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SuperManager User`s Manual

1. UPS WorldShip File Edit Activities Tools UPS Web Access MAA eee Window Help 33 Connection Assistant eo Se B SHIPPING HISTORY SHIPMENT ps TRACK Ai Batch Import Ship To Ship From Distribution e Customer ID y P iv Update Address Hands OFF Shipping Residential SML Auto Import Company or Mame Attention Automatic Export After Processing Shipment Automatic Export During End OF Day Automatic Export of Dangerous Goods After Processing Shipment Address 1 Create Edit Map Address z Address 3 Country Teror Postal Code Bill Transportation To lh tebe J Pistas l T bimmar _ 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 7 6 d This same folder should be specified in the Log File Destination Folder Once checking these settings press the Start button 92 of 126 pages AML Auto import Imported Shipments Successful Shipments Failed Shipments Close AML Auto Import File Folder C PROGRAM FILES RLOSHIPSUPS NWS TOA IMPESPSS ML Auto o Wielog Browse Log File Destination Folder Help CAPROGRAM FILES WORLD SHIPSUPS S S TONS 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
2. 12 1 e Supplier Information The SuperManager Variable Replacement Code Explanation Name ofthe supple SuperWare LLO supplier contact first name Contact first name supplier contact last name Contact last name First line of the street address 111 Penny Lane et address supplier street 111 Penny Lane Suite 000 supplier address The full address Suite 000 111 Penny Lane Penny City CA 11111 1111 Penny City CA Contact full name First 5 characters of the zipcode 11111 jsupplier_zip i Zip Code ores supplier country code The two letter abbreviation for the US country Supplier website www supenware com Phone number numbers only 12 1 f Purchase Order Information The SuperManager Variable Replacement Code Explanation 1249 Date 10 Jun 04 HO Jan A 10 42 PN Required date 118 of 126 pages The SuperManager Variable Replacement Code Expected date 10 Jun 04 Expected date 10 06 04 po_expected_time OOO po_expected_time time Expected time EE 42 PM 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 etc 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 backordered item list Quick list of backordered items ina WID_111 10 WID_222 9 PO Item code Qty po scriptablel Special keyword to ensure the po scr
3. 1 of 126 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 March 2014 2 of 126 pages Table of Contents Table Of COMMS estic tia dci lod Dad onde traia DR adds lacio a 3 V0 MPO GUC TOF adds A Ada T PAIRE UE ESE y PEE E EE EA O 8 A A E OO 9 4 0 Reguirements a d Instalan oli 10 Ail ROQUE Susto 10 Alaa MN aa 10 A Hess o O O E A E 10 ALMAS AO A a a a A e a 10 5 0 The SuperManager Dialog WINdOWS cooocccccconcoccccnconccnoncnnononcnnnnonnnnnonnnnnnonnnnnnnnnnnnnnnnnnnnnnannnnnnnnnnnennnnnnnnnanass 11 DANCIN DIAIOG VV IMIGOW escorial 11 9 2 Orders Dialog WINdO Wisin ad 12 Di LOOUCTS Dialog VINO Wer io 13 5 4 Store Settings Dialog WiNdoOW 2 a 14 5 5 Program Settings Dialog WINdOW occcccooncnnccccccnconoccnnononcnnononcconononcnnonnnnnnnonnrrnnnnnnrnnnnnnrnnnonnnrnnnnnnrnnnonaninns 14 6 0 Sloe SeHINGS i SOU ea E a N a ada 15 Sid Mes ike oy COmMmpany Proll Eri mt A T T E ener ee eee 15 6 2 LOGIN Security Information nesis a a ds 19 Sima US ni a a a a a ia cael arrests a cuenaidos 19 6 4 Emal Templates napra a o e a ces cage a e a e aaa 22 AM A a o A namesiseate ala accel Waste al anuadieattatel vacated 24 6 6 Order Processing Automaton an idas 25 O O USON MEd A EPA ae a ere een 27 7 SNPA A a a ea e a ea a a aa a a E a hts 28 OLD Order Ty
4. 9 A Default tool Default tool Default tool NOTE Default values that you set here will overwrite preference that you set NOTE Default values that you set here will overwrite preference that you set in FedEx Ship Manager 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 Residential Delivery Flag True Yes True Boolean v lt None gt False No False Boolean True Yes T mue Boolean Set the default for Payment Type to 1 Bill Sender 25 FedEx 25G Box FedEx integration Assistant Match the shipping fields with your fields E Source Format Shipping Lookup Information MNAE Help Match FedEx Ship Manag source In the left column select deselect fields in select identify the table and the field in you import 15 Click on the Continue button You will be prompted to select an index for the smtofedex txt table Select OrderNumber from the Drop down list and click OK Please select a corresponding index for each table that has been selected Click OK to continue Reference Click the to access advanced data mat emtofodaxtat Select a field MEE Asterisk Field is required to ship a pack Field Index Reference Choose your index Package Information IV Package Weight Select a Table smtofedex tat V Payment Type
5. Billing country using the official United States USPS Biling county United States 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 Phone number wio spaces 8 STO MI Shipping phone number OORA billing checkout page Your favorite color Red the billing checkout page above Google Customer Order Emai 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 1 or 0 order ship Bas ential Dos tea called Residential True or False order ship class Shipment Class Carrier shipping class ground overnight Yes or No 4 3 or 0 order opt out Defaults to true Set if there is a order opt out flag custom shipping billing variable order opt out boolean called Opt Out order tracking link Tracking link Google Adwords kw Order Processing Number of shipments in order 1 2 3 etc order profit Estimated profit based on item 25 48 costs item prices totals and shipping costs in the order reeshipping holidaysale Coupon Description Free Shipping 10 holiday sale Coupon Value 195 10 6 order gift Gift Yes or No order gift flag 1 or 0 order gift boolean True or False 111 of 126 pages True or False The SuperManager Variable Replacem
6. 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 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 47 of 126 pages Remember Path Clear File After Import Delimiters Box at the bottom 48 of 126 pages 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 Select this option if the third party progra
7. W New York NY 55555 J Opt Gut Ship Phone 1 800 555 5555 e Bill Phone 1 800 555 5555 Shipping Method USPS First Class Email Address iohn2doe com Add Item Delete Item Gift Wrap Add Shipment Delete Shipment ltem Code Desenption ty Price Stat E 1 B0x 0 0 oz Not Shipped IW Residential SUPER The SuperManager Basic Package 399 00 0 A 1SUPER_MANAGER_B PP_IPN 1 Year PayPal IPN Service 5000 0 O 1 PP_IPN Visa Number 555556E 14 Exp 01 2005 CW Add Total Delete Total Likely Repeats Authorize Sale Credit do e a Subtotal 3449 00 o Shipping 595 Y 12Apr05 Auth 68 70 XG 5 20161 Add Event Total 454 95 _ Amt Pad 0 00 Delete Event Amt Due 454 95 Commission 0 00 AVS No address information international card Estimated Profit 454 95 CVV Should be on card but not indicated From Customer To Customer Gill Message Other Custom In this window you will see all of the information stored in your order 8 4 a The Order Details Toolbar The toolbar at the top contains several buttons for working with your orders Y 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 Save changes made to the order All changes you make to your orders are stored in a buffe
8. bill_company_name Use ship method as shipping tem name Transaction date Use QuickBooks item descriptions Y Wam when QuickBooks price does not match ides ails Dalo Balance receipts invoices with payment items Reset QuickBooks POS version 6 Memo field for exported orders Description for shipping Description for payments From SuperManager order _id shipment_camier shipment_track Customer name for Batches Customer name for Orders 52 of 126 pages There are two methods for exporting financial information to QuickBooks batches or orders If you are exporting batches this is the customer name that SuperManager will use 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
9. Changes the ensured setting for the selected order s This can either toggle all the selected order s to insured or not ensured depending on whether you answer Yes or No when prompted Cycles through the shipments of the order s selected allowing you to update the carrier and tracking information for each one Opens the web browser to the link specified by the tracking link for the carrier of each order selected For instructions on how to set this tracking link see section 6 7 d Sends the shipment status for the selected order s to your shopping cart Downloads changes made to the selected order s outside of the SuperManager from your online store Note that the changes do not include shipping information manual transactions and status and other items only available in SuperManager This function is only available for Yahoo Store Downloads the status for the selected order s as set in Yahoo Store and the shipping information available in the Yahoo Store manager Updates the selected order s to your online store manager with any changes made in The SuperManager Change the status of the selected orders to the status selected from the submenu Send Email Export XML Exchange Select Deselect All Mark Read Unread When you roll over this item a submenu will appear containing the Blank and all the email templates you have set up as explained in section 0 When you select Blank an email will b
10. Shipping Lookup Information MEE 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 Y Package Weight A Select a Table Emeron Select a Field NONE y MV Payment Type Select a Table NONE Select a Field i f m V Package Type Select a Table MONE j Select a Field gt e M Service Type Select a Table NONE 1 Select a Fieldip W Packageweight 103 of 126 pages 0 0 edEx Field Name ackage Weight ayment Type ne ackage Type ne O Z Z U0 OJO ervice Type N O Recipient Address 2 ecipientEmail Residential Delivery Flag 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 Zi J D D D DD NIDI DIDID I PPUP 0 0 UF L ODIDID ID IMD IMO DOIDOIO 0 8 0 6 2 96 08 10 18 0 OCICS lS 9 9 OCS DIDIDID DI M Iolo 55551515 5 515 i a l eo anai ee ee e e oo MIO VU VIDIO gt IO gt 3 O0 3 O0 S Qlolo SS O I _ 0O v OR L Fa S 0 NOI s5 lt O Nn O O gt g zZ 49 3 3 Ol
11. WIth SIDINGS psa a a id 68 8 4 e Charging and Crediting Credit CardS occcccconnnncconnnncoconcnnnonanonnonanoncononcnnnonnnnnnonannnnnnnnrnnnonannnnnnanens 69 Sar WONO With Order TOtalS cta aan 70 8 4 9 Messages Other and Custom Fields ccccccccccsssscecceeseecceeseeecsegeeecseascesseeeeessageeessegeeessaesenenes 71 8 5 Moving Orders trom Open to Closed iii da de 71 O AE cy Cc eee ane wae A aw ORE ont PONTE aOR EM ed STE MORE ONE oT RENTS Oo CREM II TE OREM A AAN 72 9 1 DOWMOAGING I FOGU CUS roo iaa 72 O27 TE POGUE A A 72 92A Product LIST Ta S osc ete danse A A aces a estvad altace encode 72 9 2 6 Functions Available from the Product LiSt ccc cece cecececececcececeeeececececeeaecececaeaesececueaeaeseceeavaeaeees 72 9 3 Other Functions available from the Products SCreen c cccceccececececcececececeecececueaeaececeeaeaeseceeueaeaeceeereeaess 73 9 3 a The Product Actions VIC Uso ose sc chica e eects ea cast ew oe ese 73 DA MOGInyING Products estaria 75 9 4 a Adding Modifying and Deleting OptiONS ccccoocccnnccocnnncconnnnconacononnnncnnononcnnnonononnononcnnononrnnnonaninoss 76 9 4 6 Working with Product Variant cooncccconcnconcccconcncnoncncnnnnnonnnnnnnncnnnonnnonnnrnnonnrnrnnnnnnnnrnrnnnrnrrnarannnanns 76 DAG Working WITT IA Vento austin iba 17 10 0 Merchant Batch Management asirai a a aE EE N 79 10 1 Denning Merchant ACCOUNTS ssrin aai sors sondagnads a aa e ioa a aaa 79
12. at o Recipient Add ress 2 Mintemationnl Recipient Account Number What information is required to ship W tune ge l Recipient Company L apackage Ini i 7 pient Recipient Contact Name How do use the Advanced s Reci pient City sear Iv made 3 sainz l Special Services af Recipient Address 2 Tutorial e Recipient State Advanced LF Reciient Ciy Y Recipient State e Recipient Postal Code 7 Recipient Postal Code e Recipient Phone e Recipient Country e Recipient Email a Continue Click OK 102 of 126 pages 12 Click on the word Special Services to open the 5 FedEx integration Assistant Match the shipping fields with your fields field list window Select the following field e Residential Delivery Flag Source Format Shipping Lookup Maca What types of information do you want to import Cl ck O K Identify the FedEx Ship Manager data cat source The category choices shown here Special Services gt I Alcohol Pack l International RR T ITA 7 Package Alcohol Volume NM Recipient Alcohol Packaging Type l Sender Alcohol Type l Special Services Y Residential Delivery Flag Advanced ae I Inside Pickup Flag I Inside Delivery Flag FT Signature Required Flag Store Manager 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
13. 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 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 8 4 0 Working with 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 sh
14. 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 Help 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 want 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 Help Which type of integration profile do you need Common Questions Select the type of profile that you want to create C Import C Export Both Import and Export Your Data Source CustomerID Continue gt 100 of 126 pages 6 At the Import gt Source screen select Text File Next click browse 7 Atthe 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 Shi
15. printed using the standard windows print dialog that allows the user to 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 SM 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 the
16. the name of a vendor that already exists on the customer employee or other list in QuickBooks QuickBooks only allows a name to exists once on these four lists You will have to specify a name that would be unique to these four lists SuperManager was unable to create the tax reference or sales tax item you specified The most common cause for this is that you do not have Sales Tax turned on in QuickBooks This is required for exporting batches with SuperManager You can enable this in your QuickBooks company preferences The tax reference or sales tax item you have entered in your store settings exist in QuickBooks but is not of the type Sales Tax QuickBooks items can be of several types inventoried item non inventoried item and sales tax item to name a few The item name you have specified for the tax reference item already exists in your QuickBooks file but is not of type Sales Tax which is required for accurate accounting of tax liability The tax reference or sales tax item you have entered in your store settings exist in QuickBooks but has a tax rate greater than zero percent This will mess up how SuperManager and QuickBooks account your tax liability Change the tax rate for the specified tax reference item to 0 or specify a new item name that SuperManager can set appropriately You have not set a customer name for SuperManager to reference for the sales receipts it creates for the batches See section 7 6 c for how
17. to your accounting software H DOOR on 09 Jul 08 129 99 3 0000 on 07 Jul 08 Total 434 99 PE Dr athare iite LS 0 D OK Open Use the Get Batches button to Open Order i download your batches from a Delete Yahoo Store or an Authorize net account Use the Submit Batches button to submit your Yahoo Store batches Browse through your merchant batches here File Opened 11 of 126 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 My Store File View Actions Help Log on to your online store manager create a new order or download new orders here Today s Sales ER q earch orders by Orders 0 order number Sales 0 00 Reset email etc 1 order s selected Use the SuperFind function to search for orders by name email credit card etc Today Open Closed Manual All Quotes SuperFitter y i i i OideriD Date Ship To Company Mame Items Total AVS CW Ship Country Ship Method Risk _ a ZCIM 26 Marto cia George dela 1 149399 United Sta A i EF meg Slag Tha United Sta Ground United Sta Ground 0 00 FT 50 00 YYY M New Delete und and Cancel After selecting the orders you
18. Book see Package Type UPS WordShip First Class Mail Amazon com Status Update Froogle Product Feed Picklist Inventory Order Items Qi innliere Export List 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 Set Default 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 This Format Exports 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 Ship 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 45 of 126 pages Package Types File Header R
19. Email Settings Cancel 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 This option allows you to use the security key to prohibit access to the file When the protected file is open the user may choose to open the file in 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 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 Yahoo 19 of 126 pages Stores Security Email Settings Email Templates TaxRates Use Default Mail Client SMTP Mail Server mail myserver com Import Email Settings Port 587 Security TLS M My Server Requires Authentication Password aa Send myself a test email 7 Bec all email
20. 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 summary report section to print a summary list of various information Ship Slave shipment postage 12 1 h Date format descriptors The following variables may be embedded in the format designated after any date variable inside brackets 120 of 126 pages Code Example 1 Jan 2006 i2 01 02 AM Abbreviated weekday name Sun sa Full weekday name Abbreviated month name Full month name January c Date and time representation appropriate for locale 1 1 2006 12 00 00 AM 01 Day of month as decimal number 01 31 rs Four in 2 hour fomat 00 26 09 Hour in 12 hour format 01 12 12 Day of year as decimal number 001 366 001 Month as decimal number 01 12 01 ai Minute as decimal number 00 59 psp Current locale s A M P M indicator for 12 hour clock 3s Second as decimal number 00 59 Week of year as decimal number with Sunday as first day of week 00 53 lt a as decimal number 0 6 Sunday is 0 WO Week of year as decimal number with Monday as first day of 01 week 00 93 settings settings Year without century as decimal number 00 99 Year with century as decimal number Either the time zone name or time zone abbreviatio
21. PO and will be set back to normal status when the PO has been received Returned The item has been returned by the customer and goes back to inventory Defective The item has been returned by the customer but will not go back to inventory The Add Item or Modify Item selection will open the Item Details Dialog as shown below Quantity 4 SuperFind Reset 1 Year PayPal IPN Service PayPal Shopping Carl SUPER_BILL SuperBiller QuickBooks Bill Entry Tool supermanagera SUPER_MAN The SuperManager Advanced Package supermanagerb SUPER_MAN The SuperManager Basic Package supermanagerp SUPER_MAN The SuperManager Premium Package in Add Option Delete Option Unit Price 399 00 Y Taxable Unit Cost 0 00 Status Normal 10 Shipment Naw Not Shipped US Postal Service A A Here you can modify the Price Quantity Taxable Status or Number Backordered and shipment number for an item If you modify prices or costs those modifications only apply to 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 67 of 126 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 customers a list the
22. Settings dialog and The SuperManager will find the correct DAZzle XML path automatically Now try to print a test label from The SuperManager 7 6 b MaxMind SuperManager will interface with the MaxMind min Fraud service to send order information to MaxMind and receive a risk score and recommendation on whether to process the order Query for new orders IV Copy details to order notes License Key Enter your MaxMind license key here Query for new orders Enable this option to have SuperManager query the MaxMind information for every new order that is downloaded Copy details to order notes Along with the risk score MaxMind sends descriptions and additional information to help you decide how to proceed with and order Check this option to have this information copied to the notes for the order 51 of 126 pages 7 6 0 QuickBooks The QuickBooks settings are applied to both QuickBooks and QuickBooks POS where applicable rogram Settings Preferences Automation Database Export Formats Import Formats XML Exchange Formats V Use batch number as reference number V Use order number as reference number Mark Receipts Invoices to be Printed lv Use Sales Tax V Create customers for order exports V Update customers for order exports Customer name for Batches Export all items with generic name SuperManager Import Y Create product items on the fly Export items as inventoried items Customer name for Orders
23. WorldShip These will be discussed in chapter 11 0 Interfacing with Other Programs 7 6 a Dazzle Endicia Preferences Automation Database Export Formats Import Formats XML Exchange Formats Export customs information for Tum on print prompting in DAZzle Three Items for Intemational Shipme Test print only Skip unverified addresses Dazzle insurance None Dazzle impor file C Program Files Envelope Manager DAZzie xml sm dazzle xml Export customs information 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 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 49 of 126 pages Turn On Print Prompting Test Print Only Skip unverified addresses Dazzle Import File 50 of 126 pages When this option is checked Dazzle will guide you throug
24. 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 Aematve order i 193 209 202 Explanation Order date 10 Jan 2004 Order date See date format descriptors below 10 05 59 order comments Customer comments Please put package inside door but do not let cat out 109 of 126 pages Order type eStore phone fax ema eo Order status Open Charged Paid Shipped etc The SuperManager Variable Merchant comments We instructed UPS to leave it on the door 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 P address used to make order 192 168 0 0 order http agent Yahoo http Agent info or rev share a url url John Shipping stat Shipping country code U ship country usps Shipping country using the official United States USPS name Shipping county United States 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 wo spaces TTT Shipping phone number STOITA A the shipping checkout page Your favorite color Red the shipping checkout page example above Google Biling stat 110 of 126 pages The SuperManager Variable
25. access to your store data To do this simply go to http some shop myshopify com admin api auth api key 603e0c49999c9a38ae0fftc0887ddec41 where you replace some shop with your shop s name Store ID Password ShopSite Base URL Username Password Admin URL The name of your store which appears in the home url of your store as in http some shop myshopify com After going to the link above Shopify will give you a webpage titled The SuperManager Permission granted which contains the text The SuperManager has been granted read write access to your Shopify data Copy and paste the following password into the space provided by the application The password given in a box following that text should be entered here in your store settings The home url of your website This is used for creating the url for your products when you download them Your ShopSite username Your ShopSite password The url to your ShopSite installation XCart If you would like to interface SuperManager with XCart please contact SuperManager support for help in setting up the integration Yahoo Store Store ID Username Password Key Email Tracking Password 17 of 126 pages Your Yahoo Store ID If you do not know this store ID you can find it by going to your store and clicking View Cart and then looking at the url that takes you to which should look like http order store yahoo net cgi bin wg order store
26. 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 95 of 126 pages 2 Next click the Import from ODBC Database E AS dor radio button and then select Shipment from the dropdown menu to indicate this import ee o A Map ODBC DSN ap Type method is to be use for importing shipments ad Default Export Address Book z Default Export Shipment 3 Next enter a descriptive name in the Name Default Import Invali Address Book edit box and then click the Create button MASON CA patient Boo Default Import Invali Reference Number a Default Import Address Book Mee fatal Iennnct 1 ch New Map Import from ODBC Database Export data from WorldShip O Espn D Shipment hd Name SuperManager to UPS Create cancel He 4 Now select the smupsw ODBC source from the list and then click OK Select an ODBC source UPS WS minik OK Cancel 8 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 gt under the Column Name heading and then 3 click the Define Key button ORDERNUMBER VChar 1 Customer ID SHIPTONAME YChar 2 Company or
27. 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 your online store You can also customize the information shown on the order list by choosing View Customize Columns from the main menu Select Colurnns Esa D Select gt gt Status Bill To _ New Bill To Company Name lt lt Remove Order 1D store Date Pay Method Ship To Company Mame Weight Move Up Items QB Exported Move Down Total AWS CAY Ship Country Ship Method Risk Cancel 8 2 a Order Status SuperManager has several built in order statuses for classifying the status of your orders Some of these statuses are automatically enforced and others are must be user applied and will not be changed by 57 of 126 pages SuperManager The following table explains what each order status icon is and how SuperManager will enforce this status if applicable Not enforced You can assign this status and SuperManager will not change it Quote Specifies that this order has not yet been agreed to by the customer You can use this for sending preliminary estimates or formal quotes to customers Specifies an order as open or con Must not meet the conditions of Charged working initial status for all Paid Shipped Charged and Shipping Paid US orders and Shipped or Backordered status AY Pe
28. apply a lot of different filters You can use sequential filtering as explained for the order list Use the SuperFind to filter the product list to those returned by the search Click the Reset button to show all products again 9 2 b Functions Available from the Product List When you right click on the product list a context menu will appear containing several functions Code Description PP IPN PP_CAF Hide SUPER O Bill Entry Tool aa SUPER pan anced Package b SUPER New c Package sp SUPER um Package Delete Export gt XML Exchange gt Select All Deselect All 72 of 126 pages Hide Sends the selected products to the Hidden tab If the products are already hidden it will unhide them Open Opens the active product in the product details screen New Adds a new product and opens the details screen so you can enter the details for the new product Delete Deletes the selected product s Export Exports the selected product s to one of the product exports in your program settings See section 7 4 for instructions on defining export formats XML Exchange Allows you to export the selected product s to QuickBooks or QuickBooks POS Select Deselect All Selects all products in the current list 9 3 Other Functions available from the Products Screen When you click Update Products SuperManager will download your product list from supported store types You can click New Product to creat
29. costs of exported shipments The email address to use for sending Quantum View emails Typically you will want them to go to your customer so you would leave this option as order_email 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 Phone numbers are recommended but not required for shipping packages Disable this option to leave them out of WorldShip exports Use Dimensional Weight Enable this option if you want to use dimensional weight to price your shipments WorldShip Import File 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 56 of 126 pages 8 0 Order Management All order management tasks in SuperManager are done while on the orders screen To get to this screen choose View from SuperManager s main menu and then Orders This will bring you to the screen shown in section 5 2 All of the different tasks available in this screen will be discussed in this section 8 1 Downloading Orders Orders can be downloaded
30. determine the pay method using either approach for this entry This could happen if SuperManager could not link to the order and the credit card numbers have been erased from the data base To fix this follow the instructions for the next error message below SuperManager was unable to find the order and or payment event within the order for the specified transaction To fix this cancel the batch export right click on the batch entry and choose Open Order If SuperManager is unable to find the order for the transaction you will have to manually find the order that this transaction should link to After finding the order open the transaction and change the name of the transaction to start with the order ID Then try using Open Order again SuperManager may indicate that it was able to find the order but the transaction is not in the order and will add it for you if you choose to do so SuperManager attempted to make the item you specified but was unable to do so Try to create the item manually in QuickBooks If you have an error manually creating the item consult QuickBooks support Batch XXXXX Payments and credits sum to zero for all payment methods No transactions will be created in QuickBooks for this batch QuickBooks did not return a response Batches may or may not have been created Batches will not be marked as exported QuickBooks returned X responses for Y transactions exported Bat
31. i Common Questions data source What is a list inden 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 dol know what tables and information sent fields to select The table or field that need is not Click the to access advanced data matching tools the list What sh de NOTE An asterisk in the left hand column indicates a required FedEx Ship Manager field Can convert FedEx Shin Manager values to mp format Package Information V Reference Tutor Select a Table fedemtosmit Select a Field Field Tracking Number Information V Tracking Number Select a Table fedextosm txt Select a Field Field2 Continue gt FedEx Field Name SELECT A TABLE SELECT A FIELD fedextosm txt Field Tracking Number fedextosm txt Field2 106 of 126 pages 7 Click Continue 8 At the Finish gt Summary screen click Continue w FedEx Integration Assistant Confirm your integration profile settings E pa egm oil ea SURET 4 Review the following profile summary To make changes to your profile first save the profile and ane pack te os mae 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 lo my profile Profile
32. log will appear reporting how the export went i Ship To Ai a i unnie Genme della A XCOM Open 2 1993 00 YYY S XEM ane 1 2999 YY XCM 1 50 00 YYY Delete Charge Refund and Cancel Purchase Backordered Items Print Report d h Shipments Update from Store Manager Get Store Manager Order Status Update to Store Manager f Status i Send Email gt Export XML Exchange DAZzle Endicia gt Select All oe File saved at 10 36 Deselect All QuickBooks Mark Read QuickBooks Returns Mark Unread QuickBooks POS 86 of 126 pages 11 1 e Preparing to Export Batches to QuickBooks Before exporting batches you need to make sure all the orders that had transactions in each batch you are exporting are in your SuperManager database When SuperManager exports batches it follows this process 1 Tries to find each order referenced by that batch 2 Takes aratio of the transaction amount to the order total 3 Multiplies each order total by that ratio Taxable sales Non taxable sales Shipping Taxes etc 4 Sums each total type except for Taxable sales 5 The remaining amount received is allocated as taxable sales this errs on the side of making sure that tax liability is overestimated rather than underestimated 6 Exports each total as a line item in the QuickBooks sales receipt This approach is the best approach possible with the information available to SuperManager but i
33. 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 98 of 126 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 selecting 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 7 2 Export Formats 1 Launch FedEx Ship Manager Software and choose Integration FedEx Integration Assistant from the main menu 2 At the Welcome gt Introduction screen click Continue 99 of 126 pages PE FedEx Ship Manager 2243 a File Databases Customize Utilities Integration Inbound Passport fedex com Help FedEx Integration Assistant Shipra Trackps Shipping lis Closer fedex com E Wrest Shipment details Documen None Recipient information Package and shipment details T Ship to group Recipient D a FA Package contains Do
34. other programs create offline orders and track order profit The product details dialog is the core of the product management features See section 5 3 for an overview of the products screen 9 1 Downloading Products Use the Update Products to download your products from your online store The same function can also be run by clicking Actions then Update Products You can also import products from a file by clicking File then Import then select Yahoo Product CSV or select an import format you created in section 7 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 9 2 The Product List The product list can be used to get a quick look at all your products Some frequently edited product fields are also available for viewing and editing just below the product list Note that you can select one or more products on the list and change their price cost weight dropship status or caption If you select multiple products before modifying one of these fields the modification will be applied to all the selected products 9 2 a Product List Tabs You may find that some of your products are missing in this list This is because SuperManager automatically hides all products it imports that have a price of 0 00 You can switch to the Hidden tab to find these products The SuperFilter tab allows you to
35. package weights are set in the package type store settings see section 6 6 You can also enter a weight specific to this shipment If you have an electronic scale and have set it up for use in SuperManager you can use the Grab button to take the weight currently on the scale After entering a specific weight you can press the Calculate button to switch back to having the weight calculated from the total of the items and packaging Other shipment options such as Insured Signature Required and Oversized can be enabled or disabled Return Postage can be enabled to have Dazzle reverse the addresses on the label to print a shipping label from the customer back to you Currently this feature is only available with Dazzle The declared value defaults to the total of the declared values for each of the items in the order ltem declared values are set in the products or products details screens see section 9 0 You can also assign a declared value specifically for a particular shipment After entering a specific declared value you can press the Calculate button to switch back to having the declared value calculated from the total of the items You can press the Dazzle or WorldShip buttons to XML exchange with Dazzle or WorldShip You can also manually record a shipment as being shipped and record the ship date postage fees carrier and tracking ID 8 4 e Charging and Crediting Credit Cards Payments
36. section 11 1 10 4 Looking at Batch Transactions You can also 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 Batch Entry Details MyBank merchant acco Batch ODOC Store HEAT Number f m Amount 1 49 00 Card Number 11 234567891011123 Expiration 027201 0 Approval 045063 Invoice 19070935205 Cancel 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 5 Accounting Export SuperManager can interface with QuickBooks for automated export of financial information This will be discussed in section 11 1 Once you have SuperManager set up to interface with QuickBooks if you choose to export batches as opposed to orders you do so using the Accounting Export button This button also gives you access to exporting batches in qif format which is read by Intuit s Quicken and Microsoft s Money software You can also choose Batches XML to export bat
37. 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 icon to open the ODBC DS Admin dialog 93 of 126 pages 2 Next click the System DNS tab at the top of the MITIN ed ODBC dialog and then click the Add button UserDSN System DSN File DSN Drivers Tracing Connection Pooling About System Data Sources Driver Add FedEx Adaptive Server An 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 CSY Export Microsoft Text Driver txt UPS WS Activity Microsoft Access Driver lt gt K n ODBC System data source stores information about how to connect to i EN the indicated data provider A System data source is visible to all users A on this
38. the customer list but does exist on the vender employee or other list QuickBooks only allows a name to exists once on these four lists You will have to specify a name that would be unique to these four lists SuperManager tried to create the class you specified to use for the transactions but was unable to do so Try to create the tax code manually in QuickBooks If you have an error manually creating the tax code consult QuickBooks support SuperManager is creating the sales rep you have specified in your accounting export settings When doing so it needs to reference an other list entry You should have an other list entry for each sales rep and SuperManager needs the name of the other list entry it should reference If it does not exist SuperManager will create it for you SuperManager failed to create the other list entry you specified The most common cause for this is when the other list name you have specified does not exist on the other list but does exist on the customer vender or employee list QuickBooks only allows a name to exists once on these four lists You will have to specify a name that would be unique to these four lists SuperManager first tries to get the pay method Ex Visa MasterCard etc by getting the pay method of the order it linked to If it is unable to get the order for a batch entry it will use the credit card number to recognize it as Visa MasterCard AmEx etc It was unable to successfully
39. 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 The format specification for all dates displayed in SuperManager The date is defined using placeholders for different pieces of the date which are listed in section 12 1 h The country that should be assumed when the country field of an address is left blank SuperManager creates a shipment ID 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 Enable this option to have SuperManager warn you each time before you send an email to a customer that has requested to be opt out SuperManager offers the ability to have printed reports shown in a print preview window to see the report before printing it
40. to check this option to tell SuperManager to find out from POS what version is now installed 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 The description that should be assigned to the shipping line item in each order exported Leave blank if you want to use QuickBooks description This may also contain variables as demonstrated above The description that should be assigned to the payment line item s if enabled in each order exported Leave blank if you want to use QuickBooks description This may also contain variables 7 6 0 WorldShip As of WorldShip 9 0 XML is available for direct printing of UPS packaging labels The following settings dictate how this XML is created Program Settings Preferences Automation Database Export Formats Import Formats XML Exchange Formats UPS Account Use UPS QuantumView Shipped 0837Y0 Use UPS QuantumView Exception QVN Email Use UPS QuantumView Delivery Y Send Phone Numbers Jorder_email Use Dimensional Weight Billing Option Bil Shipper s UPS Account y WorldShip import file C PROGRAM FILES UPS WSTD IMPEXP XML Auto Import worldship sm xmi Browse UPS Account QVN Email Billing Option Use UPS Quantum View Send Phone Numbers 55 of 126 pages The account number that should be debited for the shipping
41. to follow the instructions in section 6 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 4 d 2 Select the order s you want to send to dazzle from the order list 89 of 126 pages 3 Right click and choose XML Exchange DAZzle Endicia and either Direct Print 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 Smit p Pen 115 00 XG 5 United States Simon Ji NEW 68 70 XG 5 United States Philips d Se 63 70 G S5 United States Good dod Charge 465 70 ma 5 United States Walker Print Invoice 60 70 RG 5 United States Diamond Print Summary 68 70 RG 45 United States Monsor Enter Weights 60 70 Go 45 United States Fields H Enter Tracking IDs 66 70 BAG 5 United States Update From Yahoo Get Order Status From Yahoo Update Shipment Status Update to Yahoo Status Send Email i Export F BML Exchange k DAZzle Endicia Direct Prime QuickBooks Prink
42. using one of two available functions If you are downloading orders for the first time or you want to check if there are any new orders after the ones already in your database you can press the Get New Orders button 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 Orders Orders XML from the menu This option may be used to import orders that were saved in XML format from the Yahoo Store manager or in SuperManager 8 2 The Order List The main order list gives a lot of information about your orders The status icons see section 8 2 a next to the order numbers in the Order List give an indication of the order status A may
43. want to work with right click on one of the selected orders to show this list of functions Get Store Manager Order Update to Store Manager Status Send Email The order status is one thing that Export determines which tab s the order will be displayed in XML Exchange play Select All Deselect All Mark Read File Opened Mark Unread 12 of 126 pages 5 3 Products Dialog Window View and work with your product list in the products dialog window E The SuperManager My Store E File View Actions Help Number of Products 12 Update Products Number of Products Listed 11 Update Producte ind i New Product Search items by code name description etc Shown Hidden All SuperFilter SuperFind A VE A rh Pho ppipn PayPal lPN 5 1 Year of PayPal Monitoring Service for The SuperManager 50 00 supermanageril A SuperManage Yea ol SuperManager Lite for QuickBooks Upgrades 739 00 namai geru SuperManage De ad and Upgrades 143 00 Ana JE eri ESO man Cats rear or Tana Site s la a coria de nitoring 4 vice 1 Time Selup Fee 50 00 googleana assing Yahoo Store data to Google Analytics including support for cross d 149 99 googlesho OPA cilitate Godgle Checkout payments with the Yahoo shopping cart 99 00 superman New Manager Batic Package 599 00 superman Manager Lile or QuickBooks 149 00 supermand Delete Manager Prenim Package 699 00 ppca
44. with credit card batches Batches can be imported from your Yahoo Store or settlement reports can be downloaded from Authorize net All batch management tasks in SuperManager are done while on the batches screen To get to this screen choose View from SuperManager s main menu and then Batches This will bring you to the screen shown in section 5 1 All of the different tasks available in this screen will be discussed in this section 10 1 Defining Merchant Accounts If you are using SuperManager to interface with a Yahoo Store the first time you press Get Batches or Submit Batches or make a manual card transaction for an order SuperManager will download all of your merchant accounts To define an account not in your Yahoo Store or for stores other than Yahoo Stores right click on the blank area of the batch list and choose Add Account as shown below Batches SuperFind Search batches by order invoice or credit card number Get Batches Create Batches Submit Batches j Add Account When a new account is created or you double click on an existing account it brings up the account details screen shown below Account Details Name Type Other v Login Password Y Daily Batches Cancel Accounts have the following settings in SuperManager 79 of 126 pages Name Type Login Password Daily Batches Name that SuperManager will use to display for the acc
45. you to specify a list of possible options and choose one to assign to an order item Select option lists are the only options considered when creating variants for a product see below for more discussion of product variants Inscription options allow you to enter a character string of any size when the product is added as an order item Initials options allow you to enter three initials when the product is added as an order item To add an incremental price associated with selecting a particular item you can add an amount in parenthesis at the end of the option ex 50 00 would automatically add 50 to the item price when that particular option is selected To subtract an amount from the price use a minus sign instead ex 5 00 9 4 b Working with Product Variants Product variants are unique combinations of options that exist for a given product For example if a product has two option lists color and size and there are two colors blue and white and two sizes large and small the product would have four variants blue large blue small white large and white small SuperManager uses variants to track inventory If you want to track inventory for a given product regardless of whether or not that product has options you will need to create variants for it For a product with no options there will be just one variant that shares its name with the product code The product details page gives several fun
46. you use Yahoo Store the type you select determines which shipping carrier to update to Yahoo Store when an order status update is sent 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 Packaging Types A packaging type list is also available to declaring the packaging type used to ship shipments 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 Modify Package Type Name a Map Camer Package Types for Export Export DAZzle Endicia DHL WebShip FedEx Ship Manager UPS WorldShip AML Exchange DAZ2le Endicia XML Exchange WorldShip E Package Type for selected export Ship Class RECTPARCEL DHL Other Fackaging FedEx Box UPS Express Box Rectangular Parcel UP
47. 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 Deciding Whether to Export Batches or Orders SuperManager allows you to export financial information by exporting merchant batches or orders You do not want to export both orders and batches since it will double all the accounting of your sales When you export orders SuperManager will create a sales receipt invoice or sales order for each order This allows you to have more detailed accounting of each transaction It also allows you to track inventory in QuickBooks if you so desire If you really only want to have the big picture of your sales in QuickBooks you can export batches instead When you export batches SuperManager finds all the orders containing transactions in a given batch separates out the portion of that order that are for shipping taxes taxable sales etc and totals up the sum of each account and exports a single sales receipt for each batch This allows you to keep your financial information more simple within QuickBooks however the accounting is less rigorous than exporting each order particularly when there are more than one payment transactions in an order 11 1 6 Setting up your QuickBooks file for use with The SuperManager A few things are required in order t
48. 10 2 DOWNIOAGING DALE ana 80 10 3 LOOKING at Batch Detalla lla 80 10 4 Looking at Batch Transactions sia AA aa 81 10 5 PC COUNTING EXPO siana E E s 81 4 of 126 pages 110 Mtertaci hg With Other Programs nn lO haphtvep ida alet Macrae A 83 11 1 JUTE OOM Sa le 83 11 1 a Deciding Whether to Export Batches Or Orders o coooccncccoccncccccccnccnnccnnononnnnonnnnonnonancnnononrnnnnnanennos 83 11 1 6 Setting up your QuickBooks file for use with The SuperManaget ccccccseeeeeeeeeeeeeeeeeeeeens 83 11 1 c Setup for Exporting Orders to QuickBOOKS occccocccocccocococococcnnocononocanononanononannononnnonanonenannns 84 Tiid ExXporting Orders to QUICKBOOKS odiado 86 11 1 e Preparing to Export Batches to QUICKBOOKS ccccooccccccocccncccoccncononcnnonnnconconanonnonancnnonnnrnnconanenoss 87 11 2 QUICKBOOKS POINT Ol Sale tsi icecs O ed dd 87 11 2 a Setup for Exporting to QUICKBOOKS POS ooccconcccccccnccoccnccocononocononnnnononnnononnnononnnnnnnnnnnnnnnnnnnnononins 87 1120 Using the QuickBooks POS EXPO d usina aiii 88 11 3 Ds A A E A 88 11 3 a Preparing Dazzle for use with The SuperManNager cccccooccnccccccnnconoccnnononcnnonnnnonnononcnnononnnnonnanennos 88 SD Setup oO EXI do Daz O eos a 89 11 36 Using the Dazzle XML Itaca A A ieee 89 11 330 Text Exportto DAZ2l6 1 Endic 0 ee Se a ee ee ee 90 113 6 Textimport from DAZZIe PENICA o cra 91 11 4 WIP VON IG SD coleta 92 11 4 a Using the UPS
49. 25 of 126 pages Charging and crediting Credit Cards 69 Download 57 Modify 64 Add Delete or Modify order items 66 Multiple Shipments 68 Orders Dialog Window See Dialog Windows Orders Products Management 57 Download Products 72 Import Products from file 72 Program Settings 40 Export Formats 45 Import Formats 47 Preferences 40 XML Exchange Formats 49 Requirements 10 Minimum 10 Recommended 10 Setup See Installation Store Settings 15 Accounting Export 32 Custom Fields 27 Shipping Methods and Map Ship Dialog 28 Email Settings 19 Invoice Templates 37 Creating Invoice Templates 38 Login Security Profile 19 Order Processing Automation 25 Store Settings Dialog Window See Dialog Windows Store Settings Store Profile 15 126 of 126 pages
50. Account Inventory Asset Account Taxable Sales Account Item Nontaxable Sales Account Item 33 of 126 pages Shipping Item 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 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 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
51. Name SHIPTOSTREET YChar 3 Attention 6 Next you will need to map all of the variables SSR WChar ener ames on the left to the correct UPS variables on the SEAS lane IE rra E it 5 ar ountry l W SHIPTOSTATE Char 8 Postal ZIP Code right Use the table below to connect or map the variables SHIPPHONE VChar 3 City v Primary Table Define Key Connect Bica E i i i What You Have Mapped So Far Prompt for the table name each time the map is used Begin by selecting the SuperManager variable OD eC Losin on the left and then select the appropriate UPS RREN Bs o tac eat ot hor a F ww Eb oo Ip To Street ress variable on the right ope 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 96 of 126 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 Create or edit an import or export map radio button and check the Export CSV TAE checkbox and then select Shipment from the ae te drop down menu to indicate this export method Zp Defa
52. OCS us lll A E T dad 29 OC RAY MEMOS aarin O Aa 29 Ola Came o a 29 Oe Packaging TYPES A is 30 6 O ACCOUMPMG EXPO rd 32 6 9 Report Templates for INVOICES ANd Reports cccccoccncccccnccoccncconcncnnnnnnnnnnnnnonnnonnnnnonnnnnnnnnnnnnnnnnnnnnnononnnonnnnnnnos 37 6 9 a Creating INVOICE Templates session diosa 38 7 0 Programi Settings SUD da 40 AA AAA A A 40 AAN LV VAT OP sti ea esl e ae dita asian li stan day ea eats stems a a a 42 PODAIS A Aa 44 LA EXPO FOMA a A an 45 3 of 126 pages TEOUIMOMU FONS e a es ea 47 OAMI Ee OLIN ero Ss olla ota ollas 49 oa Dada El a ete tee 49 TASA E A A 51 HH DOMICKBOOKS AAA A SAE tae Sees 52 TOG La e E AA E E oo 55 6 0 Order Mana de mentes ia rele 57 BI oli 0 A A 57 eZ A O A A A ER 57 Sizia Oder tal a o o labio eee 57 0 2 o O o SN ike trees aa co veto ete ana eaaeah eee teua aa hates aay 59 8 2 c Functions Available from the Order LiSt c ccccecccccecececcecececeeeecececeeaececucucaeaececeeavaeaesesenaeaeaeees 59 8 3 Other Functions Available from the Orders SCreen cccccccecececcececececcecececuceecececueaeaesececueaeaececetaeaeseceeass 61 Sida The Order Actions Men sia did 62 3 00 Keypad SOM CUS ausiai teases ien el la 63 Az MOGIRVING Ode Si hes e horeneualerte ea ednec ea a e edaoiessbesaeueks 64 o Aa The Order Details OOD de ee 64 GAD Eneng Addresse Sisi iS AA atte aaeninte 65 8 4 c Working with Order leMS id A AAA AA AA AAA 66 0 20 Working
53. S PAK in Do not export with this format Default Package Settings Weight 10 0 oz Name Map Carrier Package Types for Export 30 of 126 pages Ww L oof 000 Ko Cancel Changes the name as it will appear on the package type list and the select box on the shipment details screen H 000 Different shipping vendors and shipping software have different names for different package types that you may use for shipping orders For that reason it is necessary to map your SuperManager package types to the names used by each shipping vender software that you use Default Package Weight Default Package Dimensions 31 of 126 pages These are the shipment export formats you have entered using the directions in section 7 4 and the XML Exchange formats offered natively in SuperManager Once you select a carrier the package types entered for this export format see section 7 4 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 You should repeat the process of selecting an export from the list and then selecting the package type for that export from the dropdown until package types are specified for each export you may
54. 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 4 0 Requirements and Installation 4 1 Requirements 4 1 a Minimum Internet Explorer 5 0 Processor 486 66 MHz Operating System Windows 98 98SE ME NT4 0 2000 XP Vista and Windows 7 Memory 16MB RAM for Windows 98 and 98SE 32MB RAM for Windows ME NT4 0 2000 XP Vista and Windows 7 Internet Connection 28 8k modem 4 1 b Recommended Internet Explorer 8 0 or higher Processor Greater than 800 MHz Operating System Windows XP or higher Memory 256MB RAM Internet Connection High speed connection cable DSL or LAN 4 2 Installation 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 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
55. Select a Table smtofedextst v Y Pack ane Tune lt 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 104 of 126 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 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 FedEx Integration Assistant Select your data source E File and then click Browse and select the file O cd ell fedextosm txt that you just created in the step Export Destination Format above Format Method Where do you want to send shipping information Select the data source that will serve as the destination for information sent from FedEx Ship Manager You will select the information that you want to export in a later step Learn more My DSN isnot in the list What should do What is ODBC Data Source Administrator What ts a Text File What dol need to know about my Ic Program Files FedEx fedextosm tst Bowes data source C ODBC DSN Ope
56. SuperManager is not able to export the exact price charged to the customer so it checks the total price for the group and adds an adjustment to make the total match up When it does this it uses the item name you specify here for that adjustment If this item does not exist in QuickBooks it will be added for you The network name of the machine on which the POS server is running This should match the settings 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 The department to assign new products to when SuperManager has to make new QuickBooks POS products 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 Combine Ma
57. WorldShip Interface oooccccococnococcncnccccononconacnncononnnnononnnnnonannnnonannnnnnnnnaness 92 11 4 0 Connecting to UPS WorldShip Via an ODBC Connection ooccccccnnccnccnnncnnccnnnnncnnanonnononnnnnnnanonnos 93 HAc ext lmporvirom UPS VW OnaSiip nacio 98 11 5 FEJEX SEI AIAG CM irin oc ada A at Sa inn Anathema ete uso ead id hae ae 98 11 5 a Setup FedEx Ship Manager Connection cococccccccnnccccnncccnnnononnncncnnononononannnonannnonnnnnnonnnonannnenanones 98 POE EXPONO O FedEx sra dnd PMR erent indias 107 A A A A A A 109 12 1 The SuperManager Variable Listas acaba A a hand aaaadire adareiete 109 121a Company and General IMTOnmatiOn arsana AA 109 1210 Order a eee 109 12 156 Product NMIONIMAUOIN earen teak ect a a oi oics 116 12 1 d Merchant Batch Information occccoccnccccnncocncncconnnononnnonononononnnonnnnonnnnnonnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnos 117 tzie SUpplier Into Malo essa io 118 12 1 f Purchase Order into Mato aviat dll iii 118 1218 Summary Report VAN ADICS end 120 zii Date To mad ES tad O a canes 120 12 2 Error Messages and Trouble Shooting Exporting Batches to QUICKBOOKS ooccccccocccccococcncononos 121 A ooer a a a owes a a ts 125 5 of 126 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
58. _id where your store ID will be where store_id is shown Often times this will be of the yhst XXXXXXXXXXXXXX The username you use to sign into your Yahoo Store manager The password you use to sign into your Yahoo Store manager The key that is sometimes required when going to the links from the main page of your Yahoo Store manager A different password that is required when sending email order status updates This can be found in your Yahoo Store manager by following these steps 1 Open The SuperManager and click on Open Store Manager or log in to your Yahoo Store manager yourself 2 Inthe online store manager click on the link Shipment Status 3 Click on the button Show Email Tracking Password Copy the password from the browser and paste it in this box ZenCart For integrating with ZenCart some special scripts have to be installed on your server These scripts can be downloaded from the following link http www thesupermanager com download shopping cart scripts ZenCart zip Store ID Username Password Admin URL Make Manual Transactions Through Use Actual Shipping Costs 18 of 126 pages A user chosen store ID that is contained in supermanager_order_query php and supermanager_ product query php in the above package of scripts It defaults to MyStore but you will need to change it if you are using SuperManager with more than one ZenCart store and can change it to customize it even if yo
59. account as the customer name Transaction date 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 Use QuickBooks item descriptions 53 of 126 pages 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 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 enabled SuperManager will add sales taxes as QuickBooks tax items and will assign tax codes to each item If you prefer not to turn on Sales Taxes in your QuickBooks pre
60. 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 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 Tax Item Tax Reference ltem Gift Wrap Item Discount Item Adjustment Item Coupon Item Gift Certificate Item Credit Item 34 of 126 pages 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 2 SuperManager Test QuickBooks Point of Sale Basic Level 2 20 2006 File Edit View Point of Sale Inventory Purchasing Tools Financial Reports Window Help o P o ge am
61. an typing them in You can also copy a list of orders from a spreadsheet and paste them into the box Runs the same functions for the selected order s as when you choose XML Exchange from the order list popup menu Displays a list of payments that have not yet been marked batched Payment events can be marked batched when merchant batches containing those payments are downloaded or by marking them manually See section 10 0 for information about downloading batches and section 8 4 e for how to manually mark payments as batched When batches are downloaded SuperManager will automatically try to link each transaction in the batches to your orders and mark any payment events that are linked as batched If a transaction in a batch is for an order that has not yet been downloaded into SuperManager the payment will not end up getting marked batched One way to avoid this is by always downloading new orders before getting batches This function however will try to correct such problems Marks all the payments for all the selected order s as batched If charges are made in your Yahoo Store or directly in Authorize net rather than making them through SuperManager the payment events will need to be also added to your orders in SuperManager This function attempts to copy transactions from your merchant batches into your orders Check PayPal Transactions Downloads transactions from your PayPal account if you have subscribed to the PayPal servi
62. anager s supplier screen You can check the dropship option to enable SuperManager to send automated emails to the supplier when an order containing that variant is received To enable this feature you will also need to turn it on in your store settings see section 6 6 You will also need to have chosen an email template to use when sending such requests to this supplier The supplier part number is used when the variant is added to a PO The default PO template is setup to print the PO with the supplier part number rather than the product code you use Under reorder at you can enter a minimum amount of this variant you want to have in stock On the product list of the main products screen you can filter the products to only products that have lower inventory than the amount you have specified You can also enable an option in SuperManager to send an email reminder when the reorder limit is reached This can serve as a reminder to yourself your buyer or your supplier that you need to order more of that variant 9 4 C Working with Inventory When you double click on a variant it opens the inventory lots screen Inventory Lot Details Variant Total On Hand 99 Self Installation 0 00 Inventory Lots Date PO Type Add 16 Jul 10 Adjustment i Delete Delete All iit Type Adjustment Date 7 16 2010 7 Location Number 199 Remaining 99 Cost 1100 I Cancel Inventory levels are es
63. ation possibilities You can also use the Browse button to browse for a folder on your computer 25 of 126 pages Order Confirmation Email Order complete when status is Send Drop ship Emails After Downloading Orders Track Inventory Preferred Carrier Weight Units Manual Order Shipped Email Send email for all orders Weight Declared Value Default Shipments as Insured 26 of 126 pages If you want an email to be sent to each customer when new orders are downloaded select the email template you want SuperManager to send them here This will only be sent for new orders not when you update an order from the shopping cart This setting dictates what orders are shown in the Open and Closed tabs on the order list This is the first of several settings that have to be in place for sending 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 Enable this option to turn on tracking of inventory for your products Inventory is tracked on the product variant level and therefore will only be tracked on products that have product variants created This will be further discussed in section 9 0 This is the carrier that all shipments will be ini
64. boolean True or False O shipment shipment ext items Plis of items in the 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 Eustanalios Replacement Code p Order Total Name Subtotal Shipping Tax etc Order Total Amount 56 15 4 95 3 77 12 1 b 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 Blane Replacement Code p Authorization transaction number 123456 59 88 AVS response for authorizations payment _ avs meaning AVS response meaning for Addr OK authorizations CVV response for authorizations payment cvv meaning CVV response meaning for AAPP authorizations 115 of 126 pages 12 16 Product Information The SuperManager Variable product hidden Product hidden Yes or No product hidden flag 1 or 0 True or False product hidden boolean 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
65. browse to the Select Directory directory C Program Files UPS or to the directory where your UPS program is located and then click EEC DRE Doors OK Files 7 Now click the Options gt gt button at the bottom aos right of the ODBC Text Setup dialog and then click Enon ECN the Define Format button at the bottom of the dialog i Default Define Format 8 Now select the smupsw txt file under the Define Text Format Tables tab and then click the Column Name Tables Columns Header check box and then change the Format to edefault gt 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 Column Name Header Dialog You should ignore the following error if Pamat esvpewmted 1 Data 100 chr Add Windows displays it Failed to save table null to eS null k S Name Drderhlumber Modify Rows to Scan fo 11 Next click OK to close the ODBC Data Source Sharecters C ansi OEM Width 255 Remove Administrator dialog ODBC Data Source Administrator dialog ODBC ODBC Data Source ia Ae ie Administrator dialog Data Source Administrator ODBC Data Source Administrator dialog ODBC Data Source Administrator dialog ODBC Data Source Administrator dialog Dialog and then close the Control Panel dialog 11 4 b 2 Create
66. ce 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 whether to add it to an order Clear PayPal Transactions Resets the list of PayPal transaction on SuperWare s servers You should do from Server this periodically to make the process of importing PayPal payments faster 8 3 0 Keyboard Shortcuts Several keyboard shortcuts are available to perform some of the same functions discussed above A full list of these shortcuts is in section 3 0 63 of 126 pages 8 4 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 screen dd BS AKC VW A KR We S Order 1D 25 Date Ship To John Doe Bil To John Doe Company f Ba Company l 100 Jotn Doe Way 100 John Doe Way EA New York NY 55555 lt
67. ches to an XML format used only by SuperManager This format is primarily provided to be able to archive batches and transfer batches between files Additionally you can export batches and transactions using a custom defined format defined in the program settings See section 7 4 81 of 126 pages When you press this button a menu will appear asking which format you want to export After you choose the format you want to export the screen below pops up to allow you to choose the starting and ending batch number to export e F Mark manual transactions as exported they will not be exported again Once you choose the starting and ending batch to export you can choose Mark manual transactions as batched if you want to mark all the manual transactions in the batch as exported so they will not be exported again Then press Export to proceed with the export 82 of 126 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 WorldShip 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
68. ches will not be correctly marked as exported 124 of 126 pages The payments collected in the batch exactly equal the credits issued so it was not necessary to export either a credit memo or a sales receipt This condition Is rare SuperManager exported the batches but QuickBooks did not return a reply Batches may have been exported properly but SuperManager has no way of finding out Check if the batches were exported If not you could try again If this problem persists try exporting the batches in smaller blocks QuickBooks returned less result messages than SuperManager exported batches There may be some batches that did not export Check carefully to see if any batches are missing in QuickBooks 13 0 Index Accounting Export See Export Accounting Information Admin Dialog Window See Dialog Windows Admin Batches Merchant 79 Management 79 Dazzle Endicia TXT Setup See Export Shipping Dazzle Endicia Dialog Windows 11 Admin Dialog Window 11 Orders Dialog Window 12 Program Settings Dialog Window 14 Store Settings Dialog Window 14 Edit Orders See Modify Orders Export Accounting Information 81 Shipping Dazzle Endicia TXT Setup 88 Installation 10 Inventory See Products Management Invoice Printing 62 Templates See Store Settings Invoice Templates Items See Modify Orders Add Delete or Modify order items Multiple Shipments See Modify Orders Multiple Shipments Orders 1
69. cting 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 90 of 126 pages 11 3 e 7 Close the program settings by clicking Ok at the bottom of the dialog Select the order 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 Text Import from DAZzle Endicia After printing postage in DAZzle Endicia you can export the tracking numbers on the items you have shipped u
70. ctions for working with variants When you press the Create All button SuperManager will create all the available variants for the product based on the options that are defined for the product If some of the variants already exist SuperManager will keep the inventory and any settings you have already entered for that variant and add any variants that have not already been created When you press the Add button SuperManager will display a list of variants that could be added but do not yet exist for the product When you press the Delete button the variant that you have highlighted on the list will be deleted Along with deleting the variant all the inventory and settings stored for that variant will be deleted The Delete All button will delete all variants for the product You can assign an alternative code to each variant This code can be used as an item name when importing orders from a text file It is also used as the QuickBooks item name when you export an order to QuickBooks that includes this product Most often alternative codes are used for matching SuperManager s products to items that you have already defined in your QuickBooks item list Integrating SuperManager with QuickBooks will be further discussed in section 11 1 76 of 126 pages UPC is simply provided for your information The supplier field allows you to choose a supplier for the variant from among the list of suppliers you have defined in SuperM
71. cuments only Country US U S A gt Commodities Contact name Number of packages E Identical package Company name Weight Y Address 1 Address 2 Package type Select package type Zip La State Package dimensions 01 gt a Ship date 08 31 2004 ES Telephone f Lo Ext Service type 5220 service type Total carriage value 0 00 USD Tax IDZEIN i JP Signature release TT This is a residential address Save in Update my address book Sender information Billing details Current sender Change sender y Change return address Current sender y Bill shipment to Acct tf Bill duties taxes fees pa Acct H Department notes be Customer reference FedEx Integration Assistant Welcome to the FedEx Integration Assistant abate 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 cre te mote Learn more than one integration profile If you are using FedEx Integration Assistant for the first time please read the FedEx Intearation Tutorial Assistant Tutor
72. d a custom variable to your address information 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 4 C Working with Order Items You can add or delete items from an order by clicking on the Add and Delete ltem buttons You can also right click in the Order Item List and options to add delete and edit items will appear Add Item Delete Item Gift Wrap Item Code Description Big is lees x EV ST ee ee 399 00 PPPN _ 1 Year Add Item 1 50 00 0 Modify Item Delete Item Visa Status gt Y Normal Total Delet Authorize Sale Open Product Canceled total AN Se 4 rder Y 124pr05 Auth 36870 6 S 20181 horan a I 517 70 On Order tPaid 0 00 ad Due 517 70 AVS No address inform Defective Notes CVV Should be on Customer To Additionally you can change the status of the item selection to one of the following Normal The item will be delivered as requested Canceled Customer has canceled the item or item will not available and will not be sent to the customer The item price is excluded from the order subtotal 66 of 126 pages Backordered Item is backordered The amount for this item is handled according to your backordered item treatment preference in the program settings See section 7 1 On Order The item is included on a
73. d bring up a settings window Select the Premium Service Options tab and enter the Premium Options as shown below 88 of 126 pages Postage Options Deliver Confirmation Signature Confirmation Certified Mail Return Receipt Restricted Deler Insured Mail Registered Mail Collect on Delivery COD Fate Premium Serice Options Endicia The following options are offered as part of the Endicia Premiu Service Premium Options i Use Stealth Indicia hide postage value Print as Reply Postage iM Monitor this directory for ML files C Program Piles Envelope Manager DA ales EVEN 30 seconds Customizable Notification E Mail Options E Mail template file C Program Files Ervelope 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 7 6 a After entering these settings you will also need
74. d 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 thesupermanager com for details A few simple rules will help you in generating successful reports Invoice Reports Packing Slips and Purchase Orders Summary Reports e A pagebreak style class must be defined for generating a page break between orders See the sample templates for the exact format of this class SuperManager will automatically add a page break in between orders using this class ttem_ backordered_item_ shipment_ and total_ field variables must be found within a TR element When one of these variables is encountered 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 Recommendation It is recommended but not required to use THEAD a
75. d ltem weight in pounds 12 5 Ibs item weight pound value tem weight in pounds item weight kgram Item weight in kilograms item weight kgram value Item weight in kilograms 113 of 126 pages The SuperManager Variable ee 000 S the item the item item tracking id Tracking id for the shipment 172342566632 containing the item containing the item A OOO a as shown below cc lo variables as shown below 12 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 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 1D 12 3 Shipment Carrier USPS FedEx UPS etc selected export format format specified for the carrier s _package php tracking 1Z234255 Shipment weight in Kgrams Br SSCS Explanation 114 of 126 pages The SuperManager Variable ESpia ati n Replacement Code p shipment_length______ Shipmentiengh Y A opa e 1 _ Shipment height EN 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 eros oe _
76. dEx 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 Do you print labels one at a time Yes C No Do you use a unique name or code to look up each package Yes No C ADE Less Automated Help Common Huestions What do need to know about package processing process Multiple Piece Shipments Canil choose the Single E dit shipping method What does it mean to look up a package What ar the differences between each shipping method Tutorial 9 At the Import gt Lookup screen select After 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 i Sin When would use a unique Package 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 tex
77. e List This list contains all the email templates you have defined You can use the New Rename and Delete buttons to add remove or rename an email template Up Down Buttons 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 22 of 126 pages To Cc Bcc Subject Body Preview Edit Emails with this Template before Sending Remove Duplicate Email Addresses When Sending Send as HTML Request Read Receipt 23 of 126 pages 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 email 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 sepa
78. e a new product This product will not be automatically copied to your online store however you may be able to export it in a text format that could be imported into your online store 9 3 a The Product Actions Menu When you choose Actions from the main menu while on the products screen several other functions are available E The SuperManager MyStore File View Actions Help Numb Update Product List oducts Number of P Variants gt aduct Inventory Alternative Codes Shown Hidden A Supertilter SuperFind PayPal Shopping Ca ppipn PP_IPN 1 Year PayPal IPN 5S superbiller SUPER_BILL SuperBiller QuickBo supermanagera SUPER_MAN The SuperManager supermanagerb SUPER_MAN The SuperManager E supermanagerp SUPER_MAN The SuperManager F Update Product List Runs the same function as when you click the button on the dialog Variants Create All Creates all variants for the selected product s Variants will be discussed more in the next section 73 of 126 pages Delete All Inventory Update Clear All Lots Prepare for QuickBooks Alternative Codes Prepare of QuickBooks POS Lookup QuickBooks Item Lookup QuickBooks POS Item Clear Alternative Codes 74 of 126 pages Deletes all variants for the selected product s Variants will be discussed more in the next section Cycles through each variant in the select product s and allows you to enter an invent
79. e 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 Y 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 SuperM 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 7 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 and QuickBooks POS are supported Selects all orders in the current list Toggles whether a is shown next to the select order s 8 3 Other Functions Available fro
80. e 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 standardize the capitalization of the name fields for new orders Check this option if you would like SuperManager to standardize US and Canadian phone numbers to the xxx xxx xxxx format when downloading new orders SuperManager will download your product list automatically on a periodic basis for supported stores Get batches On Order Save Prompt to Update to Yahoo Prompt to send out shipment updates Warn to authorize before charging credit cards Log out of Yahoo 43 of 126 pages SuperManager will automatically download your merchant batches from your Yahoo Store and or Authorize net account on a given 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 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 Many stores accept shipment dates and or tracking numbers for shipped orders By keeping this option enabled whenever a shipment is marked shi
81. editor If you are uncomfortable with using an HTML editor or would prefer to not spend the time doing so SuperWare support will customize templates to suit your needs for a reasonable fee 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 126 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 9 of 126 pages 1 Click the Open Store Manager button to automatically log on to your online 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 shopping cart s backend 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 2 Send PayPal payment requests and reminders with the send email template function see section 7 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
82. 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 www 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 SuperManager User s Manual http www thesupermanager com sm_usersmanual_1 4 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 126 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 inpu
83. emember File Path Append Do Not Export to PO Boxes Box at the bottom 46 of 126 pages 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 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 When this option is checked you will be asked for the location to export the file only the first time thereafter the file 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 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 ex
84. ent Code Gift Message Happy Birthday see you soon method for the order from the store settings Accounting Export tab same customer customer Number of items in order 1 5 20 oe order 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 compatible with java or other reserved characters in the scripting languages comments are not passed into the script Explanation 12 1 b 1 Order ltem 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 These same variables can be used with backordered_ or canceled _ prepended to just give a listed of the backordered or canceled items in the order The SuperManager Variable Exolanaton Replacement Code p item thumb Item thumbnail picture including any www thesupermanager com thespr meta data mngr gif item url Item url www thesupermanager com thespr mngr html item thumb src Item thumbnail picture www thesupermanager com thespr mngr gif 112 of 126 pages The SuperManager Variable item options Item options se
85. enter your license name and license key exactly as you have received it The SuperManager License Information Thank you for using The SuperManager Please enter the name under which the license was registered and the license key Order now online Contact Superware support for problems with your license at sales thesupermanager com Lincensed To Key OK Cancel 5 Congratulations you are now ready to begin using The SuperManager 10 of 126 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 Bre SuperManager My Store Tajes File View Actions Help Number of Orders 5 soldado TER Use the SuperFind function Number of Producte 12 i Li i Simpsonville SC 29601 to search your batches by Number of Balches 2 transaction amount credit card number or authorization number Batches SuperF incl Rese Search batches by order invoice or credi card number _ Get Batches Greate Batches Create Batches Submit Batches a Jy Aiaia Myb an Nwerchant account 12345 amp 00003 M7 Jul 08 Total 144 00 D Order 4nMayaraed Other 749 00 Order im ceded Other 5 00 Accounting Export il Open the Accounting Export Dialog to export your data
86. er Currently this function is only offered for Yahoo Store 59 of 126 pages Purchase Backordered Items Print Report Shipments Verify Addresses Set Ship Method Set Package Type Enter Weights Insured Enter Tracking IDs Track Shipments Update Shipment Status Update from Store Manager Get Order Status from Store Manager Update to Store Manager Status 60 of 126 pages Takes all the backordered items for the selected order s and creates one PO to each supplier marked as supplying at least one of those items so that all necessary items are purchased to fulfill the orders The order statuses are then set to On Order status and linked to the POs created Prints or previews the selected order s invoice using the default invoice range summary or packing slip template or one of the other templates defined See section 6 9 for more details Runs address verification on the shipping address for the selected orders s Changes the ship method for the selected order s to the ship method chosen Changes the package type for the selected orders s to the package type chosen Cycles through the shipments of the order s selected opening the shipment details screen with the order weight selected allowing you to update the weight for each one by typing it in or using an electronic scale See section 6 6 for weight calculation settings and section 7 1 for information about setting up an electronic scale
87. example if you filter by date two date pickers will appear to choose the starting and ending date to filter to If 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 8 2 C Functions Available from the Order List 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 New Creates a new offline order Delete Deletes the selected order s after prompting for confirmation Charge Charges the order for the selected order s by the total amount due for the order When using with Yahoo Store this is equivalent to charging the order by clicking the Sale button on the view order page of the Yahoo store manager This means if the credit card number has been changed but not uploaded to Yahoo Store this process will still use the old card number Refund and Cancel Refunds any payments and cancels the ord
88. f you want SuperManager to use the item description already in QuickBooks for items it adds to orders If this option is left unchecked it will assign the description to match the description in your online store Use ship method as shipping item name Warn when QuickBooks price does not match Balance receipts invoices with payment items Reset QuickBooks POS version Memo field for exported orders Description for Shipping Description for Payments 54 of 126 pages Check this option to use the ship method for each order as the shipping item name If this option is unchecked SuperManager will use the store setting assigned for the shipping item See section O for more information about this setting 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 Check this option if you want SuperManager to add an item to each order it exports to acknowledge any payments that have been received It takes a long time for QuickBooks POS to tell SuperManager what version is installed for this reason SuperManager remembers the version it was setup to interface with If you upgrade QuickBooks POS you will need
89. ferences you can disable this option Enable this option if you want SuperManager to copy address phone number and other customer information into the customer it creates for each order Enable this option if you want SuperManager to copy address phone number and other customer information into the customer even if that customer already exists 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 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 Enable this option i
90. ger says the email 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 Store update server Preview Edit emails before If you do not check this box emails will be sent to your customers directly sending 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 O Email Templates 21 of 126 pages 6 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 Thank you for your order with company_name Your order has been shipped and can be tracked with the following tracking id s Preview Edit Emails with this Template before Sending Send as HTML E Remove Duplicate E Emai Addresses When Sending Request Read Receipt Email Templat
91. gs that apply to all SuperManager databases you work with in SuperManager These settings are explained in section 0 The store settings apply only to the particular store database you have opened These are on two separate tabs Tax Rates described in section O and Accounting Export described in section 0 87 of 126 pages 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 order is exported SuperManager will figure out according to this prioritized list which tax locale should be applied So for example if there were 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 var
92. guish 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 It may be changed here 8 4 b Entering Addresses 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 a dialog will appear in which you can enter the address line by line Address details Given Names LastName Doe Company Street 100 John Doe Way City New York State Province NY Zip Postal Code 55555 Country Region United States 65 of 126 pages If you prefer you can also jump straight to entering the address field by field by pressing the Ship To or Bill To buttons next to the address The arrows in between the shipping and billing address can be used to copy one address to the other Ship To John Doe Com i E3 pany 100 John Doe Way 100 John Doe Way mM New York NY 55555 New York NY 55555 7 Residential n_n Ship Phone 1 800 555 5555 Bill Phone 1 800 555 5555 Shippina Methad USPS First Class Email Address fiohn doe com The Opt Out checkmark is to flag orders in which the customer has requested not to receive solicitous communications from you Note In Yahoo Store you can ad
93. h 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 Printing of shipping labels will be run in test mode The resulting labels will not be usable for shipping packages Addresses that do not verify will be skipped when printing postage 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 Dazzle 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
94. hopping_cart_scripts ClaimTheWeb zip Store ID A user chosen store ID that is contained in plugin superware_order_manager php in the above package of scripts It defaults to MyStore but you will need to change it if you are using SuperManager with more than one ClaimTheWeb store and can change it to customize it even if you are only using it for one store To do so just find MyStore in the script and change it to the value of your choosing and make sure it matches between SuperManager and the script Username and Password A different username is setup for integrating with the scripts than with your ClaimTheWeb back end You will have to set up this username and password with ClaimTheWeb support eWish Username Your eWish username Password Your eWish password GrabCart Username Your GrabCart username Password Your GrabCart password osCommerce If you would like to interface SuperManager with osCommerce please contact SuperManager support for help in setting up the integration Other Use this store type if your store is of a different type than those that are supported and you want to import orders manually via a text file PrestaShop If you would like to interface SuperManager with PrestaShop please contact SuperManager support for help in setting up the integration 16 of 126 pages Shopify Before SuperManager will be able to download orders from your Shopify store you will need to register SuperManager to have
95. hose 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 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 Restocking Fee Item Fees Item Taxable Tax Code Nontaxable Tax Code Shipping is Taxable Export Orders As QuickBooks File Path QuickBooks Transaction Class QuickBooks Class QuickBooks Invoice PO Number QuickBooks Sales Rep Initials QuickBooks Payment Method 35 of 126 pages The name of the item to be used for restocking fees s
96. ial 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 E 7 TAR y Dany A tany R Ny r Continue 3 At the Welcome gt Before You Begin screen click ET AM A Continue Welcome Introduction Before You Begin Help 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 What is 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
97. iant 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 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 shoul
98. ination data source the export method that you What does ifserting a record do O t 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 y should use 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 the 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 Former Method MEDICI window Select the following fields What information would you like to export tn ein Select the shipping information that you want to send from FedEx Ship Manager back to your data source t AS What is a tracking number Select Advanced to choose specific data fields for export What shipping charges can e Reference See enol ly Package r Tutotial l Recipient 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 w FedEx Integration Assistant Match the shipping fields with your fields mapping Destination Format Method Information Match FedEx Ship Manager fields with fields in the destination
99. ing in company information in Information email templates and reports Include In Check these options to include this store when doing Get new orders Update products and Get batches requests Order ID Prefix This is a non required prefix to prepend to all order IDs from this store This is primarily provided to be able to distinguish orders from one store from other stores on reports emails and on the order list 15 of 126 pages Store Type Choose the type of store that SuperManager should connect to and enter the credentials for that store Since the credentials vary a little bit among store types they are described below Amazon Amazon FBA Store ID For some users when they sign in to Sellar Central a message appears across the top Hello If this message appears for your account enter the value shown after Hello in this box Username Your Seller Central username Password Your Seller Central password Americart For integrating with Americart it is necessary for your cart to be using the Order Manager Templates If your cart is not using these templates or you are not sure contact Americart support to make sure it is Username Your Americart username Password Your Americart password Claim The Web For integrating with Claim The Web some special scripts have to be installed on your server These scripts can be downloaded from the following link http www thesupermanager com download s
100. ion SuperManager will make a batch for each day containing a transaction through the account Otherwise it will make one single batch with all unbatched payments made through the account 10 2 Downloading Batches After defining or importing your list of accounts you can press Get Batches and SuperManager will download batches from all your Yahoo Store and Authorize net accounts Note that when SuperManager gets batches from a Yahoo Store it downloads all the batches for all accounts defined in that store If you would like to exclude a Yahoo Store from downloading batches you can do so by unchecking the setting to get batches in the store settings as shown in section 6 1 10 3 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 on the entry tree If you double click on a batch the batch details will be displayed 80 of 126 pages Batch Details Number TunT Date 17 Jul 2008 23 59 59 Fees 0 00 Cancel This screen allows you to look at and change the batch number date and fees The number can be changed but SuperManager only supports storing a numerical number for batch numbers The fees can be filled in to document how much of the batch is taken by your merchant account before depositing to your bank account This is primarily helpful when exporting batches to QuickBooks which will be discussed in
101. ion to specify a different tax rate for products and shipping Email Settings Email Templates Tax Rates Locale _ Prod Shp p Rates 7 500 0 000 Products 7 500 Shipping 0 000 Shipping Address Tax Before Discounts Name Tax o A State Zp Code C Zp Code Range 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 your 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 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 24 of 126 pages Tax Before Discou
102. ipment of interest Shipment Details x Shipment XCS Add Options Method SPS First Class TIL wW H Packaging z 0 00 0 00 0 00 000 0 00 Weight 10 0 002 Insured Scale 0 002 Zero Signature Required Oversize Declared Value 443 00 Calculate Return Postage XML Exchange Dazzle WorldShip Shipped Ship Date 12 31 1959 gt Postage 0 Carrier US Postal Service Tracking ID MZA F si Cancel 68 of 126 pages The ship method by default will match the ship method for the order but it can be changed This allows you to ship one shipment overnight for example and another ground The package type defaults to the default package type for the order s ship method This is set in the ship method settings See section 6 7 a for how to do this The dimensions of the package default to the dimensions entered for the package type See section 6 7 e for how to do this You can however adjust the dimensions if they are different than the default dimensions for the package type you have selected The weight is by default calculated based on your store settings You can choose to have a particular weight assigned to each shipment regardless of item and package weights see section 6 6 Typically however weight is calculated as the total of the weight of each item plus the packaging weight Item weights are set in the products or products details screens see section 9 0 The
103. iptable po_ notes would variable s inside the brackets ensure that quotes and other compatible with java or other reserved characters in the notes are scripting languages not passed into the script Explanation 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 rem code THE_SUPER ooo mngr html meta data mngr gif 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 00 119 of 126 pages The SuperManager Variable Replacement Code Explanation item options csv 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 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 O Numberofitemsreceived___ 99 S ltem quantity item product Exposes all of the product variables as shown below 12 1 f 2 PO Backordered Item
104. ir original state 7 2 Automation Program Settings a Y A Preferences Automation Database Export Formats Import Formats XML Exchange Formats When Orders are Downloaded Verify shipping addresses Verify billing addresses Clean names Y Clean phone numbers Update products every 24 days Get batches every 24 days On order save prompt to update to Store Manager On Status Change v IV Prompt to send out shipment updates Y Wam to authorize before charging credit cards IV Logout of store manager when the store file is closed 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 Clean names Clean phone numbers Get products 42 of 126 pages 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 Servic
105. ists 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 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 7 5 Import Formats Similarly you can define on the next tab the file formats you need SuperManager to read from third party programs Preferences Automation Database Export Formats Import Formats XML Exchange Formats Yahoo Products CSV default This Format Imports Products Yahoo Orders CSV pping Camier Amazon com Orders Delimiters Y Comma Semicolon Tab Space Other z Import List This list contains all the import definitions in your file Select one of them to see the settings assigned to it Use the Add Rename and
106. lected a tax reference sales tax item that is not of type Sales Tax Item Order totals will not export correctly this way Please select a sales tax item You have selected a tax reference sales tax item with a non zero rate Order totals will not export correctly this way Please select a sales tax item with a 0 0 tax rate You have not yet entered your customer name Please set the customer name in the XML Exchange tab of the program settings 122 of 126 pages QuickBooks returned an error when SuperManager tried to create the taxable non taxable tax code you specified in the store settings Check if the name of the tax code you have entered is a proper 3 letter tax code If that is the case try to create the tax code manually in QuickBooks If you have an error manually creating the tax code consult QuickBooks support You have not entered the tax reference item in your store settings See section 6 8 for how to set this setting SuperManager automatically creates the service items you have entered in your accounting export settings if they do not already exist When creating the tax reference item it is necessary to link it to a vendor Typically this is your State s tax board If the vendor you enter does not exist SuperManager will create it for you The vendor you specified at the prompt listed above does not exist and SuperManager was unable to create it This typically happens when you enter
107. lick ar Aiai Click SAg IF the shinment ic suincescctil the Reference dialan reanmeare and the lahel mrinto Back Finish 11 5 6 Exporting to FedEx After you have mapped your Yahoo shipping methods to the FedEx shipping methods see section 6 7 a and once you have setup the FedEx connection see section 11 3 you can export orders to FedEx Ship Manager to print postage 1 First enter the order shipment weights as described in section 7 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 107 of 126 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 108 of 126 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 company generated generated Inserts
108. ll QuickBooks Match search for a corresponding QuickBooks item If there is A S Searching for product SUPER_MANAGER_B more than one item name containing the product code The following items were returned from QuickBooks by searching for product code as the item name the results of the query are shown in a list box as Please select the correct item or choose Cancel to show more possibilities in more fields shown Select the item to match the variant with and AAA EE click OK SUPER_MANAGER_BEFORE Cancel 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 85 of 126 pages 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 3 Creating New Items As stated above The SuperManager will automatically create items for each product variant that does not exist in QuickB
109. m the Orders Screen When you click Open Store Manager an internet explorer window will be opened that is already logged into your online store manager You can click New Order to create a new offline order and open the order details screen to enter the order information 61 of 126 pages 8 3 a The Order Actions Menu By choosing Actions from the main menu other functions are available L S The SuperManager MyStore y File View Actions Help a Today s Order Sale 1 order s se Today Of Get New Orders Get Orders pu By Order ID gt Supe XML Exchange gt Payment Events Check PayPal Transactions Clear PayPal Transactions from Server y 03Jan05 Doe John i 68 70 AG EJ XC8M 02Jan05 Smith Rebecca 2 114 00 XG XC7M 02Jan05 Simon James 0 68 70 xxG 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 By Order ID Allows you to enter order IDs one after another for orders you need to work XML Exchange Unbatched Events Report Payment Events Scan for Batched Mark Batched Copy from Batches 62 of 126 pages with and then either move those orders to their own tab on the order list and select them enter weights or enter tracking IDs These functions can be used in concert with a bar code scanner so you can scan the orders rather th
110. m 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 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 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 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 7 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
111. machine including NT services 3 Now select Microsoft Text Driver csv txt Cene Nen Dat Sanne from the option list and then click Finish Microsoft Excel Driver cal Microsoft Excel Treiber xls Microsoft FoxPro FP Driver dbf Microsoft ODBC for Oracle Microsoft Parados Driver db whee Parauio Tebei if Eh Microsoft Tent T abet in 2 tet se eed Visual FoxPro Driver Febtiesisl Cen Gee Teather i AAA AE Cancel 4 Download the following file http www thesupermanager 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 7 2 94 of 126 pages 9 In the ODBC Text Setup dialog enter smupsw TERA in the Data Source Name and then enter a description e g The SuperManager to UPS Online Data Source Name smupsw E Worldship in the Description edit box Description The SuperManager to UPS Online Worldship Cancel 6 Next click the Use Current Directory checkbox aoe Help at the bottom left of the dialog and then click the A ia Select Directory button and
112. n depending on registry settings no characters if time zone is unknown OP AP Ae O D O Uy Q OP Ae Q O E AP a Ae S H a LOR OP Ae uN ch Mi O N 12 2 Error Messages and Trouble Shooting Exporting Batches to QuickBooks Following is a comprehensive list of error messages that can be issued when exporting batches to QuickBooks and how to correct them Error Warning Resolution You have not yet filled in the You have not entered the taxable non taxable tax code in your store settings taxable tax code See section 6 8 for how to set this setting Please enter this in the store settings and try again You have not yet filled in the nontaxable tax code Please enter this in the store settings and try again Taxable sales tax code does not exist and an attempt to add it failed 121 of 126 pages Nontaxable sales tax code does not exist and an attempt to add it failed You have not yet filled in the tax reference item name Please enter this in the store settings and try again Your QuickBooks file does not contain the tax reference Sales Tax item you have requested to use SuperManager is creating this item for you Please enter the vendor this item should reference Vendor does not exist and an attempt to add it failed Tax reference Sales Tax item does not exist and an attempt to add it failed You have se
113. n 7 4 and the XML Exchange formats offered natively in SuperManager Once you select a carrier the shipping classes entered for this export format see section 7 4 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 SuperManager will give an error that the ship method has not been linked to a shipping class for that export You should repeat the process of selecting an export from the list and then selecting the ship class for that export from the dropdown until ship classes are specified for each export you may want to use with this ship method 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 Dazzle xml layout path 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 6 7 b Order Types In general
114. n Database Connectivity Data Source Name Text file Select the text file that will receive the information exported from FedEx Ship Manager Tutorial Continue gt 3 At the Export gt Format screen enter the following PRESTA Ix A PAA e Set format and structure of your text file san to Delimited AE Method information se What is the format and structure of your text file S et E ch a ra cte r ME to co m m a Answer each question that appears below Tutorial O Set ls fi rst row of the text fi le conta j n What is the format and structure of your text file Delimited Fields are separated by a character such as a comma h ea d l n g S to N O C Fixed Width Fields are aligned in columns What character separates your fields comma y Does the first row contain field names headings Yes No Continue gt 105 of 126 pages 4 At the Export gt Method screen select Event 1 FedEx Integration Assistant When would you like to export shipping information Each time a package ships and Method 1 Insert New Record g A Note You can change these settings at any time if How will your data source receive exported information DEEI Select the event that will trigger the export and the method for writing information to the destination igs tage d E 7 you prefer to export shipping information at the end e e f h NOTE To avoid unintentionally corrupting the dest
115. n marked Shipped or a tracking ID has been added Specifies that an order has K LJ Charged and Shipped Paid and Shipped Backordered 1 On Order Specifies that an order is backordered but that the item has been ordered from the supplier Sent to Dropshipper Specifies that one or more items have been sent to the dropshipper for processing and the order has not yet been charged or paid by the customer Specifies that one or more items have been sent to the dropshipper for processing and the order has been charged Charged and Sent to Dropshipper 58 of 126 pages order which means the item must appear on a PO and the item is linked to that PO See section 8 4 c for more information about working with items SuperManager will set orders to this status when it sends automatic dropship emails but you can also change an order to this status Must meet the conditions of being Charged as shown above a Paid and Specifies that one or more Must meet the conditions of being Paid as NJ Sent to items have been sent to the shown above Dropshipper dropshipper for processing and the order has been paid Fraud Specifies that an order has Not enforced You can assign this status and been marked fraud SuperManager will not change it Cancelled Specifies that an order has Not enforced You can assign this status and been cancelled SuperManager will not change it of Closed Specifies that an order has Not enf
116. nd 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 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 for greater customization using java or other script functions for 38 of 126 pages 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 39 of 126 pages 7 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 7 1 Preferences Program Settings Preferences Automation Database Export Formats Import Formats XML Exchange Formats General On Startup Go To uc ee Manual Order Suffix M QuotePrefix RFQ Prefs Backordered Item Treatment Subtract from Subtotal Cutoff Time for Today s Orders 11 59 59 PM Date Format 2d by Default Country United States vw Y For orders with only 1 shipment suppress the shipment number Y Warn before sending emails to op
117. nding Specifies that the order has not Not enforced You can assign this status and O Fetter OP Nec tcen reviewed Supervanager il not change On Hold Indicates that the order is Not enforced You can assign this status and y waiting for something before y Suspect Not enforced You can assign this status and Specifies that an order has being able to process it been marked Suspect SuperManager will not change it Charged Specifies that an order credit card has been charged Must be payment events of Charged type totaling the amount due for the order See section 8 4 e for how to add or modify payments received Must be payment events of Paid or PayPal Payment type totaling the amount due for the order See section 8 4 e for how to add or modify payments received Must have all shipments marked as shipped See section 8 4 d for information on working with shipments Must meet the conditions of both the Charged been marked Charged and and the Shipped statuses above Shipped Specifies that an order has Must meet the conditions of both the Paid and been marked Paid and Shipped the Shipped statuses above Specifies that an order is on Must have one or more items marked Backorder backordered See section 8 4 c for more information about working with items Must have one or more items marked on Specifies that a PayPal Cash Check etc payment has been received Shipped Specifies that an order has bee
118. nts 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 ltis 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 State Zip Code Zip Code These three options are available for identifying the range of application for Range ataxrate 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 6 6 Order Processing Automation Use this dialog to tell SuperManager a little bit about your process Order complete when status is Charged Paid and Shipped Send Drop ship Emails After Downloading Orders Teck erty Teorien Em lone 5 4 e J i F Preferred Camier US Postal Service __ Weight Calculate Calculate Dectared Value Calculate Calculate Manual Order Shipped Email Default Shipments as Insured E O esl ns Monitor Directory You can enter a path on your computer here for SuperManager to monitor for incoming order XML files When a new XML file is placed in the folder being monitored SuperManager will automatically import it for you This can be used for various autom
119. o 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 cost 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 83 of 126 pages 11 1 c Setup for Exporting Orders to QuickBooks Before exporting orders 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 7 6 c The store settings apply only to the particula
120. ooks 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 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 4 g for instructions on how to move orders from open to closed status Note as well 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
121. orced You can assign this status and been marked closed SuperManager will not change it Returned Specifies that one or more Must have one or more items marked as items in the order have been returned See section 8 4 c for more returned information about working with items 8 2 0 Order List Tabs 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 Oper tab will show orders that do not meet the criteria set up in section 6 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
122. order types are for specifying how offline orders are received You 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 6 7 C Pay Methods As mentioned above if you use Yahoo Store pay methods are added from your settings when you download products For other platforms pay methods are added when you download orders As with ship methods their names can be changed in SuperManager but this will not affect your settings in your Yahoo Store manager 6 7 d Carriers The carrier list allows you to specify which carrier was used to ship shipments in SuperManager Additionally 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 Name See bee Type US Postal Service Tracking URL http Htkenfimt smi usps com PT SinternelWeb InterLabellng OK Cancel 29 of 126 pages Name Type Tracking URL 6 e Changes the name as it will appear on the carrier list and the select box on the shipment details screen Three carriers are supported for the order status update system in Yahoo Store US Postal Service UPS FedEx and DHL includes former Airborne If
123. ory value for each of them Inventory will be modified by adding an adjustment lot Inventory lots will be discussed more in the next section Clears all inventory lots thereby setting inventory to zero for all variants in the selected product s Creates an alternative code that meets the requirements of QuickBooks for each variant for the selected product s This is not usually required since SuperManager will create product names on the fly when exporting to QuickBooks This is only required when the list of options for a variant will result in a character string longer than 32 characters Creates an alternative code that meets the requirements of QuickBooks for each variant for the selected product s This is not usually required since SuperManager will create product names on the fly when exporting to QuickBooks This is only required when the list of options for a variant will result in a character string longer than 20 when using the ALU as the lookup 30 when using one of the description fields or 18 when using the SKU Queries your QuickBooks database for an item name starting with the product code in your SuperManager product list for the selected product s Queries your QuickBooks POS database for an item that has the product code in your SuperManager product list in the field you have selected as the lookup field see section 6 8 for the selected product s Empties the alternative codes for all variants of the selected produc
124. ou 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 6 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 Custom Fields Accounting Export Reports Email Settings Email Templates Tax Rates ay pretties Order ID Prefix xc Company name SuperWare XCart Store Type XCar Contact Store ID thesupermanager Address 9 Shilingford Court Usemame thesupermanager Simpsonville SC 29681 Password anita Country United States Admin ud http www thesupermanager co Phone 864 248 4860 3 td ee Y Auto Notification Fax Make manual transactions through Webste http www thesupermanager co My Bank Merchant Account 123456 Email info thesupemanager com Use actual shipping costs plus 0 00 Company Name and Contact This information is primarily necessary for fill
125. ount 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 6 6 As discussed in section 8 2 a 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 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 consideration for open and closed orders Again refer to section 6 6 for your options in this regard 71 of 126 pages 9 0 Products Products management is offered in The SuperManager to view products as they are entered in your online store export them to
126. ount name For Yahoo Stores this name must match the exact name for the account in Yahoo Store Other accounts can be defined with any name SuperManager currently offers the following account types Yahoo an account defined as a merchant gateway in your Yahoo Store SuperManager can make manual transactions through Yahoo Store accounts even for other stores defined in the same file as your Yahoo Store Authorize net SuperManager can also make transactions through Authorize net accounts and get batches from Authorize net automatically PayPal SuperManager can NOT currently make transactions through PayPal directly This account type is provided so that batches can be manually created within SuperManager for PayPal accounts by pulling together all unbatched PayPal transactions in your orders Other Generic type for any other account type This is currently required only for Authorize net accounts To get this login go to your Authorize net back end and click on Settings from the menu on the left of the page Then click the link API Login ID and Transaction Key under the heading Security Settings This is currently required only for Authorize net accounts Follow the instructions above and after going through the workflow to obtain a transaction key enter that value in this field This setting dictates how SuperManager handles it when you click the Create Batches button If you check this opt
127. p ES yo Back Home Make a Sale Customers EndofDay Items Receive ltems Reports Practice Reminders a BR e fra Dashboard Open Windows a i Company Preferences E Company Preferences P Retail Navigator i General Store Info My Field Labels Financial Accounts Merchant amp Gift Services Communication Setup Inventory Price Levels Set up Sales Tax Set up how you want QuickBooks POS to calculate and track sales tax Use tax locations for different sales tax based on where merchandise is being sold Use tax codes for different sales tax based on what type of merchandise is being sold f Preferences Tasks Collect Sales Tax E Reset to Default Setting Add Tax Location Sales Tax fj Tax collect 7 5 paid to North Carolina Purchasing Receiving Sales Receipt Message Shipping Receipt Tendering Customers 24 Non collect No Tax Default Tax Default tax location for this store Sales Tax v Default tax code when creating a new department Tax v Store 1 SuperWare WS 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 t
128. parated by carriage Color Red returns Size Large 1 00 Color Red Size Large item options trim ltem options separated by carriage returns with any text in between parenthesis removed as in incremental pricing Item options separated by commas Color Red Size Large 1 00 item options csv trim Item options separated by commas Color Red Size Large with any text in between parenthesis removed as in incremental pricing item option choices Item option choices separated by Red Large 1 00 spaces Item option choices separated by Red Large spaces with any text in between parenthesis removed as in incremental pricing icem Option Ch bces trim item optionn The n item option choice For item_option2 in the example above Large 1 00 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 4 3 or O tem shipped flag True or False item shipped boolean item weight poundounce ltem weight in pounds ounces 12 lbs 8 oz item weight poun
129. 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 37 of 126 pages Type The type of the report the selected template is The following report types Set as Default Autoprint for New Orders are available e Invoice For creating reports one per each order Typically these will be used for invoices sales receipts Summary For summarizing order data When this type is selected total numbers of items ordered sum of funds collected etc are reported rather than individual data for each order 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 Packing Slip For creating reports one per each shipment Typically these will be used for packing slips e Purchase Order For creating purchase orders 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 When this option is checked the selected order will be printed for each new order set of orders when orders are downloaded 6 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 Recommende
130. perManager Variable List for all the possible T Prompt for the table name each time the map is used variables to import back into The Define CSV FileName ad tomo Esty aU SuperManager lt lt lt oo oon not wh 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 97 of 126 pages 7 Now click OK to close 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 6 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 7 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 me
131. performed in your shopping cart can be downloaded into SuperManager for most carts Note that for Yahoo Store charges and credits created through the standard order processing page are downloaded If you subscribe to the SuperManager PayPal IPN service PayPal payments received even from outside of the shopping cart will also be downloaded All these events are shown in a list at the bottom left of the order details page 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 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 you want to void If a 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 marked batched if the batch that contains them has been downloaded See section 10 0 about working with batches When using SuperManager with Yahoo Store SuperManager issues the first sale and credit through
132. pped or a tracking number is added SuperManager will ask you if you would like to upload that information to your store manager It is best industry practice to always authorize credit cards before charging them Some users however prefer to not do this Uncheck this option if you don t want SuperManager to warn you before charging a credit card if it has not yet been authorized for the amount you are charging SuperManager remains logged in to certain store managers whenever it is running in case it needs to interact with your store Some store managers leave 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 your store manager to remember the last user that was logged in 7 3 Database E _ GEA M2 Program Settings Preferences Automation Database Export Formats Import Formats XML Exchange Formats Autosave every minutes Optional SMG Database Fields to Save Y Coupon Information Y HTTP Info V Credit Card Information V Merchant Notes lv Customer Comments V Yahoo Store info V Entry Point IV ltem url V Preserve HTML info v item Thumbnail V Gift Wrapping Information The databa
133. pping orders Payment and shipping methods will be added to this list as new ones are encountered in the orders The SuperManager downloads For Yahoo Store owners 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 Store They are unique to The SuperManager Store Settings Stores Secunty Email Settings Email Templates Tax Rates Order Processing Automation Custom Fields Accounting Export Reports TE Ovemight Modify USPS First Class Delete Pay Methods Ship Methods Move Up Move Up Move D owri GI Y mo O Order Types Package Types j I OK 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 27 of 126 pages 6 a Shipping Methods To accurately export your orders to your shipping software you will need to map each of your shopping cart s shipping methods to each carrier shipping class you will be using for that specific
134. pping 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 101 of 126 pages 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 integrate Your data source may be an ODBC DSN or a test file Learn More C ODBC DSN Open Database Connectivity Data Source Name Text file Select the text file that contains your shipping information C Program Files FedE smtofedex txt Browse Continue gt Flat File Configuration My DSN is not in the list What should do What is ODBC Data Source Administrator What You Need ta Know What is a Text File Tutorial 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 C Fixed Width Fields are aligned in columns What character separates your fields comma y Does the first row of the text file contain headings Yes No Continue gt Fe
135. product orderable Product orderable Yes or No product orderable flag 1 or 0 product orderable boolean True or False product piet r sre Product picture url eee o mae product picture Product picture url AA A igri mngr gif product thumbnail Product Thumbnail Picture url A A st imei O ge Minimum order quantity Maximum order quantity 116 of 126 pages The SuperManager Variable Replacement Code pproduct_quantum O O O Product quantity prices 5 at 5 10 at 4 etc Explanation product_customl_____ Productcustomfied1___ product_custom2 Productcustomfield2 12 1 c 1 Product Variant Information The SuperManager Variable variant dropship Dropship Yes or No variant dropship flag 1 or 0 variant dropship boolean True or False 0 Optimum quantity in stock 12 1 d Merchant Batch Information The SuperManager Variable l Batch number 00250 batch account Batch account Paymentech merchant account 234561202 12 1 d 1 Merchant Batch Entry Information The SuperManager Variable Replacement Code Explanation batch entry number Batch entry number 5 20 Batch entry invoice number 1202312334 Batch entry approval number 030201 Batch entry amount 20 00 117 of 126 pages The SuperManager Variable A ey On mm yyyy Batch entry card number XXXXXXXXXXXX1234 Batch entry card number 5410123412341234 Batch entry payment method MasterCard
136. r 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 Brings up a menu containing all your defined email templates allowing you to send any of them to the customer you are viewing ri 64 of 126 pages kf 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 4 Will be limited to those on the order list currently in view in the orders dialog TE gt A x Deletes the current order being shown Y Update order changes to your online store Y Download order changes from your online store ps Ad a rating from the customer through your online store Currently this is only offered for Yahoo ore 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 your online store 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 6 7 In this same section it describes how you can setup order types to distin
137. r nes PayPal Shaping Cart Seript 63 00 Update lnwentory Sync InvAntory b Export Right click in the product list to XML Excharke gt mark products as hidden open them to view more details Select All export them etc Deselect All Urt Price 529 99 Caption Average Cost 20 00 Weight Ode When imported items with no tem uk price are automatically hidden tem thumb uit Toggle this tab to work with E Dropship these items File Opened 13 of 126 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 your store s passwords and usernames email templates shipping and payment methods and so forth Each of the tabs in the store settings will be shown in section 6 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 includes 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 7 0 14 of 126 pages 6 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 fullest potential After y
138. r store database you have opened These are explained in section 6 8 11 1 c 1 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 11 1 c 2 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 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 E The SuperManager MyStore prs menu File View Help Numb Update Product List Bret arts Number of P Vanants b Create All Inventory gt Delete All Alternative Codes d Shown Hidde Ar SOperF T SUperr ind Description 1 Year of PayPal Monitoring Service for The S 84 of 126 pages 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 lef
139. rated 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 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 Use 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 Check this option to request a read receipt for the email 6 5 Tax Rates Specify your Tax Rates here You can enter zip code ranges or just specify a generic tax rule by state You have the opt
140. rd Other totals such as shipping discounts credits restocking fees and miscellaneous adjustments can be added deleted and modified When you press the Add Total button or double click on an existing total you can modify it on the total details screen y Name Shipping Amount 5 95 7 Guess OK E Cancel 70 of 126 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 If you have put a taxes and shipping script in your store settings see section 6 6 and you are adding modifying a tax or shipping total the button will say Query instead When you press it SuperManager will query your script and set the total amount to the amount returned by the script 8 4 9 Messages Other and Custom Fields In the bottom right hand corner of the screen is a set of tabs that toggle between From Customer To Customer Gift Message Other and Custom From Customer is the message that your customer entered in the shopping cart when creating the order This field is not editable To Customer is a message you
141. 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 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 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
142. rom Deposit Amount Flat Fee 8 00 Percentage Fee 0 0000 MasterCard rokr Cancel Apply Export Options When you export batches or orders to 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 2 Automatically Create Variants 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 and setting up dropship automation 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 32 of 126 pages Undeposited Funds Account Accounts Receivable Account Cost of Goods Sold
143. s not guaranteed to allocate the amounts received and credited to your customers 100 accurately Specifically there are a few things that can present problems when exporting batches e If the some of the orders in the batch are not in SuperManager e Ifthe batch entries are not named in a way that SuperManager can link them to an order e f the amount due for any of the orders is not zero To fix this see section 8 4 g about moving orders from open to closed e lf the order totals do not reflect the proper accounting of amounts due and amounts received from the customer Since it is difficult to foresee some of these problems before exporting SuperManager does a dry run through the process of creating the batch line items before actually exporting them to QuickBooks If there are issues it displays a list of errors and warnings Common warnings and how to resolve them are shown in appendix 12 2 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_1Installer 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 settin
144. s to myself Y Preview Edit emails before sending 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 properly Benefits of using the default mail client e When using the default mail client you will have a sent item stored in your mail client if you have your mail client set to store them When you use SuperManager s internal functions this is only the case for certain mail servers such as Gmail Drawbacks of using the default mail client e SuperManager cannot send order status update emails to Yahoo Store when using this option e Most mail clients will require you to approve each email sent for security reasons 20 of 126 pages 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 ability to use such servers The SMTP server you use does no
145. se tab offers a few settings concerning when your database is saved and what should be saved in it Autosave on Close 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 Autosave 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 Optional fields to Save Yahoo offers several fields which are either repetitive 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 44 of 126 pages 7 4 Export Formats 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 Preferences Automation Database Export Formats import Formats XML Exchange Formats DAZae Endicia default This Format Exports Shipments DHL WebShip FedEx Ship Manager i My UPS Online Address
146. shipping method To open the Modify or Map Shipping dialog first click the Shipping Method tab and then double click on the 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 For more information about building text exports see section 7 4 Modify and Map Shipping Methods Mame Ground Default Packaging Box Map Carrer Shipping Classes for Export E sport Ship Class DAA le Endicia PRIORITY DHL Webs hip Ground Fede Ship Manager 90 FedEx Ground Home UPS WorldS hip Ground ML Exchange DAzzle Endicia Priority Mail ML Exchange Worlds hip Ground r i gt Ship Class for 355 selected export Dazzle ml layout path or leave blank to use the default layout moo Cancel Name 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 Default Packaging This is the default packaging type assigned to each shipment with this ship method You can then change the packaging type for each shipment individually on the shipment details screen 28 of 126 pages Map Carrier Shipping Classes These are the shipment export formats you have entered using the directions for Export in sectio
147. sing the following steps 91 of 126 pages 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 Endicia defined 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 ye Select the file in the browse window that you exported in steps 4 5 Click Open and the tracking id s
148. sterCard and Visa Do no export this pay method in this account ltem Category Name Deduct Transactions Fees from Payment Amount 36 of 126 pages lf 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 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 and creating batches 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 6 9 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 e
149. t all your Store Information and critical login information Login information is required to retrieve and send data to your online store 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 depending on the type of store you are connecting to 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 To do this log into the online store manager for your store and browse through your orders to find the order number of the first order you would like to download into SuperManager then enter this order number 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 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
150. t box to look up the record up number tor the package you west to moon Way A Package Reference _abedtasa 5 o e m Fed x t at k _ s p y as Mm a YN ag ra l M l i to i Ye x 0 Abro Ej Y Continue gt 10 At the Import gt Information screen perform the gt FedEx integration Assistant Match the shipping fieldswithyour fields following Click on the word Package to open the field list Source Format Shipping Lookup MRIS window Select the following fields What types of information do you want to import Identify the FedEx Ship Manager data cat What shipping information is in source The category choices shown here Package catego gt Package Weig ht 3 Package Weight What information is required to ship l International 2 3 d Package V Payment Type apackage ini I Ship Date we e Payment Type C Baniani p How do use the Advanced ur l Sender M Reference pation l Special Services Prades Tutorial O Refe re n ce Advanced Signature Release Number DimHeight e Package Type T Dim Width e Service Type Click OK Continue gt 1 1 Click on the word Recipient to open the field TES Integration Assistant Match the shipping fields with your fields list window Select the following fields e Recipient Contact Name Source Format Shipping Lookup MO e Recipient Address 1 Unt hls Shp Mares rior oa a source The category choices shown here Recipient anna om
151. t 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 Code The SuperManagerBasic Hidden Orde Desenplior The Super anager Basic Package Capbor Availability Oo e url hitp waw thesupermanager com order html Thumbnait gt Pe Custom a _ Custom2 Na Order Limits Pricing Minimum fi Base Price 599 00 Maximum 10000000 Personalization 0 00 0 Quantum Vy Giftwrap 000 Options The SuperManager B asic Add Modify Delete Delete All ili Up Down 4 Choose Actions Alternative Codes Lookup E Tre SuperManager MyStore m QuickBooks ltem File View Help Numb Update Product List Number of P Variants Inventory ct Search items by code name desc Alternative Codes gt Prepare ae QuickBooks Shown Hidden ANT Sperme Super int Prepare for QB POS ID Code Description Lookup QuickBooks Item ppipn PayPal IPN 1 Year of Pay supermanagerlit SuperManage 1 Year of Sur Lookup QB POS Item supermanageru SuperManage 1 Year of Sup googleanalytics Google Analyti Hosted Goog Clear Alternative Codes ppipnsetup PayPal IPN S PayPal Monitor sernce TTIMES 5 For each option variant The SuperManager wi
152. t 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 Port The network port number your SMTP server requires communication to be received on Typically this is port 25 for non secure connections 587 for TLS connections and 465 for SSL connections Check with your SMTP server administrator to see which port your mail server requires Security Many mail servers require either TLS or SSL security Check with your SMTP server administrator to see if these options are required My Server Requires Most mail servers require authentication to avoid SPAM violations Check Authentication with your SMTP server administrator to find out if authentication is necessary and if it is the username and password you need to use 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 SuperMana
153. t out customers Printing Import Export Formats Mode Print Preview lt 1 Copies M cos Import Export Hardware COMM Port Save Settings Now Electronic Scale RadioShack 26 350 xi 2 zj _Test_ est Restore Default Settings Canoe 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 Quote Prefix When an order is set to status Quote this prefix is automatically added to it to separate it from actual orders RFQ Prefix When a PO is check marked as an RFQ Request for Quote this prefix is added to it to separate it from actual POs 40 of 126 pages Backordered Item Treatment Cutoff Time for Today s Orders Date Format Default Country Suppress Shipment Number Opt Out Email Warning Printing Mode Copies Collate Electronic Scale Import Export SMX Save Settings Now Restore Default Settings 41 of 126 pages SuperManager can handle funds due for backordered items in three ways e Nothing Amounts due for backordered items will be considered due even though
154. t s 9 4 Modifying Products To bring up the details of a product to modify or view specifics of a product use the Open function as show above or double click it to open the product details screen goagleanalyticssuperlink 3 Code Google Analytics Superlir Hidden I Diderable I Taxable AFET EN ET PRI Self Installation 0 00 Full Service 50 00 Weight fo 0 0 oz y Order Limits 1 Average Cost 100 00 Minimum ES Quantity Pricing irimum f1 Base Price 143 33 Declared Value 149 59 Maximum 100000 Personalizatior 0 00 Giftwrap 0 00 United States X Selected FA E S 2 Country of Origin ins Create Al L ell Installation 0 00 g stein oa ia p ca UPC Delete Supplier ef Drop ship Delete All Supplies Part No ha too ReoderAt O The toolbar contains the same navigation buttons as the order details screen Refer to section 8 4 a for descriptions The weight field is used for establishing the weight of shipments 75 of 126 pages 9 4 a Adding Modifying and Deleting Options Option lists can be added or deleted using the buttons above the options tree Add Option List Delete O plior List Add Modify Delete oss de Type gt View Paths i You can right click on an option list and add modify or delete an option You can also set the type to select inscription or initials A select option list allows
155. tablished by the sum of the Remaining amount of each inventory lot Inventory lots are used to allow you to track individual shipments of a particular product variant SuperManager uses first in first out 77 of 126 pages FIFO costing to assign costs to items that have been added to your orders As the inventory lots are shown on this list it will first take available inventory from the lots at the bottom of the list then as they are expended move up the list until it finds remaining inventory Inventory lot type can be set to one of the following Adjustment This is type you will use for any lots you manually add to a variant Ordered SuperManager creates this type of inventory lot when you have added this variant to a PO but it has not yet been received You should not manually assign lots to this type Received SuperManager creates this type of inventory lot when this variant is part of a PO that has been marked as received You should not manually assign lots to this type Out of Stock This type of lot is used for keeping track of the number of backorders you have for this item The location of the inventory lot can be set to make it easier to track down a batch of inventory in your warehouse or store The previous and next buttons can be used for navigating from one variant to another 78 of 126 pages 10 0 Merchant Batch Management In addition to downloading your online orders SuperManager can also download and work
156. tc 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 Store Settings Stores Security Email Settings Email Templates Tax Rates Order Processing Automation Custom Fields Accounting Export Reports oO Ad Delete Type Invoice vw Path Receipt _ SuperManager Installer S ales Receipt htm Financial Summary SuperManager Installer Financial Summary html ltems Ordered SuperManager Installer items Ordered html Picklist _ SuperManager Installer Picklist html Ft Lj ea N set As Default F Auto Print for New Orders Exclude Cancelled Fraud Orders Browse ee ee OK Cancel Apply Report List 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
157. the Yahoo Store manager order details page Additional transactions or transactions for orders made outside of your Yahoo Store are made through the manual transactions page 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 returned a negative AVS response 69 of 126 pages Use the security settings to limit access to the credit card authorizing charging and crediting functions See section 6 2 for more information Payments made outside of SuperManager such as checks or cash you have received or credit card or PayPal transactions made outside of SuperManager can be recorded by pressing the Add Event button Existing payment events can be modified by double clicking on them Payment Event Details Type LA izal ion Number 2016 oo o d AVS XG cy Not Indicate x Amount 68 70 iv 4 12 2005 Y Batched OK Cancel 8 4 f Working with Order Totals SuperManager automatically calculates a subtotal final total amount paid and amount due for each order Add Total Delete T otal Likely Subtotal 449 00 Shipping 5 95 Total 454 95 Amt Paid 0 00 Amt Due 454 95 Comn E stim n ent a
158. thod 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 information 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
159. tialized 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 template to each customer Enable this option if you want the manual order shipped email to be sent for all orders and not just manual orders 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 see section 6 7 e If
160. tings variables or order variables when exporting orders and batch variables when exporting batches SuperManager can apply classes on the line item and or transaction level If you want classes applied to each line item enter one here 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 value to fill in the PO Number field if orders are exported with invoices into QuickBooks This field can be left blank May contain any of the store settings variables or order variables 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 value to use for the QuickBooks payment method field for orders exported as sales receipts This field can be left blank May contain any of the store settings variables or order variables QuickBooks Group Price Adjust Item QuickBooks POS Server QuickBooks POS Company QuickBooks POS Department Lookup POS Items Using SuperManager supports linking to QuickBooks item groups This is a good way to handle situations where you are tracking inventory in QuickBooks and certain items you sell in your online store require multiple inventoried items being sent to the customer In such instances however
161. to set this setting Customer name YYY resolves to a blank name for batch XXXXX Please enter name to use or press Cancel to skip this batch Batch XXXXX Unable to add customer YYY Class does not exist and an attempt to add it failed Your QuickBooks file does not contain the sales rep SuperManager is creating this item for you Please enter the other name list entry this rep should reference Other name does not exist and an attempt to add it failed Batch XXXXX Unable to recognize payment method for entry YYY based on its card number ZZZ Batch XXXXX Unable to find card event for entry YYY for Z ZZ XXXX item YYY does not exist and an attempt to add it failed Where XXXX could be payment merchant fees taxable sales non taxable sales shipping taxes discounts credits coupons adjustment gift certificate credits or restocking fees 123 of 126 pages The customer name entered in section 7 6 c resolves to a blank for this batch This could happen for example if you said to use company_contact_first_name for the customer name but you have not filled the contact information into your store settings for the store the batch being exported belongs to SuperManager tried to create the customer you specified in section 7 6 c but failed in doing so The most common cause for this is when the customer name you have specified does not exist on
162. type Both Profile name MyProfile Created 3 5 2005 3 44 36 AM Here is summary of your integration profile Tutonal Import Summary Import Data Source Edit Text File C Program Files FedE s smtofedex txt Shipping activities Edit Shipping method Single E dit Review edit information before shipping Yes Record look up Edit Continue gt 9 At the Finish gt Instructions screen click Finish You will be prompted to save your new profile under a name you specify Name the profile SuperManager to make it easy to remember then eo Help click OK Congratulations your integration profile is complete Common Questions The following is a brief overview of how to use your new integration profile E e cn el helo with Can create another proble Import gt Single Edit Aftentlase FeclEy Integration Assistant will be able to make Using a Reference Lookup changes ta muprofile Tutora 1 From the gar 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 correct 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 c
163. u are only using it for one store To do so just find MyStore in the scripts and change it to the value of your choosing and make sure it matches between SuperManager and the script Your ZenCart username Your ZenCart password The url to the admin folder of your ZenCart installation This is the account that you want to use for charging credit cards Currently only Yahoo Store and Authorize net accounts are supported Before your Yahoo Store accounts will be shown in this list you will have to use either the Get Batches or Submit Batches functions For your Authorize net account to be shown here it must be manually added to your list of accounts This will be discussed in section 10 0 Check this option if you would like SuperManager to automatically add a shipping total to an order when you ship the order You can make the amount of this total either the exact amount it costs you to ship the package s to your customer or add an additional amount on top of the actual costs by entering it in the box next to the checkmark 6 2 Login Security Information store settings Order Processing Automation Shipping Custom Fields Accounting Export Reports Stores Securty Email Settings Email Templates Tax Rates Expire CC information after Password protect this file Expire CC information after Password Protect this File with the Security Key Allow limited access with no security key 6 3
164. ubtracted from 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 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 SuperManager can apply classes on the line item and or transaction level If you want classes applied to each transaction enter one here This field can be left blank May contain any of the store set
165. ult Esport Adthess Back is to be used for exporting shipments wm Default Export Shipment R Default Import Invali Address Book gs Default Import Invali Commodity 3 Next enter a descriptive name UPS a a 7 Default Import Invali Reference Number a WorldShip to The SuperManager in the Name 4 Default Import Ad ress Book edit box and then click the Create button di 5 Pint ms lb Irom ont New Map Import from ODBC Database Export data from WorldS hip Shipment Name SuperManager to UPS Create cea o Edit upssm export to CS map 4 Select the Ship To tab and click Reference ID and then click the Add button Next click Shipment Your CS file 0 of maximum 255 fields the Package tab and click Tracking Number pme 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 O Shipment Information Ship Ta Ship From Pack 4 Void Indicator Service Type Book Number Page Number Shipment ID Hundred eight Actual Weight Extended Area Indicator Billable Weight Add All Columns Remove All Columns C Apperid to existing file Import Formats and section 12 1 The Prada Meana al Su
166. want to send to you customer You can print this message on your report templates by using the order_merchant_comments variable Gift Message is a gift message that the customer entered in the shopping cart This field is editable so if a customer contacts you after submitting the order and asks you to add that information to the order you can do so The Other tab has a series of other order fields that are less common to have to view and or modify These fields can be modified by double clicking on the field to modify and editing the value in the box provided One of the more common fields to need to view is the Alternative ID field This field is provided since SuperManager requires that the primary ID for orders is numeric with perhaps a suffix and or prefix This alternative ID provides you a second order ID that can be completely free form Some shopping carts such as Amazon have IDs that cannot fit into SuperManager s requirements This gives a way for SuperManager to still interface seamlessly with such carts The Custom tab offers a free form set of additional fields Yahoo Store allows you to generate such fields for gathering additional information from your customers during order gathering On this tab you can see custom fields gathered in this fashion and also add delete and modify such fields 8 5 Moving Orders from Open to Closed The SuperManager will help you assure that each customer is charged the am
167. want to use with this package type SuperManager can calculate weight for each shipment depending on the settings you set for default shipment weight see section 6 6 Enter the weight of the empty package here so that it can more correctly calculate the weight of the filled package Some shipping venders require dimensions for each package or will give price discounts if this information is provided You can enter the dimensions for this package type here so that SuperManager will default to the right dimensions for each new shipment using this package type You can then change the dimensions for individual shipments on the shipment details screen 6 8 Accounting Export Use the Accounting Export settings Dialog to specify how you would like to export your transactions to your accounting software Store Settings Stores Security Email Settings Email Templates TaxRates Order Processing Automation Custom Fields AccountingExport Reports Export Options The maximum number of vanants in a product that SuperManager should Undeposited Funds Account Undeposited Funds apt atic ally make variants for Accounts Receivable Account Accounts Recervable Cost of Goods Sold Account Cost of Goods Sold llar A coat Amann mnt hard Arnal ii Account Settings Orders and Cash Transactions Pay Method F Do not export this Pay Method in this account ltem Category Name Undeposited Funds Deduct Transaction Fees f
168. will be imported for the dates you specified in step 3 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 7 6 d After entering these settings you will also need to follow the instructions in section 6 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 4 d 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
169. with Prompts QuickBooks POS 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 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 6 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 sele
170. you prefer to have one constant weight used for all shipments you can enter that here To change it back to calculating the weight from the items and packaging weight press the Calculate button 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 Taxes and Shipping Script Yahoo Store supports using a script to determine the amount of taxes and shipping that should be collected from the customer If you have such a script set up SuperManager will also use it to calculate taxes and shipping If you are not using Yahoo Store but would like to use this feature with SuperManager you can see the documentation of howi t works including an example here http help yahoo com l us yahoo smallbusiness store order retrieve retrieve 14 html 6 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 shi

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