SuperManager 220.127.116.11 has been released and along with it, several new options for exporting orders to QuickBooks:
New Modes of Creating/Updating Customers
SuperManager has always offered the ability to turn on or off the creation of customers with order exports. If you choose to export customers, new customers are created in your QuickBooks file and customer contact information and other data are populated in them. If you choose not to create customers, SuperManager still creates customers when needed based on your customized customer name specification, but it does not populate the contact information and other data. This latter mode is useful for when you want customers only as placeholders in QuickBooks. For example, to save room on the customer list, some store owners just use a single generic name or the order date or some other generic or semi-generic customer reference.
It was also previously possible to specify whether SuperManager should update that customer data when a customer by the same name already existed. No matter what address exists in the customer list, SuperManager always creates new orders in QuickBooks with the address information contained in the order. However, using this option, it also made sure your customer list was up to date with the latest address a customer used on their order.
With the release of version 18.104.22.168 a new mode is available for creating/updating customers. You can now choose the “prompt” option to have SuperManager check if a customer already exists by the name of the current order. If so, it brings up a pop-up window letting you know that a customer by that name already exists. Address information is shown for the existing customer and the new customer. You can press “Ok” to use that customer or enter a new name for the customer of the current order. This gives the user complete control over when a customer should be used from the existing customer list or created new with a custom name.
Additional Data Fields can be Exported
SuperManager has always allowed a great deal of flexibility with allowing you to specify what data to put in which fields. You can use order data using placeholder “field variables” that SuperManager substitutes with actual order data. For example, put the keyword “bill_name” and it places the billing address name. This data can be put in such fields as “ship via” and the “memo” field. Now SuperManager also supports populating the QuickBooks “customer message” and “other” fields with order data using that same approach.
Support for Price Lists
SuperManager has always allowed the use of item groups in the place of standard inventoried or non-inventoried items mapped to products in your online store. This was helpful when you have a group of items that you sell online as a single sku/product in your shopping cart. For example, perhaps you have a product on your store that equates to buying to of a particular item. You can create an item group in QuickBooks and link it to that product so when a customer orders it online, it pulls two of the inventoried item out of your QuickBooks inventory.
SuperManager also has long supported the ability of adjusting the price of an item group to the price the online customer actually paid. In the example above, if you sell the group of two items for less than twice the price of a single one, SuperManager adds a price adjustment to get the order totals to be consistent. New in release 22.214.171.124 is the ability to get that price adjustment correct even when you use a QuickBooks price level list to define the price of those items. Previously SuperManager wouldn’t check the price level list for item groups so this adjustment wasn’t properly calculated. Now, however, this combination is fully supported.
Additional Cosmetic Preferences Now Available
In addition to these, a few preferences were added to adjust the way QuickBooks transactions are created to your liking:
- Turn on or off the addition of a subtotal. Previously this was always done. Now you can choose
- Suppress or show the country even when it matches the default country in your program settings. Previously the country always showed in the addresses for your transactions.
- Customize the ways your ship methods show up. Previously they were always exported as the exact way they show up in your shopping cart. Now you can customize them to be more discernible to your customers and/or just prettier to you.
- More options are now supported for how to assign the tax reference item
We hope that users enjoy these new options! If you have any other developments you would like to see, please drop us a line. We love getting feedback. At SuperWare, we see development not as just adding functions or features, but as solving the problems that make it harder or take longer to process your orders. Let us know what your problems are. We’re here to solve them!