There are several tabs on this window. Click below on the tab names for more information:
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.
Order Status Text Setup
This tab enables you to modify the printed text at the top of Order Acknowledgments and the bottom message. Each Order Status can be individually edited.
Order Message Text
This tab enables you to manage the text values displayed in the top-right and bottom-left corners of an order acknowledgment. The top-right message is only visible if the order is scheduled for pickup. If the order is scheduled for shipping, the ship-to address will be displayed, and the top-right order message will be hidden.
Order Waiver Text
The Order Waiver Text tab in the system setup enables you to specify your store’s policy regarding the waiver of responsibility for items that customers may bring in for engraving. This form can be printed or emailed from the Print Forms button on the associated order. Having this form readily available can be beneficial in ensuring that customers assume responsibility for the items they bring in for engraving.
Sales Tax Setup
Shipping Subject to Sales Tax - Regarding whether your state mandates the collection of sales tax on the shipping portion of an order, it is imperative that you consult your state’s regulations concerning shipping charges. Some states mandate the inclusion of sales tax on shipping charges, while others do not.
If your state requires the inclusion of sales tax on shipping charges, please ensure that you check the applicable box. BizWizard Order Manager™ will subsequently incorporate the shipping charges into the total amount for sales tax calculation.
Sales Tax Exemption Reason - BizWizard Order Manager™ supports up to six customizable Sales Tax Exemption Reasons. Reason number seven is reserved for orders shipped outside the Sales Tax nexus (i.e., orders with a postal code that falls outside the Sales Tax zones for which you are required to collect Sales Tax). Typically, this applies to out-of-state transactions.
Unless you require customization of the default options already set, leave these values alone. Otherwise, feel free to customize the text by changing them here. All six reasons must have a value specified, even if it is not used.
Out of Tax Nexus - Within the Tax Nexus module, configure your General Ledger Categories to record the Sales Tax collected.
bizwizIQ License
Account Plan: This tab will display your account plan, along with your account information on file with NetSoft Studio, LLC.
Additionally, the bizwizIQ License tab will display your various plan authorized levels and current usage statistics.
Order Bespoke Indicators Setup
Bespoke Production: This tab is where you choose to display Bespoke Marks. If you do not want to use indicators, uncheck the Use Bespoke Marks checkbox.
Bespoke Indicators: These indicators provide a visual representation of an order’s progress throughout its lifecycle. Users can configure the number of steps displayed in the Sub-Status tab, allowing for flexibility in monitoring order status. This feature enables users to easily identify the current stage of an order within the work environment setup for their location. Additionally, indicators can be utilized to identify the specific equipment required for the order.
Here is a quick example video showing how Bespoke Indicators work
Dynamic Text Setup
Dynamic Text Setup: The Dynamic Text Setup tab enables you to dynamically modify the nomenclature or “Title” of information printed on order acknowledgements and other forms. The sections are user-friendly and allow you to customize associated items to align with the terminology used in your work environment.
Invoice Setup
Invoice Line Item Description Level: Select the appropriate level of detail for an Invoice Line Item. Choose “Simple” for minimal information, including Product Name and Price. Alternatively, select “Detailed” to include special instructions, kit information, or product question information on the Invoice.
Invoice Messages Setup: Within the Invoice Setup section, you have the option to modify the message to align with your store’s policy regarding current and past due messages.
Reports Setup
Invoice Setup: This tab allows you to customize the appearance of your invoices to align with your company’s branding. By adjusting the colors and font characteristics, a live preview will display the resulting design.
Report Title Tab: Modify the appearance of the report title on this form.
Header Tab: Modify the appearance of the header titles and text settings.
Body Tab: Modify the appearance of the body of the report.
Quickbooks Setup
Quickbooks Setup*: The data transmitted to QuickBooks will be a summary of the information transferred to QuickBooks and entered as a journal entry. All the details of each journal entry will be accessible for accountant review in bizwizIQ.
QuickBooks is based on double-entry accounting, which involves debits and credits.
What are debits and credits? In essence, debits (dr) record all the money entering an account, while credits (cr) record all the money leaving an account. QuickBooks employs the double-entry method for its accounting practices.
*Only Quickbooks Online is supported
Connect to Quickbooks: If the button is grey, simply click on the Connect to QuickBooks button to open the "Authorize Quickbooks Connection" window.
Upon opening this window, your Customer ID will be populated, and the remaining fields will remain empty. You are not required to fill in this information, as it will be retrieved from the QuickBooks account you connect with.
At the bottom of the window, click on the “Connect to QuickBooks” button to proceed with selecting your INTUIT QuickBooks account.
After selecting the account and clicking to connect to your QuickBooks account, your screen will display all your QB information.
A pop-up window will appear indicating that you are now connected to QuickBooks. Click “OK” to close the pop-up and “Authorize QuickBooks Connection” windows and proceed.
You should notice that the “Connect to QuickBooks” button is now green.
Disconnect from QuickBooks: To disconnect a QuickBooks account, click on the “…” icon next to the “Connect to QuickBooks” button to open the “Work With General Ledger” window. You should now see a button that allows you to disconnect the account.
General Ledger Category: Upon connecting to your QuickBooks account, you must map your General Ledger Categories to your Chart of Accounts within QuickBooks.
To access the Work With General Ledger Category window, click on the “…” icon next to any of the General Ledger Categories.
Once in the Work With General Ledger Category window, click on each General Ledger Category listed to open the Maintain General Ledger Category window.
In the Maintain General Ledger Category window, select the accounts in QuickBooks that the specific General Ledger Category needs to be mapped to.
Please consult with your Accountant to help with mapping your QB accounts and OM. Below is a link to an example of linking General Ledgers to QB common Chart of Accounts. Your Chart of account names may differ, this document is to be used as reference only.
Shipping Configuration - Currently UPS only supported.
Shipping Configuration: If configured, you will be able to get shipping estimates and create and print shipping labels using Order Manager, eliminating the need for a third-party program. To proceed, you must have an UPS account or create one. Subsequently, generate a Client ID and Client Secret for the UPS Account. Please refer to the link provided below for further details on obtaining this information.
Create UPS Client ID and Secret
Units: Select your Unit of measurements for your packages
Package: Select the maximum weight for your shipping boxes. Each carrier has maximum weight limits.
UPS: Enter your UPS information to connect Order Manager with your UPS account.
After configuring and filling in the shipping configuration, you will also need to configure the Shipping Methods for each UPS level of service you offer.