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Ahsan,

You can bring up the previous order from this customer and click the button at the top of the order order details screen with a star in it.  This creates a new order to the same customer.  All address information is copied over automatically.

If the order is even for the same items you can click the copy order button and it will create a new order exactly the same as the last.  There was a bug with this function that was corrected in beta 1.1.2.3.  If it is this function you need, please let me know and I will send you the beta.

Thanks,
David

Ahsan,

To restore the setting just go to "View" | "Store Settings" | "Custom Fields" and select the "Carriers" tab.  Create a new carrier called US Postal Service or whatever you like and give it the following options:

Type: US Postal Service
Tracking Link: http://trkcnfrm1.smi.usps.com/PTSInternetWeb/InterLabelInquiry.do?origTrackNum=shipment_tracking_id

As long as there is one carrier of type US Postal Service this error will not occur when you update shipping info to yahoo.

Thanks,
David

Nathan,

We haven't yet worked out the pricing structure.  It will be simple and affordable regardless of how it solidifies.

Thanks!
David

Nathan,

Thanks for the update.  What anti-virus package did they have installed?  We can check into it and see if there is a way to allow SuperManager's SMTP calls to work.

Thanks,
David

Nathan,

We will get to that shortly.  I will keep you posted with what I find.

Thanks,
David

Ahsan,

Currently you can open the file on more than one computer simulatneously, but only the first one to open it has read/write permissions.  Others can view it and click "Reread from File" to import changes from the read/write instance, but any changes they make will not be able to be written into the same file.  (You can save it to another filename).

We intend to add multi-user support since many users are interested in this.  We hope to have that ready within the next year sometime.

Thanks,
David

Ahsan,

So glad it is working for you now.  Your experience is a good reference to us and future users.  Thanks for your feedback and your patience!

David

Nathan,

This is the first we have heard of this problem.  Do you have an example you can send us in some format?  If you update the order from yahoo when this happens the tracking link actually appears as an item description, code or some other field?  Or does it just appear on the order status page the customer receives as a reference?  Please send us whatever you have that would demonstrate this problem (xml file of the order, link to a status page, etc...)  We are eager to find out if this is an error in Yahoo!'s parsing system or something The SuperManager is doing.  I  it is the former, since we are following the Yahoo spec, but I want to verify that for sure.

Thanks,
David

Nathan,

Check out the following post.  It will explain how to make sure the settings are the same.

http://thesupermanager.com/forum/index.php?topic=34.0

Thanks,
David

Ahsan,

As far as the error goes - Please double check each of the item names you told SuperManager to use for each of your pay methods.  For example, you may have one called 'Visa', 'MasterCard' and so forth.  Edit them in QuickBooks and make sure that each of them is of type "Payment" and has selected to "Group with other Undeposited Funds".  It sounds like they are referencing some account that does not exist right now.  If the items you have entered in your settings are not of type "Payment" and you have used them in transactions already in QuickBooks you may need to just create new ones - or just give SuperManager names of new ones and let it create them.

When SuperManager creates these items itself this should be properly set, however, if you are using items already existing in QuickBooks they may be set differently.

Once this is setup properly after exporting orders you will just have to create a deposit in QuickBooks to claim the funds received through the orders into a Bank Account since they will all be grouped into Undeposited Funds waiting to be claimed.

Thanks,
David

Ahsan,

Good - we are making progress.  I'm not sure why it failed to create the payment items.  I am a bit confused, though.  The only time this message would come up is if you were exporting batches.  It should not ever come up when you are exporting orders.  I guess maybe I just misunderstood.

Let me just explain - the batches and orders export are two totally different approaches to getting your financial data into QuickBooks.  Most customers use the orders export.  You access this one by going to "View" | "Orders", selecting the orders to export, right clicking and selecting "XML Exchange" | "QuickBooks".  This will create one invoice or receipt for each order you have selected.

If you receive too many orders to have each one in QuickBooks you may want to consider the batches export instead.  This one allows you to just import your merchant batches, which contain a number of credit card transactions.  Most people have their stores set up to automatically submit a batch each day.  You can then export these batches to QuickBooks from the "View" | "Admin" screen and pressing the "Accounting Export" button.

SuperManager needs to be set up differently for batches and orders.  If batches are what you want to export you will need to fill in all the item names for each one of your merchant accounts.  To do this you have to select each account from the dropdown, then select each Pay Method and enter an item name to use for all the funds received through this Pay Method for this account.  You then repeat this for all the pay methods and for each account.

When you are setting up to export orders you do not need to fill in these settings for each account.  You just have to fill them out for the "Cash Transactions and Orders" account as I explained last time.

Thanks,
David

Ahsan,

Sorry that the setup is a bit confusing.  Since everyone's QuickBooks setup is a bit different we offer a setting for almost every account and item that you are using to give maximum flexibility.

For setting up SuperManager to export orders to QuickBooks all the settings that include "Account" in the name are accounts.  So for example "Taxable Sales Account/Item" is an account name, not an item.  (It is an item name when using the batches export, thus we call it Account/Item Name).

The one thing I can tell is missing from the error messages is that you need to have a valid account name in the "Taxable Sales Account/Item" field.  It looks like you probably already recognized that since you asked about them specifically.  QuickBooks was a bit confusing for me to learn at first since an "Account" is not necessarily a place where money is stored.  In this case these accounts should be should be of type "Income".  I guess the other accounts are more obvious since each of the others has a name that is equal to their type.

I hope this helps.  Roxanne Brown is our forum resident QuickBooks expert.  Rox, if you have anything to add, please feel free.

Thanks!
David

Ahsan,

The one pre-requisit to running the exports is to have certain accounts set up in QuickBooks and their names entered in your store settings.  These are all listed and explained in section 11.1.b of the manual.  Have you set up all of these accounts as described and entered their names in your store settings?

Also, can you tell me which account it says is missing?

Thanks,
David

Ahsan,

You can download any range of orders you want to.  While on the main orders screen go to "Actions" | "Get Orders...".  Abox will then pop up in which you enter the starting and ending order numbers.  They will then be added to your file.

Thanks,
David

Ahsan,

When you use the Update Shipment Status function it should work no matter where you might be in the store manager in your own window.  The hitch is that it can take up to 20 minutes even for Yahoo!'s server to process the request and make the change.  It will eventually update it, however.

With the Update to Yahoo! method SuperManager uploads all changes (all that Yahoo allows anyway) so it does take longer, but the posting is instantaneous.

Thanks,
David