{"id":4988,"date":"2026-10-22T18:20:56","date_gmt":"2026-10-22T18:20:56","guid":{"rendered":"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4988"},"modified":"2026-10-22T18:20:57","modified_gmt":"2026-10-22T18:20:57","slug":"processing-your-first-order","status":"publish","type":"page","link":"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4988","title":{"rendered":"Processing Your First Order"},"content":{"rendered":"<p><strong>Getting Started \u2014 Article 11 of 11<\/strong><\/p>\n<p>Now that you&#8217;ve created your first customer order, you&#8217;re ready to learn how to process it in bizwizIQ Order Manager.<\/p>\n<p>Order Manager helps you manage customer orders through production, track their progress, notify customers when orders are ready, and record pickup or shipping information.<\/p>\n<p>In this article, we&#8217;ll walk through the basic steps of processing an order from production through final fulfillment.<\/p>\n<h2>Step 1: Open an Existing Order<\/h2>\n<p>To access an existing customer order:<\/p>\n<ol start=\"1\">\n<li>Log in to bizwizIQ Order Manager.<\/li>\n<li>Select the&nbsp;<strong>ORDERS<\/strong>&nbsp;tab. The&nbsp;<strong>Work With Orders<\/strong>&nbsp;window will automatically be displayed.<\/li>\n<li>Search for the order you want to process.<\/li>\n<li>Select the order and open it.<\/li>\n<\/ol>\n<p>The&nbsp;<strong>Maintain Order<\/strong>&nbsp;window will be displayed, allowing you to review and update the order information.<\/p>\n<p><span><img decoding=\"async\" alt=\"\" data-id=\"4922\" width=\"788\" data-init-width=\"1686\" height=\"491\" data-init-height=\"1050\" title=\"Main Order Manager Window\" src=\"https:\/\/bizwiziq-help.bizwiziq.com\/wp-content\/uploads\/2026\/10\/Main-Order-Manager-Window.png\" data-width=\"788\" data-height=\"491\" loading=\"lazy\" style=\"aspect-ratio: auto 1686 \/ 1050;\"><\/span><\/p>\n<h2>Step 2: Review the Order Details<\/h2>\n<p>Before beginning production, review the order to make sure all necessary information has been entered.<\/p>\n<p>Check the following:<\/p>\n<ul>\n<li><strong>Customer Information:<\/strong>&nbsp;Verify the correct customer is associated with the order.<\/li>\n<li><strong>Order Line Items:<\/strong>&nbsp;Confirm the products and quantities being ordered.<\/li>\n<li><strong>Due Date:<\/strong>&nbsp;Review when the customer needs the order completed.<\/li>\n<li><strong>Artwork and Personalization:<\/strong>&nbsp;Verify any engraving, printing, or customization instructions.<\/li>\n<li><strong>Product Options:<\/strong>&nbsp;Review any selected Kit components or other product options.<\/li>\n<li><strong>Order Notes:<\/strong>&nbsp;Check for special instructions.<\/li>\n<\/ul>\n<p>Make any necessary changes before proceeding.<\/p>\n<p><span><img decoding=\"async\" alt=\"\" data-id=\"4151\" width=\"788\" data-init-width=\"1203\" height=\"559\" data-init-height=\"854\" title=\"Maintain Order\" src=\"https:\/\/bizwiziq-help.bizwiziq.com\/wp-content\/uploads\/2024\/09\/Maintain-Order.png\" data-width=\"788\" data-height=\"559\" loading=\"lazy\" style=\"aspect-ratio: auto 1203 \/ 854;\"><\/span><\/p>\n<h2>Step 3: Track Orders with Production Tasks or Bespoke Indicators<\/h2>\n<p>bizwizIQ Order Manager provides flexible ways to track customer orders as they move through production.<\/p>\n<p>You can use&nbsp;<strong>Production Tasks<\/strong>,&nbsp;<strong>Bespoke Indicators<\/strong>, or both together, depending on how your business prefers to manage orders.<\/p>\n<h3>Option 1: Production Tasks<\/h3>\n<p>Production Tasks allow you to track individual order line items as they move through the production process.<\/p>\n<p>For example, an order containing engraved acrylic awards and personalized plaques may require different production steps for each line item.<\/p>\n<p>An engraved acrylic award might require:<\/p>\n<ol start=\"1\">\n<li>Artwork preparation<\/li>\n<li>Customer proof approval<\/li>\n<li>Engraving or printing<\/li>\n<li>Assembly<\/li>\n<li>Final inspection<\/li>\n<\/ol>\n<p>When a Product Family has an assigned task workflow, Order Manager automatically assigns that workflow when a product belonging to the family is added to an order.<\/p>\n<p>This allows employees to manage and track the production progress of each order line item independently.<\/p>\n<h3>Managing Production Tasks<\/h3>\n<p>Order Manager provides two ways to monitor and maintain Production Tasks.<\/p>\n<p><strong>From the Maintain Order Window<\/strong><\/p>\n<p>Production Tasks can be viewed and modified directly from the&nbsp;<strong>Maintain Order<\/strong>&nbsp;window.<\/p>\n<p>This is useful when working with an individual customer order and reviewing the production progress of its line items.<\/p>\n<p><strong>[Insert Screenshot: Production Tasks on Maintain Order Window]<\/strong><\/p>\n<p><strong>From the TASKS Tab<\/strong><\/p>\n<p>For larger operations, Production Tasks can be managed centrally through the&nbsp;<strong>TASKS<\/strong>&nbsp;tab.<\/p>\n<p>Clicking the&nbsp;<strong>TASKS<\/strong>&nbsp;tab displays the&nbsp;<strong>Work With Tasks<\/strong>&nbsp;window, allowing employees to monitor and maintain production work across multiple customer orders.<\/p>\n<p>This approach is especially useful for businesses managing many orders and production activities simultaneously.<\/p>\n<p><strong>[Insert Screenshot: Work With Tasks Window]<\/strong><\/p>\n<p>Production Tasks are optional and are particularly useful for businesses that want detailed production tracking.<\/p>\n<h3>Option 2: Bespoke Indicators<\/h3>\n<p>Bespoke Indicators provide a simpler way to manually track the overall progress of a customer order.<\/p>\n<p>Rather than tracking individual order line items, employees can update Bespoke Indicators as the entire order moves through production.<\/p>\n<p>For example, your business might configure indicators such as:<\/p>\n<ul>\n<li>Artwork<\/li>\n<li>In Production<\/li>\n<li>Quality Check<\/li>\n<li>Ready for Pickup<\/li>\n<\/ul>\n<p>Bespoke Indicators are especially useful for businesses that prefer to track an order as a whole instead of managing production tasks for each line item.<\/p>\n<h3>Option 3: Use Both Together<\/h3>\n<p>You can also use Production Tasks and Bespoke Indicators together.<\/p>\n<p>For example:<\/p>\n<ul>\n<li><strong>Production Tasks<\/strong>&nbsp;track the progress of individual order line items through their assigned production workflows.<\/li>\n<li><strong>Bespoke Indicators<\/strong>&nbsp;provide a quick visual overview of the entire order&#8217;s progress.<\/li>\n<\/ul>\n<p>This allows employees to manage detailed production work while providing an easy way to see where an order stands.<\/p>\n<p><strong>Important:<\/strong>&nbsp;Production Tasks are optional. Choose the tracking method that best fits your business.<\/p>\n<h2>Step 4: Monitor Order Progress<\/h2>\n<p>As an order moves through production, use your preferred tracking method to monitor its progress.<\/p>\n<p>If you&#8217;re using&nbsp;<strong>Production Tasks<\/strong>, monitor and update them directly from the&nbsp;<strong>Maintain Order<\/strong>&nbsp;window or through the&nbsp;<strong>TASKS<\/strong>&nbsp;tab and&nbsp;<strong>Work With Tasks<\/strong>&nbsp;window.<\/p>\n<p>If you&#8217;re using&nbsp;<strong>Bespoke Indicators<\/strong>, manually update the indicators to reflect the overall order&#8217;s progress.<\/p>\n<p>If you&#8217;re using both, keep the Production Tasks and Bespoke Indicators updated as work is completed.<\/p>\n<p>Regularly reviewing order progress helps employees identify orders requiring attention and keep production on schedule.<\/p>\n<h2>Step 5: Review the Completed Order<\/h2>\n<p>Once production is finished, review the order before marking it Complete or Closed.<\/p>\n<p>Verify that:<\/p>\n<ul>\n<li>All ordered products have been completed.<\/li>\n<li>Personalization and artwork are correct.<\/li>\n<li>Quantities match the customer order.<\/li>\n<li>The products are ready for pickup or shipping.<\/li>\n<\/ul>\n<p>This final review helps reduce mistakes and ensures the order is ready for the customer.<\/p>\n<h2>Step 6: Trigger the Order to Complete or Closed<\/h2>\n<p>Once production is finished and the order is ready for pickup or shipping, click the&nbsp;<strong>Trigger Event<\/strong>&nbsp;button on the&nbsp;<strong>Maintain Order<\/strong>&nbsp;window.<\/p>\n<p>Order Manager then begins the process of completing or closing the order.<\/p>\n<p>When the order is triggered, Order Manager requests the location where the completed order is being stored. This information is recorded in the order&#8217;s&nbsp;<strong>Pickup Location<\/strong>&nbsp;field.<\/p>\n<p>Order Manager then automatically changes the order status to either&nbsp;<strong>Complete<\/strong>&nbsp;or&nbsp;<strong>Closed<\/strong>, depending on its financial status.<\/p>\n<h3>Closed Status<\/h3>\n<p>An order is assigned a&nbsp;<strong>Closed<\/strong>&nbsp;status when:<\/p>\n<ul>\n<li>The order has been paid in full, resulting in a zero balance.<\/li>\n<li>The full order amount has been invoiced.<\/li>\n<\/ul>\n<p>A Closed status indicates that production is finished and the order&#8217;s financial requirements for closing have been satisfied.<\/p>\n<h3>Complete Status<\/h3>\n<p>An order is assigned a&nbsp;<strong>Complete<\/strong>&nbsp;status when:<\/p>\n<ul>\n<li>Production is finished.<\/li>\n<li>The customer is designated as&nbsp;<strong>COD (Cash on Delivery)<\/strong>.<\/li>\n<li>A balance remains due on the order.<\/li>\n<\/ul>\n<p>The order is complete from a production standpoint but remains open financially until the outstanding balance is resolved.<\/p>\n<h3>Example<\/h3>\n<p>A customer orders $250 worth of engraved awards.<\/p>\n<ul>\n<li><strong>Paid in Full:<\/strong>&nbsp;The customer has paid $250. When triggered, the order changes to Closed.<\/li>\n<li><strong>Fully Invoiced:<\/strong>&nbsp;The full $250 has been invoiced. When triggered, the order changes to Closed.<\/li>\n<li><strong>COD with Balance Due:<\/strong>&nbsp;The customer still owes $250. When triggered, the order changes to Complete.<\/li>\n<\/ul>\n<p><strong>Important:<\/strong>&nbsp;Complete does not necessarily mean Closed. An order can be finished and ready for the customer while still having an outstanding balance.<\/p>\n<h3>Automatic Production Task Closure<\/h3>\n<p>When an order changes to&nbsp;<strong>Complete<\/strong>&nbsp;or&nbsp;<strong>Closed<\/strong>, bizwizIQ Order Manager automatically closes all Production Tasks associated with that order.<\/p>\n<p>Employees do not need to manually close each Production Task before completing the order.<\/p>\n<p>This keeps production tracking synchronized with the order&#8217;s status.<\/p>\n<h2>Step 7: Automatic Customer Notification<\/h2>\n<p>When an order is triggered to&nbsp;<strong>Complete<\/strong>&nbsp;or&nbsp;<strong>Closed<\/strong>, Order Manager can automatically send an email notification to the customer.<\/p>\n<p>Depending on whether the order is being picked up or shipped, the email informs the customer that their order is:<\/p>\n<ul>\n<li><strong>Ready for Pickup<\/strong>, or<\/li>\n<li><strong>Ready to Ship<\/strong>.<\/li>\n<\/ul>\n<p>Automatic email notifications are controlled by the email settings configured on the&nbsp;<strong>Maintain Group<\/strong>&nbsp;page under&nbsp;<strong>USER\/GROUPS<\/strong>.<\/p>\n<p>When properly configured, these notifications eliminate the need to manually prepare and send separate order-ready emails.<\/p>\n<p><span><img decoding=\"async\" alt=\"\" data-id=\"4991\" width=\"775\" data-init-width=\"775\" height=\"289\" data-init-height=\"289\" title=\"order complete email\" src=\"https:\/\/bizwiziq-help.bizwiziq.com\/wp-content\/uploads\/2026\/10\/order-complete-email.png\" data-width=\"775\" data-height=\"289\" loading=\"lazy\" style=\"aspect-ratio: auto 775 \/ 289;\"><\/span><\/p>\n<h2>Step 8: Record Customer Pickup or Shipping<\/h2>\n<p>After an order has been completed or closed, click the&nbsp;<strong>Trigger Event<\/strong>&nbsp;button again when the customer picks up the order or when the order is shipped.<\/p>\n<p>Order Manager displays a different prompt depending on the order&#8217;s fulfillment method.<\/p>\n<h3>Customer Pickup<\/h3>\n<p>When the customer arrives to collect the order:<\/p>\n<ol start=\"1\">\n<li>Open the customer order.<\/li>\n<li>Click the&nbsp;<strong>Trigger Event<\/strong>&nbsp;button.<\/li>\n<li>Order Manager displays the customer pickup prompt.<\/li>\n<li>Enter the name of the person picking up the order.<\/li>\n<li>Complete the pickup process.<\/li>\n<\/ol>\n<p>This provides a record of who collected the order.<\/p>\n<h3>Shipping<\/h3>\n<p>When the order is being shipped:<\/p>\n<ol start=\"1\">\n<li>Open the customer order.<\/li>\n<li>Click the&nbsp;<strong>Trigger Event<\/strong>&nbsp;button.<\/li>\n<li>Order Manager displays the shipping prompt.<\/li>\n<li>Enter the shipment tracking number.<\/li>\n<li>Complete the shipping process.<\/li>\n<\/ol>\n<p>When configured, Order Manager can automatically send a shipping notification email that includes the tracking number.<\/p>\n<p>Recording pickup or shipping information helps maintain a history of how customer orders were fulfilled.<\/p>\n<h2>Congratulations! You&#8217;ve Completed the Getting Started Guide<\/h2>\n<p>You&#8217;ve now learned the basic steps for setting up and using bizwizIQ Order Manager.<\/p>\n<p>Throughout this guide, you&#8217;ve learned how to:<\/p>\n<ul>\n<li>Install and log in to Order Manager.<\/li>\n<li>Navigate the program.<\/li>\n<li>Configure your company information.<\/li>\n<li>Set up users and security groups.<\/li>\n<li>Maintain customers, products, and pricing.<\/li>\n<li>Configure Suppliers and Product Families.<\/li>\n<li>Set up sales tax.<\/li>\n<li>Create customer orders.<\/li>\n<li>Track production using Production Tasks, Bespoke Indicators, or both.<\/li>\n<li>Complete or close orders and automatically notify customers.<\/li>\n<li>Record customer pickup or shipping information.<\/li>\n<\/ul>\n<p>You&#8217;re now ready to begin using bizwizIQ Order Manager to manage your daily business operations.<\/p>\n<p>For more detailed instructions on individual features, explore the other articles in the bizwizIQ Help Center.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4971\" style=\"outline: medium;\"><strong>\u2190 Creating Your First Order<\/strong><\/a> | <a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4898\" target=\"_blank\" style=\"outline: medium;\">Return to Getting Started Guide \u2192<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Getting Started \u2014 Article 11 of 11 Now that you&#8217;ve created your first customer order, you&#8217;re ready to learn how to process it in bizwizIQ Order Manager. Order Manager helps you manage customer orders through production, track their progress, notify customers when orders are ready, and record pickup or shipping information. In this article, we&#8217;ll [&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-6ad9df58f35a40\" 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 11 of 11<\/strong><\/p><p>Now that you've created your first customer order, you're ready to learn how to process it in bizwizIQ Order Manager.<\/p><p>Order Manager helps you manage customer orders through production, track their progress, notify customers when orders are ready, and record pickup or shipping information.<\/p><p>In this article, we'll walk through the basic steps of processing an order from production through final fulfillment.<\/p><h2 class=\"\">Step 1: Open an Existing Order<\/h2><p>To access an existing customer order:<\/p><ol start=\"1\" class=\"\"><li>Log in to bizwizIQ Order Manager.<\/li><li>Select the&nbsp;<strong>ORDERS<\/strong>&nbsp;tab. The&nbsp;<strong>Work With Orders<\/strong>&nbsp;window will automatically be displayed.<\/li><li>Search for the order you want to process.<\/li><li>Select the order and open it.<\/li><\/ol><p>The&nbsp;<strong>Maintain Order<\/strong>&nbsp;window will be displayed, allowing you to review and update the order information.<\/p><\/div><div class=\"thrv_wrapper tve_image_caption\" data-css=\"tve-u-1a164c5185a\"><span class=\"tve_image_frame\"><img decoding=\"async\" class=\"tve_image wp-image-4922\" alt=\"\" data-id=\"4922\" width=\"788\" data-init-width=\"1686\" height=\"491\" data-init-height=\"1050\" title=\"Main Order Manager Window\" src=\"https:\/\/bizwiziq-help.bizwiziq.com\/wp-content\/uploads\/2026\/10\/Main-Order-Manager-Window.png\" data-width=\"788\" data-height=\"491\" loading=\"lazy\" style=\"aspect-ratio: auto 1686 \/ 1050;\"><\/span><\/div><div class=\"thrv_wrapper thrv_text_element\"><h2 class=\"\">Step 2: Review the Order Details<\/h2><p>Before beginning production, review the order to make sure all necessary information has been entered.<\/p><p>Check the following:<\/p><ul class=\"\"><li><strong>Customer Information:<\/strong>&nbsp;Verify the correct customer is associated with the order.<\/li><li><strong>Order Line Items:<\/strong>&nbsp;Confirm the products and quantities being ordered.<\/li><li><strong>Due Date:<\/strong>&nbsp;Review when the customer needs the order completed.<\/li><li><strong>Artwork and Personalization:<\/strong>&nbsp;Verify any engraving, printing, or customization instructions.<\/li><li><strong>Product Options:<\/strong>&nbsp;Review any selected Kit components or other product options.<\/li><li><strong>Order Notes:<\/strong>&nbsp;Check for special instructions.<\/li><\/ul><p>Make any necessary changes before proceeding.<\/p><\/div><div class=\"thrv_wrapper tve_image_caption\" data-css=\"tve-u-1a164c659af\"><span class=\"tve_image_frame\"><img decoding=\"async\" class=\"tve_image wp-image-4151\" alt=\"\" data-id=\"4151\" width=\"788\" data-init-width=\"1203\" height=\"559\" data-init-height=\"854\" title=\"Maintain Order\" src=\"https:\/\/bizwiziq-help.bizwiziq.com\/wp-content\/uploads\/2024\/09\/Maintain-Order.png\" data-width=\"788\" data-height=\"559\" loading=\"lazy\" style=\"aspect-ratio: auto 1203 \/ 854;\"><\/span><\/div><div class=\"thrv_wrapper thrv_text_element\"><h2 class=\"\">Step 3: Track Orders with Production Tasks or Bespoke Indicators<\/h2><p>bizwizIQ Order Manager provides flexible ways to track customer orders as they move through production.<\/p><p>You can use&nbsp;<strong>Production Tasks<\/strong>,&nbsp;<strong>Bespoke Indicators<\/strong>, or both together, depending on how your business prefers to manage orders.<\/p><h3 class=\"\">Option 1: Production Tasks<\/h3><p>Production Tasks allow you to track individual order line items as they move through the production process.<\/p><p>For example, an order containing engraved acrylic awards and personalized plaques may require different production steps for each line item.<\/p><p>An engraved acrylic award might require:<\/p><ol start=\"1\" class=\"\"><li>Artwork preparation<\/li><li>Customer proof approval<\/li><li>Engraving or printing<\/li><li>Assembly<\/li><li>Final inspection<\/li><\/ol><p>When a Product Family has an assigned task workflow, Order Manager automatically assigns that workflow when a product belonging to the family is added to an order.<\/p><p>This allows employees to manage and track the production progress of each order line item independently.<\/p><h3 class=\"\">Managing Production Tasks<\/h3><p>Order Manager provides two ways to monitor and maintain Production Tasks.<\/p><p><strong>From the Maintain Order Window<\/strong><\/p><p>Production Tasks can be viewed and modified directly from the&nbsp;<strong>Maintain Order<\/strong>&nbsp;window.<\/p><p>This is useful when working with an individual customer order and reviewing the production progress of its line items.<\/p><p><strong>[Insert Screenshot: Production Tasks on Maintain Order Window]<\/strong><\/p><p><strong>From the TASKS Tab<\/strong><\/p><p>For larger operations, Production Tasks can be managed centrally through the&nbsp;<strong>TASKS<\/strong>&nbsp;tab.<\/p><p>Clicking the&nbsp;<strong>TASKS<\/strong>&nbsp;tab displays the&nbsp;<strong>Work With Tasks<\/strong>&nbsp;window, allowing employees to monitor and maintain production work across multiple customer orders.<\/p><p>This approach is especially useful for businesses managing many orders and production activities simultaneously.<\/p><p><strong>[Insert Screenshot: Work With Tasks Window]<\/strong><\/p><p>Production Tasks are optional and are particularly useful for businesses that want detailed production tracking.<\/p><h3 class=\"\">Option 2: Bespoke Indicators<\/h3><p>Bespoke Indicators provide a simpler way to manually track the overall progress of a customer order.<\/p><p>Rather than tracking individual order line items, employees can update Bespoke Indicators as the entire order moves through production.<\/p><p>For example, your business might configure indicators such as:<\/p><ul class=\"\"><li>Artwork<\/li><li>In Production<\/li><li>Quality Check<\/li><li>Ready for Pickup<\/li><\/ul><p>Bespoke Indicators are especially useful for businesses that prefer to track an order as a whole instead of managing production tasks for each line item.<\/p><h3 class=\"\">Option 3: Use Both Together<\/h3><p>You can also use Production Tasks and Bespoke Indicators together.<\/p><p>For example:<\/p><ul class=\"\"><li><strong>Production Tasks<\/strong>&nbsp;track the progress of individual order line items through their assigned production workflows.<\/li><li><strong>Bespoke Indicators<\/strong>&nbsp;provide a quick visual overview of the entire order's progress.<\/li><\/ul><p>This allows employees to manage detailed production work while providing an easy way to see where an order stands.<\/p><p><strong>Important:<\/strong>&nbsp;Production Tasks are optional. Choose the tracking method that best fits your business.<\/p><h2 class=\"\">Step 4: Monitor Order Progress<\/h2><p>As an order moves through production, use your preferred tracking method to monitor its progress.<\/p><p>If you're using&nbsp;<strong>Production Tasks<\/strong>, monitor and update them directly from the&nbsp;<strong>Maintain Order<\/strong>&nbsp;window or through the&nbsp;<strong>TASKS<\/strong>&nbsp;tab and&nbsp;<strong>Work With Tasks<\/strong>&nbsp;window.<\/p><p>If you're using&nbsp;<strong>Bespoke Indicators<\/strong>, manually update the indicators to reflect the overall order's progress.<\/p><p>If you're using both, keep the Production Tasks and Bespoke Indicators updated as work is completed.<\/p><p>Regularly reviewing order progress helps employees identify orders requiring attention and keep production on schedule.<\/p><h2 class=\"\">Step 5: Review the Completed Order<\/h2><p>Once production is finished, review the order before marking it Complete or Closed.<\/p><p>Verify that:<\/p><ul class=\"\"><li>All ordered products have been completed.<\/li><li>Personalization and artwork are correct.<\/li><li>Quantities match the customer order.<\/li><li>The products are ready for pickup or shipping.<\/li><\/ul><p>This final review helps reduce mistakes and ensures the order is ready for the customer.<\/p><h2 class=\"\">Step 6: Trigger the Order to Complete or Closed<\/h2><p>Once production is finished and the order is ready for pickup or shipping, click the&nbsp;<strong>Trigger Event<\/strong>&nbsp;button on the&nbsp;<strong>Maintain Order<\/strong>&nbsp;window.<\/p><p>Order Manager then begins the process of completing or closing the order.<\/p><p>When the order is triggered, Order Manager requests the location where the completed order is being stored. This information is recorded in the order's&nbsp;<strong>Pickup Location<\/strong>&nbsp;field.<\/p><p>Order Manager then automatically changes the order status to either&nbsp;<strong>Complete<\/strong>&nbsp;or&nbsp;<strong>Closed<\/strong>, depending on its financial status.<\/p><h3 class=\"\">Closed Status<\/h3><p>An order is assigned a&nbsp;<strong>Closed<\/strong>&nbsp;status when:<\/p><ul class=\"\"><li>The order has been paid in full, resulting in a zero balance.<\/li><li>The full order amount has been invoiced.<\/li><\/ul><p>A Closed status indicates that production is finished and the order's financial requirements for closing have been satisfied.<\/p><h3 class=\"\">Complete Status<\/h3><p>An order is assigned a&nbsp;<strong>Complete<\/strong>&nbsp;status when:<\/p><ul class=\"\"><li>Production is finished.<\/li><li>The customer is designated as&nbsp;<strong>COD (Cash on Delivery)<\/strong>.<\/li><li>A balance remains due on the order.<\/li><\/ul><p>The order is complete from a production standpoint but remains open financially until the outstanding balance is resolved.<\/p><h3 class=\"\">Example<\/h3><p>A customer orders $250 worth of engraved awards.<\/p><ul class=\"\"><li><strong>Paid in Full:<\/strong>&nbsp;The customer has paid $250. When triggered, the order changes to Closed.<\/li><li><strong>Fully Invoiced:<\/strong>&nbsp;The full $250 has been invoiced. When triggered, the order changes to Closed.<\/li><li><strong>COD with Balance Due:<\/strong>&nbsp;The customer still owes $250. When triggered, the order changes to Complete.<\/li><\/ul><p><strong>Important:<\/strong>&nbsp;Complete does not necessarily mean Closed. An order can be finished and ready for the customer while still having an outstanding balance.<\/p><h3 class=\"\">Automatic Production Task Closure<\/h3><p>When an order changes to&nbsp;<strong>Complete<\/strong>&nbsp;or&nbsp;<strong>Closed<\/strong>, bizwizIQ Order Manager automatically closes all Production Tasks associated with that order.<\/p><p>Employees do not need to manually close each Production Task before completing the order.<\/p><p>This keeps production tracking synchronized with the order's status.<\/p><h2 class=\"\">Step 7: Automatic Customer Notification<\/h2><p>When an order is triggered to&nbsp;<strong>Complete<\/strong>&nbsp;or&nbsp;<strong>Closed<\/strong>, Order Manager can automatically send an email notification to the customer.<\/p><p>Depending on whether the order is being picked up or shipped, the email informs the customer that their order is:<\/p><ul class=\"\"><li><strong>Ready for Pickup<\/strong>, or<\/li><li><strong>Ready to Ship<\/strong>.<\/li><\/ul><p>Automatic email notifications are controlled by the email settings configured on the&nbsp;<strong>Maintain Group<\/strong>&nbsp;page under&nbsp;<strong>USER\/GROUPS<\/strong>.<\/p><p>When properly configured, these notifications eliminate the need to manually prepare and send separate order-ready emails.<\/p><\/div><div class=\"thrv_wrapper tve_image_caption\" data-css=\"tve-u-1a164cb18bb\"><span class=\"tve_image_frame\"><img decoding=\"async\" class=\"tve_image wp-image-4991\" alt=\"\" data-id=\"4991\" width=\"775\" data-init-width=\"775\" height=\"289\" data-init-height=\"289\" title=\"order complete email\" src=\"https:\/\/bizwiziq-help.bizwiziq.com\/wp-content\/uploads\/2026\/10\/order-complete-email.png\" data-width=\"775\" data-height=\"289\" loading=\"lazy\" style=\"aspect-ratio: auto 775 \/ 289;\"><\/span><\/div><div class=\"thrv_wrapper thrv_text_element\"><h2 class=\"\">Step 8: Record Customer Pickup or Shipping<\/h2><p>After an order has been completed or closed, click the&nbsp;<strong>Trigger Event<\/strong>&nbsp;button again when the customer picks up the order or when the order is shipped.<\/p><p>Order Manager displays a different prompt depending on the order's fulfillment method.<\/p><h3 class=\"\">Customer Pickup<\/h3><p>When the customer arrives to collect the order:<\/p><ol start=\"1\" class=\"\"><li>Open the customer order.<\/li><li>Click the&nbsp;<strong>Trigger Event<\/strong>&nbsp;button.<\/li><li>Order Manager displays the customer pickup prompt.<\/li><li>Enter the name of the person picking up the order.<\/li><li>Complete the pickup process.<\/li><\/ol><p>This provides a record of who collected the order.<\/p><h3 class=\"\">Shipping<\/h3><p>When the order is being shipped:<\/p><ol start=\"1\" class=\"\"><li>Open the customer order.<\/li><li>Click the&nbsp;<strong>Trigger Event<\/strong>&nbsp;button.<\/li><li>Order Manager displays the shipping prompt.<\/li><li>Enter the shipment tracking number.<\/li><li>Complete the shipping process.<\/li><\/ol><p>When configured, Order Manager can automatically send a shipping notification email that includes the tracking number.<\/p><p>Recording pickup or shipping information helps maintain a history of how customer orders were fulfilled.<\/p><h2 class=\"\">Congratulations! You've Completed the Getting Started Guide<\/h2><p>You've now learned the basic steps for setting up and using bizwizIQ Order Manager.<\/p><p>Throughout this guide, you've learned how to:<\/p><ul class=\"\"><li>Install and log in to Order Manager.<\/li><li>Navigate the program.<\/li><li>Configure your company information.<\/li><li>Set up users and security groups.<\/li><li>Maintain customers, products, and pricing.<\/li><li>Configure Suppliers and Product Families.<\/li><li>Set up sales tax.<\/li><li>Create customer orders.<\/li><li>Track production using Production Tasks, Bespoke Indicators, or both.<\/li><li>Complete or close orders and automatically notify customers.<\/li><li>Record customer pickup or shipping information.<\/li><\/ul><p>You're now ready to begin using bizwizIQ Order Manager to manage your daily business operations.<\/p><p>For more detailed instructions on individual features, explore the other articles in the bizwizIQ Help Center.<\/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=4971\" class=\"\" style=\"outline: medium;\"><strong>\u2190 Creating Your First Order<\/strong><\/a> | <a href=\"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4898\" target=\"_blank\" class=\"\" style=\"outline: medium;\" data-css=\"tve-u-1a164ccf501\">Return to Getting Started Guide \u2192<\/a><\/p><\/div>","tve_custom_css":"@media (min-width: 300px){[data-css=\"tve-u-6ad9df58f35a40\"] { margin-top: 0px !important; margin-bottom: 10px !important; padding: 10px !important; }[data-css=\"tve-u-1a164c5185a\"] { width: 100%; }[data-css=\"tve-u-1a164c659af\"] { width: 1203px; }[data-css=\"tve-u-1a164cb18bb\"] { width: 775px; }:not(#tve) [data-css=\"tve-u-1a164ccf501\"] { font-weight: var(--g-bold-weight,bold) !important; }}","tve_user_custom_css":"","tve_globals":{"e":"1","font_cls":[]},"tcb2_ready":1,"tcb_editor_enabled":1,"tve_landing_page":"","_tve_header":"","_tve_footer":""},"class_list":["post-4988","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\/4988","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=4988"}],"version-history":[{"count":5,"href":"https:\/\/bizwiziq-help.bizwiziq.com\/index.php?rest_route=\/wp\/v2\/pages\/4988\/revisions"}],"predecessor-version":[{"id":4994,"href":"https:\/\/bizwiziq-help.bizwiziq.com\/index.php?rest_route=\/wp\/v2\/pages\/4988\/revisions\/4994"}],"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=4988"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}