There are several tabs on this window. Click below on the tab names for more information:
Order Status Text Setup
Order Waiver Text
Sales Tax Setup
BizwizIQ License
Order Bespoke Indicators Setup
Dynamic Text Setup
Invoice Setup
Reports Setup
QuickBooks Setup
Shipping Configuration
Default Settings Tab
Customer Default Configuration - The settings you choose in this section will apply to all new customers when creating a customer record. Choose the selections that will be most common for all customers. You will be able to easily change these choices for each customer.
Default Country:
Select the country you primarily do business in. If your country is not listed, click on the ... icon to add your country.
Default Payment Terms:
Select the Payment Terms that will most commonly be used. If the payment term is not listed, click on the ... icon to add a new payment term.
Default Credit Limit:
Enter an amount that will be used when creating new customer records.
E-Mail Invoice Check Box:
Check this box if you want to setup to e-mail invoices to customers. A billing email address will be required. Checking this box will be useful when working with Unbilled and Past Due Invoices and you want to send the invoices via e-mail.
Print Invoice Check Box:
Check this box if you want to print invoices. Checking this box will be useful when working with Unbilled and Past Due Invoices and you want to Print the invoices.
Purchase Order Required?:
Check this box if you want to require all customers to provide a purchase order when creating open orders.
Trade Organization Configuration - Enter up to three trade organizations and your ID number you are associated with in this section. You can also select if you would like this information to be printed on your Purchase Orders.
Automatically Remove Backups Every XX days - Enter the number of days you want to keep backups. Backups take up disk space, so if you do not have a lot of disk space, you either need to increase your disk space or reduce the amount of backups you keep. Default choice is 5 days.
Netsoft Studio Login Details - Enter the username and password for your NetSoft Studio Account.
Customer Type Configuration
Order Type Required on Order
Customer Type Required on Customer
Check this box if you want to require the user to select the type of customer when inputting an order
Check this box if you want to require the user to select the type of customer when creating a new customer.
First Day of the Week - Select the day of the week that is usually considered the First calendar day of the week for your primary location
System Numbering Tab
This tab will show you the last used number for various areas of Order Manager. You can click on the ... icon next to each number to set a new number. You can only use a number that is greater than the last used number for that particular section.
Orders Setup Tab
This tab has various sections to setup items that are most common when starting a new order or new customer.
Order Date Behavior - Order Date Behavior settings are like the magic wand that helps you set the dates for a new order. These dates are usually used for lead times to start and finish an order. You can also add the time to the mix. Oh, and don’t forget to check the days your business is usually closed. That way, those days won’t be counted and the order dates will be padded accordingly.
Schedule Date Days To Pad:
In BizWizard Order Manager®, when you set the Schedule Date Days to Pad, it automatically sets the dates for a new order to start working on. But hey, if you need to change them, you can totally do that too!
Pickup Date Days To Pad:
In BizWizard Order Manager® , setting the Pickup Date Days to Pad automatically sets the pickup or shipping dates for a new order. You can always change these dates if needed.
Check Days to Exclude from Days to Pad
Take a look at the days your company is usually closed for business. Those days will be skipped when we calculate the Schedule and Pickup Dates.
Default Scheduled Time:
This is the default time for schedule dates on an order. But hey, you can always change it to your liking when you create a new order!
Default Pickup Time:
Default Time will be ready for pickup or shipping.
Misc. Order Configurations - Various settings to set when interacting with an order
Initial Batch Payment Method
When creating an Invoice batch payment, set the payment to a specific payment type.
Send Automated Order E-mails from
Select from the combo box (drop down menu) the group email you would like to send automated emails from
Pop-Up Re-Order Reminder if Order total is over
If checked and the sub-total of an order exceeds the amount set, a pop-up window will appear. This will automatically send an email reminder to the customer on the date specified in the pop-up window. You can also set a calendar reminder to alert you to take action.
Do Not Create initial Order Comment When duplicating an order.
If checked, no Order Comment will be created indicating this is a duplicated from a previous order.
Direct Billing/Signatures
Default Minimum Direct Bill Amount
When you create a new customer, the amount you enter will be the default minimum direct bill amount for that customer. But don’t worry, you can always override that amount when you’re entering the customer details.
Print Sign-Off if Order is over
For certain companies, larger orders might need someone to sign off on picking up an order. To make this happen automatically, enter an amount and the system will print the form when you trigger the order based on that amount.
Deposit Required?
If Order Total is Over
To ensure orders over a certain amount are processed, you can enter an amount to force a deposit. If the deposit isn’t collected, the order won’t be saved. Users with the power to override the deposit requirement can be set to skip the deposit payment.
Collect a % deposit
Enter a percentage of what the deposit requirement is.
Order Acknowledgment/Quotation Printouts
Various Check boxes.
When you print or email a PDF of an Order Acknowledgment, you can choose which parts of the form you want to print or not print.
Order Acknowledgment/Quotation Printouts
Various Check boxes.
When you print or email a PDF of an Order Acknowledgment, you can choose which parts of the form you want to print or not print.
Work Order Printouts
Various Check boxes.
When you print a work order, you can choose which items to include or exclude. This way, you can customize the order to fit your shop’s production needs.
Order SMS Setup
This tab has different sections to choose from when you want to send automated emails or text messages. Just enter the contact’s e-mail address, cell phone number and provider, and you’ll be all set!
Automated Order E-Mails Configuration - Check or uncheck various boxes on when to send an automated email
Send Order Complete E-Mail when Order is marked Completed
BBizWizard Order Manager® will automatically send an email to the contacts on your order. It’ll let them know that the order is ready for pickup!
Send Order Shipped E-Mail when Order is marked Completed
The system will send a friendly email to the contacts on the order, letting them know that their order has been shipped!
Queue Follow Up E-mail after
If you would like to queue a follow up e-mail to the contacts on an order, check this option and fill in the number of days after the order is triggered as being picked up or shipped.
Automated Order SMS Messages - Various settings to set when to send an SMS message to contacts listed on an order. A cell phone and service provider must be entered for the contact.
Initial Batch Payment Method
When creating an Invoice batch payment, set the payment to a specific payment type.
Send Automated Order E-mails from
Select from the combo box (drop down menu) the group email you would like to send automated emails from
Pop-Up Re-Order Reminder if Order total is over
If checked and the sub-total of an order exceeds the amount set, a pop-up window will appear. This will automatically send an email reminder to the customer on the date specified in the pop-up window. You can also set a calendar reminder to alert you to take action.
Do Not Create initial Order Comment When duplicating an order.
If checked, no Order Comment will be created indicating this is a duplicated from a previous order.
Direct Billing/Signatures
Default Minimum Direct Bill Amount
When you create a new customer, the amount you enter will be the default minimum direct bill amount for that customer. But don’t worry, you can always override that amount when you’re entering the customer details.
Print Sign-Off if Order is over
For certain companies, larger orders might need someone to sign off on picking up an order. To make this happen automatically, enter an amount and the system will print the form when you trigger the order based on that amount.
Deposit Required?
If Order Total is Over
To ensure orders over a certain amount are processed, you can enter an amount to force a deposit. If the deposit isn’t collected, the order won’t be saved. Users with the power to override the deposit requirement can be set to skip the deposit payment.
Collect a % deposit
Enter a percentage of what the deposit requirement is.
Order Acknowledgment/Quotation Printouts
Various Check boxes.
When you print or email a PDF of an Order Acknowledgment, you can choose which parts of the form you want to print or not print.
Order Acknowledgment/Quotation Printouts
Various Check boxes.
When you print or email a PDF of an Order Acknowledgment, you can choose which parts of the form you want to print or not print.
Work Order Printouts
Various Check boxes.
When you print a work order, you can choose which items to include or exclude. This way, you can customize the order to fit your shop’s production needs.