SuperManager User`s Manual
Contents
1. Create All Variants from the menu The SuperManager SuperWare File View Pett Update Product List Nurr Update Fro Create All variants Number of Delete All variants Alternative Codes Shown Hidden All SuperFilter SuperFind LID Code Description ppcart FF_CART PayPal Shoppit ppipn FF_IFN 1 Year PayPal superbiller SUPER BILL SuperBiller Gt supemnanagera SUPERMAN The SuperM ani supemnanagertb SUPERMAN The SuperMan Product Details Sees Sa yt ae ee SUPER MANAGER B superm ID supermanagerb Hidden Description The SuperM anager Basic Package Caption MEN ISSUE 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 to the right there will just be one variant with the product code as the variant name For products with options shown below one variant will exist for each unique combination of the options Aba ee S url Variants Thumbnail Options Create All Picture red large Add Order Limits Pricing red medium is s Minimum Q ls 1 Base Price 333 00 lili Maximum 10000000 Personalization 0 00 Quantum f Giftwrap 0 00 Variants Create All Add Modit vellow large i velle medium Mess pe2. QuickBooks POS Company QuickBooks POS Department Lookup POS Items Using 2 4 0 batches If this item does not exist in QuickBooks it will be created The 3 letter code for taxable line items If this tax code does not exist in QuickBooks it will be created for you The 3 letter code for nontaxable line items If this tax code does not exist in QuickBooks it will be created for you 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 invoices or sales orders 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 class to be associated with each line item in 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 PO number to be assigned to each order ex
3. 1 of 17 pages Table of Contents T BEOL G0 8 MERRILL NP TNR 2 TOA igifeeBoi ope t ER cc X 3 Ae IPSE ar lis o ojo oett 3 2 0 QUICK Start for Exporling to QUICKBOOKS s cse he te teet ate heutedi tumet utin ieiunii tp eL LER ME DEDE 3 2 1 Downloading Products and Orders into The SuperManagger seseeessssssseseeeeeennnnenennnnnnnnnnns 3 2 2 Setting Up The QuickBooks File to Receive Data from The SuperManagger cccccceeseeceeeeeeeeeeeeeaeeees 3 2 9 Choosing the Export Preferente Sai tado ted dcs Uic an em dide tm mm LEE Du tunt oce aides peace teed 4 2 4 Linking SuperManager to Your QuickBooks File eese nennen nennen nnns 7 2 4 4 General QuickBooks Export Settings eeeilsssssssssssissssssseeeee nennen nennen nnns 8 24 5 ACCOUNT SETINGS Tor e EE OE EDD 10 246 Account Setifigs Tor Balelies ostii tei beo tqo teo a tau eaten a ueber auc esso a 11 2 9 EXPOMMING or biaking PEreddels ssucdtesieiose emu e CRs tie pe bocca cat e po ae e Caos aep Mad 11 25a Greating NEW ItGlis i p Std ee a es ee et 11 2 5 b Matching Products with Existing QuickBooks ltems sssssseHHH nna 11 2 6 Preparing Orders to Be Exported sessi nennen nnne nnne nnns nna nnns nna nns 13 2 6 a Getting Orders to Charged Paid Status cccccccccsssssseceeeeeecseeesee
4. NY 55555 Iw Residential Ship Phone 1 800 555 5555 Shipping Method USPS First Class Add Item Delete Item BE Gift Wrap Description PayPal Shopping Cart 1 Year PayPal IPN Service Item Code PP_CART PP_IPN MasterCard Number 5555555555555555 Exp 01 2005 Authorize Sale Credit eee ee ee ees Delete Event gt Add Event AMS No address information intemational card CVV Should be an card but nat indicated Date ir Jan 2005 16 15 01 Order Type Phone Add Total Status Shipped Rebecca Smith 100 Jahn Doe wap New ork Nr 55555 Bill To Opt Out Bill Phone E 800 555 5555 Email Address rebecca smith com Add Shipment Delete Shipment Price 1 Other 274pr05 Downloaded 69 00 FT 1 PP CART 450 00 Eg 2 USPS 21Apr05 123456 1 PP IPN Ss Delete Total Likely Repeats Shipment 1 weight 0 00 oz Estimated Profit 114 00 Subtotal 113 00 Discount 5 00 Tatal 114 00 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 Total Details Miscellaneous Adjustment Type M ame Miscellaneous Adjustment Guess Amount 0 00 caes The type field can be one of the following options S
5. created The name of the item to be linked to each sales receipt 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 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 restocking fees 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 9 of 17 pages Taxable Tax Code Nontaxable Tax Code Shipping is Taxable Export Orders As QuickBooks File Path QuickBooks Transaction Class QuickBooks Line Item Class QuickBooks Invoice PO Number QuickBooks Sales Rep Initials QuickBooks Payment Method QuickBooks POS Server
6. for order exports M Export all items with generic name Super Manager Import I Create product items on the fly Customer name for Orders Transaction date These settings are explained below Customer name for Batches Customer name for Orders Transaction date Export items as inventoried items Use QuickBooks item descriptions bil company name Use ship method as shipping item name Iv Wam when QuickBooks price does not match Order Batch Date zi Balance receipts invoices with payment items Reset QuickBooks POS version Detect Memo field for exported orders Description for shipping Description for payments 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 the appendix of the user s manual 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 ach
7. in the Orders Dialog Window press the Get New Orders button 5 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 Note It is recommended to start with 10 20 orders the first time so all the settings can be verified Note The first time you download orders The SuperManager will ask you if you want to download your products If you choose not to they will automatically be added as you download orders containing the products However since importing products populates fields that are not populated without doing this it is recommended to choose Yes and allow The SuperManager to download your products 2 2 Setting Up The QuickBooks File to Receive Data from The SuperManager A few things are required to successfully import data from The SuperManager First you will need to download and install two patches from Intuit that installs the necessary interfaces These are available at http www thesupermanager com download redistributables QBFC5 Olnstaller exe http www thesupermanager com download redistributables QBXMLRP2lnstaller exe The following Accounts must be in your QuickBooks data file If they do not exist please make them now by going to Chart of Accounts New 3 of 17 pages Account QuickBooks Applicable Purpose Account Typ
8. one pay method so that pay methods are grouped together in QuickBooks 3 Select the next Pay Method and repeat until there is a name for each Pay Method 2 4 C Account Settings for Batches If you are using the batches export you will need to enter settings for the Orders and Cash Transactions account as well as the other accounts you use with your Yahoo store If no other accounts appear in the list you should run the Get Batches function discussed in chapter 10 of The SuperManager full manual This will populate the list with the accounts you have in Yahoo For each account you will need to set the settings as described below Do no export this pay Any amounts received from this pay method will be ignored when method in this account creating the batch Should a payment to this pay method be found in a batch it will be lumped into an Unknown Payments line item Item Category Name The name of the item to be used for the payments received from this pay method Deduct Transactions Fees If your merchant bank deducts fees directly from your batch deposits from Payment Amount 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 2 5 Exporting or Linking Products The SuperManager is able to handle different combinations of product options and can use existing items or create new it
9. 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 itis not possible to change inventoried items to non inventoried items in QuickBooks For this reason this option defaults to exporting non inventoried items 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 If this option is selected SuperManager will check the price of each item in each order and issue a warning if that price doesn t match what 6 of 17 pages Balance receipts invoices with payment items Reset QuickBooks POS version Memo field for exported orders Description for shipping Description for payments is assigned as the price in the QuickBooks item list In either case SuperManager will always use the price assigned in the orders This warning can be used however to help reconcile prices in the Yahoo and QuickBooks item lists If this option is checked SuperManager will create line items for each payment or c
10. with PayPal or cash transactions will be marked as paid This will also transfer the 16 of 17 pages order from the Open to the Closed tab on the order list if you have chosen to have payment status to be the only consideration for open and closed orders 2 6 b 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 2 6 a for instructions on how to move orders from open to closed status if needed Note If you have received a larger payment from your customer than the order indicates should be the amount due the sales receipt invoice will not be created for the order After all your settings are saved and your orders are prepared to export the export to QuickBooks is very simple Select the orders or products you want to export right click and choose XML Exchange QuickBooks from the dropdown menu For batches press the Accounting Export button and choose QuickBooks from the list Your orders products or batches will be exported perFilter Find John 0 60 70 eG Cr Gen Open Mew eee rri 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 c a1 pr o en ca Status Send Email Export MIL Exchange d d DAzzlelE
11. ager by going to View Store Settings Accounting Export 7 of 17 pages Security Email Settings Email Templates Order Processing Automation Custom Fields Accounting Export hi 4 The maximum number of Automatically Create Varant 0 ________ 3 eee edis Undeposited Funds Account Undeposited Funds automatically make variants for Accounts Receivable Account Accounts Receivable Cost of Goods Sold Account Cost of Goods Sold a Do not export this Pay Method in this account Item Category Name Deduct Transaction Fees from Deposit Amount Hat Fee 150 00 Percentage Fee 10 0000 2 4 a General QuickBooks Export Settings The Export Options are set by selecting each one from the list then filling or selecting the setting as applicable in the box to the right of the list Each of the settings applicable to QuickBooks is described below Note You are now mapping the fields in SuperManger Lite to the accounts you made in your QuickBooks data file in section 2 2 Automatically Create Variant When this option is greater than zero SuperManager will create new Limit 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 pro
12. can properly calculate your tax liability With it unchecked it will not try to assign tax codes but will still add a line item to represent the sales taxes collected If this option is selected a new customer will be created for each order you export and address phone and default payment method information will be populated If it is not selected SuperManager will still create a customer if the customer name dictated by what you have defined in Customer name for Orders does not exist but the address phone and default payment information will not be populated If this option is selected if SuperManager encounters a customer that shares the same name as an existing customer in the QuickBooks database it will update the address information using the information from the latest order 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 When 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
13. cel 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 item name gt lt sub item name gt Note If you do not want to distinguish between the different option combinations for a product when 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 2 6 Preparing Orders to Be Exported The SuperManager will help assure that each customer is charged the amount due and all items are shipped The order list is set up with various tabs to help you quickly review which order s require action Specifically the Open tab is intended to show you which orders require attention 2 6 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 Or you can change
14. duct_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 Undeposited Funds Account 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 to some other account you can set this account here If this account is a sub account 8 of 17 pages Accounts Receivable Account Cost of Goods Sold Account Inventory Asset Account Taxable Sales Account Item Nontaxable Sales Account Item Shipping Item Tax Item Tax Reference Item Gift Wrap Item Discount Item Adjustment Item Coupon Item Gift Certificate Item Credit Item Restocking Fee Item Fees Item you will need to give the full name of the account by in the form lt Parent Account lt Sub account gt 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 Parent Account lt Sub account g
15. e Export s Accounts Account into which payments on credit memos Receivable Receivable and invoices are deposited Cost of Goods Cost of Goods Products Account that is linked to products that are Sold Sold exported from The SuperManager as the cost of goods sold account Consider using a sub account such as Cost of Goods Sold Merchandise Inventory Asset Other Current Products Account that is linked to products that are Asset exported from The SuperManager when you have selected to export as inventory items Taxable Sales Income Products Batches Account that is set as the income account for taxable products exported from The SuperManager Nontaxable Sales Income Products Batches Account that is set as the income account for non taxable products exported from The SuperManager 2 3 Choosing the Export Preferences Before exporting to QuickBooks several settings need to be entered in The SuperManager These settings are located in two places The program settings will apply to each smg file you use with The SuperManager These settings are found under View Program Settings XML Exchange Formats After selecting QuickBooks from the format list the following settings will appear 4 of 17 pages Customer name for Batches W Use batch number as reference number W Use order number as reference number Mark Receipts Invoices to be Printed M Use Sales Tax v Create customers for order exports vw Update customers
16. eeeeeessaeeeeeeeeeeessaeesseeeeeeeessaeeaeses 13 2 5 D Exporting Orders to QUICKBOOKS 3 552 2 5 2 00 20 9 823 O 00 OE Se utor Eod HERO D Sese za ns 17 2 of 17 pages 1 0 Introduction This is an abbreviated version of the full user s manual to assist you specifically in exporting store information into QuickBooks Much of the documentation contained in the full user s manual is also applicable to The SuperManager Lite for QuickBooks Refer to the user s manual for more in depth coverage of all the functionalities available to you This manual can be viewed at http www thesupermanager com sm usersmanual pdf 1 1 Terminology Term Meaning in The SuperManager Batch Yahoo merchant account batches or a group of credit card transactions being processed together They can be viewed in your Yahoo Store manager by going to Manual Transactions and clicking on Review Batches 2 0 Quick Start for Exporting to QuickBooks 2 1 Downloading Products and Orders into The SuperManager The first step to exporting your store information into QuickBooks is to import it into The SuperManager 1 Install the software by running SuperManager msi and follow the prompts 2 Open The SuperManager and choose View Store Settings from the main menu 3 Inthe Login Security tab enter your Yahoo store id username password and key Then you may close the store settings 4 Download orders by clicking menu View Orders Once you are
17. ems 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 2 5 a Creating New Items 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 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 product code variant enter the name you want to be used in the alternative codes box for the variant s before exporting the product to QuickBooks 2 5 b Matching Products with Existing QuickBooks Items If you have many or all of your items already in 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 11 of 17 pages 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
18. hipping Tax Gift Wrapping Discount Miscellaneous Adjustment Coupon Gift Certificate Credit 15 of 17 pages 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 2 6 a 3 Add Delete or Modify Card Payment Events Once 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 Order Details OM Se BW alk lt yo a Order ID S manual Date 02 Jan 2005 16 15 01 Order Type Phone Status Shipped Ship To Rebecca Smith Bill Ta Rebecca Smith 100 John Doe Wray 5 100 John Doe Wray New ork NY 55555 New ork Woy 55555 Iv Residential d Opt Out Ship Phone 1 S00 555 5555 Bill Phone 1 S00 565 5555 Shipping Method USPS First Class Email Address rebecca smith com Add Item Delete Item Git Wra
19. ieve 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 Funds Were Received The date the last charge was issued 5 of 17 pages Use batch number as reference number Use order number as reference number Mark Receipts Invoices to be Printed Use Sales Tax Create customers for order exports Update customers for order exports Export all items with generic name Create products on the fly Export items as inventoried items Warn when QuickBooks price does not match Warn when QuickBooks price does not match for an order For batches it is the same as the batch date 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 SuperManager will assign items in orders to the appropriate tax code so QuickBooks
20. lloyy small Delete All blue large bluie medium lt SUPER_MANAGER_B Modify Delete Delete All Alternative Code Lookup 4 Choose Actions Alternative Codes Lookup QuickBooks Item un The SuperManager 5uperWare File View TEES Update Product List Update Product Create All variants Update Products Delete All Variants nee Lookup QuickBooks Item Lookup OB POS Item Shown Hidden All SuperFilt Clear Alternative Codes D Code Description ppcart FF L amp HT PayPal Shopping Cart Help Hur Humber of Alternative Codes ppipn FF IPM 1 Year PayPal IPM Service superbiller SUPER_BILL SuperBiller QuickBooks Bill Entr supermanagera SUPERMAN The Superb anager Advanced P supermanagertbh SUPERMAN The SuperManager Basic Packarc 12 of 17 pages 5 For each option variant The SuperManager will search for a corresponding QuickBooks item If there is more than one item name containing the product code the results of the query are shown in a list box as shown Select the item to match the variant with and click OK QuickBooks Match Searching for product SLIPER MANAGER B The following items were returned from QuickBooks by searching for product code as the item name Please select the correct item or choose Cancel to show more possibilities in more fields FullN ame SUPER_MANAGER_BASIC SUPER_MANAGER_BEFORE Can
21. ndicia QuickBooks QuickBooks POS Select All Deselect All Mark Read When orders are downloaded from Yahoo into The SuperManager Lite all orders are included While Yahoo notes that canceled fraud or on hold orders will not be exported this is not true For that reason we have programmed The SuperManager to recognize this and you will receive a prompt to exclude skip or import these orders A log will pop up once the export has finished with the status 17 of 17 pages
22. p Add Shipment Delete Shipment Item Code Description Price BO 1 Other 274pr05 Downloaded FP LASHT PayPal Shopping Cart 69 00 0 E PP_CART PFIPN 1 Year PayPal IPN Service 5000 0 EJ 2 USPS 21Apr05 123456 1 PP IPN i Subtotal 119 00 Discount 5 00 a 12 pri5 Auh 114 00 xxG 5 Delete Event Total 114 00 gt Add Evert Shipment 1 weight 0 00 az AMS Wo address information intemational cars Estimated Profi 114 00 UV Should be on card but not indicated Comments 3ift 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 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 Note Changes do not affect your Yahoo store Once you have recorded payments that total 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
23. ported as an invoice to QuickBooks This field can be left blank May contain any of the store settings variables or order variables when exporting orders 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 QuickBooks payment method to be assigned to each order exported as an invoice 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 Not used for QuickBooks Not used for QuickBooks Not used for QuickBooks Not used for QuickBooks Account Settings for Orders All of the account settings used for orders are set when you have Orders and Cash Transactions selected in the Account Settings dropdown With this selected you can set the payment item name to be used for each of the Pay Methods listed in the box on the left side Set these by 10 of 17 pages 1 Select a Pay Method from the list 2 Enter the name of the payment item to be used in the Item Category Name box No other settings are required or used for order exports NOTE If any payment method s item name is left blank it will be assumed that the payment method name should be used for the item name The same item name can be used for more than
24. redit in the orders With it left unchecked no payments will be included in the transactions Not used for QuickBooks 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 If left blank the memo field will be left blank The description that should be used for shipping line items This may contain variables as demonstrated above If left blank the description assigned in the QuickBooks item list will be used The description that should be used for payment line items if enabled This may contain variables as demonstrated above If left blank the description assigned in the QuickBooks item list will be used 2 4 Linking SuperManager to Your QuickBooks File The next step is to tell The SuperManager what accounts to deposit funds into and take funds from and what items to use for the various service discount tax and adjustment items The SuperManager will not create any of the required accounts for you It will however automatically create any items for you that are required Regardless of whether The SuperManager is to use an existing item or create an item for you before exporting transaction information you are required to enter a name for several standard line items When you export if a required item is not found it will be created with the name you input in these settings These settings are found in The SuperMan
25. t 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 Parent Account 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 Parent Account 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 Parent Account 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 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 Parent Account 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 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
26. the amount due by adding removing or changing amounts of the total line items Note This does not affect your Yahoo store Changes are not bi directional Items can be added and deleted from the order details dialog as shown in section 2 6 a 1 2 6 a 1 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 Note Changes you make to your orders in The SuperManager Lite for QuickBooks do not affect the orders in your Yahoo Store The Add Item or 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 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 13 of 17 pages 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 c
27. ustomers 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 items by code name description etc USE Code Description Custam Custar Custom ppcart FF CART PayPal Shopping Cart ppipn FF IPN 1 rear PayPal IPM Service superbiller SLIPER BILL X SuperBiller QuickBooks Bill Entry Tool supemnanagera SUPER MAN The Superld anager Advanced Package supermanagerh SUPER OMAN The Super anager Basic Package supemnanagerp SUPERMAN The Superanager Premium Package Add Option Delete Option Unit Price 69 00 Onion uU Iw Taxable Unit Cost 0 00 Backordered 0 Option TS Shipment No Date Carrier Tracking 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 2 6 a 2 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 14 of 17 pages Order Details DBgBHa ll ek y Py sa Order ID S manual Rebecca Smith 100 John Doe Wray Ship To New ork
Download Pdf Manuals
Related Search