Before you can begin using bizwizIQ Order Manager, you’ll need to install the software and connect to your company’s database.<\/p>\n
This guide will walk you through the basic steps.<\/p>\n
Step 1: Download and Install Order Manager<\/h2>\n
After downloading the bizwizIQ Order Manager installer, follow these steps:<\/p>\n For additional instructions, see Installing bizwizIQ<\/a>.<\/p>\n Once Order Manager is installed, you’ll need to create or connect to a database.<\/p>\n Order Manager provides three connection options:<\/p>\n Select the option that matches your installation.<\/p>\n If your database is hosted by Netsoft Studio, use the connection information provided to you, including the server address, database name, User ID, and password.<\/p>\n Click Test Connection<\/strong> to verify that the connection settings are correct.<\/p>\n For detailed instructions on each option, see Create\/Connect to a Database<\/a>.<\/p>\n When you start bizwizIQ Order Manager, the login window will appear.<\/p>\n When a new database is created, Order Manager includes a default user account.<\/p>\n Use the following credentials for your initial login:<\/p>\n The login window contains the following information:<\/p>\n User:<\/strong> Select the user account you want to use to access Order Manager.<\/p>\n Password:<\/strong> Enter the password associated with the selected user.<\/p>\n Company Database:<\/strong> Select the database you want to connect to.<\/p>\n Company:<\/strong> Select the company you want to work with.<\/p>\n Once you’ve entered your password and selected the appropriate database and company, click Login<\/strong>.<\/p>\n Order Manager will open using the selected user account.<\/p>\n For security, we strongly recommend changing the default password immediately after your first login.<\/p>\n To change the password, open Users & Groups, select the Default user account, and update its password.<\/p>\n Order Manager does not automatically prompt you to change the default password.<\/p>\n For more information, see Article 5: Setting Up Users and Groups.<\/strong><\/p>\n When you first create or connect to a new database, Order Manager may operate in Limited Mode<\/strong> until the database is recognized as licensed through the Netsoft Customer Management System.<\/p>\n Limited Mode allows you to evaluate Order Manager with restrictions on the number of records and certain features.<\/p>\n For additional information, see Limited Mode<\/a>.<\/p>\n Now that Order Manager is installed and connected to your database, you’re ready to become familiar with the program.<\/p>\n Next Article: <\/strong>Understanding the Order Manager Interface<\/strong><\/a><\/p>\n Learn how to navigate the main screen, use program tabs, and work with the different windows in Order Manager.<\/p>\n \u2190 Getting Started<\/strong><\/a> | Next: <\/strong>| <\/strong>Understanding the Order Manager Interface \u2192<\/a><\/p>\n","protected":false},"excerpt":{"rendered":" Installing and Logging In Getting Started \u2014 Article 2 of 11 Before you can begin using bizwizIQ Order Manager, you’ll need to install the software and connect to your company’s database. This guide will walk you through the basic steps. Step 1: Download and Install Order Manager After downloading the bizwizIQ Order Manager installer, follow […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":3902,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","tve_updated_post":" Getting Started \u2014 Article 2 of 11<\/strong><\/p> Before you can begin using bizwizIQ Order Manager, you'll need to install the software and connect to your company's database.<\/p> This guide will walk you through the basic steps.<\/p> After downloading the bizwizIQ Order Manager installer, follow these steps:<\/p> For additional instructions, see Installing bizwizIQ<\/a>.<\/p> Once Order Manager is installed, you'll need to create or connect to a database.<\/p> Order Manager provides three connection options:<\/p> Select the option that matches your installation.<\/p> If your database is hosted by Netsoft Studio, use the connection information provided to you, including the server address, database name, User ID, and password.<\/p> Click Test Connection<\/strong> to verify that the connection settings are correct.<\/p> For detailed instructions on each option, see Create\/Connect to a Database<\/a>.<\/p> When you start bizwizIQ Order Manager, the login window will appear.<\/p> When a new database is created, Order Manager includes a default user account.<\/p> Use the following credentials for your initial login:<\/p> The login window contains the following information:<\/p> User:<\/strong> Select the user account you want to use to access Order Manager.<\/p> Password:<\/strong> Enter the password associated with the selected user.<\/p> Company Database:<\/strong> Select the database you want to connect to.<\/p> Company:<\/strong> Select the company you want to work with.<\/p> Once you've entered your password and selected the appropriate database and company, click Login<\/strong>.<\/p> Order Manager will open using the selected user account.<\/p> For security, we strongly recommend changing the default password immediately after your first login.<\/p> To change the password, open Users & Groups, select the Default user account, and update its password.<\/p> Order Manager does not automatically prompt you to change the default password.<\/p> For more information, see Article 5: Setting Up Users and Groups.<\/strong><\/p> When you first create or connect to a new database, Order Manager may operate in Limited Mode<\/strong> until the database is recognized as licensed through the Netsoft Customer Management System.<\/p> Limited Mode allows you to evaluate Order Manager with restrictions on the number of records and certain features.<\/p> For additional information, see Limited Mode<\/a>.<\/p> Now that Order Manager is installed and connected to your database, you're ready to become familiar with the program.<\/p> Next Article: <\/strong>Understanding the Order Manager Interface<\/strong><\/a><\/p> Learn how to navigate the main screen, use program tabs, and work with the different windows in Order Manager.<\/p><\/div><\/div>\n<\/div> \u2190 Getting Started<\/strong><\/a> | Next: <\/strong>| <\/strong>Understanding the Order Manager Interface \u2192<\/a><\/p><\/div>","tve_custom_css":"@media (min-width: 300px){[data-css=\"tve-u-66fec6cb8762d2\"] { margin-top: 0px !important; 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<\/span><\/p>\n\n
\n
Step 2: Connect to Your Database<\/h2>\n
![\"\"](\"https:\/\/bizwiziq-help.bizwiziq.com\/wp-content\/uploads\/2024\/10\/Initial-Install-Screen.png\" "\\"Initial")
<\/span><\/p>\n\n
Step 3: Logging In to Order Manager<\/h2>\n
![\"\"](\"https:\/\/bizwiziq-help.bizwiziq.com\/wp-content\/uploads\/2026\/10\/login-page.png\" "\\"login")
<\/span><\/p>\nFirst-Time Login<\/h3>\n
\n
Understanding the Login Window<\/h3>\n
Important: Change the Default Password<\/h3>\n
Understanding Limited Mode<\/h2>\n
What’s Next?<\/h2>\n
Installing and Logging In<\/h1>
Step 1: Download and Install Order Manager<\/h2><\/div>
<\/span><\/div>Step 2: Connect to Your Database<\/h2><\/div>
<\/span><\/div>Step 3: Logging In to Order Manager<\/h2><\/div>
<\/span><\/div>First-Time Login<\/h3>
Understanding the Login Window<\/h3>
Important: Change the Default Password<\/h3>
Understanding Limited Mode<\/h2>
What's Next?<\/h2>