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Rox,

When you turn on this option The SuperManager will still use whatever format you specify under "Customer name to use for order exports".  You can set this field to "bill_last_name, bill_first_name", "order_id", "bill_phone_number", "order_email" or any other variable(s) or static name you choose.

If there is a specific bit of information you would like to have for a customer name let us know and we will tell you how to do it.

Thanks!
David

Rox,

There are a couple aspects to your question.  The SuperManager will create customers with the lastname, firstname just by entering "bill_last_name, bill_first_name" in the "Customer name for orders" box.  If you are using order information for the customer name, however, I might want to offer two additional recomendations:

1. Check the "Create customers for order exports" setting.  This will transfer all the customer billing and shipping information from your order into QuickBooks.  I guess the name is kind of misleading because The SuperManager will always create a customer for each order if it does not already exist.  But by checking this option all customer data will be copied from your Yahoo! store order into the QuickBooks customer.

2. I might suggest if you want to make sure that customers are kept unique between orders that you use either "order_email" or "bill_phone_number" for the customer name.  The email will always be unique unless two people have access to a single email address.  The phone number in this format will only give the digits of the phone number - no spaces, (), -, etc... and will always be unique unless a ohone number is reassigned.  With lastname, firstname it is likely that there will eventually be two people that order from you with the same first and last names.

Rox,

Thanks for the question.  All items created by The SuperManager are create with references to the proper accounts.  Could it be that you created some of the service items yourself rather than having The SuperManager create them for you and at least one of them is missing an account reference?  Please let us know if a search through the items already existing in your QuickBooks reveals any without proper account references.

Thanks,
David

When upgrading to a new release The SuperManager should update your data and setting files without incident.  To  that your data is kept safe in the process we recommend the following proceedure.

1. Save a backup copy of your .smg file(s) to a safe folder on your harddrive, jump drive or on a CD/DVD-R.
2. Save a backup copy of your settings file, which by default is located at C:\Program Files\SuperManager\SuperManager.set.
3. In windows go to "Start" | "Control Panel" | "Add or Remove Programs" and look for "SuperManager" on the list.  Uninstall The SuperManager.
4. Run the installer provided by SuperWare.

Unfortunately Yahoo exports do not allow the order status to be downloaded using the normal "Get New Orders" function in The SuperManager.  We have, however, created a method by which to import these order statii as they are selected in your Yahoo store manager.  This requires a two-step process.

1. Download your orders via the "Get New Orders" button, "Actions" | "Get Orders..." menu item or "Update from Yahoo!" function on the context menu on the order list (The menu that shows up when you right click on the order list).

2. Choose the orders for which you wish to get the status.  You can use ctrl-A to select all orders on the displayed list.  Then right click on one of the highlighted orders and choose "Get Order Status from Yahoo!".

This will set the order status in The SuperManager as it is in Yahoo!, import any tracking numbers, copy the repeat customer info and copy the merchant comments that are in the Yahoo! store manager.

Yes!  The SuperManager can be used on multiple stores.  Each .smg file is capable of interfacing with a separate store.  You just need to keep a couple of things in mind when using The SuperManager with more than one store.

1. If you are using a separate username and password for the different stores you will need to enable the option "Logout of Yahoo! when the store file is closed".  This is found on the "Preferences" tab of the "Program Settings".  This forces The SuperManager to log out of Yahoo! when you are potentially switching to a different store.  If this option is left unchecked The SuperManager will not sign you out of Yahoo! after it is finished performing functions with your store manager.

2. If you are using the same username and password for your stores you can have two or more instances of The SuperManager running at once, one with each store.  In this way you can be working with your stores simultaneously.  Just pay close attention to which store's instance of The SuperManager you are in!  You can find this in the title bar of the window.

Jeff,

The SuperManager will automatically delete this file for you after it imports it if you follow these instructions:

1. In The SuperManager choose "View" | "Program Settings..." from the main menu.

2. Select the "Import Formats" tab

3. From the list of import formats choose the "FedEx" import or whichever one you are working with.

4. Check the "Delete After Import" option.

After that each time you import it will delete the file afterwards, giving FedEx an empty file to work with the next time.

You can choose whether The SuperManager will create customers for each order export into QuickBooks.  To have The SuperManager create customers for each order follow these steps:

1. Choose "View" | "Program Settings..." from the main menu in The SuperManager.
2. Go to the "XML Excahnge Formats" tab.
3. Select "QuickBooks" from the list and check "Create customers for order exports".
4. Click "Ok" to close the program settings.

Now customers will be created with the address, phone and email fields from your SuperManager order.

[Follow the steps below to setup and use the Yahoo! email XML notificaiton feature to import orders into the SuperManager and take advantage of all the SuperManager features:]

The SuperManager can automatically retrieve Yahoo! orders for Yahoo! Legacy, Merchant Standard and Merchant Professional stores using the Orders->Export->XML feature.?  However, it is not possible to retrieve orders through a Merchant Starter store becuase the Orders->Export->XML feature is not available. Alternatively, Merchant Start store owners can use the XML email notification feature from Yahoo! to retrieve Yahoo! orders by XML and import them into the SuperManager.

Follow the steps below to setup and use the Yahoo! email XML notificaiton feature to import orders into the SuperManager and take advantage of all the SuperManager features:

1. Browse to your Yahoo! store manager and click the "Order Emails" link under the "Order Settings" heading.
2. Enter the email address(es) where you would like the XML orders sent.
3. Select the option which specifies how frequently the orders should be sent (each option will work with the SuperManager).
4. Specify the format as "XML Format"
5. Next, click "Done" and then click "Publish Order Settings" on the Store Manager page and then "Publish" to publish the new email notification settings.

Follow the steps below to import the XML orders into the SuperManager:

1. Once a Yahoo! XML order email has been received in your email inbox, save the attached XML to your computer.
2. Open the SuperManager and click "File->Import->Yahoo Orders XML" and select the file that you saved to your computer.
3. The new orders will be imported into the SuperManager.
4. Click "File-Save" to save your SuperManager store database.

Please email customer support at info@thesupermanager.com if you have questions about this FAQ or any other issues.

Thanks!
SuperManager Customer Support Team

[ZoneAlarm]

This error can be caused by internect connection issues.?  Most often we find this issue to be caused by firewall software blocking The SuperManager from gaining access to the internet. ? To correct this error open you firewall software and grant access to The SuperManager to access the internet.

Here are specific instructions for some common firewall programs:

ZoneAlarm
Open the ZoneAlarm Control Center by right clicking on the "ZA" icon in the system tray at the bottom right hand of your screen. ? You may need to click the arrow pointing to the left at the edge of the system tray to unhide the icon. ? You can also access the Control Center by going to the windows "Start" menu under "(All) Programs" | "Zone Labs" | "Zone Labs Security". ? In the Control Center select the "Program Control" vertical tab on the left. ? Then select "Programs" from the horizontal tab on the top. ? The SuperManager should be included on the list already and you will just need to click in each of the 4 boxes to change them to green checkmarks. ? If it is not on the list you can click the "Add" button from the bottom of the dialog and select the file "C:\Program Files\SuperManager\SuperManager.exe" to first add it to the list. ? Then check each of the four boxes.



McAfee Personal Security
Open the McAfee Personal SecurityCenter by double click on the "M" icon in the system tray at the bottom right corner of the screen. ? You may need to click the arrow pointing to the left at the edge of the system tray to unhide the icon. ? Once you have the Security Center open click on the "Personal Firewall" link on the left side of the dialog. ? Once the firewall settings are displayed choose "View the Internet Applications List". ? Once the list is displayed choose "New Allowed Application". ? This will bring up a dialog in which you are prompted to select a file. ? Select the file "C:\Program Files\SuperManager\SuperManager.exe". ? This should add The SuperManager to the list. ? Once The SuperManager is on the list of approved applications you can close the SecurityCenter and The SuperManager should function properly.





Norton Internet Security
Open the Norton Internet Security Settings by right clicking on the yellow globe-shaped icon in the system tray at the bottom right corner of the screen and choosing "Open Norton Internet Secutiry".?  Once you have the Security Settings are open click on the "Personal Firewall" link in the center of the dialog.?  Click on the "Configure" button that coes up on the right side of the dialog.?  Once the firewall settings are displayed choose the "Programs" tab.?  Once the list is displayed look for "The SuperManager" on the list below the "Manual Program Control" heading.?  If it is not there choose "Add".?  When you are prompted to select a file select the file "C:\Program Files\SuperManager\SuperManager.exe".?  This should add The SuperManager to the list.?  In the "Internet Access" column set the permissions to "Permit All".?  ? You can then close the settings and The SuperManager should work properly.





Sygate Personal Firewall
The first time you use The SuperManager to access the internet the following popup will be displayed.



Check the box on the left and specify not to ask again for this application and choose "Yes".?  If you ever want to check the status, version or permissions for The SuperManager and other applications you can open the Sygate control panel and choose "Applications".



Note: With this firewall whenever you upgrade The SuperManager you will have to reboot to allow Sygate Personal Firewall to recognize the new version.


Kaspersky
Open the Kaspersky control panel and select "System Security" and press "Settings...".  Press the "Settings..." button next to "Enable proactive defense".  Uncheck "Operating system kernel modification" and "Hidden objects detection".

There is a feature in the email settings called "Bcc all emails to myself".   This causes The SuperManager to send a copy of EVERY email it sends to the email address entered in your company profile.  This includes the emails that are sent to update order tracking information to Yahoo!'s server.  You can stop recieving these emails you can uncheck this box.  To recieve copies of other emails, while not recieving these you can add your email address or "company_email" to the Bcc box of the email templates of which you wish to recieve copies.

The process is pretty straight foward.  Just follow these simple steps:

• Install The SuperManager on the new PC.  If you need to download the installer you can do so by going to www.thesupermanager.com, clicking on "Download" and entering your license key in the box.  If you don't know your license key go to "Help", "About The SuperManager..." in SuperManager (on the old computer).  You can also find your license key in the email we sent you when you purchased your license of SuperManager.
• Copy your .smg file from your old PC.  If you don't know the path just go to "File", "Save As..." in SuperManager on the old computer and save the file to a location that is easy to find, such as on your desktop.  Then transfer this file to your new computer.  You should probably store it in your "My Documents" folder somewhere.
• Open SuperManager for the first time on the new computer.  When you open The SuperManager for the first time on the new PC you will be asked for your license key.  This key was provided to you when you purchased The SuperManager and is valid on as many machines as you need to install it on for YOUR OWN business needs.
• After SuperManager opens, use "File"|"Open" to open the .smg file that you copied over.  The SuperManager will remember the file you last had opened the next time you load it so you should just have to do this once.
• Copy your settings file
  When Using SuperManager 1.5 or Newer
  In SuperManager go to "View", "Program Settings" and press "Save As..." in the bottom right corner.  Then save this settings file on your desktop or another each location to find.  Transfer this file to your new computer in a place that is easy to find.  Then in SuperManager on the new computer go to "View", "Program Settings" and press the "Load" button and select the file you copied from the old computer.
  
  When Using an Older Version of SuperManager
  Navigate in the file windows file explorer to "C:\Program Files\SuperManager\" and copy the file "SuperManager.set" to your new computer in the same location.  When The SuperManager is installed a default settings file is created.  You will need to overwrite this default file on the new PC with your settings file from your old PC.  Note that in order for this file to properly overwrite the default settings you will need to have SuperManager closed when you overwrite the settings file.

If you are transferring to a computer with Windows 7 or higher, you may also need to follow the steps in this post to be able to print properly:
http://www.thesupermanager.com/forum/index.php/topic,362.0.html

The appendix of the User's Manual gives a complete list of all the available keywords and their meanings.

[Make sure shipment tracking features are enabled for your Yahoo! store]

Here are a couple of things to check if your shipment information is not correctly updating on your Yahoo Store:


Make sure shipment tracking features are enabled for your Yahoo! store
You have to enable this feature in Yahoo! before it will start processing shipment statuses.  To check this, go to your Yahoo! store manager and press the "Shipment Status" link.  Check the first setting to make sure "Use Shipment Tracking features" is checked.


Make Sure Update Order Status is Enabled in the Store Settings
You can turn off shipment status updates for each individual store to be able to handle situations where some stores in your file should be updated and others not

Follow these steps to make sure this setting is enabled for your store(s):
1. Go to "View", "Store Settings..."
2. On the "Stores" tab, select the store you are working with
3. Make sure that "Update order status" is checked
4. Repeat steps 2 - 3 for each store as necessary


If the shipment information is still not updated, please contact info@thesupermanager.com for help.

[mail.my_isp_name.com]

Some ISPs block Simple Mail Transfer Protocol (SMTP) to all mail servers except their own.  If this is the case with your ISP you will need to obtain the name of this server and any authentication or port settings that they might require.  Typical names for smtp servers are:

mail.my_isp_name.com or
smtp.my_isp_name.com

Once you have these settings enter them in the "Email Settings" tab of the Store Settings.  Changing the server emails are sent through will have no impact on how they appear to the person recieving the mail.

If you continue to have problems sending emails contact SuperWare support at info@thesupermanager.com