item weight poundounce 12 Ibs 8 oz item weight pound 12 5 Ibs item weight ounce 200 oz item weight kgram 5 7 kgrams item weight gram 5700 grams Fren weight 200 oz item carrier UPS USPS FedEx etc item carrier type Carrier type for the carrier selected for the item item tracking id Shipping tracking id 122342566632 item postmark date Item postmark date 12 Dec 2003 item postmark date format Item postmark date 12 12 2003 as shown below variables as shown below 12
14. 1 Order Payment Information When used in a text format a new line is created for each total in the order When used in an HTML report a new row is create for each shipment in the order The SuperManager Variable Exnlanation Replacement Code p Authorization transaction number 123456 59 88 Cpayment_avs avs AVS response for authorizations YY pamens oossoo avs meaning AVS response meaning for Addr wx authorizations CVV response for authorizations payment cvv meaning CVV response meaning for Wa o authorizations 12 16 Product Information The SuperManager Variable ae ee eee Replacement Code p product hidden Product hidden Yes or No product hidden flag 1 or 0 product hidden boolean True or False Product availability Multiple product path urls http store yahoo com sm sm html http product taxable Product taxable Yes or No product taxable flag 1 or 0 product taxable boolean True or False product orderable Product orderable Yes or No product orderable flag 1 or 0 product orderable boolean True or False Product weightin poundsoz 12 bs 8 oz Product weight in pounds 125 Ibs 97 of 105 pages The SuperManager Variable 200 oz Product picture url www thesupermanager com thespr mngr gif product picture Product picture url E eat mngr gif product thumbnail Product Thumbnail Picture url proces enone Pe mine nra
15. 1 b 2 Order Backordered Item Information All the variables shown above can be used with backordered_ in front of them to get a list of only the backordered items 95 of 105 pages 12 1 b 3 Order Shipment Information When used in a text format a new line is created for each total in the order When used in an HTML report a new row is create for each total in the order The SuperManager Variable Replacement Code Shipment D ET Shipment Carrier USPS FedEx UPS etc selected export format format specified for the carrier s_package php tracking 1Z234255 Shipment postmark date Shipment postage amount Shipment_length Shipmentlength M O Shipment width Shipment height B 49 96 shipment insured Shipment insured Yes or No shipment insured flag 1 or 0 shipment insured boolean True or False shipment signature Shipment signature required Yes or No shipment signature flag 1 or 0 Explanation shipment signature _boolean True or False shipment sum of the quantity of each line item in the shipment 12 1 b 4 Order Total Information When used in a text format a new line is created for each total in the order When used in an HTML report a new row is create for each total in the order The SuperManager Variable Replacement Code Explanation Order Total Name Subtotal Shipping Tax etc Order Total Amount 56 15 4 95 3 77 96 of 105 pages 12 1 b
16. Before You Begin screen click SEES SILENT Ae Continue Welcome Introduction Msf el e grim slr Preparing for a Successful Integration The key to a successful integration is a thorough understanding of what and how information is stored in your existing application and a thorough understanding of your shipping process Before you continue ensure that you have read the ntearation Assistant Tutorial and that you can answer the following general questions Which applications contain the shipping information that you want to integrate Who in your organization has a high level of technical knowledge about the applications that store your shipping information Whatis the flow of information from receipt of the customer s order to the printing of the shipping label How does the shipping department process a package Do shipping processes vary by customer package etc Continue gt 4 At the Begin gt Create screen check Create a FedEx Integration Assistant Create A New Integration Profile New Profile and then click Continue Create Integration Type What do you want to do Select Create a New Profile to start a new profile Select Edit an Existing Profile if you want to create a new profile by editing an existing profile or if you want to complete an unfinished profile C Create a New Profile Start a new profile Clears all unsaved changes C Edit an Existing Profile Select the profile that you wan
17. Delete Subject Your company name order is backordered 1 week Body Thank you for your order at company name We have received your order and are ready to ship Unfortunately the product s listed below are on backorder You will be notitied when these items ship We expect to ship these tems within 1 week Send as HTML Remove Duplicate Email Addresses When Sending Email Template List Up Down Buttons To Cc Bcc cancel Aoo This list contains all the email pe eee you have defined You can use the New Rename and Delete buttons to add remove or rename an email template _ The order the templates are shown on the list determines the order they will appear on the send email menus You can move them up or down on this list to put the ones you use most often on the top of these menus The email address the order should be sent to This usually will contain the order_email variable but you could use other variants for example order_firstname order_lastname order_email will print the customer s name in the To field of most email reading programs Note that specifying the To field in this way makes email templates usable for applications other than sending emails to customers You do not have to send these emails to your customers at all Create a drop ship email template based on your drop ship supplier s requirements and include the items to be drop shipped in the em
18. Modify Item selection will open the Item Details Dialog as shown below Here you can modify the Price Quantity Tracking ID Taxable Status or Number Backordered and shipment number for an item 54 of 105 pages Prices modified here will only be changed in the specific order that you are modifying You can search your product database using the SuperFind function to find specific items to add to your order You can also double click on a product to open its details for closer inspection When you mark an item Backordered The SuperManager will automatically change the order status to Backordered You can use the variable backordered_items to include in emails to customers a list the backordered items Just add the variable to an email template and The SuperManager will replace it with a list of the backordered items for that order ltem Details Luantity 1 Reset Search teme by code name description ete IDO Code Description Custom Custom Custom ppcart PRP_LCART PayPal Shopping Cart ppipn PF_IPH 1 fear PayPal IPN Service slperbiller SUPER_BILL SuperBiller QuickBooks Bill Entry Tool sUpermanager SUPER MAN The Superanager Advanced Package sUpermanagemb SUFER MAN The Supeanager Basic Package sUpermanagern SUPERMAN The SuperMdanager Premium Package lt Add Option Delete Option CC beno ai if Taxable Unit Cost 0 00 Backordered 0 i Option ele Shipment No Date Carrier Trac
19. Note that QuickBooks POS will only accept orders that have been completely paid for You will need to make sure that there are payment events in the order that document that the entire balance has been paid Unpaid orders will result in an Unbalance Receipt error 11 3 Dazzle The SuperManager seamlessly integrates with DAZzle Endicia using an XML interface requiring little or no user input This is only available to DAZzle Premium subscribers If you are not a DAZzle premium subscriber or the XML exchange interface does not met your needs you can also export information to and from DAZzle using text files as described in section 11 3 c 11 3 a Preparing Dazzle for use with The SuperManager Just a couple settings need to be adjusted in Dazzle to prepare it for receiving requests from SuperManager Inside Dazzle click on Postage Options on the main toolbar This should bring up a settings window Select the Premium Service Options tab and enter the Premium Options as shown below 70 of 105 pages Postage Options Delve Confirmation Signature Confirmation Certitied Mail Return Receipt Resticted Delvery lnsured Mail Registered Mail Collect on Delivery COC F ate Fremium Service Options Frdicia l The following options are offered as part of the Endicia Premiu Service Fremium Options i Use Stealth Indicia hide postage value Print as Reply Postage i Monitor this directory for ML files C 4Pr
20. PP_CART PayPal Shopping Cart 69 00 Cl 1 PP_CART PP_IPN 1 ear PayPal IPN Service 50 00 Ea 2 USPS 214005 123456 0 1 PP_IPN MasterCard Subtotal 1195 00 Discount 5 00 we i24or05 Auth 114 00 gt G 5 2016 Total 114 00 Shipment 1 Weight 0 00 oz Estimated Profit 114 00 CVV Should be on card but not indicated Comments Gift Message Other Fields Custom Fields Card events created through the standard order processing page in the Yahoo store manager are downloaded from Yahoo and displayed in this list If you subscribe to the SuperManager PayPal IPN service PayPal payments received even from outside of the shopping cart will also be displayed on this list Whenever you make a manual sale credit void sale or void credit from within The SuperManager these events will also be displayed on this list Additionally you can manually add events to this list to record other payments received from a customer Use the Add Event and Delete Event buttons for this purpose Once you have recorded payments that total to the amount due from the customer the status of the order will automatically change to reflect that it has been charged or paid Orders with credit card transactions will be marked as charged and those with PayPal or cash transactions will be marked as paid This will also transfer the order from the Open to the Closed tab on the order list if you have chosen to have payment status to be the only co
21. Products Management 29 Download Products 38 Import Products from file 38 Program Settings 13 Export Formats 14 Import Formats 16 Preferences 13 XML Exchange Formats 17 Program Settings Dialog Window See Dialog Windows Program Settings Requirements 8 Minimum 8 Recommended 8 Setup See Installation Store Settings 18 Accounting Export 25 Custom Fields 24 Shipping Methods and Map Ship Dialog 25 104 of 105 pages Email Settings 20 Order Processing Automation 23 Invoice Templates 26 Store Profile 18 Creating Invoice Templates 28 Store Settings Dialog Window See Dialog Windows Store Settings Login Security Profile 19 105 of 105 pages
22. This is primarily provided to be able to distinguish orders from one store from other stores on reports emails and on the order list 28 of 105 pages 7 2 Login Security Information Store Settings Order Processing Automation Custom Fields Accounting Esport Reporta Store Frofile Login Security E mail Sethirigs Email Templates Tas Rates Email Tracking Store ID thesupermanager d Username thesupermanager Password Ha Security Kep j Expire CC information after Hewer Fassword protect this file with Security Key ce cancel Aoo _ Store ID This is the store ID assigned to your store by Yahoo Store IDs from older stores are typically some variation of the store name like thesupermanager More recently opened stores are generally in the form yhst XXXXXXXXXXXXXX where the X s represent a uniquely assigned number Username The username you use to sign into Yahoo small business Password The password you use to sign into Yahoo small business Security Key The security key you use to work in your store manager Important Note about Security None of these values are ever sent to SuperWare s servers SuperWare and its employees and affiliates will have no access to your account information or store in Yahoo These values are only used to communicate directly with Yahoo The only information SuperManager ever sends to SuperWare servers is the version number of the software you have inst
23. You should ignore the following error if Windows displays it Failed to save table null to null 11 Next click OK to close the ODBC Data Source Administrator Dialog and then close the Control Panel dialog 11 4 b 2 ODBC Text Setup Data Source Name smupsw OK T he SuperManager to UPS Online Worldship areal Help Description Database D PROGRAM FILESSUPS Select Directory Use Current Directory Directory Files Extensions List Extension V Default Define Format Define Text Format Tables lt default gt Columns ShipT oN ame iV Column Name Header Format CS Delimited Y fo C ANSI OEM OK Data Type Char Add DrderNumber Modify 255 Remove Cancel Help Name Rows to Scan Characters Width Create an import map in UPS WorldShip to import shipments 1 First open the UPS WorldShip program and then click the UPS OnLine Connect menu at the top of the dialog and then select the Create Edit Map menu item 77 of 105 pages 2 Next click the Import from ODBC Database E SRaiennniidee ear radio button and then select Shipment from the dropdown menu to indicate this import me eo aT ap Type method is to be use for importing shipments Ap Default Export Adress Black z Default Export Shipment 3 Next enter a descriptive name in the Name Default Import Inval Address Book
24. as described above If this account is a sub account you will need to give the full name of the account by in the form lt Parent Account gt lt Sub account gt This setting is also used as the item name for the sum of your nontaxable sales for batches exported from The SuperManager If this item does not exist in QuickBooks it will be created The name of the item to be used for shipping fees collected from your customers If this item does not exist it will be created 43 of 105 pages Tax Item Tax Reference Item Gift Wrap Item Discount Item Adjustment Item Coupon Item Gift Certificate Item QuickBooks The name of the item to be used for sales taxes collected from your customers If this item does not exist in QuickBooks it will be created QuickBooks POS This field must contain the name of the Tax Location SuperManager should use To determine the proper name of your tax location in POS go to Edit Preferences Company from the main menu A screen similar to the one shown below should appear SuperManager Test QuickBooks Point of Sale Basic Level 2 20 2006 File Edit View Point of Sale Inventory Purchasing Tools Financial Reports Window Help rox D o P g amp a o ZP B Back Home Make a Sale Customers EndofDay Items Receive Items Reports Practice Reminders Dashboard Open Windows a i Company Preferences E Company Preferences P Retail Navigator Set u
25. collected etc are reported rather than individual data for each order e Range For line iteming order data One line will be exported for each order Typically these will be used for giving register type reports of funds received e Packing Slip For creating reports one per each shipment Typically these will be used for packing slips e Purchase Order For creating purchase orders 47 of 105 pages Set as Default Sets the report as the default report of all reports of the same type There may only be one default report of each type The default report is used when you select to print the Default lt type gt from print menus Autoprint for New Orders When this option is checked the selected order will be printed for each new order set of orders when orders are downloaded 7 9 a Creating Invoice Templates The SuperManager uses html templates to create reports You can create such files in one of many readily available html editors Recommended editors include Microsoft Expression Web Microsoft FrontPage and many others Use the html editor to create the overall layout of the report Use the variable list in Appendix A when making your invoice templates The SuperManager will replace the variables you have included in your invoice template with the specific order information Several generic and sample templates are included for your reference and we can help you create custom report templates see http www t
26. column of the import file Note the following nuances about the import format e When importing orders if no the variable order_id is not included the next new manual order number will be assigned to the order e When importing batches the variable batch_number must be included in the format e When importing shipments the variable shipment_id must be included in the format This id includes the order number which must be a valid order number in The SuperManager e When importing product variants a valid product_code must be provided 6 6 XML Exchange Formats The XML Exchange has been included to enable you to easily exchange information with other programs such as DAZzle Endicia QuickBooks QuickBooks POS and UPS WorldShip These will be discussed in chapter 11 0 Interfacing with Other Programs 22 of 105 pages 6 6 a Dazzle Endicia Program Settings Preferences Automation Database Export Formats Import Formats ML Exchange Formats DA zle Endicia QuickBooks Worlds hip Export custome information for Tum on print prompting in DAzle Five Items hi Test print only Dazzle insurance Skip unverified addresses None Dazzle import file Browse mea a _ Export customs information for The number of items that should be identified for customs declaration forms Dazzle only supports up to five and may crash if more are provided Therefore it is recommended not to export more than five
27. created for each variant of a product you will have to create the variants for the product as shown above Otherwise The SuperManager will export all option combinations to the same item in QuickBooks If you wish for the item to be created in QuickBooks with a name other than lt product code gt lt variant gt enter the name you want to be used in the alternative codes box for the variant s before exporting the product to QuickBooks 11 1 d Exporting Orders to QuickBooks Before exporting orders to QuickBooks you should assure that the order is in the state you want it to be in for exporting Refer to section 8 2 for instructions on how to move orders from open to closed status Note as well 68 of 105 pages that if you have received more payment from your customer than the order has for the amount due the sales receipt invoice will not be created for the order After all your settings are entered and your orders are prepared to export using the QuickBooks export is very simple Just select the orders or products you want to export right click and choose XML Exchange QuickBooks from the dropdown menu Or for batches press the Accounting Export button and choose QuickBooks from the list Your orders products or batches will be exported A log will appear reporting how the export went perF ier Find John 0 60 70 eG Oper aM New eee orl Espe Lr Delete CD Charge mnd Lu Print Invoice
28. for greater customization using java or other script functions for displaying data only under certain conditions changing formatting or other advanced functions Examples of such customization are available to use as guides Contact us at info thesupermanager com for more information 48 of 105 pages 8 0 Order Management To Download Orders change to the Orders Dialog Window by clicking View then Orders from the main menu Next click Actions then Get New Orders or click the Get New Orders button When you download orders for the first time you will be prompted to provide the first order number you would like to download It is recommended to download your product database before downloading any orders see section 9 0 Products The SuperManager will then begin to download all orders beginning with the first order number you have provided and ending with the latest order Subsequent times you use the Get New Orders function the orders available that are not in your database will be downloaded You may also download a specific range of orders by clicking Actions then Get Orders You will then be prompted to provide a range of orders you would like to download You can also import an XML file of orders by choosing File Import Yahoo Orders XML from the menu This option may be used to import orders that were saved in XML format from the Yahoo store manager Take your time to familiariz
29. if it is not in the file format Number of header lines The number of lines at the top of the file format not intended to be interpreted as object data These lines will be ignored when the file is imported Text Qualifier The character that surrounds text strings Many csv formats use quotation marks as a text qualifier Remember Path Select this option if you will always want to import the same file name If this is selected the first time you import with this format a file will be requested then subsequent times you use this import a file dialog will only appear if the remembered file path does not exist Clear File After Import Select this option if the third party program you are importing the file from appends to the file each time you export Each time SuperManager reads the file it will read all the lines in the file If a third party program just adds to the end of the file each time SuperManager will end up importing information for all the orders ever exported into this file multiple times 21 of 105 pages Delimiters Check any Delimiters that apply csv files are comma delimited thus you would select comma as the delimiter Other formats are space tab or semicolon delimited The SuperManager also allows you to specify any other character as a delimiter Box at the bottom Enter the repeating line of the import format This will be a list of variables delimited by the delimiters specified Use the variable skip field to skip a
30. if there are specific zip codes that have a tax rate higher than the default state tax you must have those higher on the list than the default state tax that applies to all other zip codes in the state The Up and Down buttons are for ordering tax rates in this manner Rates The tax rate that should be applied to products and shipping Apply Based On Most states require taxes to be applied based on the shipping address This setting is offered for versatility Tax Before Discounts Most states instruct you to base tax amounts on the post discount total This settings is offered for versatility Name This name is shown on the list above for convenience in working with the various tax rates It is also used as the tax code in QuickBooks Point of Sale not QuickBooks See section 11 2 for more information about interfacing with QuickBooks Point of Sale 35 of 105 pages State Zip Code Zip Code These three options are available for identifying the range of application Range fora tax rate You can use any combination of them to completely define the range of applicability Use the Add Edit and Delete buttons to add applicable areas to the selected tax rate 7 6 Order Processing Automation Use this dialog to tell SuperManager a little bit about your process Store Settings Store Frofile Login Security E mail Settings Email Templates Order Processing Automation Custom Fields Accounting Export
31. order is exported SuperManager will figure out according to this prioritized list which tax locale should be applied So for example if there where a zip code range preceding the item shown on the list above orders from this zip code range would have this tax rate applied even if they also happened to be from North Carolina After determining which tax rate should be applied SuperManager looks for a Tax Code under the Tax Location provided above in POS If a matching code is not found the export will end in an error After setting up these settings additional settings need to be made in your products Each product has one or multiple Alternative Code There will be one alternative code for each product variant a unique combination of options The POS field specified in the Lookup POS Items Using setting above must match the alternative code for the product variant in SuperManager If the alternative code is left empty the POS field will be assumed to be the Yahoo product code One of the major tasks of setting up SuperManager to properly export orders to POS will be ensuring that the alternative code matches the POS field you have specified 11 2 6 Using the QuickBooks POS Export Once all these settings are correctly added to POS and SuperManager exporting orders is very simple Just select the order or orders you wish to export from the SuperManager order list right click and choose XML Exchange QuickBooks POS
32. prompt will appear asking if you would like to send these tracking numbers to Yahoo If you choose Yes an email will be automatically sent to Yahoo s server telling it to update the information for the selected orders Keep in mind that each time this update is sent an email is sent to your customer explaining the status of the orders 11 3 d Text Export to DAZzle Endicia If for some reason you are unable to use the xml interface as described above you can also use a text format to interface with Dazzle After mapping your shipping classes as shown in section 7 7 a you can export shipment information to DAZzle using the following steps 1 When The SuperManager is installed the settings are initialized with an export to DAZzle format You can check to make sure this format is still in your program settings by going to View Program Settings then selecting the Export Formats tab If you do not see a DAZzle Endicia format on the list you can use the following instructions to restore the format a Download the file http www thesupermanager com download smx dazzle_endicia smx b Switch to the tab Preferences in the program settings c Click the Import SMX button and select the file you have just downloaded d If you are prompted whether to overwrite an existing format choose Yes 72 of 105 pages T Close the program settings by clicking Ok at the bottom of the dialog Select the ord
33. summary report section to print a Summary list of various information order type item description 101 of 105 pages 12 1 N Date format descriptors The following variables may be embedded in the format designated after any date variable inside brackets Code Example 1 Jan 2006 12 01 02 AM Abbreviated weekday name Sun sn o eme OO OOO sc Date and time representation appropriate for locale 1 1 2006 120000 AM 01 Day of month as decimal number 01 31 sn Hour in 24 hour format 00 23 0 ae w oO o oP o0 W Q ae Q o0 5 Hour in 12 hour format 01 12 Day of year as decimal number 001 366 aa Month as decimal number 01 12 Minute as decimal number 00 59 fo Current locale s A M P M indicator for 12 hour clock gt s Second as decimal number 00 58 Week of year as decimal number with Sunday as first day of week 00 53 a Weekday as decimal number 0 6 Sunday is 0 oC Week of year as decimal number with Monday as first day of 01 week 00 03 settings settings Year without century as decimal number 00 99 Year with century as decimal number Either the time zone name or time zone abbreviation depending on registry settings no characters if time zone is unknown AP AP AP AC S B H OP o0 v hik ry ae N 12 2 Status icons Here is a list of the different possible order statuses in The Su
34. this item a submenu will appear containing the Blank and all the email templates you have set up as explained in section 7 4 When you select Blank an email will be created and addressed in your default email client for each of the selected order s When you select a template name an email will be generated for each of the selected order s According to your store settings template emails will either be loading into a dialog for you to further edit or automatically sent SuperManager WV Send as HTML To test aol com Subject Backordered 1 week Thank you for your order at company_name e have received your order and are ready to ship Unfortunately the product s listed below are on backorder You will be notified when these items ship We expect to ship these items within 1 week The other items in your order will be shipped separately Please email us at info thesupermanager com if you have any questions Thanks for your understanding and have a great day Backorderd Items The Super anager Sincerely When you roll over this item a submenu will appear containing a few standard formats exported by The SuperManager and all the custom export formats you have created according to section 6 2 When you select a format the selected order s will be exported in this format Brings up a submenu of programs currently supported for automatic interchange with The SuperManager Currently DAZzle Endecia QuickBooks
35. you had to enter to your client workstations if you are running POS on a network with more than one workstation The name of the company data you want to connect to This name should appear before QuickBooks Point of Sale On the title bar of POS when you have it open SuperManager can lookup items by Item Number ALU Desciption1 Description2 and SKU fields in POS Set this option to the field that you would like to use to link your Yahoo products with POS Account Settings Separate account settings are stored for Orders and Cash Transactions exports and for each account When exporting individual orders as Sales Receipts or Invoices into QuickBooks the Order and Cash Transactions settings are the only ones that will be used When exporting batches you can apply different settings to each individual merchant account and a separate set for transactions made outside of your Yahoo merchant accounts 45 of 105 pages 7 9 Combine MasterCard and Visa Do no export this pay method in this account ltem Category Name Deduct Transactions Fees from Payment Amount If your merchant account bank combines amounts received from MasterCard and Visa you should check this box It will create a single line item on the sales receipt for each batch for MasterCard and Visa funds This will make reconciliation easier Any amounts received from this pay method will be ignored when creating the batch Should a payment
36. your smtofedex txt file Enter the filename fedextosm txt and then click Save Now close notepad and switch back to the FedEx integration assistant 2 At the Export gt Destination screen select Text w FedEx Integration Assistant Select your data source led File and then click Browse and select the file i rt a a eal fedextosm txt that you just created in the step Export Destination Format above Format Method F a ees E Il Where do you want to send shipping information Common Questions Select the data source that will serve as the destination for information sent from FedEx Ship Manager 3 A f What is exporting You will select the information that you want to export in a later step Learn more My DSN isnotin the list What should do What is ODBC Data Source Administrator C ODBC DSN Open Database Connectivity Data Source Name Text file ker a Tet Fae Select the text file that will receive the information exported from FedEx Ship Manager What dol heed to know about my Ic Program Files FedE x fedextosm txt Bows data source Tutonal Continue gt 3 At the Export gt Format screen enter the following iiiuaatenietiens fx 1 PA e Set format and structure of your text file yy to Delimited E Method information Help i ile Common Questions e Set Character to comma What is arero and structure of your text file Common Questions Answer each
37. Merchant Motes W Customer Comments kW Yahoo Store Info i Enty Point W ltem url i Preserve HTML info Ii ltem Thumbnail W Gift Wrapping Information Autosave on Close Autosave Cancel The database tab offers a few settings concerning when your database is saved and what should be saved in it When this option is checked SuperManager will automatically save the file each time it is closed Otherwise it will ask you whether it should save the data or not SuperManager will save your file for you on a given interval of minutes when this option is selected Otherwise you should save your file periodically to prevent loosing data should an unexpected shutdown occur 18 of 105 pages Optional fields to Save 6 4 Export Formats Yahoo offers several fields which are either repeatative in nature or viewed as not important to some users SuperManager will save all of this data unless the corresponding check mark is cleared for them Generally it is best to keep the file size of your database to a minimum and therefore if there is data that you are not concerned about having it is recommended to remove it from the database You can use the export formats to export your order information to other programs such as FedEx Ship Manager UPS OnLine WorldShip or DAZzle Endicia etc Four export formats have been included as examples for you to use You can modify these or add others using the settings described below Program Sett
38. Order complete when status is ME aA sa Eaa kelana W Send Drop ship E mails After Downloading Orders Charging Make manual transactions through Tas Rates Reports ee Shipping Prefered Carrier us Postal Service Packaging eight 0 00 oz Weight Units Dunces Declared Value Calculate Calculate Manual Order Shipped Email None Default Shipments as Insured Track Inventory Cancel Order complete when status This setting dictates what orders are shown in the Open and Closed is tabs on the order list send Drop ship Emails After This is the first of several settings that have to be in place for sending Downloading Orders drop ship emails for items in orders that are downloaded After enabling this option you have to create product variants and set the drop ship flag and supplier for those variants that you want to have drop ship emails sent for The supplier must also have an email template selected to use for sending drop ship emails 36 of 105 pages Make manual transactions through Preferred Carrier Weight Units Manual Order Shipped Email Packaging Weight Declared Value Default Shipments as Insured Track Inventory If you have more than one merchant account you use with Yahoo specify which one should be used for your manual transactions here The account used for standard transactions needs to be specified in your Yahoo store manager This setting will o
39. Shipping dialog first click the Shipping Method tab and then double click on the Yahoo shipping method or select the shipping method and then click the Modify button After filling in these settings when you select orders on the order list and export them using a text export format the settings from this dialog will be used to determine how to replace the variable shipment_shipping_class 38 of 105 pages Modify and Map Shipping Methods Name Ground Default Packaging E CH Map Carer Shipping Classes for E sport E sport Ship Class DAZ zleE ndicia PRIORITY DHL WWebShip Ground FedEx Ship Manager 90 FedEs Ground Horne UPS WorldShip Ground MLE AML E lt echange DAZzleEndicia Priority Mail change Worlds hip Ground Ship Class for peaa selected export Dazzle Name Default Packaging Map Carrier Shipping Classes for Export Dazzle xml layout path sml layout path or leave blank to use the default layout P Cancel You may change the name of the ship method here Any changes made here will not however change the settings in your Yahoo Store manager The packaging to initialize shipment packaging types for orders of this ship method with You can then change the packaging type for each shipment individually on the shipment details screen These are the shipment export formats you have entered using the directions in section 6 2 and the XML Exchange formats offered nativ
40. This is the name of the Tax Code that should be applied when sales tax is due on an item or order QuickBooks The 3 letter code for nontaxable line items If this tax code does not exist in QuickBooks it will be created for you QuickBooks POS This is the name of the Tax Code that should be applied when no sales tax is due on an item or order Determines whether shipping costs will be marked with a taxable or nontaxable tax code Allows you to set whether orders will be exported as sales receipts or invoices in QuickBooks The full path of your QuickBooks file If this field is left blank you will need to have QuickBooks open with the proper file loaded to export information WARNING If the field is blank and you have QuickBooks open to another store when you export objects they will be created in the file that you have open This field can be left blank The class to be associated with each order exported to QuickBooks This field can be left blank May contain any of the store settings variables or order variables when exporting orders and batch variables when exporting batches The initials of the sales rep to be associated with each order exported to QuickBooks This field can be left blank May contain any of the store settings variables or order variables when exporting orders and batch variables when exporting batches The network name of the machine on which the POS server is running This should match the settings
41. a Table MONE gt Select a Fieldlp 85 of 105 pages w 2 edex Field Name ackage Weight ayment Type ne ackage Type ne 5 ONiZzizZ OJO ervice Type Recipient Address 1 W O Recipient Address 2 ecipientCity Recipient Postal Code ecipientEmail Click the small button with the three dots to the right of this field and then select Set Default to define the default value for this field AD 70 WD J I WO 7 M 0 me L olololo olo olo vooo OJO OJO omo OE o O DiD DID O gt gt gt o gt oll oo m oo imo Doo O gt SRERARGEHEE OIMIS 15 D O lslo Ole o lt ai D lt lt z Tn C D 3 3 Q O O J Z Default tool Default tool Default tool NOTE Default values that you set here will overwrite preference that you set in FedEx Ship Manager NOTE Default values that you set here will overwrite preference that you set in FedEx Ship Manager NOTE Default values that you set here will overwrite preference that you set in FedEx Ship Manager Set the default for Payment Type to E Bill Sender lt None gt 1 Bill Sender 2 Bill Recipient 3 Bill Third Party 4 FedEx Ground Collect Set the default for Residential Deli Fl Se ee True Yes True Boolean nd lt None gt False No False Boolean True Yes True Boolean z Set the default for Package Type to 1 Customer P
42. a good idea to choose to do this but it is not necessary SuperManager will add products to your product list as orders containing them are downloaded however it will only compile a complete list of possible product options if the product list is downloaded 5 To print orders select the order s in the Order List and then right mouse button click and click Print Invoice or press ctrl P Several report templates are installed with SuperManager These can be customized using an html editor 6 To charge orders select the order s in the Order List and then right click select Charge from the drop down menu The orders will be charged through your Yahoo Merchant service 8 of 105 pages 3 0 Tips and Tricks Here is a short list of tips and tricks that will help you make the most of The SuperManager 1 Click the Log Onto Yahoo Order Manager button to automatically log on to your Yahoo store manager This step is not required before using other functions requiring SuperManager to login to your store It is just provided as a convenience to you in performing other tasks in your Yahoo Store manager Download your products before you get new orders for the first time and keep your product database up to date by downloading products on a regular basis see section 9 0 Use The SuperManager to process all of your credit card transactions This will ensure that your accounting export information is correct see section 10 1 Sen
43. accounting software the category item names assigned to different transaction line items will come from this dialog You need to make sure that there are corresponding categories or items in your accounting software to receive the category or item name given here For more information about exporting to accounting software see section 10 1 Automatically Create Variants Undeposited Funds Account When this option is greater than zero SuperManager will create new variants underneath products up to the amount you enter here This relates to QuickBooks but is not exclusively for interfacing with QuickBooks Variants store alternative product codes that can be used to give QuickBooks or QuickBooks POS item names if they do not match the default SuperManager item names i e product_code variant_name They are also however used for storing inventory levels If you are exporting to QuickBooks on a variant level or are tracking inventory in QuickBooks you will want to set this value to a reasonable threshold You may have products with thousands of options that you do not intend to track in the same manner and the number you should choose should be low enough to filter out such products If this account is left as Undeposited funds the amounts received in each order will be deposited to undeposited funds You can then claim the money in this account by making a deposit in QuickBooks If you want money collected through your orders to deposit t
44. ackaging lt None gt 1 Customer Pack aamit FedEx Pak FedEx Box FedEx Tube FedEx Envelop 15 FedEx 10G Box 25 FedEx 25G Box i mA Nn 15 Click on the Continue button You will be FedEx Integration Assistant Match the shipping fields with your fields E prompted to select an index for the smtofedex txt table Select OrderNumber from the Drop down list and click OK Source Format Shipping Lookup Information En Match FedEx Ship Manag source In the left column select deselect fields in select identify the table and the field in you import Please select a corresponding index for each table that has been selected Click OK to continue Reference Click the to access advanced data mat amntotedax tat Select a field EDIE Asterisk Field is required to ship a pack Reference Choose your index Package Information V Package Weight Select a Field Pme E v lt gt Continue gt Congratulations you have completed setting up the import settings for the FedEx connection Continue below to setup the export settings for the FedEx connection 86 of 105 pages 11 5 a 2 Create an Export Template in FedEx Ship Manager Software You will now need to create a template export text file 1 Open Windows Notepad text editor On the first line enter order number tracking number without the quotes and then save the file to the same location where you have stored
45. aie ee ee Ra ee A A 40 3 of 105 pages 7 get oes a GaS ee RR RE OP eRe ENT Ree eee Ae eR ee A E Rt Te eRe E Re Te NER ate Re toe Oe 40 C416 Packaging UY OCS txcssceecoiscecmales eGeats E E i Ee E E i 40 7 0 ACCOUNUNGLEXDOT sarisin a e a 41 1 9 Report Templates for Invoices and REPOItS ccccceeccccsecceceeeecceececceececeeseeseeeeceacesseeesseeeesseeeseeeeseeeesaes 46 9a Creating Invoice Templates ormienieaiiae n a AN 48 90 OrderManagemne M six coicacceesttce oa a a aa a 49 o is VOI UENO FSS rn a a a a a a a Noes ceueeenicue 52 Sica Add Delete or Modify Order eM crrreipnr na a a a A aa 54 8 1 b Add Delete or Modify SNipMent cccccccsssecccseseeecceeseeeceeeecceeueeecseaseeeseaeeeessageeeesegeeesssaseneses 56 8 1 6 Chardingand Crediting Credit C ards vaccine ea a aes abe din ieee eas 56 8 2 Moving Orders from Open to ClOSE cccccccssseecceeseeecceseeeceuseeecseeeecseaseeessaueeessaseeessuseesssageeessageeesseaes 57 8 2 a Getting Orders to Charged Paid Status 2 0 0 cccccccccecceeseeeeeesaeeeeeeeeeeeeeseeeeeeseeeeeeesaeeeeseeeeeesaseeeeas 57 DEO We OG CUS sas ges scat ise asta ois gee E ou rene oak acta dnasd salted eeetsat saat a S a a 60 ON FAG Products Dialog scastetvasoietaestets a eee a le eae Ohad a aaa aad lepton at seat 60 eZ lel Ef OOUCEID Calls TO UOC EEE ait teresa E E E E tantied ewuncs Cet A A E EE E E 61 10 0 Merchant Bath Manageme assis erra i E Gdn olen wer a Otis inte dnd Sedan a O
46. ail You can specify the drop ship suppliers email as the To email You can also include your email address in the To field to receive a copy In this and the other address fields you can add multiple addresses separated by semi colons or commas Any email address es you want to Carbon Copy Any email address es you want to Blind Carbon Copy Blind carbon copied email addresses receive a copy but the other recipients do not know it has been sent to them 33 of 105 pages Subject Body Preview Edit Emails with this Template before Sending Remove Duplicate Email Addresses When Sending Send as HTML 7 5 Tax Rates The subject of the email Tip Best practice is to use the field variable company_name to refer to your company That way you can use the exact same email template for multiple stores The body of the email Note that the body can contain HTML rather than only text Just create the template in an HTML editor copy the code and make sure to check the Send as HTML checkbox Enable this option to preview or edit emails before they are sent If this checkbox is grayed out then you have specified in the Email Settings tab to preview or edit all email templates Use this option if you desire that each email in the selected orders when sending the template only receive one copy of the email This feature is useful for marketing emails advertising specials you are offering for example Us
47. alled and your license key that was assigned and sent to you Email Tracking Password The password assigned to you by Yahoo For sending updates through their email order status update server 29 of 105 pages Expire CC information after This feature instructs SuperManager to change credit card numbers to EXPIRED after the given number of days Important Note Once this option has been selected and the file is saved the credit card numbers are no longer stored in the store database Password Protect this File This option allows you to use the security key to prohibit access to the with the Security Key file Allow limited access with no When the protected file is open the user may choose to open the file in security key limited access mode When the file is opened in this way the permissions specified in the box below will be given While logged in with limited access only the allowed permissions will be granted and the user will be unable to change these permissions and thereby grant themselves access to additional features When in limited access mode if the user tries to access a limited feature they will be prompted to enter the security key At that point the authorized user can grant access on a one off basis or they can press cancel to cancel the operation 7 3 Email Settings Enter your Email Settings here to ensure that you will be able to send emails to customers and to send order shipment status updates back to Yaho
48. am Settings Preferences Automation Database Export Formats Import Formats XML Exchange Formats ddd Yahoo Products CS default This Format Imports Products Yahoo Orders CS Rename DAH zle Endicia DHL WebShip D T Fades Shipping Carrier UPS Inventory Delete Set Default Delimiters W Comma Semicolon Tab Text Qualifier PET Bl ice Remember File Path Clear File After Import Humber of Header Lines i product id product code product description product quantum product min order product max_orde Cancel Import List This list contains all the import definitions in your file Select one of them to 7 13 see the settings assigned to it Use the Add Rename and Delete buttons to add a new setting rename or delete the one selected Set Default Assigns the selected import as the default export The default import can be automatically imported by using Alt l Assign the default export to the one you will be using most often This Format Imports Select the type of data imported by this import format This can be products orders shipments batches product variants and suppliers Shipping Carrier This option is available only for shipment imports When files of this import type are imported all the shipments will be set to this carrier type If none is selected the carrier may be input via a column in the data file or will be left unchanged
49. an ss vncinils mac dsiuaeds Zigadcaedaundesuchaseseciaencceueeaxtecd ieee 70 11 3 4 Text Export to DAZzle ENndichasnic2csctcesc de accsttaaiceetied ivedt oahncie daacaseleataeesidaebitanhe hice eacttaaldyi Gok 71 11 3 e Text Import from DAZZle ENdicia ccccccccccccceececceeceeeeeceseeeeessaeeeseaeeeseeesseeeessaeeessgeeeseneeess 72 11 4 LS VON SPID i chee a a E a ctuetaamn a Soden ONS 73 11 4 a Using the UPS WorldShip Interface aicinn a a a 73 11 4 0 Connecting to UPS WorldShip Via an ODBC Connection ccccccecceeeeeeeeeeeaeeeeesaeeeeeeeeeeeeeeas 74 twee Textdmport rom UPS WorndSnip 242cicscsttende cise hia a eae aca easels cael ese nario 79 11 5 Fuel0 emp Gro at OAL c2 0 geen ree tenes T ee nee Eee ene re eRe ee Reet eee eet eee ee eee eee 79 11 5 a Setup FedEx Ship Manager Connection cccccccccccseeceeeeececeececeeeeeseceeseeeeseeeeesaeeeseneeeseeeenes 79 TSD Expono 10 FCO EX siccceiites sev aais temeiianon E aE aaelanasueluy a 88 4 of 105 pages IZO APPEN sense isa ccc esitet sac A Moan etree eimai Mabe Gi enon aat A A AA 90 12 1 The SuperManager Variable ES Use uii cetisscuaerise swell daieunkiata ysannd salen taadautnelsddnnsbaasiaeanad dolvneniaadanestleanteeshuaauenud 90 12 1 a Company and General Information ccccccccssseecccsseeeccsseeecseueeecseuseesseageeessaueeeesageeesseaeeesees 90 ZAD C0 2 11 911 O E e 90 tee APROCUCE ITO UON oein tases a E tenet v
50. anager Variable List for all the possible variables to import back into The SuperManager 5 Click the Overwrite existing file checkbox 6 Next click the Define CSV File Name button and specify a location for your file and then click Save This is the file you will select in The SuperManager to import your shipment information Creafe or edit an import or export map Existing Maps Map Name MapType MapODBCDSN z Default Export Address Book z Default Export Shipment Default Import Invali Address Book Default Import Invali Commodity E Default Import Invali Reference Number a Default Import Address Book a Matat lma L C himeamist New Map Import from ODBC Database C Export data from WorldS hip rx Shipment X Ww Name SuperManager to UPS Create cet __ toe Edit upssm export to CSV map EES Shipment Your CS file 0 of maximum 255 fields CSV Fields Shipment Information Ship To Ship From Packt gt Void Indicator Service Type Book Number Page Number Shipment ID Hundred eight Actual Weight Extended Area Indicator Billable Weight Add All Colunns Remove All Colurins ie Append to existing file C Chverwrite existing file mb Tiel oon not wh T Prompt for the table name each time the map is used Define CSY File Name and JEMO Bali weg i i Cancel Help 79 of 105 pages 7 Now click OK to clo
51. anager User s Manual http www thesupermanager com sm_usersmanual pdf The SuperManager Forum http www thesupermanager com forum The SuperManager Website FAQ http www thesupermanager com forum index php board 6 0 html Phone 909 248 4860 7 of 105 pages 2 0 Quick Start This is a quick start method to begin using The SuperManager immediately to download print and charge orders You will want to read this manual thoroughly to take full advantage of the many options offered with The SuperManager 1 To begin using The SuperManager install the software by running SuperManager msi and then follow the prompts 2 Next open the Store Settings dialog by selecting View then Store Settings from the menu to input all your Store Information and critical login information Login information is required to retrieve and send data to Yahoo 3 Next download orders by clicking menu View then Orders Once you are in the Orders Screen press the Get New Orders button The first time you download orders SuperManager will ask you for a range of orders to download Choose a logical starting point for the orders you wish to track in The SuperManager You may want to start with orders from the current year month etc Enter this order in the From box and the word last in the To box and click OK 4 The first time you download orders you will be prompted to download your products Generally it is
52. and QuickBooks POS are supported Selects all orders in the current list Oe Toggles whether a is shown next to the select order s By choosing Actions from the main menu other functions are available 51 of 105 pages The SuperManager SuperWare File View Beime Get New Orders i Today Get Orders Ord Check PayPal Transactions 94 Clear PayPal Transactions From Server ew Orders Print Report H Filter Today Open Closed Manual All SuperFilter Find Ste Get New Orders runs the same function as when you click the button on the dialog Get Orders allows you to specify a range of orders to download as discussed above Check PayPal Transactions downloads transactions from your PayPal account if you have subscribed to the PayPal service Please contact sales thesupermanager com to set this up After setting up the service this function will get the PayPal transactions you have received and automatically add them as payment events to the orders they are from The SuperManager uses several different ways to try to match the PayPal transactions to the orders from which they came First of all it tries to match them via the order number If the order number is not referenced in the transaction it tries to match them using the first and last name email address and amount If the SuperManager is not certain whether a transaction matches an order it will prompt for you to confirm
53. azzle is monitoring for incoming XML files The DAZzle Import File is the path and filename of the file The SuperManager should write for DAZzle to read Before you input the DAZzle import path and filename you should specify in DAZzle the folder for DAZzle to monitor for incoming XML data 1 Open DAZzle and then click Postage on the menu bar and then click Options 2 Click the Premium Service Options tab and check the Monitor this directory for XML files checkbox 3 Input a path name eg C Program Files Envelope Manager DAZzle xml and then click OK and then close DAZzle 4 Nowreturn to The SuperManager clear the import file box and close the Program Settings dialog if it is open Reopen the Program Settings dialog and The SuperManager will find the correct DAZzle XML path automatically Now try to print a test label from The SuperManager 6 6 b QuickBooks The QuickBooks settings are applied to both QuickBooks and QuickBooks POS where applicable 24 of 105 pages Program Settings Preferences Automation Database Export Formats Import Formats ML Exchange Formats DA zle Endicia F uckEooks Customer name for Batches uper anager Import Customer name for Orders bill_first_name bill lastname Tranzaction date Order atch Date x Use batch number as reference number x Use order number as reference number Mark Receiptelnvoices to be Printed Export all tems with gen
54. bility to use such servers The SMTP server you use does not impact the email address the emails are sent from or the resulting email your customer receives For example you can send an email from server smtp myisp net and still have your customers receive it as info thesupermanager com Import Mail Settings This button attempts to grab the mail settings from your Outlook Express mail settings If you do not have accounts set up in Outlook Express this button will not work My Server Requires Most mail servers require authentication to avoid SPAM violations Authentication Check with your SMTP server administrator to find out if authentication is necessary and if it is the username and password you need to use 31 of 105 pages Port The network port number your SMTP server requires communication to be received on Typically this is port 25 for non secure connections SuperManager does not currently support secure connection SMTP communication Check with your SMTP server administrator to see if you need to communicate on a port number other than 25 Username The username to be used for authentication if required Password The password to be used for authentication if required Send Myself a Test Email Press this button once you have entered all the other settings to make sure the settings are correct SuperManager will send a test email from the email address on the profiles page and to that same address If SuperManager says the email
55. ch date Order 1393 charged 35 85 Order 1394 charged 39 96 Order 1395 charged 67 84 Order 1396 charged 76 90 Order 1397 charged 43 45 Order 1398 charged 50 75 00021 on 30 Jan 2005 00020 on 29 Jan 2005 00019 on 2 Jan 2005 000178 on 26 Jan 2005 00017 on 25 Jan 2005 00016 on 25 Jan 20057 00075 on 24 Jan 2005 00014 on 23 Jan 2005 00013 on 22 Jan 2005 00012 on 22 Jan 2005 00071 on 21 Jan 2005 00010 on 21 Jan 2005 00009 on 21 Jan 2005 00008 on 20 Jan 2005 00007 on 10 Jan 2005 OO006 on DE Jan 2005 E E E E File saved at 22 28 51 Total 422 83 Total 473 35 Total 328 50 Total 150 52 Total 101 18 aL 276 65 Total 3505 Total 25 85 Total 43 80 Total 245 00 Total 35 85 Total 27 45 Total 512 70 Total 168 94 Total 227 16 Total 371 38 Accounting Export Open the Accounting Export Dialog to export you data to your accounting software Use the Get Batches and Submit Batches buttons to download and submit your merchant batches from Yahoo Browse through your merchant batches here 11 of 105 pages 5 2 Orders Dialog Window Manage your orders in batches from the Orders Dialog Window You can print invoices charge credit cards export to shipping software enter weights or shipping tracking numbers send emails based on pre defined templates and many other tasks The SuperManager SuperWare Log on to your Yahoo Store File View Actions Hel
56. ct printing of UPS packaging labels The following settings dictate how this XML is created Program Settings Preferences Automation Database Export Formats Import Formats ML Exchange Formats DA zle Endicia QuickBooks UPS Account Use UPS Quantumiview _er ____ Billing Option Bill Shippers UPS Account WorldS hip import file Browse UPS Account Billing Option Use UPS Quantum View WorldShip Import File cx a _ The account number that should be debited for the shipping costs of exported shipments The UPS Billing option to be used Enable Quantum View which sends emails to shipment recipients to inform them of a package that is on its way Note that there are multiple ways to inform customers of order shipment status WorldShip and Dazzle both offer this as well as Yahoo and SuperManager itself You will probably want to assure that only one of these options is used to avoid sending duplicate information to customers concerning order status The path and filename to export the shipment information to This should likely be in the folder that WorldShip is monitoring for incoming XML files 27 of 105 pages 7 0 Store Settings Setup To begin setting up your store click File then New in the Admin Dialog Window Take your time to familiarize yourself with all the different Store Settings to ensure that you will be able to use The SuperManager to its fulle
57. d One is created in your settings by default when The SuperManager is installed If you do not have an import for dazzle already you can follow these steps to restore it a Download the file http www thesupermanager com download smx dazzle_endicia smx b Switch to the tab Preferences in the program settings c Click the Import SMX button and select the file you have just downloaded d If you are prompted whether to overwrite an existing format choose Yes Close the program settings by clicking Ok on the bottom of the dialog From the main SuperManager window select File Import Dazzle Endicia If you have changed the name of the import format select the name that you changed it to e Select the file in the browse window that you exported in steps 4 5 Click Open and the tracking id s will be imported for the dates you specified in step 3 73 of 105 pages 11 4 UPS WorldShip The SuperManager interfaces with UPS WorldShip 10 and higher via the XML Auto Import feature and via OBDC text database connection for all versions of WorldShip The XML feature requires much less setup and is generally much easier to use than the ODBC connection 11 4 a Using the UPS WorldShip Interface Before exporting orders to UPS WorldShip the first time it is necessary to populate the settings described in section 6 6 c After entering these settings you will also need to follow the instructions i
58. d PayPal payment requests and reminders with the send email template function see section 8 0 Use the send email template to send marketing emails to your customers Use the pre defined keyboard shortcuts to speed up your processing Key Sequence Action Ctrl N New smg database file Ctrl S Save smg database file Ctrl O Open smg database file Ctrl A Select all orders in the current list Ctrl P Print default invoice for the selected orders Alt O Get new orders Alt C Charge selected orders Alt P Download new PayPal Payments Alt D XML exchange with Dazzle Alt E Export the default text export format Alt Import the default text import format Alt Q XML exchange with QuickBooks Alt B Submit batches 9 of 105 pages 4 0 Requirements and Installation 4 1 Requirements 4 1 a Minimum Internet Explorer Processor Operating System Memory Internet Connection 4 1 b Recommended Internet Explorer Processor Operating System Memory Internet Connection 4 2 Installation 5 0 486 66 MHz Windows 98 98SE ME NT4 0 2000 or XP 16MB RAM for Windows 98 and 98SE 32MB RAM for Windows ME NT 4 0 2000 and XP 28 8k modem 6 0 or higher Greater than 800 MHz Windows XP 128MB RAM High speed connection cable DSL or LAN Follow these steps to install your copy of The SuperManager 1 Have your license user name and license key on hand to enter in The SuperManager after installation You should have received
59. der date See date format descriptors below 10 05 50 order comments Customer comments Please put package inside door but do not let cat out order merchant comments Merchant comments We instructed UPS to leave it on the door 91 of 105 pages Order status Open Charged Paid Shipped etc The SuperManager Variable order notes Merchant notes Sent email template backordered 13 Apr 2006 www google com www yahoo com Entry Point www store com widgets html order ip address IP address used to make order 192 168 0 0 order http agent Yahoo http Agent info or rev share Le url ieee url Ship to last name Ship to company Shipping state Shipping zip code first 5 digits ship address Shipping address combined Suite 000 111 Penny Lane Penny City CA 11111 Combination of address 1 and 2 111 Penny Lane Apt A Phone number wio spaces B7A79I11 Shipping phone number GTT ship customs All custom variables received from Where did you find us Google the shipping checkout page Your favorite color Red ship customn The n custom variable choice from For ship_custom1 as in the the shipping checkout page example above Google Bil to full name Biling country code bill address Billing address combined Suite 000 111 Penny Lane Penny City CA 11111 Combination of address 1 and 2 111 Penny Lane Apt A 92 of 105 pages The SuperManager Variable Phone number wio spaces B77 Shipping phone number 79AT bil
60. ds Were Received The date the last charge was issued for an order For batches it is the same as the batch date 25 of 105 pages Use batch number as reference number Use order number as reference number Mark Receipts Invoices to be Printed Export all items with generic name Create products on the fly Export items as inventoried items Create customers for order exports Warn when QuickBooks price does not match Memo field for exported orders This dictates whether the SuperManager will set the sales receipt number of the batches it exports to the batch number If this is checked the batch numbers will appear as Batch XXXXX where XXXXX is the batch number with leading zeros if applicable Works similar to the setting for batch number except the sales receipt invoice number will simply be the order number This option dictates whether sales receipts invoices will be marked as To be printed in QuickBooks If this option is selected all items in the sales receipts and invoices The SuperManager creates will be linked to an item of name Item If this option is selected and the item does not exist The SuperManager will create it for you automatically The descriptions and prices of the items will still appear as they do in Yahoo and The SuperManager The item reference will just be made to a single item thereby avoiding the creation of all the items from your Yahoo store in your QuickBooks file Wh
61. e Credit The name field is by default set to the type It can be changed to better document what the total line item is for For example you could add a discount total and give it Good Customer for a name The Guess button can be used to adjust the amount due to the amount paid For example if an order currently has 25 as the amount due and there is a payment for 20 in the order the guess button will set the value to 5 Note The subtotal and total lines may not be deleted or changed They are automatically calculated and appear in every order 8 2 a 2 Add Delete or Modify Card Payment Events After the amount due reflects the proper amount required of the customer the payments received from the customer are documented using card payment events A list of all the payments received in the order is shown at the bottom right corner of the order details dialog 58 of 105 pages Order Details Oh Mek yor A Order ID 8 manual Date oz Jan 2005 16 15 01 Order Type Phone Statue Shipped Ship To Rebecca Smith Bill To Rebecca Smith 100 John Doe way 5 100 John Doe wap New ork Ny 55555 New ork Nr 55555 W Residential A Opt Out Ship Phone 1 800 555 5555 Bill Phone 1 800 555 5555 Shipping Method USPS First Class x Email Address rebecca smith com Add Iter Delete ltem Gift Wrap Add Shipment Delete Shipment ltem Code Description Price 1 Other 27 4pr05 Downloaded
62. e Format Shipping Lookup MEZZE What types of information do you want to import Cl i ck O K Identify the FedEx Ship Manager data cat Mi i here z p source The category choices shown her Special Services I Alcohol Packages l International V Package I Alcohol Volume I Recipient I Alcohol Packaging Type l Sender Alcohol Type l Special Services Residential Delivery Flag Advanced ee I Inside Pickup Flag I Inside Delivery Flag Signature Required Flag Contact name Store Manager Company name Pet Care of Amenca Continue gt 13 Click Continue 14 At the Import gt Match screen set up the following FedEx Integration Assistant Match the shipping fields with your fields Field Mapping Source Format Shipping Lookup Information MUNE Match FedEx Ship Manager fields with fields in your data source In the left column select deselect fields into which you want to import information For each field that you select identify the table and the field in your data source that contains the information that you want to import Click the to access advanced data matching tools Conversion Defaults View Data and Properties Asterisk Field is required to ship a package V Package Weight A Select a Table Emoe Select a Field NONE Payment Type Select a Table NONE m Select a Field V Package Type Select a Table MONE j Select a Field M Service Type Select
63. e aa Nv a Goda E 63 10 1 OOKINGval Baler DEAS cas ici sete heute EE E Seen bee alua E teeta AEA 63 10 2 ACCOUNINO Mi exp 4816 tomer meeee reeset cen meer Meme mney ier eer Seeorenr nn Sree erty Serr Meer eRe ee Renee eeery ere rere ee nee ee 64 11 0 Interfacing with Other PrograMs cccccccccseeccceeececseseeceneeeceaeesseeesseeeesseseeseaeeeseeeeseaeessaneessaseesseeesegeeesagsessegs 65 11 1 OCKE COS saat cases coer eae gete E oct desea tere eae eee pee ne as E gatas eeneeatcaet etaas 65 11 1 a Setting up your QuickBooks file for use with The SuperManaget ccccccseeeeeeeeeeeeeeeeeeeeens 65 11 1 5 Setup for Exporting to QUICKBOOKS eraon a chee cs en 65 Teke Product MEM INAINCS msione te ces ets a et See cs aces es ee dete Resta eee ese ete 65 11 1 d Exporting Orders to QuiCKBOOKS ric cvsese cd aeseveteenteteeieasd cede bandas edsetel eee ela Ree 67 11 2 QUICKBOOKS POINT OF Sale certs cuits naea cast ie a a dl eavueegtnnnlatdiat 68 11 2 a Setup for Exporting to QUICKBOOKS POS ccc cecccceccccseececeeeeeceeeeeceeeeeseeeeesesesseeeesaeeeeseneeeseeeeees 68 120 Using the QuickBooks POS EXPOM errnet a ddan a A a a Alena Oa 69 11 3 AZZ Gs aa E E I AE A 69 11 3 a Preparing Dazzle for use with The SuperManager ccecceeeseeeeeeeeeeeeeeeeeeeeeaeeseeeseeeeeeeaeeeeeas 69 TD SLND or IEXDOMING 10 DAZZIC seraa a a a a a ciecesed 70 11 3 c Using the Dazzle XML interface xiacincn scorecards Miesicetec
64. e the weight for each one For information about how the weight is initially calculated in The SuperManager see section 8 1 a Enter Tracking IDs Cycles through the shipments of the order s selected allowing you to update the carrier and tracking information for each one Update from Yahoo Downloads changes made to the order outside of the SuperManager from Yahoo Note that the changes available for update are limited to the things stored in the Yahoo xml format This does not include shipping information manual transactions and status Get Order Status from Yahoo Downloads the status as set in Yahoo and the shipping information available in the Yahoo store manager 50 of 105 pages Update Shipment Status Update to Yahoo Status Send Email 14 Export XML Exchange Select Deselect All Mark Read Unread send the shipment information for the selected order s to Yahoo using their xml email based method Note that shipment information sent in this manner typically takes up to 20 minutes to be assimilated into the Yahoo server If your store is setup for it this will also trigger an email to be sent to the customer indicating that the shipment has been sent Updates the Yahoo store manager with any changes made to the selected order s in The SuperManager Change the status of the selected orders to the status selected from the submenu When you roll over
65. e this option if the body contains html code or you would like the email to be sent with text formatting Most email reading programs will apply a default text formatting if none is applied using html tags Specify your Tax Rates here You can enter zip code ranges or just specify a generic tax rule by state You have the option to specify a different tax rate for products and shipping 34 of 105 pages Store Settings Order Processing Automation Custom Fields Accounting Export Reports Store Profile Login Security E mail Settings Email Templates Tas Rates Add Hame Base Locale Prod Ship p Mates TAK Ship To Ny n5 Products 7 BOO Shipping D TIIA Appl Based n Shipping Address Tas Before Discounts Delete Locale Name TAX f State ZipCode C Zip Code Range Add Se a Edit Delete Cancel Tax Rate List SuperManager can manage several tax rates You can use the Add and Delete buttons to add or remove them Note No taxes will be calculated on a downloaded order unless changes are made to it and you agree to re calculate the taxes when it prompts for your approval Without such a warning appearing taxes will be kept at the values set by the Yahoo Shopping cart Up and Down Buttons SuperManager will only apply one tax rate to each order It is therefore necessary to have the tax rates defined in order of precedence For example
66. e to each customer The SuperManager helps you get a good estimate of the weights of each shipment By default shipment weights are calculated as the sum of the product weights within the shipment plus this default packaging weight Weights can be entered individually for each shipment or by using an electronic scale SuperManager will apply this declared value to shipments If you enter a dollar amount it will be applied to each shipment If you press the Calculate button SuperManager will calculate the declared value based on the sum of the products in the shipment You can then change each shipment to whatever value you like in the shipment details screen This setting dictates whether shipments default to insured or non insured The value can be changed for individual shipments on the shipment details screen Check this option if you want to track inventory in SuperManager Once enabling this option you will also need to create product variants since it is at the product variant level that inventory is tracked This will be discussed in section 9 0 Products 37 of 105 pages 7 7 Custom Fields This dialog allows you to set payment and ship methods as they are set in the Yahoo store manager specify order types to be assigned to manual orders created offline and keep a set of carriers and packaging types to be used in shipping orders Payment and shipping methods will be added to this list as new ones are encountered in the
67. e yourself with the Order Dialog Window The SuperManager SuperWare File View Actions Help Today s Sales a EEN Log Onto Yahoo Store Manager Orders Sales 0 00 New Onder Get Hew Orders Search orders by l order number SuperFind Reset email etc 1 order s selected Today Open Closed Manual All SuperFilter Find T Nearest Total avs Oe County File Opened 31 Dec 1969 31 Dec 1565 31 Dec 1969 31 Dec 1969 31 Dec 1565 31 Dec 1965 31 Dec 1969 a1 Dec 1569 31 Dec 1565 Doe John Doe John Doe Jahn Doe John Doe Johr Doe John Doe Jahr Doe John Doe Johr Open Pew Delete Charge Print Invoice Print Summary Enter weights Enter Tracking IDs Update From Yahoo Get Order Status From Yahoo Update Shipment Status Update to Yahoo Status Send Email Export MML Exchange Select All Deselect All Mark Read Mark Unread 49 of 105 pages ct nt l un ll ony oo on on on oo oa Eep United States United States United States United States United States United States United States United States United States When you click Log Onto Yahoo Store Manager an internet explorer window will be opened that is already logged into your Yahoo Store manager The main order list gives a lot of information about your orders The status icons see section 12 2 next to the order numbers in the Order List give an indication of the order status A
68. ebecca Smith Bill To Rebecca Smith 100 John Doe Way gt 100 John Doe Yay New York Nh 55555 New ork N 55555 if Residential lt Opt Out ship Phone 1 S00 555 5555 Bill Phone 1 800 555 5555 Shipping Method USPS First Clase Email Address rebecca smith com Add ltem Delete Item Gift Wrap Add Shipment Delete Shipment ltem Code Description Price BO 1 Other 274pr06 Downloaded PP_CART PayPal Shopping Cart 69 00 0 0 1 PP_CART PP_IPN 1 ear PayPal IPN Service 50 00 0 Ed 2 USFS 214p05 123456 1 PP_IPN MasterCard Number 5555555555555555 Exp on 2005 Likely Repeats Authorize Sale Credit Subtotal 1179 00 Discount 5 00 ee i24or05 Auth 114 00 XG S 2016 Delete Event Total 114 00 Add Evert Shipment 1 weight 0 00 oz AVS No address information international card Estimated Profit 114 00 CVV Should be on card but not indicated Comments Gift Message Other Fields Custom Fields They can be added deleted or modified to correctly reflect shipping taxes and other service charges and adjustments The Add Item or Modify Item selection will open the Total Details Dialog as shown below 57 of 105 pages Total Details Type iscellaneous Adjustment Mame Miscellaneous Adjustment Arnount 0 00 Guess l The type field can be one of the following options Shipping Tax Gift Wrapping Discount Miscellaneous Adjustment Coupon Gift Certificat
69. ed a negative AVS response Use the security settings to limit access to the credit card authorizing charging and crediting functions See section 7 2 for more information 56 of 105 pages 8 2 Moving Orders from Open to Closed The SuperManager will help you assure that each customer is charged the amount due and that all items are shipped To help you do this the order list is set up with various tabs to help you quickly asses which orders require action The Open tab is intended to show you which orders require attention You can set which orders are considered open by changing the setting as described in section 7 6 8 2 a Getting Orders to Charged Paid Status In order for an item to be marked charged paid it needs to have the amount received from the customer equal to the amount due The amount due can be adjusted in two primary ways First you can change the amount due by adding removing changing quantities or prices for the items in the order Secondly you can change the amount due by adding removing or changing amounts of the total line items ltems can be added and deleted from the order details dialog as shown in section 8 1 a 8 2 a 1 Add Delete or Modify Total Line Items The total line items in the order are shown in a list at the bottom of the order details dialog Gries Details D AEH k iyo a Hwy a Order ID B manual D ate 02 Jan 2005 16 15 01 Order Type Phone Statue Shipped Ship To R
70. een click Finish FedEx Integration Assistant Instructions a You will be prompted to save your new profile under Pree a name you specify Name the profile Finish SuperManager to make it easy to remember then ae ane click OK Congratulations your integration profile is complete O Common Questions T The following is a brief overview of how to use your new integration profile ce cent help with usm Canl create another prolile Import gt Single Edit alter clove Fede Integration Assistant will be able to make Using a Reference Lookup charges tomy profile Tutorial From the jmaraiy menu select the single profile with reference look up capability The Reference Lookup dialog box appears Enter the reference information for the package that you want to ship Click OK Information about the package is sent to the screen If the package is found but has errors an error dialog box appears Click ges and then manually corect the package errors If no record is found for the package an error prompt appears As required correct or add shipping information Optional To skip the package click Star Aiai Click Shj IF the shinment is srimeescchil the Reference dialan reannears and the lahel mrints Finish 11 5 6 Exporting to FedEx After you have mapped your Yahoo shipping methods to the FedEx shipping methods see section 7 7 a and once you have setup the FedEx connection see section 11 3 you can export order
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72. eet ress variable on the right a Then click Connect to create the connection Help You will need to change the drop down menu under the WorldShip Fields label to select the different UPS WorldShip tables 78 of 105 pages 8 Now click OK to close the dialog and then click OK again to close the Create or edit and import or export map dialog 11 4 b 3 Create an export map in UPS WorldShip to export shipments 1 First open the UPS WorldShip program and then click the UPS OnLine Connect menu at the top of the dialog and then select the Create Edit Map menu item 2 Next click the Export data from WorldShip radio button and check the Export CSV checkbox and then select Shipment from the drop down menu to indicate this export method is to be use for exporting shipments 3 Next enter a descriptive name UPS WorldShip to The SuperManager in the Name edit box and then click the Create button 4 Select the Ship To tab and click Reference ID and then click the Add button Next click the Package tab and click Tracking Number and then click the Add button Next click the Shipment Information tab and click Pick Up Date and then click the Add button The pre defined UPS import in The SuperManager is setup for these three import variables but you can create your own custom import formats to handle any parameters see section 6 5 Import Formats and section 12 1 The SuperM
73. eges asses eaalencce sasange e ien eee 96 I2A 0 Merchant Batch Information ane a rrista cau ota gente ae Sate ae ee eee 97 121e Supplier INTOrMatiONs sscexecieesse tess eee eevee ale eee se ses ee ae ee 98 12 1 Pu rchase Order Normali sists stone ee scnerean dene a A E A A 99 12 109 S mmary Report Variables ssiri a a a a E 100 12 1p Date format descript rS sorsun n aea a a A E E Aa 101 12 2 Status ICONS aa ia a eee odeeinsiele 101 1S0 Ge gt arcra a a ER er ee ee ate ee eee 103 5 of 105 pages 1 0 Introduction Dear Store Owner Thank you for your purchase of The SuperManager Our intention at SuperWare LLC is to provide you with quality software and tools to improve your business allowing you to focus your efforts on promoting and expanding your business We hope you are satisfied with your purchase and that you will find this piece of software useful in your daily store management Please feel free to contact us via e mail at info thesupermanager com More information can be found on our website at http Awww thesupermanager com Thanks and good luck David Johns President SuperWare LLC E mail Contacts Technical Support info thesupermanager com Sales sales thesupermanager com Instant Message Contacts AOL Instant Messenger username thesupermanager Yahoo Messenger username thesupermanager MSN Messenger username thesupermanager Web based support and help The SuperM
74. egrate Your data source may be an ODBC DSN or a test file Learn More My DSN is not in the list What shold do What is ODBC Data Administrator What You Need ta Know Text file Select the text file that contains your shipping information What is a Text File C Program Files FedE x smtofedex txt Browse Tutorial C ODBC DSN Open Database Connectivity Data Source Name Continue gt w Flat File Configuration Source Mami What is the format and structure of your text file Answer each question that appears below What is the format and structure of your text file Delimited Fields are separated by a character such as a comma Fixed Width Fields are aligned in columns What character separates your fields comma gt Does the first row of the text file contain headings Yes No Continue gt FedEx Integration Assistant How will you be processing packages How will you create shipping labels for your packages Answer each question that appears below FedEx Integration Assistant will select the best shipping method based on you answers If your answers vary by situation answer the questions appropriate for the first situation complete the profile and then run FedEx Integration Assistant again to create a profile for each additional situation What do need to know about package processing process Multiple Piece Shipments Can choose the Single Edit shipping method
75. electing a template The recipient data fields in your import template must be displayed in the same order as the columns in your export file from The SuperManager A FedEx Ship Manager export format has been included in the basic installation of The SuperManager but you can create new export formats as desired see section 6 2 Export Formats 1 Launch FedEx Ship Manager Software and PE redex Ship Manager 2243 a choose Integration FedEx Integration Assistant from the main menu File Databases Customize Utilities Integration Inbound Passport fedex com Help FedEx Integration Assistant Shipping lis ra Hrest Shipment details Dptions Jocyren None Recipient information I Ship to group S E ide ee Contact name Company name Address 1 Address 2 se ee Zip _ State a mw ae Telephone Ext lea i Ta DEN a This is a residential address Save in Update my address book Sender information Current sender Closer fedex com Package and shipment details Package contains Documents only Commodities Number of packages E Identical package Weight Y Service type Selec service type Package type Select package type Package dimensions 7 Ship date 08 31 2004 E Total carriage value 0 00 USD TT Signature release Billing details Bill shipment to z Acct t 2 At the Welcome gt Introduction screen clic
76. ely in SuperManager Once you select a carrier the shipping classes entered for this export format again see section 6 2 will appear in the Ship Class for selected export dropdown You can specify Do not export with this format If this is selected when you select an order containing this ship method and export it with this format the order will not be included in the export If you select None selected the shipment_shipping_class variable will be left blank Note The XML Exchange items on this list always appear and are the settings for XML files exported The other items on the list are the export formats you have defined in your program settings If you intend to use XML make sure you select these entries rather than the text exports for DAZzle or WorldShip that may exist in the top of the list This option only applies to the XML Exchange DAZzle Endecia shipping export You must select this item from the list above to be able to set this setting In it you should enter the path to the Dazzle layout that should be used for this shipment method 39 of 105 pages 7 1 0 Pay Methods As mentioned above pay methods are added from your Yahoo Store settings when you download orders or products As with ship methods their names can be changed in SuperManager but this will not affect your settings in your store manager 7 0 C Order Types In general order types are for specifying how offline orders are received Yo
77. en this option is selected items in orders that do not already exist in QuickBooks will be automatically added when the orders requiring them are exported If this option is selected The SuperManager will create all items in QuickBooks and or QuickBooks POS as inventoried items Be aware when using this setting that if you create items in QuickBooks as non inventoried they can be changed to inventoried at a later time however it is not possible to change inventoried items to non inventoried items in QuickBooks For this reason this option defaults to exporting non inventoried items If this option is selected a new customer will be created for each order you export If it is not selected the customer name for each order exported will be dictated by what you have defined in Customer name for Orders This is added as an error checking mechanism When you export orders the price in the item in the order over rides the price in QuickBooks When this option is selected SuperManager will give a warning that the price does not match so you will be alerted that there is a different price in QuickBooks that the item was sold for which likely indicates a different price in your Yahoo Store The memo line that should be added to each sales receipt invoice created by The SuperManager via the orders export This may also contain variables as demonstrated above 26 of 105 pages 6 6 C WorldShip As of WorldShip 9 0 XML is available for dire
78. er s you wish to export to DAZzle Right click on one of the orders that is highlighted and select Export DAZzle Endicia If you have changed the name of the export format select the name that you changed it to Choose a location to save the file and click Save If there are multiple shipments in one or more of the orders selected you will be asked if it should export all shipments for the selected orders If there are some shipments that are not ready to ship you should say No You will then be asked for each order with multiple shipments whether each of its shipments should be exported In DAZzle choose File Import and select the file you just saved in The SuperManager 11 3 e Text Import from DAZzle Endicia After printing postage in DAZzle Endicia you can export the tracking numbers on the items you have shipped using the following steps 1 2 10 11 In Dazzle Endicia and click Postage and then Postage Log Click the Backup Export button and then click the Export radio button and click OK Enter the start and end date and then click Export In the file save dialog change the Save as type dropdown menu to Text tab delimited Enter a filename and then click Save noting the location of the file In the SuperManager click Program Settings and go to the Import Formats tab Check to see if there is already a text import format for DAZzle Endecia define
79. erc name lt 1 l Create product tems on the fly Export tems as inventoried tems lt E i Create customers tor order exports x Warn when QuickBooks price does not match Memo teld for exported orders Yahoo order order id Customer name for Batches Customer name for Orders Transaction date The customer name to be used when exporting batches Note that any store settings or batches variables can be used in this field For example you could use todays date batch account or any other variables as listed in section 12 1 The customer name to be used for exporting orders if the option Create customers for order exports is not checked As above you can use any store settings or orders variables in this field If you are exporting orders to QuickBooks POS and are syncing your order information with QuickBooks a good practice is to export orders with the pay method name as the Customer When you do this all the customer information is still populated in the Ship To fields the customer reference is just placed with MasterCard for example You can achieve this by using the variable bill_ method _account as the customer name The date that should be assigned to transactions imported to QuickBooks e Order Batch Date The date the order was received or batch was sumbitted e Export Date The date the order or batch was exported from SuperManager to QuickBooks e Date Fun
80. f you filter by Pay Method a dropdown menu will appear in which you can select the payment method to filter to When you filter by Ship to or Bill to state an edit box will appear in which you can enter the state to filter to The state can be entered as the complete state name or the postal two character code After entering the details of your filter click Gol to perform the filter You can filter over multiple fields by selecting a second filter and clicking Go then choosing From Current List on the drop down box that will appear By right clicking in the Order List you will have a wide range of functions to use to manage your orders Open Opens the order details screen to view all the order information stored in The SuperManager b New Creates a new offline order Delete Deletes the selected order s after prompting for confirmation Charge Charges the credit card on file with Yahoo for the selected order s by the total amount due for the order This is equivalent to charging the order by clicking the Sale button on the view order page of the Yahoo store manager Print Invoice Prints or previews the selected order s invoice using the default invoice template See section 0 for more details Print Summary Prints or previews the default summary template for the selected order s Enter Weights Cycles through the shipments of the order s selected allowing you to updat
81. for each shipment based on the order ID For example the first shipment for order 1000 would have the ID 1000 001 If you would like to use the order ID alone for orders with just one shipment check this option By default it is unchecked so that all shipments have a consistent pattern of ID 15 of 105 pages Backordered Item Treatment Cutoff Time for Today s Orders Printing Mode Copies Collate Electronic Scale Import Export SMX Save Settings Now Restore Default Settings SuperManager can handle funds due for backordered items in three ways e Nothing Amounts due for backordered items will be considered due even though the items have no yet been shipped e Subtract from Subtotal Amounts due for backordered items will be subtracted from the subtotal e Add Total Line Item Amounts due for backordered items will be included in the subtotal Then in a line item below the subtotal they will be subtracted out SuperManager offers a separate tab for displaying today s orders Enter in this setting the time at which one day stops and the next begins This setting is offered to allow users to enter their close of business for example to quickly bring to view the orders that came in after close of business the night before SuperManager offers the ability to have printed reports shown in a print preview window to see the report before printing it printed using the standard windows print dialog that allows the user to
82. gs Preferences Automation Database Export Formats Import Formats ML Exchange Formats Check for new orders every minutes When Orders are Downloaded Werify shipping addresses Verify biling addresses Get batches every days On Order Save Prompt to Update To Yahoo On Status Change i Logout of Yahoo when the store file ig closed Cancel The automation tab contains settings that can allow SuperManager to automatically perform certain tasks on given intervals Check for new orders Verify shipping address Verify billing address Get batches On Order Save Prompt to Update to Yahoo SuperManager will automatically check for new orders on a given number of minutes interval when this option is selected When new orders arrive it will alert you that new order s have been downloaded Check this option if you would like SuperManager to automatically verify shipping addresses for newly imported orders SuperManager contacts US Postal Service databases to check the address for validity and add information as needed to complete the address Check this option if you would like SuperManager to automatically verify billing addresses for newly imported orders SuperManager contacts US Postal Service databases to check the address for validity and add information as needed to complete the address SuperManager will also automatically download your merchant batches from Yahoo on a given
83. he Export gt Information Screen perform the FedEx Integration Assistant Match the shipping fields with your fields following Click on the word Package to open the field list Destination Format Method RAIMI window Select the following fields What information would you like to export rr eee Select the shipping information that pou want to send from FedEx Ship Manager back to your data source Select Advanced to choose specific data fields for export What is a tacking number What shipping charges cat e Reference ee pot Package lt a Tutorial i ii j l Recipient red Click on the word Tracking Number to open the F Tracking Number Advanced field list window Select the following field e Tracking Number Continue gt 6 At the Export gt Match screen set up the following FedEx Integration Assistant Match the shipping fields with your fields mapping Destination _ Format Method Information MET Match FedEx Ship Manager fields with fields in the destination P nT e data source From the left column select a FedEx Ship Manager report field that you want to export For each FedEx Ship Manager field that you select select the table and field in your data source where you want the How do know what tables and information sent fields to select What is a field Index The table or field that need is not inthe list What should do NOTE An asterisk in the left hand c
84. hesupermanager com for details A few simple rules will help you in generating successful reports Invoice Reports Packing e A pagebreak style class must be defined for generating a Slips and Purchase Orders pagebreak between orders See the sample templates for the exact format of this class SuperManager will automatically add a pagebreak in between orders using this class 3 kt 13 ll e item_ backordered_item_ shipment_ and total_ field variables must be found within a TR element When one of these variables is encounted SuperManager will traverse up the HTML code until it finds the lt TR gt tag then down the HTML until it finds a lt TR gt tag It will then create a row for each item backordered item shipment or total respectively Do not include these field variables outside of a TR element or where you do not want them to be handled in this manner e Recommendation It is recommended but not required to use THEAD and TFOOT elements using the style table group header and table group footer respectively to create repeating headers and footers at the top and bottom of the items shipments and totals tables Summary Reports e Note that not all variables are available to summary reports Please notify us on the user forum if additional variables are required The use of html based templates makes it easy to create reports that look how you want and contain the necessary information They also allow
85. hip Classes This list will be shown only for shipment exports It contains all the ship classes available for the shipping software you are exporting to These ship classes must be in the exact sometimes cryptic form required by the software package You will then be able to map your Yahoo Ship methods to these ship classes in the store settings Use the Add Rename and Delete buttons to work with these classes Package Types This list will be shown only for shipment exports You can get to this list by clicking on the Package Types tab above the list It contains all the package types available for the shipping software you are exporting to These package types must be the exact sometimes cryptic form required by the software package You will then be able to map your own custom names to these package types in the store settings Use the Add Rename and Delete buttons to work with these package types File Header Check this box if the export should have a header line of static text above the exported order product shipment or batch information When this option is checked the box below this check will become active Enter the file header in this box When the Append option is selected this line will only be exported the first time the file is created Remember File Path When this option is checked you will be asked for the location to export the file only the first time thereafter the file
86. ings Add DAA leEndicia default This Format Exports 3hipments DHL WebShip F F T Fede Ship Manager Shin Class miaii My UFS Online Address Book g BAC Ro CUNee Delete UPS WorldS hip Froogle Product Feed POSTCARD Set Default Picklist PRIORITY Rename Inventor PARCELPOST lt MEDIAMAIL elete i File Header Remember File Path Append Do Not Export PO Boxes First ame Lasth ame Address Address2 City State PostalCode County EM ail Shipment weight ship first name ship last name ship address ship address2 ship city ship state ship zip ship_ coun si Export List Set Default This Format Exports E Cancel This list contains all the export definitions in your file Select one of them to see the settings assigned to it Use the Add Rename and Delete buttons to add a new setting rename or delete the one selected Assigns the selected export as the default export The default export can be automatically exported by using Alt E Assign the default export to the one you will be using most often Select the type of data exported by this export format This can be products orders shipments batches ranges of orders product variants and suppliers Range exports can be used as summary reports The export values are the summed up and exported only once where with order exports there will be one value exported for each order selected 19 of 105 pages S
87. ipt invoice as the Tax field If this item does not exist in QuickBooks it will be created The name of the item to be used for gift wrap fees collected from your customers If this item does not exist in QuickBooks it will be created The name of the item to be used for discounts given to your customers If this item does not exist in QuickBooks it will be created The name of the item to be used for adjustments made to order totals If this item does not exist in QuickBooks it will be created The name of the item to be used for coupons applied to orders If this item does not exist in QuickBooks it will be created The name of the item to be used for gift certificates applied to orders If this item does not exist in QuickBooks it will be created 44 of 105 pages Credit Item Fees Item Taxable Tax Code Nontaxable Tax Code Shipping is Taxable Export Orders As QuickBooks File Path QuickBooks Class QuickBooks Sales Rep Initials QuickBooks POS Server QuickBooks POS Company Lookup POS Items Using The name of the item to be used for credits applied to orders If this item does not exist in QuickBooks it will be created The name of the item to be used for merchant fees subtracted from batches If this item does not exist in QuickBooks it will be created QuickBooks The 3 letter code for taxable line items If this tax code does not exist in QuickBooks it will be created for you QuickBooks POS
88. item list Quick list of items in an order Item WID_111 10 WID_222 9 code Qty backordered items Number of backordered items backordered item list Quick list of backordered items in an WID_111 10 WID_222 9 order Item code Qty order scriptable Special keyword to ensure the order_scriptable order_comments variable s inside the brackets would ensure that quotes and other compatable with java or other reserved characters in the scripting languiages comments are not passed into the script 12 1 b 1 Order Item Information When used in a text format a new line is created for each total in the order When used in an HTML report a new row is create for each total in the order The SuperManager Variable Eynianation Replacement Code p iem TD ihesprng THE SUPER Item description Powerful order manager mngr html meta data mngr gif mngr gif item options Item options separated by carriage Color Red returns Size Large 1 00 item options trim Item options separated by carriage Color Red returns with any text in between Size Large parenthesis removed as in incremental pricing Item options separated by commas Color Red Size Large 1 00 item options csy trim Item options separated by commas Color Red Size Large with any text in between parenthesis removed as in incremental pricing Item option choices separated by Red Large 1 00 spaces 94 of 105 pages The SuperManager Variable
89. ith 100 John Doe Way Sa 100 John Doe Way Hew ork H 55555 New ork Ny 55555 i Residential a Opt Out Ship Phone 1 800 555 5555 Bill Phone i 600 555 5655 Shipping Method USPS First Class E mail Address rebecca emith com Add ltem Delete Item Gift Wrap Add Shipment Delete Shipment ltem Code Description Price 1 Other 21 4pr05 Downloaded PPLCART PayPal Shopping Cart 69 00 C 1 PP_CART PP_IPH 1 ear PayPal IPN Service 50 00 Ba 2 USPS 214pr05 123456 C 1 PP_IPN lt LI MasterCard plumber 5555555555555555 Exp o r2005 Add Total Delete Total Likely Repeats Authorize Sale Credit Subtotal 179 00 Total 115 00 w 124005 Auth 6870 XG S 20161 Delete Event Add Event Shipment 1 Weight 0 00 oz AVS No address information international card Estimated Profit 173 00 by LWW should be on card but not indicated Comments Gift Message Other Fields Custom Fields In this window you will see all of the information stored in your order The toolbar at the top contains several buttons for working with your orders Creates a new blank order Creates a new order to the same customer as the current order Address and payment information will be copied from the current order Create an exact copy of the current order except the order id Use this for recurring orders oF Save changes made to the order All changes you make to your orders are stored in a buffer
90. k Continue Bill duties taxes fees 7 Acct Department notes 7 Customer reference Change sender x Change return address Current sender 7 FedEx Integration Assistant Welcome to the FedEx Integration Assistant R Hobie before You Begin Welcome to FedEx Integration Assistant FedEx Integration Assistant will lead you step by step through the process of creating an integration profile Your profile will allow you to automatically fill in FedEx Ship Manager screens and print shipping labels using your existing business information If you choose your profile can also automatically send information from FedEx Ship Manager to a remote file Why would need to create mote bsar moig than one integration profile L y If you are using FedEx Integration Assistant for the first time please read the FedEx Integration Assistant Tutorial Tutorial Creating Your First Profile A profile is like a recipe card for shipping lt contains instructions about how you process packages Each profile that you create contains information about where FedEx Ship Manager can find your business information and when it should get import or send export information Profiles also contain information about how and when you want to view or edit shipping information as well as how and when you want labels to print Click Continue to begin creating your first profile Continue gt 81 of 105 pages 3 At the Welcome gt
91. king ID 21 Apr 2005 Other Downloaded 21 Apr 2005 USFS 123456 Cancel If there are options in the product you have selected to add to this order you will be given a list of those options and can set the values for each one You can also add delete rename or modify options in the item To rename an option select it from the option list then click on the name At the bottom of the dialog is the shipment information for the order The shipment this item belongs to is selected on the list You can change the shipment by selecting a different one You can also move items from one shipment to another via drag and drop on main the order details dialog 55 of 105 pages 8 1 b Add Delete or Modify Shipments When you download or create a new order one shipment is added to it You can add additional shipments to it by clicking the add button above the shipments tree For example an order with one or more backordered items should have two shipments one containing the items that you ship right away and another containing the items on backorder that will be shipped later Once you have specified more than one shipment is in an order you must open each item and specify which shipment it will be shipped with as described above You should setup the number of shipments before you add weight information or export to your shipping software Shipment information can be changed by double clicking on the shipment of interest Shipment Details Shi
92. king on the transaction or right clicking and choosing Open The following window will appear containing the details for the batch entry you have selected Batch Entry Details Humber in Amount 55 00 Card Number 1234567891011123 Expiration 08 2009 Approval 123456 Invoice 676654460 oe In this window the majority of the fields are not editable but the number can be changed In most instances SuperManager should be able to correctly associate it with the appropriate order but if not the number can be changed to the order number to correctly associate it In addition to looking at the transaction details you can right click on the order and choose Open Order to open the order for which this transaction was made Accounting Export Once the new batches have been imported click the Accounting Export button Once the Accounting Export Dialog is open you can select the Merchant Account you would like to export transactions from and then select the batches by date or by batch number Next select the preferred file format for exporting and 64 of 105 pages then click Export Be sure to save the file to a convenient location If you would like a new export file format to be added please contact Technical Support by emailing techsupport thesupermanager com Export Accounting Report Export Filter O02 72 West Coast Merchant To 0570872004 01 08 00318 West Coast Merchant Mark manual transacti
93. l customs Where did you find us Google a billing checkout page Your favorite color Red the billing checkout page above Google CustomeriOrder Email Shipping method Ground Shipping order ship residential Defaults to true Set if there is a Yes or No order ship residential flag custom shipping billing variable 4 or 0 order ship residential boolean called Residential True or False order ship class Shipment Class Carrier shipping class ground overnight order opt out Defaults to true Set if there is a Yes or No order opt out flag custom shipping billing variable 1 or 0 order opt out boolean called Opt Out order tracking ink Tracking link Google Adwords kw Order Processing order taxable sales Totataxabie sales nter O oo reeshipping holidaysale Free Shipping 10 holiday sale order gift Gift Yes or No A 3 or Q True or False order girt flag True or False Order girt boolean Gift Message Happy Birthday see you soon PELI method account The account associated with the bill MasterCard Visa PayPal etc method for the order from the store settings Accounting Export tab Payment Method MasterCard Visa PayPal etc Credit Card Expiration 93 of 105 pages The SuperManager Variable eC alanaion Replacement Code p i same customer customer Number of items in order 1 5 20 oe order
94. ll be able to use the batches to export your transactions to your accounting software as well as investigate historical charges and credits Use the SuperFind function to find specific batches based on amount order number etc The Submit Batches button will submit your pending transactions to your default merchant account that is specified in Yahoo and it will also automatically run the Get Batches routine to download the latest batches Press the Get Batches button to download the latest batches from Yahoo If you have saved batches in a text file you can import these into the Batch Manager by clicking Actions then Import Batch File The SuperManager User s Manual File wiew Actions Help Humber of Orders 4 Superare LLC el ale a A Meu Humber of Products 12 Simpsonville SC 29681 Humber of Batches 3 Batches SuperF ind Reset Search batches by order invorce or credit card number Get Batches Submit Batches Accounting Export MyBank merchant account 12345 0000F on 17 Jul 2008 Total 744 00 Order 4m charged 149 00 Order 1m credited 5 00 000D on 09 Jul 2008 Total 29 99 Order Sm charged 29 99 QO0U01 on OF Jul 2008 Total 84 99 Order 1m charged 55 00 Order 2m charged 29 99 File saved at 06 58 53 10 1 Looking at Batch Details You can expand each batch to show the individual transactions that were included in it by clicking on the sign to the right of it
95. ludes automatic download of orders specification of which fields to save and import and export formats Each of the tabs in the store settings will be shown in section 6 0 14 of 105 pages 6 0 Program Settings Setup Program settings are global settings used with The SuperManager and will not change when you open a new smg database file Store Database File 6 1 Preferences Program Settings Preferences Automation Database Export Formats Import Formats ML Exchange Formats General Import E sport Formats On Startup Go To Import SMi Manual Order Sufis manual Export Swi For orders with only 1 shipment suppress the shipment number Backordered ltem Treatment Nothing Cutoff Time for Today s Orders 11 59 59 Pel Printing Mode Print Preview Copies Hardware Electronic Scale None Test Save Settings Mow Restore Default Settings Cancel In the Preferences dialog contains the following general application settings On Startup Go To The screen SuperManager should go to each time it is started Manual Order Suffix In SuperManager any orders not downloaded from your store are considered manual orders Having a suffix after the numerical order ID is recommended to separate it from the downloaded orders and avoid potential duplicate IDs You can specify the suffix that should be applied to manual orders here Suppress shipment number SuperManager creates a shipment ID
96. mation back into The SuperManager to send to customers or to send back to Yahoo 1 First in UPS OnLine WorldShip click OnLine Connect and then Batch Export Select the UPS export map you created in section 11 4 and follow the instructions to export the data 2 Next in The SuperManager click File then Import and select the UPS import format The shipping information will be imported in The SuperManager 11 5 FedEx Ship Manager 11 5 a Setup FedEx Ship Manager Connection Use the Export and Import functions to send and retrieve information from FedEx Ship Manager This feature will automate your FedEx postage printing process and reduce your overall order processing time To use this feature you will need to first set up the connection between The SuperManager and FedEx Ship Manager First you will need to create an import template in FedEx Ship Manager to specify what you will be importing Then you will need to create an export template in FedEx Ship Manager to specify what you will be exporting for import into The SuperManager Once you have created the interfaces you will be able to work directly with FedEx Ship Manager to transfer data and you will save a significant amount of time in your daily work Follow the instructions below to setup the FedEx Ship Manager Connection 80 of 105 pages 11 5 a 1 Create an Import Template in FedEx Ship Manager Software The first step in importing or exporting data is creating or s
97. n section 7 7 a for mapping your shipping methods Once the necessary settings are correct interfacing with Dazzle is seamless and simple as shown below 1 Make sure each order you want to export has the proper number of shipments in it Information on working with multiple shipments in an order is given in section 8 1 b 2 Select the order s you want to send to UPS WorldShip from the order list 3 Right click and choose XML Exchange WorldShip and either Direct Print or Print with prompts When you select this The SuperManager will write an XML file to the folder set up previously A message box will appear stating that shipments have been exported Do not press OK to this message until after WorldShip is finished processing the shipments If WorldShip is not opened open it and go to UPS OnLine Connect XML Auto Import UPS Worldship File Edit Activities Tools UPS Web Access Een ii Genes Window Help f Connection Assistant pails a ups alll SHIPPING HISTORY SHIPMENT UP5 COM TRACK A Batch Import Batch Export ship To Ship From Distribution Customer ID iw Update Address Residential Hands OFF Shipping SML Auto Import Company or Hame Attention Automatic Export After Processing Shipment aa Automatic Export During End OF Day Automatic Export of Dangerous Goods After Processing Shipment Address 1 Create Edit Map Address 2
98. ng it to update the information for the selected orders Keep in mind that each time this update is sent an email is sent to your customer explaining the status of the orders 11 4 6 Connecting to UPS WorldShip Via an ODBC Connection First you will need to create an ODBC database to make a connection with UPS WorldShip to use for the export from The SuperManager Then you will need to create an import map in UPS WorldShip to import the information and finally you will need to create an export map in UPS WorldShip to export the data from UPS WorldShip for importing into The SuperManager Once you have created the interfaces you will be able to work directly with UPS WorldShip to transfer data and you will save a significant amount of time in your daily work You can download and run the spreadsheet http www thesupermanager com download odbc ups create odbc dsn_ups xls to create the UPS WorldShip Connection or follow the instructions below to set it up manually If you use the excel spreadsheet skip to the section Create an import map in UPS WorldShip to import shipments 11 4 b 1 Create an Open Database Connection ODBC to interface with UPS WorldShip 1 First click Start then Settings then Control Panel Once the Control Panel has opened double click Data Sources ODBC to open the ODBC Data Source Administrator dialog or double click the Administrative Tools icon and then double click the Data Sources ic
99. nly apply to manual transactions If you have only one account this setting is not essential If you have more than one account but not all of them show up in this dropdown run the Get Batches or Submit Batches function first to initialize this data from Yahoo See section 10 0 to find out how to do this This is the carrier that all shipments will be initialized to when new orders are downloaded manual orders are created and new shipments are added to orders This can be changed on a shipment to shipment basis but this is the default value Yahoo weights are unitless The SuperManager is able to import and export in pounds ounces grams or kilograms This setting tells The SuperManager how it should interpret the weights it receives from Yahoo These will then be converted to whichever weight you request when you import or export to another program The SuperManager also uses this setting to determine what weight should be assumed if none is given and what units of weight should be displayed in on the dialogs When you add tracking numbers to shipments SuperManager will ask if you would like to send shipment information updates to your customer s If you choose to do so or manually request SuperManager to send shipping updates SuperManager will send the status update to Yahoo If the tracking password has been filled in If the tracking password is left blank or for non Yahoo Orders SuperManager will send this email templat
100. nsideration for open and closed orders Again refer to section 7 6 for your options in this regard 59 of 105 pages 9 0 Products 9 1 The Products Dialog Products management is offered in The SuperManager to view products as they are entered on Yahoo export them to other programs create offline orders and track order profit The product details dialog is the core of the product management features The SuperManager 5uperWare File View Actions Help Number of Products 6 Update Products Number of Products Listed 6 SUperF ind Reset Search items by code name description etc Shown Hidden All SuperFiter SuperFind PoE SE PEs PIP euelicteeeeees eeeeeeee eeeee eees Aes ppcart PayPal Shopping Cart ppipr 1 Year PapPal IPH Serice superbiller SUPER_BILL S epaile Cheb E l Eil Entry Toal 79 00 supermanagera SUPERMAN Hide ted Package 499 00 slpermanagernb SUPER MAN Open ackage 399 00 supermanagerp SUPER MAN Delete Fackage 599 00 Export j sML Exchange Select All Deselect All Unit Price 79 00 Caption Average Lost 0 00 weight 0 00 oz ltem url Options ltem thumb url en File Opened Use the Update Products to download your products from Yahoo During this function ship methods and pay methods are also imported from your Yahoo Store The same function can also be run by clicking Actions then Update Products You can also import products from a file b
101. number of days interval In the course of managing orders in SuperManager you may make changes to an order that render it Canceled Fraud On Hold etc When this option is set to On Status Change any change made to an order that results in it having a different Yahoo order status will prompt SuperManager to ask you whether it should update the order in your Yahoo Store manager When it is set to Never it will never ask this and when set to Always it will ask after any change is made to the order 17 of 105 pages Log out of Yahoo 6 3 Database Program Settings SuperManager keeps a Yahoo Store manager instance at its disposal whenever it is running in case it needs to interact with Yahoo When you visit Yahoo s site it leaves cookies on your computer to allow it to remember that you were signed in under a given username This can cause problems for using SuperManager on another store that requires a different username or for logging in using a different username manually When this option is checked SuperManager will log out when the store is closed or SuperManager is closed in order to not allow Yahoo to remember the last user that was logged in Preferences Automation Database Export Formats Import Formats ML Exchange Formats Aubosave on Close Aubosave every minutes Uptional SMG Database Fields to Save i Coupon Information if HTTP Info iw Credit Card Information We
102. o 30 of 105 pages Store Settings Order Processing Automation Custom Fields Accounting Export Reports Store Frofile Login Security Email Settings Email Templates Tas Rates Use Default Mail Client SMTP Mail Server nail myserver com Import Email Settings iw Mu Server Requires Authentication Fort 25 Usermame thesupermanager myserver con SS Sn Pazzword Send myself a test email W Bec all emails to myself i Preview Edit emails before sending cancel Ay _ Use Default Mail Client SuperManager has two mechanisms by which it can send emails When you enable this option SuperManager will try to send emails through your MAPI supporting email client If your default mail client does not support the MAPI protocol you will not be able to use this option Without this option enabled SuperManager will use its internal email sending functions Either way should send emails to your customers and to Yahoo Properly When using the default mail client however you will have a sent item stored in your mail client if you have your mail client set to store them SMTP mail server The network address of your mail server It is recommended to use the server provided by your internet service provider ISP Although Yahoo And other hosting providers may offer an SMTP server for you to use some ISPs block mail protocol network traffic going out of their network which may cause problems or completely block the a
103. o some other account you can set this account here If this account is a sub account you will need to give the full name of the account by in the form lt Parent Account gt lt Sub account gt 42 of 105 pages Accounts Receivable Account Cost of Goods Sold Account Inventory Asset Account Taxable Sales Account Item Nontaxable Sales Account Item Shipping Item The name of your accounts receivable account as described above If this account is a sub account you will need to give the full name of the account by in the form lt Parent Account gt lt Sub account gt The name of your cost of goods sold account as described above If this account is a sub account you will need to give the full name of the account by in the form lt Parent Account gt lt Sub account gt The name of your inventory asset account as described above If this account is a sub account you will need to give the full name of the account by in the form lt Parent Account gt lt Sub account gt The name of your taxable sales account as described above If this account is a sub account you will need to give the full name of the account by in the form lt Parent Account gt lt Sub account gt This setting is also used as the item name for the sum of your taxable sales for batches exported from The SuperManager If this item does not exist in QuickBooks it will be created The name of your nontaxable sales account
104. ogram FilesSEnvelope Manager Dazzle every 30 seconds Customizable Notification E Mail Options E Mail template file C Program Files Envelope Manager Dazzle Edit Subject line for e mail messages Package Shipped to ou Automatically send e mails when printing i Display e mail prior to sending Cancel Help Beyond that the only thing that is required is to either instruct SuperManager to select a desired template that will work appropriately with the mail class you have selected or open the template that you desire SuperManager to use before exporting to dazzle See the Dazzle manual for information about compatibility of certain layouts with mail classes 11 3 6 Setup for Exporting to Dazzle Only a few settings are required in order to set this up These settings are described in section 6 6 a After entering these settings you will also need to follow the instructions in section 7 7 a for mapping your shipping methods 11 3 c Using the Dazzle XML interface Once the necessary settings are correct interfacing with Dazzle is seamless and simple as shown below 1 Make sure each order you want to export has the proper number of shipments in it Information on working with multiple shipments in an order is given in section 8 1 b 2 Select the order s you want to send to dazzle from the order list 71 of 105 pages 3 Right click and choose XML Exchange DAZzle Endecia and either Direct Print
105. olumn indicates a required FedEx Ship Manager field Can convert FedEx Ship Manager values to my format Click the l to access advanced data matching tools Package Information Reference Tutor Select a Table fedemtosmiat Select a Field Fiad Tracking Number Information V Tracking Number Select a Table fedextosm tut Select a Field Fied2 Continue gt FedEx Field Name SELECT A TABLE SELECT AFIELD fedextosm txt Field1 Tracking Number fedextosm txt Field2 88 of 105 pages 7 Click Continue 8 At the Finish gt Summary screen click Continue FedEx Integration Assistant Confirm your integration profile settings Here is summary of your integration profile Per sn Questions tia tl sl a aT a p P If back t s t Review the following profile summary To make changes to your profile first save the profile and mone to the ey then click Back or select the Edit link to return to the tab that contains the information you would like to edit After close FedEx hteqration Assistant will be able to make General changes tomy profile Profile type Both Profile name MyProfile Created 3 5 2005 3 44 36 4M Tutorial Import Summary Import Data Source Edit Text File C Program Files FedE x smtofedex txt Shipping activities Edit Shipping method Single Edit Reviewedit information before shipping Yes Record look up Edit Continue gt 9 At the Finish gt Instructions scr
106. on the entry tree You can look at the details of a transaction included in a batch by then double clicking on the transaction or right clicking and choosing Open The following window will appear containing the details for the batch entry you have selected 63 of 105 pages Batch Entry Details Humber rir Amount 55 00 Card Number 1234567891011123 Expiration 08 2009 Approval 123456 Invoice SB 76654460 a In this window the majority of the fields are not editable but the number can be changed In most instances SuperManager should be able to correctly associate it with the appropriate order but if not the number can be changed to the order number to correctly associate it In addition to looking at the transaction details you can right click on the order and choose Open Order to open the order for which this transaction was made 10 2 Accounting Export 10 3 To export transactions to your accounting software start by opening the Admin Home It is recommended to get the latest batches that have been submitted before information To get the latest batches click the Get Batches button see section 10 0 Management Also you should specify your Accounting Export settings in your Store PSFINGS Dial eg SEE REF hen tO kaAi at Batch Petal IScluded in it by clicking on the sign to the right of it on the entry tree You can look at the details of a transaction included in a batch by then double clic
107. on to open the ODBC DS Admin dialog 75 of 105 pages 2 Next click the System DNS tab at the top of the FESE a ODBC dialog and then click the Add button UserDSN System DSN File DSN Drivers Tracing Connection Pooling About System Data Sources Driver Add Sy fdxworld FedEx Adaptive Server An fst FedEx Adaptive Server An PortOfExport Microsoft Access Driver UPS Default Export Microsoft Access Driver Configure UPS Default Import Microsoft Access Driver UPS Default Import Invalid Microsoft Text Driver txt UPS OnLine WorldShip Microsoft Access Driver UPS OnLine WorldShip CSV Export Microsoft Text Driver txt UPS_WS_ Activity Microsoft Access Driver gt n ODBC System data source stores information about how to connect to the indicated data provider A System data source is visible to all users on this machine including NT services 3 Now select Microsoft Text Driver csv txt from the option list and then click Finish Name a as Microsoft Excel Driver ls Microsott Excel Treiber ls Microsoft FoxPro WFP Criver dbf Microsoft ODBC for Oracle Microsoft Paradox Driver db Microsol Paradox Treiber db Microsoft Text Driver tet csv Microsoft Text Treiber tat cay Microsoft Visual FoxPro Driver I iis uE Eae m T e Ma ee ee Pe 4 Download the following file http www thesu
108. ons as exported they will not be exported again cos 65 of 105 pages 11 0 Interfacing with Other Programs The SuperManager was designed to be very versatile in interfacing with other programs Several direct integrations have been developed including Dazzle QuickBooks and QuickBooks POS The SuperManager also offers the powerful ability to export in practically any text format required by other software The subheadings of this chapter explain how to setup interfaces with many programs If you need help setting up interfaces with other programs please contact info thesupermanager com 11 1 QuickBooks The SuperManager supports the export of orders as sales receipts order as invoices batches as sales receipts and products as items into QuickBooks Important Before exporting anything to QuickBooks make sure you have a good backup 11 1 a Setting up your QuickBooks file for use with The SuperManager A few things are required in order to successfully import data from The SuperManager First you will need to download and install two patches from Intuit that install the necessary interfaces These are available at http www thesupermanager com download redistributables QBFC5_Olnstaller exe http www thesupermanager com download redistributables QBXMLRP2lInstaller exe After installing these patches you need to make sure you have an account to use for the following items invoices are deposited from The SuperManager as the co
109. orders The SuperManager downloads They will also be added when you run the Update Products function described in section 9 1 Order types carriers and packaging types are not stored in Yahoo They are unique to The SuperManager Store Settings Store Profile Login Security E mail Settings Email Templates Tas Rates Order Processing Automation Custom Fields Accounting Export Reports Add 2nd Day Overnight Modify USPS First Class UPS Ground Residential Pay Methods Delete UPS Worldwide Express 3 Day Select 2nd Day Air Next Day Air Saver UPS Worldwide Expedited Ship Methods GI fe m Li Order Types Package Types OF Cancel The list will display the list of items selected in the tabs at the left Use the Add and Delete buttons to add or delete items from the list When you delete an item The SuperManager will prompt you for a pay method ship method or order type to move all orders containing this method type with The Modify button allows you to change the name of an order type or Pay Method and give you other additional settings for some of the custom fields as described below 7 0 a Shipping Methods To accurately export your orders to your shipping software you will need to map each of your Yahoo shipping methods to each carrier shipping class you will be using for that specific shipping method To open the Modify or Map
110. p Code MT supplier country The full name of the country United States supplier website Supplier website www superwarecom Email address nfo thesupermanager com Phone number numbers only 8797971111 ETTI 99 of 105 pages The SuperManager Variable Replacement Code Explanation Fax phone number erayrar 1772 123450 Notes entered about the supplier Hours 9 5 Mon Friday 12 1f Purchase Order Information The SuperManager Variable Explanation Replacement Code p Required date packaging as last time po supplier Exposes all the supplier variables for the supplier the PO is addressed to Number of items in PO 1 5 20 ete po item list Quick list of items in an PO Item WID_111 10 WID_222 9 code Qty backordered items Number of backordered items Ce O backordered item list Quick list of backordered items ina WID_111 10 WID_222 9 PO Item code Qty po scriptable Special keyword to ensure the po_scriptable po_ notes would variable s inside the brackets ensure that quotes and other compatable with java or other reserved characters in the notes are not passed into the script scripting languiages 12 1 f 1 PO Item Information When used in a text format a new line is created for each total in the order When used in an HTML report a new row is create for each total in the order The SuperManager Variable ESalanaton Replacement Code p fem 1D thesprmngt 100 of 105 pages The S
111. p Sales Tax H i Store Info Set up how you want QuickBooks POS to calculate and track sales tax T My Field Labels Use tax locations for different sales tax based on where merchandise is being sold Preferences Tasks 5 Financial Use tax codes for different sales tax based on what type of merchandise is being sold Me Accounts Merchant amp Gift Services Collect Sales Tax Communication Setu i P Sales Tax Required Edit Tax Location Inventory Price Levels ft Tax collect 7 5 paid to North Carolina Edit Tax Code Purchasi TANEN ie Non collect No Tax Edit Tax Code Receiving Receipt Message Shipping Receipt Tendering Customers 3 Reset to Default Setting Default Tax Default tax location For this store Sales Tax v Default tax code when creating a new department Tax v Store 1 SuperWare wWS 1 In this example Sales Tax is the name of the tax location Your settings may have several tax locations setup SuperManager is only able to work with one tax location for doing all of its exports You may need to create a new location just for exporting orders from The SuperManager Underneath this tax location in POS you need to have one Tax Code for non taxable items for example those that are purchased by out of state customers and one for each tax rate that you have defined in The SuperManager This will be further discussed later The name of the item to be linked to each sales rece
112. p manager create a new order or download new orders here Today s Sales BUN 2 sA Log Onto ahogitore Manager Doon O search orders by Orders order number Sales 0 00 New Order Get New Orders SUPP ind Reset email etc Filter las Use the SuperFind function to search through your orders by name email credit card OrderiD Date MName_ amcourntt address phone number etc k 9 03 Jan 2005 Doe John Today Open Closed Manual Al SuperFiter Find United States United States United States United States United States United States United States United States 114 00 68 70 68 FO 60 70 68 70 60 70 60 70 60 70 o manual 02 Jan 2005 Smith Rebecca T manual O2 Jan 2005 Simon James o Mi lips Jim od Jonny B alker C Dick amond Lucy Charge nson Jett Purchase Backordered Items ldz Mrs Prink Report Shipments Update from Yahoo Get Order Status from Yahoo After selecting the orders you want Update to Yahoo to work with right click on one of the selected orders to show this list of functions Open blew Delete Sei am mS m0 00 0 O ai oon on Status Send Email Export ML Exchange Select All Deselect All Mark Read Mark Unread The order status is one thing that determines which tab s the order will be displayed in 12 of 105 pages 5 3 Products Dialog Window View and work with your product list in the p
113. perManager see section 8 0 102 of 105 pages The status icons help you to identify the status of an order in the Order List in the Order Details Dialog A openi nszausnortrasopencrverng ini ssf aloes Fraud Specifies that an order has been marked Fraud xX Cancelled Specifies that an order has been Cancelled BO Backordered Specifies that an order is on Backorder E Closed Specifies that an order has been marked Closed Suspect Specifies that an order has been marked Suspect 103 of 105 pages 13 0 Index Accounting Export See Export Accounting Information Admin Dialog Window See Dialog Windows Admin Batches Merchant 40 Management 40 Dazzle Endicia TXT Setup See Export Shipping Dazzle Endicia Dialog Windows 9 Admin Dialog Window 9 Orders Dialog Window 10 Program Settings Dialog Window 12 Store Settings Dialog Window 12 Edit Orders See Modify Orders Export Accounting Information 41 Shipping Dazzle Endicia TXT Setup 51 Installation 8 Inventory See Products Management Invoice Printing 32 Templates See Store Settings Invoice Templates ltems See Modify Orders Add Delete or Modify order items Multiple Shipments See Modify Orders Multiple Shipments Orders Charging and crediting Credit Cards 36 Download 29 Modify 32 Add Delete or Modify order items 34 Multiple Shipments 36 Status Icon Table 75 Orders Dialog Window See Dialog Windows Orders
114. perManager Basic Package i ti iti sSOS S The The SuperManager Basic Package tt tt stststi i lt CSstwts Basic Package Caption T OTAI Availability url View Paths View View Thumbnail Picture Order Limits Pricing Minimum 1 Base Price 399 00 Quantity Pricing Aver Maximum 10000000 Personalization 0 00 ounti Quantum ESS Giftwrap 0 00 Unites Variants Create All SUPER_MANAGER_B Add Modify Delete Delete All Alternative Code o l Lookup 67 of 105 pages 4 Choose Actions QuickBooks Item an Alternative Codes Lookup The SuperManager SuperWare File view Peete re Update Product List Mur Update Product Create All variants Update Products Number of Delete All Variants C Lookup QuickBooks Item Lookup GB POS Item Clear Alternative Codes Alternative Codes Shown Hidden All SuperFit ID Code Description ppcark FF_CART PayPal Shopping Cart ppipn PP_IPH 1 Year PayPal IFN Service sliperbiller SUPER_BILL SuperBiller QuickBooks Bill Entr slipermanagera SUPERMAN The SuperManager Adwanced F supermanagerb SUPERMAN The SuperManager Basic Packac 5 For each option variant The SuperManager will search PESSE for a corresponding QuickBooks item If there is more than one item name containing the product code the The following items were returned from QuickBook
115. permanager com download odbc ups smupsw txt and save it to the directory C Program Files UPS or to the directory where your UPS program is located Note The file to be downloaded is a predefined header file that you can use with UPS WorldShip shipment imports and is to be used in conjunction with the predefined UPS Export format in The SuperManager You can setup your own export formats in The SuperManager and use them for any type of export see section 6 2 76 of 105 pages 5 In the ODBC Text Setup dialog enter smupsw in the Data Source Name and then enter a description e g The SuperManager to UPS Online Worldship in the Description edit box 6 Next click the Use Current Directory checkbox at the bottom left of the dialog and then click the Select Directory button and browse to the directory C Program Files UPS or to the directory where your UPS program is located and then click OK 7 Now click the Options gt gt button at the bottom right of the ODBC Text Setup dialog and then click the Define Format button at the bottom of the dialog 8 Now select the smupsw txt file under the Tables tab and then click the Column Name Header check box and then change the Format to CSV Delimited if this option is available for you 9 Next click the Guess button to import the header names into the database connection 10 Now click OK to close the Define Text Format Dialog
116. pment manual 2 Previous Add i Shipped Ship Date 4 27 2005 Carrier USFS Tracking ID Esti Track Weight 0 40 oz Calculate Postage 0 a Scale 0 00 oz Grab Zero Cancel 8 1 c Charging and Crediting Credit Cards Use the Authorization Sale Credit Void Sale and Void Credit buttons to manage the charging and crediting of your orders The Void Sale and Void Credit buttons can be activated by selecting the charge or credit to void Ifa charge has already been batched the void buttons will be unavailable Batched transactions will have a checkmark next to them Once you have batched Submit Batches a charge or credit you must issue a credit or sale respectively to cancel the previous transaction Transactions are only marked batched if the batch that contains them has been downloaded See section 10 0 about working with batches You can only issue one sale or credit through the Yahoo order manager order details page once so The SuperManager will automatically process additional transactions through the Yahoo store manager manual transactions page if necessary When you make a transaction in The SuperManager a credit card event will be added to the card event list for future reference For new orders you can obtain an authorization first and view the AVS response and then immediately capture the sale You can also authorize credit cards by 0 01 to verify updated billing addresses which previously return
117. question that appears below Tutarial o Set j fi rst row of the text fi le conta i n What is the format and structure of your text file 9 Delimited Fields are separated by a character such as a comma h ea d l n g S i to N O C Fixed Width Fields are aligned in columns What character separates your fields comma x Does the first row contain field names headings Yes No Continue gt 87 of 105 pages 4 At the Export gt Method screen select Event 1 w FedEx Integration Assistant When would you like to export shipping information Each time a package ships and Method 1 Insert New Record Common Question Note You can change these settings at any time if How will your data source receive exported information estions Select the event that will trigger the export and the method for writing information to the destination wa tegen fe you prefer to export shipping information at the end mStar a NOTE To avoid unintentionally corrupting the destination data source the export method that you What does inserting a record no of th e d ay choose here must be compatible with the structure of your data source Contact your IT department if what does updating a tecord do you are unsure of which option to use When should use Wherma package is deleted Event 1 Each time a package ships Tutorial Method 1 Insert a new record C Event 2 End of day Continue gt 5 At t
118. roducts dialog window The SuperManager SuperWare File View Actions Help Number of Products 6 Update Products i Humber of Products Listed 6 SUperr ind Reset Search items by code name description etc Shown Hidden All SuperFiter SuperFind eee eee eee eed ce ppcart PP_CART PayPal Shoppygg Cart 69 00 ppipr FPF_IPH 1 Year PayPal IPN Service 50 00 slperbiller SUPER BILL Supple Clete E seks Pall E ntry Tool 79 00 zupermanagera YUPER_MAN i ed Package 499 00 zupermanagerb a 7 ackage 399 00 zupermanagerp a P Delete Neackage 599 00 Export a AML Exchange Right click in the product list Select All to mark products as hidden open them to view more When imported items with details export them etc no price are automatically hidden Toggle this tab to Unit Price work with these items Average Cost Weight 0 00 oz herr url Options ltem thumb url File Opened 13 of 105 pages 5 4 Store Settings Dialog Window This set of property pages allows you to input and edit preferences and settings specific each store database such as Yahoo Passwords and usernames email template shipping and payment methods and so forth Each of the tabs in the store settings will be shown in section 7 0 5 5 Program Settings Dialog Window This set of property pages allows you to change settings that remain constant among all the store databases you may use in The SuperManager It inc
119. s by searching for product code as the item name results of the query are shown in a list box as shown Please select the correct item or choose Cancel to show more possibilities in more fields Select the item to match the variant with and click OK HE ee Searching for product SUPER_MANSGEF_B UPER_MANAGER_BASIC SUPER_MANAGER_BEFORE 6 If the correct product is not found by the query you will have to manually enter the full name of the QuickBooks item in the product details screen Select the variant you are matching from the Variants list and enter the full name of the QuickBooks item in the Alternative Code box If the item is a sub item of another item the name should be entered in the form lt item name gt lt sub item name gt Note If you wish to not distinguish between the different option combinations for a product in exporting to QuickBooks you will need to either delete all variants from the product in The SuperManager and the item name in QuickBooks will have to match the product code or you will have to set the alternative code for each variant to the same value 11 1 c 2 Creating New Items As stated above The SuperManager will automatically create items for each product variant that does not exist in QuickBooks as you export orders They will be created with the Yahoo product code as the item name For items with variants sub items will be created for each variant Note If you wish to have sub items
120. s in SuperManager More particularly this list serves primarily as a user friendly name an categorization of the often times not so user friendly names required by 3 party shipping programs For example DAZzle uses the name RECTPARCEL to represent a box The package type list allows you to assign a user friendly name Box to mean RECTPARCEL when a DAZzle file is exported and UPS Box when you export to WorldShip and so on You can view and change the details of the package types by double clicking on a type on the list or selecting one and clicking Modify When you do the following details screen will appear 40 of 105 pages Modify Package Type Mame Eod M Map Carer Package Types tor Esport E spark ship Class DAAzleEndicia RECTP amp ARCEL DHL WebShip DHL Other Packaging Fede Ship Manager Fede Box UPS WorldS hip UPS Express Bow AML Exchange DAZzle Endiciaa ENYWELUPE AML Exchange WorldShip UFS RAE 4 i Package Type for p selected export PELT PARCEL al Lance Name Changes the name as it will appear on the package type list and the select box on the shipment details screen Map Carrier Package Types These are the shipment export formats you have entered using the for Export directions in section 6 2 and the XML Exchange formats offered natively in SuperManager Once you select a carrier the package types entered for this export format again see section 6 2
121. s to FedEx Ship Manager to print postage 1 First enter the order shipment weights as described in section 8 0 in The SuperManager 2 Next right click on the selected order s and click Export then FedEx You should save the file to your FedEx Ship Manager program directory 3 Start FedEx Ship Manager 4 Click on the Integration Menu 5 Select the Profile created in the previous steps named SuperManager 89 of 105 pages 6 You will be prompted with a Reference Lookup window 7 Enter the SuperManager s Order Number for an order that is approved then press Enter Next in The SuperManager click File then Import and select the FedEx import format The shipping information will be imported in The SuperManager 90 of 105 pages 12 0 Appendix 12 1 The SuperManager Variable List 12 1 a Company and General Information The SuperManager Variable et eer ped Replacement Code p SuperWare company address Complete Address Suite 000 111 Penny Lane Penny City CA 11111 Company state Company country code Phone number wio spaces generated generated Inserts a page break into the report 12 1 b Order Information The SuperManager Variable Replacement Code order id Order id SW111 or SW111 manual if a manual order fax phone ebay etc Order id without a prefix 111 or 111 manual Aeratve order i 123 209 202 Order type eStore phone ax ema et Explanation Order date TO Jan 2004 Or
122. se the Export to CSV dialog and then click OK again to close the Map dialog 11 4 b 4 Export to UPS WorldShip via the ODBC Connection After you have mapped your Yahoo shipping methods to the UPS shipping methods see section 7 7 a and once you have setup the database connection see section 11 4 you can export orders to UPS OnLine WorldShip to print postage 1 First enter the order shipment weights as described in section 8 0 2 Next right click on the selected order s again and click Export then UPS You should save the file to your UPS OnLine WorldShip program directory or the same directory used in section 11 4 3 Next open UPS OnLine WorldShip and click Online Connect and then click Batch Import Select the map you created in section 11 4 and then click Process shipments automatically after import and then click Next and follow the instructions to print UPS postage labels Note The method described above is recommended as the ideal way to automate your UPS postage label printing with The SuperManager There are multiple ways to import data into UPS OnLine WorldShip Refer to the UPS OnLine WorldShip user s manual for more information about importing data into UPS OnLine WorldShip to print postage see Keyed Import and Batch Import in the UPS OnLine WorldShip help documentation 11 4 c Text Import from UPS WorldShip After you have printed postage in UPS OnLine WorldShip you can import the postage infor
123. select which printer to print to and number of copies or printed directly to the default printer When Print to Default Printer is selected as the print mode you can enter a number of copies to print When Print to Default Printer is selected as the print mode you can check this option to have multiple copies collated SuperManager offers support for electronic scales Currently only one scale is supported If you use a different USB electronic scale and would like to have it considered for inclusion into SuperManager please contact info thesupermanager com To facilitate the transfer of import and export formats we have created the SMX file type This file gives the required information to add one or more import and or export formats Should you receive an SMX file from SuperWare you can import it to your settings using the import button Should you desire to send a format to SuperWare or another user you can do it using the export button SuperManager automatically saves the program settings each time you exit For added security however you can save the settings at any time using this button to assure that they will be properly saved Restores all the program settings to their factory default values This means all changes made to your settings import or export settings you have added and xml exchange settings will be initialized to their original state 16 of 105 pages 6 2 Automation Program Settin
124. sends correctly you can monitor your mail inbox to assure that it is received BCC All Emails to Myself Sends a Blind Carbon Copy of each email sent from SuperManager to the email address on the profiles page This option is especially useful if you are not using the default mail client and would like to have a record of all emails sent in your mail client Note This option applies even to order status update emails These are in the somewhat cryptic XML format required by the Yahoo update server Preview Edit emails before If you do not check this box emails will be sent to your customers sending directly based on the email template you have chosen and you will not be able to preview or edit the emails unless you select Preview Edit emails with this Template before sending checkbox in the email template See section 7 4 Email Templates 7 4 Email Templates SuperManager sends emails to your customers based on templates you define in this settings page You can insert field variables into any of the fields of the email See the list of field variables in Appendix 12 1 The SuperManager Variable List 32 of 105 pages Store Settings Order Processing Automation Custom Fields Accounting Esport Reporta Store Frofile Login Security E mail Sethirigs Email Templates Tas Rates Email Backordered 1 week Template NNN AMS response Backorderd 2 3 weeks a Rename Backordered tems shipped D owr Paypal To Ee
125. sn Jefi Frink Summary od A of oN hrs Enter Weights Enter Tracking IDs Update From Yahoo Get Order Status From Yahoo Update Shipment Status Update to Yahoo Status Send Ernail Export MIL Exchange d DAzzle Endicia F GuickBooks CuickBooks POS Select All Deselect All Mark Read 11 2 QuickBooks Point of Sale The SuperManager supports export of products and orders as sale receipts into QuickBooks Point of Sale 11 2 a Setup for Exporting to QuickBooks POS First you will need to download and install a patch from Intuit that installs the necessary interfaces This is available at http www thesupermanager com download redistributables QBPOSFC1_1lInstaller exe In addition to this there several settings need to be entered in The SuperManager These settings are located in two places The program settings contain settings that apply to all SuperManager databases you work with in SuperManager These settings are explained in section 6 6 b The store settings apply only to the particular 69 of 105 pages store database you have opened These are on two separate tabs Tax Rates described in section 7 5 and Accounting Export described in section 7 8 A Note about Tax Rates First you should verify that tax is being accessed the same way in The SuperManager as in POS Secondly you need to put the Name on the Tax Rates tab for each Locale to the Tax Code in POS When an
126. st potential After you have completed filling in the information click OK Next be sure to save your changes to your smg database file by clicking File then Save As and chose a name for your smg database file This file will contain your Store Settings Product Information and your Order information It can be shared over a network or it can be saved copied or sent to a colleague to work with The Store Settings dialog can also be accessed at any time by clicking View then Store Settings from the Admin Dialog Window 7 1 Store Company Profile Enter your store profile company information here This information can be added to standard emails or to invoices by utilizing The SuperManager variable list see section 12 1 The SuperManager Variable List Store Settings Custom Fields Accounting Export Reports E mail Settings Order Processing Automation Store Profile Email Templates Tas Rates Order ID Prefix Login Security Company name Contact Address 103 Hollvbrook way Simpeorville SC 29681 Country Canada Fhone B64 248 4860 Far i775 659 7455 Website http www thesupermanager co E mail infotathesupennanager corn Company Name and Contact Information Order ID Prefix This information is primarily necessary for filling in company information in email templates and reports This is a non required prefix to prepend to all order IDs from this store
127. st of goods sold account Inventory Asset Products An account that is linked to the products that are exported from The SuperManager when you have selected to export as inventory items as the inventory asset account products exported from The SuperManager products exported from The SuperManager Additionally there are a number of items The SuperManager references in creating sales receipts credit memos and invoices in QuickBooks The SuperManager is capable of creating these items if they do not exist Each of these items will be described below 11 1 6 Setup for Exporting to QuickBooks Before exporting to QuickBooks several settings need to be entered in The SuperManager These settings are located in two places The program settings contain settings that apply to all SuperManager databases you work with in SuperManager These settings are explained in section 6 6 6 The store settings apply only to the particular store database you have opened These are explained in section 7 8 11 1 c Product Item Names The SuperManager is able to handle different combinations of product options and can use existing items or create new items Items can be created in batch from the products dialog or will be automatically created on the fly as an item name not existing in QuickBooks is encountered while exporting orders 66 of 105 pages 11 1 c 1 Matching Products with Existing QuickBooks Items If you have many or all of your items already in
128. t Type a I Ship Date How do Luse the Advanced e Payment Type M Recipient p ur l Sender M Reference bation l Special Services I Decard Vaie Tutorial o Refe re n ce Advanced Signature Release Number DimHeight e Package Type T Dim Width e Service Type Click OK Continue gt 11 Click on the word Recipient to open the field list window Select the following fields e Recipient Contact Name F Source Format Shipping Lookup MUSEET ini What types of information do you want to import 2 Reci pient Add ress 1 Identify the FedEx Ship Manager data cat ES meom What shipping information is in a source The category choices shown here Recipient o u d Re CI p l e nt Ad d re SS 2 Mintomational I Recipient Account Number What information is required to ship I Pack Recipient Company apackage ackage ini i M Recipient V Recipient Contact Name How do use the Advanced s Reci p l nt City M Sender M Recipient Address 1 i aa l Special Services FF Recipient Address 2 Tutorial InI Advanced f e Recipient State B Recipient Ciy M Recipient State e Recipient Postal Code M Recipient Postal Code e Recipient Phone e Recipient Country e Recipient Email a Continue Click OK 84 of 105 pages 12 Click on the word Special Services to open the FedEx integration Assistant Match the shipping fields with your fields field list window Select the following field e Residential Delivery Flag Sourc
129. t to edit To delete a profile select it and then click Delete Continue with current profile Continue gt 5 At the Begin gt Integration Type screen choose FedEx Integration Assistant Modify A Saved Integration Profile Both Import and Export then click Continue Begin Integration Type Which type of integration profile do you need Select the type of profile that you want to create C Import Export Both Import and Export Your Data Source CustomerID Company AADD NOOZ Continue gt 82 of 105 pages 6 At the Import gt Source screen select Text File Next click browse 7 At the Import gt Format screen enter the following e Set format and structure of your text file to Delimited e Set character to comma e Set first row of the text file contain headings to Yes 8 At the Import gt Shipping screen we recommend the following e Set Do you print Labels one at a time to Yes e Set Do you use a unique name or code to look up each package to Yes e Set Do you need to edit shipping information before printing the label to Yes Then click Continue Note You can edit these settings at a later time if you wish to import shipments into FedEx as batches for batch printing FedEx Integration Assistant Select your data source Source Where do you store your shipping information Select the source of the shipping information that you want to int
130. this via email 2 Download the installer file from the location described in the registration email that was sent to you Save the file to your local hard drive or open it directly after downloading 3 Run SuperManager msi file and follow the installation instructions 4 When prompted enter your license name and license key exactly as you have received it The SuperManager License Information Thank you for using The Supertlanager Please enter the name under which the license was registered and the license key Order now online Contact Superw are support for problems with your licence at salestithesupermanager cam Lincernsed To Key ca 5 Congratulations you are now ready to begin using The SuperManager 10 of 105 pages 5 0 The SuperManager Dialog Windows The SuperManager is organized into several dialog windows for viewing and managing the information of your store 5 1 Admin Dialog Window Manage your merchant batches from the Admin Dialog Window The main features are described below The SuperManager SuperWare File View Actions Help Supers are LLC 103 Holly brook Way Simpsonville SC 29681 o Search batches by order invoice or credit card number Get Batches Submit Batches Number of Orders 2 Number of Products 6 Number of Batches 24 Use the SuperFind function to search through your batches by transaction amount credit card number order number batch number or bat
131. u can include such types as fax phone and email to distinguish how your orders are received By default the order type for downloaded orders is eStore This type may not be deleted but the name may be changed if you so desire 7 7 0 Carriers The carrier list allows you to specify which carrier was used to ship shipments in SuperManager Addidionally carriers have a few additional settings that can be set modified on the details screen below To get to this screen double click on the carrier you want to view modify or select it on the list and click Modify Carrier Details US Postal Service Type us Postal Service a Tracking URL atte trent sm usps com PT SintemnetebylnterLabellng Cancel Name Changes the name as it will appear on the carrier list and the select box on the shipment details screen Type Three carriers are supported for the order status update system in Yahoo US Postal Service UPS FedEx and DHL includes former Airborne When the order status update is sent the type is used to determine which vendor Yahoo Is informed it was shipped through Tracking URL This format will be used for tracking within the SuperManager and sending links using the shipment_tracking_url field variable You should use the shipment_tracking_id or other field variables where they belong in the url 7 7 e Packaging Types A packaging type list is also available to declaring the packaging type used to ship shipment
132. uperManager Variable Ev aianation Replacement Code p THE_SUPER em supplier part number THE SUPER Item description Powerful order manager mnogr html meta data mngr gif mngr gif Item options separated by carriage Color Red returns Size Large 1 00 item Opt ons Grim ltem options separated by carriage Color Red returns with any text in between Size Large parenthesis removed as in incremental pricing Item options separated by commas Color Red Size Large 1 00 Item options separated by commas Color Red Size Large with any text in between parenthesis removed as in incremental pricing Item option choices separated by Red Large 1 00 spaces item option choices trim Item option choices separated by Red Large spaces with any text in between parenthesis removed as in incremental pricing item optionn The n item option choice For item_option2 in the example above Large 1 00 item quantity recieved Number of items received item quantity backordered Number of items backordered item quantity ltem quantity oo quantity cos item product Exposes all of the product variables as shown below oO 12 1 f 2 PO Backordered Item Information All the variables shown above can be used with backordered_ in front of them to get a list of only the backordered items 12 1 9 Summary Report Variables The following variables may be used in the
133. using this pay method be found in a batch it will be lumped into an Unknown Payments line item The name of the item to be used for the payments received from this pay method If this field is left blank SuperManager will use the name of the pay method for the item name but will give a warning message each time it uses it Used for Batch Exports Only If your merchant bank deducts fees directly from your batch deposits you can use these settings to match the fees your bank deducts You can enter a per transaction fee and or a percentage fee to be deducted These fees will be deducts using the Fees Item as discussed above Report Templates for Invoices and Reports Use this store setting page to specify different invoices and summary reports For example you can specify templates to be used for multiple invoices default gift purchase order backorder etc and summary reports pick list order summary etc to use with The SuperManager The invoice and summary report template you set as default will be used in the Order List Popup menu function Print Invoice and Print Summary The default invoice will also be used when you press ctrl P 46 of 105 pages Store Settings Store Profile Login Security E mail Settings Email Templates Tas Rates Order Processing Automation Custom Fields Accounting Export Reports Add Delete Type Invoice Sales Reciept Super anagerstnstaller S ales Receipt html
134. whether to add it to an order Periodically you should use the Clear PayPal Transactions from Server function to minimize the time it takes The SuperManager to match transactions with the orders There are several ways to print invoices for orders in The SuperManager One method is to select Print Invoices as described above Additionally you can press ctrl P to do the same thing These two functions however only allow you to print the selected orders to the default invoice template This is similar for the summary reports You can have multiple templates defined in The SuperManager to meet special needs that some of your orders may have To print an invoice or summary report using a different template use the Print Report menu in the Actions menu and select the desired invoice or summary report template See section O for details on setting up and creating invoice templates and specifying to preview invoices before printing See section 6 1 to specify settings for automatic invoice printing when new orders are downloaded 8 1 Modifying Orders To bring up the details of an order to modify or view specifics of an order use the Open function as show above or double click it to open the Order Details Dialog 52 of 105 pages Order Details Ce Be bd STK lt r gt oO ORF FP es Order ID EA0EIE Date a2 Jan 2005 16 15 01 Order Type Phone Status Shipped Ship To Rebecca Smith Fill To Rebecca Sm
135. will appear in the Package Type for selected export dropdown You can specify Do not export with this format If this is selected when you select an order containing this ship method and export it with this format the order will not be included in the export If you select None selected the shipment_package_type variable will be left blank 7 8 Accounting Export Use the Accounting Export settings Dialog to specify how you would like to export your transactions to your accounting software 41 of 105 pages Store Settings Store Profile Login Security E mail Settings Email Templates Tas Rates Order Processing Automation Custom Fields Accounting Esport Reports Export Options Accounting Setting Automatically Create Variant 0 Undeposited Funds Account Undeposited Funds Accounts Recernable Account Accounts Recenable Cost of Goods Sold Account Cost of Goods Sold lewsormbari fh ook fiom IF leasorberi fh rene Boo The masimum number of Warlants in a product that SuperManager should automatically make variants for Account Settings Orders and Cash Transactions Combine MasterCard and Visa Pay Method MasterLard American Express Discover Sending Check Do not export this Pay Method in this account lternCabegory Name Visa Deduct Transaction Fees from Deposit Amount Flat Fee Percentage Fee caret a _ Export Options When you export batches or orders to
136. will be exported to the same place as previously selected If at some point you need to change the location the file is exported to you can clear this box export with this export once then re enable it if so desired Append When this option is selected the exported items will be added to the end of the file When it is not selected the file will be overwritten each time if it already exists Do Not Export to PO Boxes This option is only available for shipment exports Certain shipping vendors do not ship to PO boxes This option allows you to choose not to export shipments being sent to PO boxes The shipments that are not exported will be listed after the export is complete to make you aware that they were excluded from the export Box at the bottom The box is for supplying the export line s for each item exported It should contain one or several SuperManager variables See section 12 1 fora complete list you would like to export and should be formatted so that it will be compatible with the program you are exporting to For example you can separate the variables with only commas order_id order date or you can separate with commas and quotation marks order_id order_date or any other format required by the third party software that will be reading the exported file 6 5 Import Formats Similarly you can define on the next tab the file formats you need SuperManager to read from third party programs 20 of 105 pages Progr
137. y clicking File then Import then select Yahoo Product CSV or select an import format you created in section 6 5 Additionally products will automatically be added to your store database as you download orders containing items not already contained in your product list in The SuperManager Click Hide products which do not have a specified price to hide products that have been specified as hidden Use the SuperFind to filter the product list to those returned by the search Click the Reset button to show all products again 60 of 105 pages When you right click on the product list a context menu will appear containing several functions Click Hide to hide the selected product s To unhide a product you must make sure that Hide products which do not have a specified price is not checked This will make it so all products will be displayed Then you can select the product s you want to unhide right click and select hide again Click Open to open the product details for the selected product Click Delete to delete the selected products s Click Export to export the selected product s to one of the product exports in your program settings Click XML Exchange to export the selected product s to QuickBooks or QuickBooks POS 9 2 The Product Details Dialog All variables contained in your Yahoo Store products can be view in the product details dialog Product Details Options ID
138. your QuickBooks file you can setup The SuperManager to use these items rather than creating new ones To do this you will need to create product variants for those products that already have a QuickBooks counterpart Do this by following these steps 1 Go to the products dialog and select the product s that need to be matched with a QuickBooks item Select multiple products by holding the ctrl key 2 Choose Actions Create All Variants from the menu 3 After creating all variants you can check that the variants are correct in the product details dialog The variants are listed in a box at the bottom left corner of the dialog For products without variants as shown there will just be one variant with the product code as the variant name For products with options one variant will exist for each unique combination of the options The SuperManager SuperWare File view Tete Update Product List Murr pdate Product Lis Update Pro Create All Variants DE Number of Delete All Variants Alternative Codes Shown EA Al i SuperFilter SuperFind D Code Description ppcart FF_CART PayPal Shoppir ppipn PP_IPN 1 ear PayPal SUPER_BILL SuperBiller Qu SUPERMAN The Superar SUPERMAN The Supertan superbiller zupermmanagera supermanagerb Product Details ee Se A SUPER MANAGER B superm i Options ID supermanagerb Hidden j B Description The Su

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