Getting Started — Article 1 of 11
Welcome!
Welcome to bizwizIQ Order Manager, a business management system designed for companies that create and sell personalized products.
Whether your business specializes in trophies, awards, engraving, promotional products, or custom gifts, Order Manager helps you organize and manage your daily operations.
From creating customer orders to tracking production and managing invoicing, Order Manager brings important business activities together in one system.
What Can Order Manager Do?
bizwizIQ Order Manager provides tools to help you manage your business more efficiently.
Some of its key features include:
- Customer Management: Maintain customer information, contacts, and order history.
- Order Management: Create quotes, enter orders, and track their progress.
- Products & Pricing: Manage products, selling prices, Product Families, and Kits.
- Purchasing & Inventory: Manage vendors, purchasing, and inventory.
- Production Management: Organize tasks and track production activities.
- Invoicing & Payments: Manage customer invoices and payments.
- Email & Documents: Keep important communications and documents associated with customer orders.
By keeping this information in one place, Order Manager helps reduce duplicate work, improve organization, and simplify daily operations.
How Does Order Manager Work?
Order Manager connects the different activities involved in processing a customer order.
For example, when a customer places an order, you can:
- Select an existing customer or create a new customer.
- Add products or services to the order.
- Review quantities, pricing, and order details.
- Track the order as it moves through production.
- Complete the order and handle invoicing and payment.
This helps your team stay organized and makes it easier to follow an order from beginning to completion.
Getting Started
If you're new to Order Manager, we recommend following the Getting Started guides in order.
These articles will walk you through installing the software, configuring your company, setting up customers and products, configuring sales tax, and creating your first order.
You don't need to configure every feature before you begin. Start with the basics and explore additional features as your business needs them.
What's Next?
Now that you have a general understanding of bizwizIQ Order Manager, you're ready to begin.
Next Article: Installing and Logging In
Learn how to install Order Manager, connect to your company's database, and log in to the application.