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[NickSanz]

At the end of every day we charge the orders that have shipped.
Previous to trying Supermanager we were using Y Store Tools order processor.

At the end of the day when we charged the orders we printed an end of day summary of all the charges.
On the summary it listed:

Order Number - Customer Name - (Order Payment Type [Visa, Mast, etc.]) - Amount Charged

Then at the end of the order numbers list it printed:

Credit Card Charge Summary By Type
------------------------------------------------
Visa: Amount
Mastercard: Amount
etc.

Is it possible the do this with Supermanager?
Right now at the end of the day we simply print a financial summary so that we know the sales for the day but we would like to have a more detailed list.

Thanks for any help.

Edit: Also, is there a way to estimate shipping costs when entering a manual order? We have all the weights set up in our online store, and Supermanager did download the weights appropriately however when entering "additional" costs and choosing shipping then "Guess" it just enters a negative order total number.

[David Johns]

Nick,

SuperManager does have one thing that I think will help you in this regard.  From the orders screen you can go to "Actions" | "Payment Events" | "Unbatched Events Report".  This will show a list of all transactions that are in SuperManager that have not yet been batched.  To get started with this you will need to make sure that all events are marked batched that have already gone through.  Do this by downloading all your available batches.  Then, since Yahoo only allows you to see the last 90 days of batches, you will likely have to manually mark some orders batched.  To do this:

- Go to the "SuperFilter" tab and select "Unbatched Payments" as the filter and press "Go!"
- Use ctrl-A to select all the orders on the list
- While holding ctrl click on any orders you don't want to mark batched
- Choose "Actions" | "Payment Events" | "Mark Batched"

Following that when you display the report as shown above it will only show unbatched events, which should be the ones from today.  To keep the list up to date you will want to download your batches each day so the previous day's transactions will be marked batched.

Does that help?

Thanks,
David

[NickSanz]

David,

That didn't really help out much, but I managed to find a solution that works well.
At the end of the day once the orders for the day have been shipped / charged I do a superfilter for for orders that had been shipped on said date.

I created two custom export formats, one that is a range and lists the totals for the day (shipping, coupons, taxes, total, and also what payment methods were used) and one export format (that is an order export) that lists order# - customer name - amount charged.

These save to a .txt file that we can print or save and include with out pick lists / shipping label receipts for the day

[David Johns]

Nick,

Good idea!  Glad you were able to figure out something that will work for you.

Thanks,
David

[qbsrox]

David,

These sound like two awesome reports that he created.  Any chance of having them as part of the program?  Or maybe a section in the forum for people to post report templates to share?

Thanks!

[David Johns]

Rox,

We have plans for a set of pre-packaged reports that you will be able to easily pull up.  They'll hopefully be available in the next 6 months or so and will include this and other information.

Thanks,
David