Need to complete Click on one of the icons below to see the various Work With Screens and detailed information about the screen
All Orders
Click on all orders icon to gain access to all orders in your BizWizard Order Manager™ database.
Company: If you have more than one company or location, use this box to view orders for All Locations or a select a specific company.
Orders Taken In: Select a date range to filter your orders.
Orders Status: Select All Status or a specific Order Status
Sales Representative: Select All Sales Representatives or a specific Sales Representative. (This will show all active and inactive users)
Orders Search: Enter a name, word, email, phone number or just about anything that will be listed on the order. This will wild card searches orders for your search term in the Order Demographics fields and order descriptions.
Advance Search Check Box: When this box is checked, the Order Search term will also check in the Special Instructions and Personalization Text fields on the Maintain Order Screen. In addition, you can enter a product number to search orders for.
E-Mails Not Processed Check Box: This will look for orders where an email has been assigned to an order, but has not been checked off as being processed.
Order Entry Incomplete Check Box: This will search for orders that were incomplete on putting orders in AND have an order number already assigned.
Past Due Orders
Click on past due orders icon to display all orders that are past due in your BizWizard Order Manager™ database.
Company: If you have more than one company or location, use this box to view past due orders for All Locations or a select a specific company. When you switch companies, you will need to click on the large refresh button at the bottom of the screen next to the Orders Scheduled by Day.
Orders Due Today
Click on the Orders Due Today Icon to access all orders where the Dated scheduled date is the current day.
Company: If you have more than one company or location, use this box to view past due orders for All Locations or a select a specific company. When you switch companies, you will need to click on the large refresh button at the bottom of the screen next to the Orders Scheduled by Day.
Orders to Ship Today
Click on Orders to Ship Today Icon to view all orders that are to be shipped today. (This is useful to display all orders that will need to be shipped so you can complete orders to ensure you meet your shipping deadline.) It will also show any orders with an previous date and has not been triggered as being shipped.
Company: If you have more than one company or location, use this box to view past due orders for All Locations or a select a specific company. When you switch companies, you will need to click on the large refresh button at the bottom of the screen next to the Orders Scheduled by Day.
All Quotes
Click on All Quotes will provide an easy way for you to follow-up with customers that have not turned their quote into an order.
Company: If you have more than one company or location, use this box to view past due orders for All Locations or a select a specific company. When you switch companies, you will need to click on the large refresh button at the bottom of the screen next to the Orders Scheduled by Day.
Orders Stock Not Pulled
Click on Orders Stock Not Pulled provides a screen whereby you can view all orders in your system where stock has not been pulled or verified. Orders that will show on this work with screen are orders in an Open status and there is no information in the Stock Location field on the Maintain Order
Company: If you have more than one company or location, use this box to view past due orders for All Locations or a select a specific company. When you switch companies, you will need to click on the large refresh button at the bottom of the screen next to the Orders Scheduled by Day.
Export Orders to Excel
Sometimes you may need to work with your order data in ways whereby Order Manager doesn’t already have a built-in management tool. Exporting your orders to Excel will allow you to sort data, create custom calculations on columns of data and many other things. How to do some of these things and creation of formulas in Excel or other spreadsheet programs are not supported by NetSoft Studio, however we do provide an easy way to get the data into Excel format. Once in Excel Format you may open the exported spreadsheet in your favorite spreadsheet program.
