{"id":4140,"date":"2024-09-18T12:56:07","date_gmt":"2024-09-18T12:56:07","guid":{"rendered":"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4140"},"modified":"2026-04-29T21:27:01","modified_gmt":"2026-04-29T21:27:01","slug":"with-orders-screens-customer","status":"publish","type":"page","link":"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4140","title":{"rendered":"Work With Customer Screens"},"content":{"rendered":"

Click on one of the icons below to see the various Work With Screens and detailed information about the screen<\/p>\n

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Invoices<\/strong><\/h6>\n

To access the Work With Invoice window, click on Invoices. Within this window, you can search for any invoice and open a selected invoice. Enter any search criteria, and click on search to display all invoices that meet all the specified criteria.<\/p>\n

\"\"<\/span>Number: <\/strong>If you have a specific Invoice Number you are searching for, enter the number and click on SearchCompany: <\/strong>If you have multiple company locations, you can select a specific company to view invoices from that company location.Customer: <\/strong>Enter a customer name to view a comprehensive list of all invoices associated with that customer. Account Center: <\/strong>Enter an Account Center name to view a comprehensive list of all invoices associated with that Account Center. Date Billed: <\/strong>Select a time frame from the dropdown menu to view invoices within that period.Date Due: <\/strong>Select a time frame from the dropdown menu to view invoices within that period.<\/p>\n

Past Due Orders<\/strong><\/h6>\n

Click on past due orders icon to display all orders that are past due in your BizWizard Order Manager™ database.\"\"<\/span>Company: <\/strong>If you have more than one company or location, use this box to view past due orders for All Locations or a select a specific company. When you switch companies, you will need to click on the large refresh button at the bottom of the screen next to the Orders Scheduled by Day.<\/p>\n

Orders Due Today<\/strong><\/h6>\n

Click on the Orders Due Today Icon to access all orders where the Dated scheduled date is the current day.\"\"<\/span>Company: <\/strong>If you have more than one company or location, use this box to view past due orders for All Locations or a select a specific company. When you switch companies, you will need to click on the large refresh button at the bottom of the screen next to the Orders Scheduled by Day.<\/p>\n

Orders to Ship Today<\/strong><\/h6>\n

Click on Orders to Ship Today Icon to view all orders that are to be shipped today. (This is useful to display all orders that will need to be shipped so you can complete orders to ensure you meet your shipping deadline.) It will also show any orders with an previous date and has not been triggered as being shipped.\"\"<\/span>Company: <\/strong>If you have more than one company or location, use this box to view past due orders for All Locations or a select a specific company. When you switch companies, you will need to click on the large refresh button at the bottom of the screen next to the Orders Scheduled by Day.<\/p>\n

All Quotes<\/strong><\/h6>\n

Click on All Quotes will provide an easy way for you to follow-up with customers that have not turned their quote into an order.\"\"<\/span>Company: <\/strong>If you have more than one company or location, use this box to view past due orders for All Locations or a select a specific company. When you switch companies, you will need to click on the large refresh button at the bottom of the screen next to the Orders Scheduled by Day.<\/p>\n

Orders Stock Not Pulled<\/strong><\/h6>\n

Click on Orders Stock Not Pulled provides a screen whereby you can view all orders in your system where stock has not been pulled or verified.  Orders that will show on this work with screen are orders in an Open status and there is no information in the Stock Location field on the Maintain Order \"\"<\/span>Company: <\/strong>If you have more than one company or location, use this box to view past due orders for All Locations or a select a specific company. When you switch companies, you will need to click on the large refresh button at the bottom of the screen next to the Orders Scheduled by Day.<\/p>\n

Export Orders to Excel<\/strong><\/h6>\n

Sometimes you may need to work with your order data in ways whereby Order Manager doesn\u2019t already have a built-in management tool.  Exporting your orders to Excel will allow you to sort data, create custom calculations on columns of data and many other things.  How to do some of these things and creation of formulas in Excel or other spreadsheet programs are not supported by NetSoft Studio, however we do provide an easy way to get the data into Excel format.  Once in Excel Format you may open the exported spreadsheet in your favorite spreadsheet program.<\/p>\n

<\/p>\n

Clicking on Export Orders to Excel will open a flyer explorer window where you can save an excel file that will contain all orders in the database.\"\"<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Click on one of the icons below to see the various Work With Screens and detailed information about the screen Invoices To access the Work With Invoice window, click on Invoices. Within this window, you can search for any invoice and open a selected invoice. Enter any search criteria, and click on search to display […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":3926,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-4140","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\/4140","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=4140"}],"version-history":[{"count":17,"href":"https:\/\/bizwiziq-help.bizwiziq.com\/index.php?rest_route=\/wp\/v2\/pages\/4140\/revisions"}],"predecessor-version":[{"id":4700,"href":"https:\/\/bizwiziq-help.bizwiziq.com\/index.php?rest_route=\/wp\/v2\/pages\/4140\/revisions\/4700"}],"up":[{"embeddable":true,"href":"https:\/\/bizwiziq-help.bizwiziq.com\/index.php?rest_route=\/wp\/v2\/pages\/3926"}],"wp:attachment":[{"href":"https:\/\/bizwiziq-help.bizwiziq.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4140"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}