Introduction
History of BizWizard Order Manager
Features of BizWizard Order Manager
Who Uses BizWizard Order Manager?
How will BizWizard Order Manager Help our Business?
Understanding the Menu System
Understanding Yellow Background Fields
Understanding Green Background Fields
Getting Started in 3 Simple Steps
BizWizard Order Manager™ Menu
New Database
Open Database
Backup Database
License Database
Delete All Record Locks
About BizWizard Order Manager™
Version Release Notes
Logout of BizWizard Order Manager™
Exit BizWizard Order Manager™
Order Management
Menu System
Working with Orders
Import ShopKart Orders
Understanding Order Status
Understanding Order Sub-Status
Work with Past Due Orders
Work with Orders due Today
Work with Orders to be Shipped Today
Work with Orders with BackOrders
Work with All Quotes
Work with Orders/Stock not Pulled
Add a New Order
Maintain an Order
Company Name Pull-Down List
Order Type
Order Dates
Marketing Code
Stock Location
Order Line Items
Override the Unit Price
Reset the Unit Price
Display Product Details
Specialty Costing Code
Order Non-Stock Inventory
Line Item Analysis
Kit Components
Attributes
Duplicate Order Line
Direct Bill an Order
Add Payments to an Order
Ship-To Address
Customer Supplied Purchase Order
Sales Tax Exemption
Re-Order Reminders
Misc. Charges
Custom Purchase Orders
Order Documents (External Files)
Send Internal E-Mail
Send Internet E-Mail
Calendar Events
Duplicate an Order
Misc. Labor Charges/Details Screen
Purchase Order Details
Shipping Details
Re-Order Reminders
Comments/Notations
Creating a New Customer from an Order
Override/Reset Deposit Requirements
Trigger Events
Toggle Status (Open/Quote)
Change Closed/Complete Order to Open
Scan Documents to an Order
Printing/E-Mailing Orders
Order Acknowledgement without Payment Details
Order Acknowledgement with Payment Details
Credit Card Authorization
Order Attachment
Pro-Forma Invoice
Order Received by Signature Page
Generic Waiver of Responsibility
Customer Proof Signoff
Packing Slip
Sales Tax Exemption Request
Internal Pick Ticket
Internal Proof Attachment
Internal Work Order
Internal Shipping Notification
Order Statistics
Print Orders by Date Range
Print Orders Month Year Comparison
Print Orders Date Range Geography
Print Work Order Summarization/Work Orders
Print Outgoing Bins Shelf Report
Print Orders/Stock Not Pulled
Print Orders Not Picked Up Letters
Print Orders with a Balance Due
Print Envelopes/Labels for Orders
Send a Broadcast E-Mail
Do Not E-Mail List
Export Orders to Excel
Delete Cancelled Orders
Customer Accounts
Menu System
Work with All Accounts
Work with All Invoices
Work with All In-Store Credits
Work with Invoice Payment Batch
Maintain Customer Account
Payment Terms/Credit Limits
Auto-Billing Credit Card on File
Tax Exemption
Customer Invoices
Customer Aging
Spending Analysis
Print Customer Account Statement
Comments/Notations
Customer Contacts
Alternate Shipping Addresses
Transaction History
Customer Orders
Blanket Purchase Orders
Invoice Delivery Methods
In-Store Credits
Default Order Comments
Sending Internal E-Mails
Sending Internet E-Mails
Customer Documents (External Files)
Merging Customer Accounts
Adding Calendar Events
Print Account Invoices
Print Account Statements
Print Top/Bottom Customers
Print Tax Exempt Customers
Import Customers
Export Customers to Excel
Print Labels/Envelopes for Customers
Send Broadcast E-Mails
Supplier Accounts
Menu System
Work with Suppliers
Maintain Supplier
Supplier Contacts
External File Templates
Send Internal E-Mails
Send Internet E-Mails
Comments/Notations
Add Calendar Event
Maintain Purchase Order
Purchase Order Types
Non-Stock Inventory
Standard Stock Inventory
View Associated Order Lines
Purchase Order Comments
Send Internal E-Mails
Purchase Order Status
Finalize Purchase Order
Building Purchase Orders
Pending Purchase Orders
Receive Finalized Purchase Orders
Export Suppliers to Excel
Accounting
Menu System
Work with Outstanding Receivables
Work With Orders with Deposits Applied
General Ledger Categories
Close Accounting Financials
Product Sales Summarization Report
Financial Posting Summarization
Payment Transaction Report
Direct Billing Report
Daily Receipts Report
Sales Tax Summarization Report
Marketing Analysis Report
Associates
Menu System
Work with Associates
Maintain Associate
Demographics
User Preferences
Internet E-Mail Setup:
Timesheet/Payroll
Security
Unpaid Timesheets
Clock In/Clock Out
Change Password/Preferences
Associate Internal E-Mails
Associate Internal Calendar
Payroll Report
Paid Sales by Associate Report
Configuration
Menu System
System Setup
Company Locations
System Numbering
Order Setup
Order Status Setup
Order Sub-Status Setup
Order Waiver Setup
Internet E-Mail Setup
Internet Time-Server Setup
Dynamic Text Setup
Misc. Settings
Order Message Texts
Invoice Setup
Sales Tax Setup
FICA Tax Tables
Additional Employee Tax Tables
Workstation Setup
Product Management
Maintain Products
General Details Tab
Kit Components
Attributes
Waiver Form Setup
Inventory Details
Production Notes
Deleting a Product
Adding a Product Image
Printing Price Labels
Mass Product Pricing Adjustments
Print Top/Bottom Products Report
Print Top/Bottom Products by Supplier
Print Top/Bottom Products by Product Family
Importing Products
Import Products From ShopKart
Export Products to Excel
Volume Discount Schedules
Product Families
Specialty Costing
Kit Groupings
Payment Methods
Payment Terms
Shipping Methods
Holiday Blackout Periods
Customer/Order Types
Marketing Codes
Discount Codes
Stock Location Bins
External Document Types
E-Mail Templates
Multi-Database Icon Configuration
How-To Tutorial Videos
Order Manager and ShopKart
Sales Tax
Products/Inventory/Purchasing
Order Manager and Accounting Programs
Order Management
Customer Accounts Management
Best Practices