Take a look at the image below. You’ll be entering details about the order here. The top half of the window shows the order’s demographics. The bottom half is where you’ll enter the order info details. Let’s get started!
Demographic Section (top half)
Order Number: The next order number will automatically be assigned to your new order. This is generated by the program.
Orders Status: Displays the current status of the order
- Open - Order is active and waiting to be completed
- Complete - Order has been completed, but not been paid or invoiced
- Closed - Order has been completed and paid for OR invoiced.
- Quote - Order is a quote and not ready to create. To change to an Open Order simply click on the Change to Open Button
- Cancelled - The order has been cancelled and no longer active. Once cancelled you cannot re-open the order, you can only duplicate.
Customer: This dropdown box allows you to select your customer. You can also begin typing the initial characters of the customer to narrow your search. Additionally, you can click on the “…” button to open the Select Customer window.
Account Center: Choose your account center from the drop-down box. You can also type the first few characters to narrow your search. Click the … button to open the Work With Account Center window.
Primary, Secondary, and Tertiary Contacts: These drop-down boxes enable you to select the contacts for your order. Additionally, you can click on the “…” button to access the Work With Account Center Contact window, where you can add new contacts.
Description: This box is for a quick summary of the order. It’ll show up on the Work With Order screens and help you decide which order to open.
Company: Select the company that this order is for
Sales Representative Select the Sales Representative associated with this order
Order Source Type: Select the Sales Channel you received the order from
Order Type: Select the category of the order type.
Order Types provide you with a way to classify an order such as “Non-Profit”, “School”, “Corporate”, etc. This benefits when you do your marketing and print labels/envelopes or e-mail marketing. By classifying an order with the order type you can easily select all orders that meet a certain type during marketing.
By Default, the Order Type is optional and will be an empty field – if you would like to enforce validation of the Order Type, you may do this in System Setup. In System Setup, if you require order types to be selected, then the order type must be selected before order entry of an order may be completed.
Marketing Code: Select your marketing code. Marketing codes can help you spend your marketing dollars wisely. For instance, do you know how much business you get from a Facebook ad? Or how successful a flyer for a little league is? Tracking marketing efforts allows you to see if your advertising is effective.
Various Dates: Using the Pickup Date, Shipping Date, and Event Date fields correctly will help you avoid missing any deadlines for completing your order. To set these dates, double click on any of the date fields to open the Select Order Date/Time window for all three dates.
- Pickup/Ship by date: This date should reflect when the order needs to be ready for pickup or shipped on time. If shipping, allow enough days for the package to arrive, especially during winter months when weather delays are possible.
- Scheduled Date: Reflects the order’s work date. For small jobs, it’s usually the pickup date. For larger jobs, proof sign-offs, or several days of production, schedule it a few days earlier. BizWizard Order Manager™ displays your order on the Orders Due today screen and work order printouts.
- Event Date: Event Date: This shows the date of the event. It automatically fills in when you enter the pickup date, but you can always change it like any other date.
Company: Select the company that this order is for
Action Buttons:
- Cancel Order: This button will cancel the order and change the status of the order to Cancelled.
- Duplicate: This button will create a duplicate order of the original.
- Trigger Event: This button triggers an order when completed and sends automated notifications to contacts. For more information, click here.
Order Info Section (bottom half)
Click on the choices below to see more information on each tab and its purpose on the Maintain Order screen.
Internet E-mails
Custom P.O.
Misc.
Comments
Statistics
Shipments
Orders Line Items: Is a work with table showing the line items associated with the order