{"id":3996,"date":"2024-09-12T19:59:59","date_gmt":"2024-09-12T19:59:59","guid":{"rendered":"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=3996"},"modified":"2024-11-26T21:59:10","modified_gmt":"2024-11-26T21:59:10","slug":"understanding-the-layout","status":"publish","type":"page","link":"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=3996","title":{"rendered":"Understanding the Layout"},"content":{"rendered":"

There are four basic sections of the program, click on one of the section for more information<\/p>\n

\"\"<\/a><\/span>\"\"<\/a><\/span>\"\"<\/a><\/span>\"\"<\/a><\/span>\"\"<\/span><\/p>\n

Top Bar<\/strong><\/h6>\n

Logo in Top Left:<\/strong> Double click to maximize or full size the client application to the Screen you are using.<\/p>\n

Program Title: <\/strong>Displays the name of the program and the version of the client application<\/p>\n

Icons on Top Right:<\/strong> Click on door icon to log out of the program, other icons are window standard icons to minimize, maximize or exit the program.<\/p>\n

Associate Logged in:<\/strong> Displays the associate currently logged into the clientCompany:<\/strong> Lists the current active company in the client application.Database: <\/strong>Dropdown to select the database you are connected to.<\/p>\n

\"\"<\/span><\/p>\n

Category Bar<\/strong><\/h6>\n

Customers: <\/strong>Click to access information about all your customersOrders:<\/strong> Click to view any information about Orders you have in your databaseSuppliers: <\/strong>Click to access information about your various suppliersTasks:<\/strong> Click to view workflow tables on remaining tasksE-mails: <\/strong>Click to view connected e-mail boxes you have access toAccounting: <\/strong>Click to access all accounting needs for your receivablesUsers\/Groups: <\/strong>Click to access information about various users and groupsShopKart: <\/strong>Under DevelopmentConfiguration:<\/strong> Click to configure your database and various parts of bizwizIQ.About: <\/strong>Lists all versions of bizwizIQ\u00ae and their changes.<\/p>\n

\"\"<\/span><\/p>\n

Bottom Info Bar<\/strong><\/h6>\n

Refresh Icon:<\/strong> Click to refresh the page with current stats and information.Orders Scheduled by: <\/strong>Lists the number of orders that are scheduled on a day.Invoices to Print:<\/strong> Click to access all invoices that need to be marked as billed and sent to customers.Outgoing Queued E-mails:<\/strong> Click to display a Work With Table to send Queued E-mails waiting to be sent.Quotes to Follow up On:<\/strong> Click to display a Work With table showing all open quotes.Past Due Notices to Send: <\/strong>Click to open a Work With Table showing all past due Invoices.Orders Left over 30 Days: <\/strong>Click to open a Work With Table displaying all orders that have not been picked up in 30 days of completion.<\/p>\n

\"\"<\/span><\/p>\n

Main Section – <\/strong>This Section varies in look depending on what category you are in<\/h6>\n

Icons Across the Top:<\/strong> Click on an icon to take you to various screens and reports for the section you are onCriteria Section: <\/strong>Enter information to present the items you are looking for (does not appear on every window)<\/em>Work With Table:<\/strong> A Table of records to view. Action buttons are usually listed to the right of the Work With Tables.<\/p>\n","protected":false},"excerpt":{"rendered":"

There are four basic sections of the program, click on one of the section for more information Top Bar Logo in Top Left: Double click to maximize or full size the client application to the Screen you are using. Program Title: Displays the name of the program and the version of the client application Icons […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":3902,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-3996","page","type-page","status-publish","hentry","post-wrapper","thrv_wrapper"],"_links":{"self":[{"href":"https:\/\/bizwiziq-help.bizwiziq.com\/index.php?rest_route=\/wp\/v2\/pages\/3996","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bizwiziq-help.bizwiziq.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/bizwiziq-help.bizwiziq.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/bizwiziq-help.bizwiziq.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bizwiziq-help.bizwiziq.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3996"}],"version-history":[{"count":43,"href":"https:\/\/bizwiziq-help.bizwiziq.com\/index.php?rest_route=\/wp\/v2\/pages\/3996\/revisions"}],"predecessor-version":[{"id":4386,"href":"https:\/\/bizwiziq-help.bizwiziq.com\/index.php?rest_route=\/wp\/v2\/pages\/3996\/revisions\/4386"}],"up":[{"embeddable":true,"href":"https:\/\/bizwiziq-help.bizwiziq.com\/index.php?rest_route=\/wp\/v2\/pages\/3902"}],"wp:attachment":[{"href":"https:\/\/bizwiziq-help.bizwiziq.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3996"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}