{"id":4958,"date":"2026-10-21T20:31:10","date_gmt":"2026-10-21T20:31:10","guid":{"rendered":"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4958"},"modified":"2026-10-21T21:10:30","modified_gmt":"2026-10-21T21:10:30","slug":"setting-up-suppliers-and-product-families","status":"publish","type":"page","link":"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4958","title":{"rendered":"Setting Up Suppliers and Product Families"},"content":{"rendered":"<p><strong>Getting Started \u2014 Article 8 of 11<\/strong><\/p>\n<p>Before you begin processing customer orders, it&#8217;s important to organize your products into Product Families and set up the Suppliers your business purchases from.<\/p>\n<p>bizwizIQ Order Manager uses Product Families to organize products, establish pricing methods, and automate production workflows. Suppliers allow you to maintain information about the companies you purchase products and materials from.<\/p>\n<h2>Step 1: Understanding Product Families<\/h2>\n<p>Product Families allow you to organize similar products and apply common settings to them.<\/p>\n<p>For example, you might create Product Families for:<\/p>\n<ul>\n<li>Acrylic Awards<\/li>\n<li>Crystal Awards<\/li>\n<li>Plaques<\/li>\n<li>Engraved Plates<\/li>\n<li>Personalized Gifts<\/li>\n<\/ul>\n<p>Product Families provide more than just product organization. They can also define important settings used when products are added to customer orders.<\/p>\n<h3>Pricing Formulas<\/h3>\n<p>A Product Family can have a base pricing formula that determines how selling prices are calculated.<\/p>\n<p>Products assigned to the family can use this formula, while individual Detailed Products can override it when necessary.<\/p>\n<h3>Production Workflows<\/h3>\n<p>A Product Family can be assigned a task workflow.<\/p>\n<p>When a product associated with that family is added to a customer order, its workflow is automatically assigned to the order.<\/p>\n<p>This helps organize production activities and ensures the appropriate tasks are created.<\/p>\n<h3>Estimated Production Time<\/h3>\n<p>Product Families can include estimated person-minutes used for production scheduling.<\/p>\n<p>This helps Order Manager estimate the time required to complete work associated with the product.<\/p>\n<h2>Step 2: Access Product Families<\/h2>\n<p>To access Product Families:<\/p>\n<ol start=\"1\">\n<li>Log in to bizwizIQ Order Manager.<\/li>\n<li>Select the&nbsp;<strong>CONFIGURATION<\/strong>&nbsp;tab.<\/li>\n<li>Locate the&nbsp;<strong>Product Management<\/strong>&nbsp;section.<\/li>\n<li>Click&nbsp;<strong>Product Families<\/strong>.<\/li>\n<\/ol>\n<p>The&nbsp;<strong>Work With Product Families<\/strong>&nbsp;window will open.<\/p>\n<p>From this window, you can create new Product Families, search for existing families, and maintain their settings.<\/p>\n<p><span><img decoding=\"async\" alt=\"\" data-id=\"4871\" width=\"911\" data-init-width=\"911\" height=\"476\" data-init-height=\"476\" title=\"work with product family\" src=\"https:\/\/bizwiziq-help.bizwiziq.com\/wp-content\/uploads\/2026\/10\/work-with-product-family.png\" data-width=\"911\" data-height=\"476\" loading=\"lazy\" style=\"aspect-ratio: auto 911 \/ 476;\"><\/span><\/p>\n<p>For more information, see <a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4862\">Work With Product Families<\/a>.<\/p>\n<h2>Step 3: Create a Product Family<\/h2>\n<p>To create a new Product Family:<\/p>\n<ol start=\"1\">\n<li>Open the&nbsp;<strong>Work With Product Families<\/strong>&nbsp;window.<\/li>\n<li>Click&nbsp;<strong>New<\/strong>.<\/li>\n<li>Enter the Product Family information.<\/li>\n<li>Configure the base pricing formula, if applicable. This formula can be used to calculate selling prices for Detailed Products assigned to this Product Family.<\/li>\n<li>Assign a production workflow, if applicable.<\/li>\n<li>Enter the estimated person-minutes used for scheduling, if applicable.<\/li>\n<li>Save your changes.<\/li>\n<\/ol>\n<p>Once created, the Product Family can be assigned to Products in Order Manager.<\/p>\n<p><span><img decoding=\"async\" alt=\"\" data-id=\"4869\" width=\"951\" data-init-width=\"984\" height=\"551\" data-init-height=\"570\" title=\"maintain product family\" src=\"https:\/\/bizwiziq-help.bizwiziq.com\/wp-content\/uploads\/2026\/10\/maintain-product-family.png\" data-width=\"951\" data-height=\"551\" loading=\"lazy\" style=\"aspect-ratio: auto 984 \/ 570;\"><\/span><\/p>\n<p>For additional information, see <a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4867\" style=\"outline: medium;\">Maintain Product Family<\/a>.<\/p>\n<h2>Step 4: Understanding Suppliers<\/h2>\n<p>Suppliers are the companies your business purchases products, materials, or supplies from.<\/p>\n<p>For example, an awards and personalization business might purchase acrylic awards, plaques, engraving materials, or other supplies from different Suppliers.<\/p>\n<p>Maintaining Supplier information allows you to associate products with their Suppliers and manage purchasing activities.<\/p>\n<h2>Step 5: Access Suppliers<\/h2>\n<p>To access your Suppliers:<\/p>\n<ol start=\"1\">\n<li>Log in to bizwizIQ Order Manager.<\/li>\n<li>Click the&nbsp;<strong>SUPPLIERS<\/strong>&nbsp;tab.<\/li>\n<\/ol>\n<p>The&nbsp;<strong>Work With Suppliers<\/strong>&nbsp;window will automatically be displayed.<\/p>\n<p>From this window, you can add new Suppliers, search for existing Suppliers, and maintain Supplier information.<\/p>\n<p><span><img decoding=\"async\" alt=\"\" data-id=\"4964\" width=\"951\" data-init-width=\"1686\" height=\"592\" data-init-height=\"1050\" title=\"Work With Suppliers\" src=\"https:\/\/bizwiziq-help.bizwiziq.com\/wp-content\/uploads\/2026\/10\/Work-With-Suppliers.png\" data-width=\"951\" data-height=\"592\" loading=\"lazy\" style=\"aspect-ratio: auto 1686 \/ 1050;\"><\/span><\/p>\n<h2>Step 6: Create a Supplier<\/h2>\n<p>To add a new Supplier:<\/p>\n<ol start=\"1\">\n<li>Open the&nbsp;<strong>Work With Suppliers<\/strong>&nbsp;window.<\/li>\n<li>Click&nbsp;<strong>New<\/strong>.<\/li>\n<li>Enter the Supplier&#8217;s company information.<\/li>\n<li>Add contact information, addresses, and other applicable details.<\/li>\n<li>Save the Supplier record.<\/li>\n<\/ol>\n<p>Once created, the Supplier can be associated with Products in Order Manager.<\/p>\n<p><span><img decoding=\"async\" alt=\"\" data-id=\"4965\" width=\"951\" data-init-width=\"1184\" height=\"619\" data-init-height=\"771\" title=\"Maintain Supplier\" src=\"https:\/\/bizwiziq-help.bizwiziq.com\/wp-content\/uploads\/2026\/10\/Maintain-Supplier.png\" data-width=\"951\" data-height=\"619\" loading=\"lazy\" style=\"aspect-ratio: auto 1184 \/ 771;\"><\/span><\/p>\n<h2>Step 7: Assign Suppliers and Product Families to Products<\/h2>\n<p>Once your Suppliers and Product Families have been created, you can associate them with your Products.<\/p>\n<p>To do this:<\/p>\n<ol start=\"1\">\n<li>Select the&nbsp;<strong>CONFIGURATION<\/strong>&nbsp;tab.<\/li>\n<li>Under&nbsp;<strong>Product Management<\/strong>, click&nbsp;<strong>Products<\/strong>.<\/li>\n<li>Create a new Product or open an existing Product.<\/li>\n<li>Select the appropriate Supplier and Product Family.<\/li>\n<li>Save your changes.<\/li>\n<\/ol>\n<p>Assigning Products to the appropriate Suppliers and Product Families helps maintain consistent purchasing, pricing, and production information.<\/p>\n<p>For more information, see&nbsp;<a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4878\" style=\"outline: medium;\">Maintain Product<\/a>.<\/p>\n<h2>What&#8217;s Next?<\/h2>\n<p>Now that you&#8217;ve configured your Suppliers and Product Families, you&#8217;re ready to review the sales tax settings used when processing customer orders.<\/p>\n<p><strong>Next Article: <\/strong><a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4967\" target=\"_blank\" style=\"outline: medium;\"><strong>Setting Up Sales Tax<\/strong><\/a><\/p>\n<p>Learn how to configure Sales Tax Tables and prepare Order Manager to calculate sales tax on customer orders.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4949\" style=\"outline: medium;\"><strong>\u2190 Setting Up Products and Pricing<\/strong><\/a>&nbsp;|&nbsp;<strong>Next:&nbsp;<\/strong>|<strong>&nbsp;<\/strong><a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4967\" target=\"_blank\" style=\"outline: medium;\">Setting Up Sales Tax \u2192<\/a>\u200b\u200b\u200b\u200b<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Getting Started \u2014 Article 8 of 11 Before you begin processing customer orders, it&#8217;s important to organize your products into Product Families and set up the Suppliers your business purchases from. bizwizIQ Order Manager uses Product Families to organize products, establish pricing methods, and automate production workflows. Suppliers allow you to maintain information about the [&hellip;]<\/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":"<div class=\"thrv_wrapper thrv_contentbox_shortcode thrv-content-box tve-elem-default-pad\" data-css=\"tve-u-6ad920cf6bb493\" style=\"\">\n\t<div class=\"tve-content-box-background\"><\/div>\n\t<div class=\"tve-cb\"><div class=\"thrv_wrapper thrv_text_element\"><p><strong>Getting Started \u2014 Article 8 of 11<\/strong><\/p><p>Before you begin processing customer orders, it's important to organize your products into Product Families and set up the Suppliers your business purchases from.<\/p><p>bizwizIQ Order Manager uses Product Families to organize products, establish pricing methods, and automate production workflows. Suppliers allow you to maintain information about the companies you purchase products and materials from.<\/p><h2>Step 1: Understanding Product Families<\/h2><p>Product Families allow you to organize similar products and apply common settings to them.<\/p><p>For example, you might create Product Families for:<\/p><ul><li>Acrylic Awards<\/li><li>Crystal Awards<\/li><li>Plaques<\/li><li>Engraved Plates<\/li><li>Personalized Gifts<\/li><\/ul><p>Product Families provide more than just product organization. They can also define important settings used when products are added to customer orders.<\/p><h3>Pricing Formulas<\/h3><p>A Product Family can have a base pricing formula that determines how selling prices are calculated.<\/p><p>Products assigned to the family can use this formula, while individual Detailed Products can override it when necessary.<\/p><h3>Production Workflows<\/h3><p>A Product Family can be assigned a task workflow.<\/p><p>When a product associated with that family is added to a customer order, its workflow is automatically assigned to the order.<\/p><p>This helps organize production activities and ensures the appropriate tasks are created.<\/p><h3>Estimated Production Time<\/h3><p>Product Families can include estimated person-minutes used for production scheduling.<\/p><p>This helps Order Manager estimate the time required to complete work associated with the product.<\/p><h2>Step 2: Access Product Families<\/h2><p>To access Product Families:<\/p><ol start=\"1\" class=\"\"><li>Log in to bizwizIQ Order Manager.<\/li><li>Select the&nbsp;<strong>CONFIGURATION<\/strong>&nbsp;tab.<\/li><li>Locate the&nbsp;<strong>Product Management<\/strong>&nbsp;section.<\/li><li>Click&nbsp;<strong>Product Families<\/strong>.<\/li><\/ol><p>The&nbsp;<strong>Work With Product Families<\/strong>&nbsp;window will open.<\/p><p>From this window, you can create new Product Families, search for existing families, and maintain their settings.<\/p><\/div><div class=\"thrv_wrapper tve_image_caption\" data-css=\"tve-u-1a1603cdb08\"><span class=\"tve_image_frame\"><img class=\"tve_image wp-image-4871\" alt=\"\" data-id=\"4871\" width=\"911\" data-init-width=\"911\" height=\"476\" data-init-height=\"476\" title=\"work with product family\" src=\"https:\/\/bizwiziq-help.bizwiziq.com\/wp-content\/uploads\/2026\/10\/work-with-product-family.png\" data-width=\"911\" data-height=\"476\" loading=\"lazy\" style=\"aspect-ratio: auto 911 \/ 476;\"><\/span><\/div><div class=\"thrv_wrapper thrv_text_element\"><p>For more information, see <a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4862\">Work With Product Families<\/a>.<\/p><h2>Step 3: Create a Product Family<\/h2><p>To create a new Product Family:<\/p><ol start=\"1\" class=\"\"><li>Open the&nbsp;<strong>Work With Product Families<\/strong>&nbsp;window.<\/li><li>Click&nbsp;<strong>New<\/strong>.<\/li><li>Enter the Product Family information.<\/li><li>Configure the base pricing formula, if applicable. This formula can be used to calculate selling prices for Detailed Products assigned to this Product Family.<\/li><li>Assign a production workflow, if applicable.<\/li><li>Enter the estimated person-minutes used for scheduling, if applicable.<\/li><li>Save your changes.<\/li><\/ol><p>Once created, the Product Family can be assigned to Products in Order Manager.<\/p><\/div><div class=\"thrv_wrapper tve_image_caption\" data-css=\"tve-u-1a1603ebf9e\"><span class=\"tve_image_frame\"><img class=\"tve_image wp-image-4869\" alt=\"\" data-id=\"4869\" width=\"951\" data-init-width=\"984\" height=\"551\" data-init-height=\"570\" title=\"maintain product family\" src=\"https:\/\/bizwiziq-help.bizwiziq.com\/wp-content\/uploads\/2026\/10\/maintain-product-family.png\" data-width=\"951\" data-height=\"551\" loading=\"lazy\" style=\"aspect-ratio: auto 984 \/ 570;\"><\/span><\/div><div class=\"thrv_wrapper thrv_text_element\"><p>For additional information, see <a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4867\" class=\"\" style=\"outline: medium;\">Maintain Product Family<\/a>.<\/p><h2>Step 4: Understanding Suppliers<\/h2><p>Suppliers are the companies your business purchases products, materials, or supplies from.<\/p><p>For example, an awards and personalization business might purchase acrylic awards, plaques, engraving materials, or other supplies from different Suppliers.<\/p><p>Maintaining Supplier information allows you to associate products with their Suppliers and manage purchasing activities.<\/p><h2>Step 5: Access Suppliers<\/h2><p>To access your Suppliers:<\/p><ol start=\"1\" class=\"\"><li>Log in to bizwizIQ Order Manager.<\/li><li>Click the&nbsp;<strong>SUPPLIERS<\/strong>&nbsp;tab.<\/li><\/ol><p>The&nbsp;<strong>Work With Suppliers<\/strong>&nbsp;window will automatically be displayed.<\/p><p>From this window, you can add new Suppliers, search for existing Suppliers, and maintain Supplier information.<\/p><\/div><div class=\"thrv_wrapper tve_image_caption\" data-css=\"tve-u-1a16040860f\"><span class=\"tve_image_frame\"><img class=\"tve_image wp-image-4964\" alt=\"\" data-id=\"4964\" width=\"951\" data-init-width=\"1686\" height=\"592\" data-init-height=\"1050\" title=\"Work With Suppliers\" src=\"https:\/\/bizwiziq-help.bizwiziq.com\/wp-content\/uploads\/2026\/10\/Work-With-Suppliers.png\" data-width=\"951\" data-height=\"592\" loading=\"lazy\" style=\"aspect-ratio: auto 1686 \/ 1050;\"><\/span><\/div><div class=\"thrv_wrapper thrv_text_element\"><h2>Step 6: Create a Supplier<\/h2><p>To add a new Supplier:<\/p><ol start=\"1\" class=\"\"><li>Open the&nbsp;<strong>Work With Suppliers<\/strong>&nbsp;window.<\/li><li>Click&nbsp;<strong>New<\/strong>.<\/li><li>Enter the Supplier's company information.<\/li><li>Add contact information, addresses, and other applicable details.<\/li><li>Save the Supplier record.<\/li><\/ol><p>Once created, the Supplier can be associated with Products in Order Manager.<\/p><\/div><div class=\"thrv_wrapper tve_image_caption\" data-css=\"tve-u-1a160422296\"><span class=\"tve_image_frame\"><img class=\"tve_image wp-image-4965\" alt=\"\" data-id=\"4965\" width=\"951\" data-init-width=\"1184\" height=\"619\" data-init-height=\"771\" title=\"Maintain Supplier\" src=\"https:\/\/bizwiziq-help.bizwiziq.com\/wp-content\/uploads\/2026\/10\/Maintain-Supplier.png\" data-width=\"951\" data-height=\"619\" loading=\"lazy\" style=\"aspect-ratio: auto 1184 \/ 771;\"><\/span><\/div><div class=\"thrv_wrapper thrv_text_element\"><h2>Step 7: Assign Suppliers and Product Families to Products<\/h2><p>Once your Suppliers and Product Families have been created, you can associate them with your Products.<\/p><p>To do this:<\/p><ol start=\"1\"><li>Select the&nbsp;<strong>CONFIGURATION<\/strong>&nbsp;tab.<\/li><li>Under&nbsp;<strong>Product Management<\/strong>, click&nbsp;<strong>Products<\/strong>.<\/li><li>Create a new Product or open an existing Product.<\/li><li>Select the appropriate Supplier and Product Family.<\/li><li>Save your changes.<\/li><\/ol><p>Assigning Products to the appropriate Suppliers and Product Families helps maintain consistent purchasing, pricing, and production information.<\/p><p>For more information, see&nbsp;<a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4878\" class=\"\" style=\"outline: medium;\">Maintain Product<\/a>.<\/p><h2>What's Next?<\/h2><p>Now that you've configured your Suppliers and Product Families, you're ready to review the sales tax settings used when processing customer orders.<\/p><p><strong>Next Article: <\/strong><a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4967\" target=\"_blank\" class=\"\" style=\"outline: medium;\"><strong>Setting Up Sales Tax<\/strong><\/a><\/p><p>Learn how to configure Sales Tax Tables and prepare Order Manager to calculate sales tax on customer orders.<\/p><\/div><\/div>\n<\/div><div class=\"thrv_wrapper thrv_text_element\"><p style=\"text-align: center;\"><a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4949\" class=\"\" style=\"outline: medium;\"><strong>\u2190 Setting Up Products and Pricing<\/strong><\/a>&nbsp;|&nbsp;<strong>Next:&nbsp;<\/strong>|<strong>&nbsp;<\/strong><a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4967\" target=\"_blank\" class=\"\" style=\"outline: medium;\" data-css=\"tve-u-1a1604a7f94\">Setting Up Sales Tax \u2192<\/a><\/p><\/div>","tve_custom_css":"@media (min-width: 300px){[data-css=\"tve-u-6ad920cf6bb493\"] { margin-top: 0px !important; margin-bottom: 10px !important; padding: 10px !important; }[data-css=\"tve-u-1a1603cdb08\"] { width: 911px; }[data-css=\"tve-u-1a1603ebf9e\"] { width: 984px; }[data-css=\"tve-u-1a16040860f\"] { width: 100%; }[data-css=\"tve-u-1a160422296\"] { width: 1184px; }:not(#tve) [data-css=\"tve-u-1a1604a7f94\"] { font-weight: var(--g-bold-weight, bold) !important; 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