Welcome to bizwizIQ Order Manager!
bizwizIQ Order Manager is designed to help businesses that create and sell personalized products manage their daily operations more efficiently.
Whether your business specializes in trophies, awards, engraving, promotional products, or custom gifts, Order Manager brings your customer information, products, pricing, orders, purchasing, and production activities together in one system.
This Getting Started guide will walk you through the essential steps to configure Order Manager and begin processing customer orders.
Whether you're setting up Order Manager for the first time or transitioning from another system, these guides will help you get up and running.
Your Getting Started Guide
We recommend completing the following steps in order. Each article provides instructions to help you become familiar with the software, configure your system, and begin using Order Manager.
1. Welcome to bizwizIQ Order Manager
Get an overview of Order Manager, its capabilities, and how the different areas of the program work together to help manage your business.
2. Installing and Logging In
Learn how to install Order Manager, connect to your company's database, and log in to the program.
3. Understanding the Order Manager Interface
Become familiar with the main screen, navigation tabs, Work With windows, Maintain windows, and other common program functions.
4. Setting Up Your Company
Review and configure your company's information, system preferences, and important settings to prepare Order Manager for your business operations.
5. Setting Up Users and Groups
Create user accounts, organize users into groups, and configure access to Order Manager functions.
6. Setting Up Customers
Learn how to create customer records, maintain contact information, manage customer addresses, and import existing customer information.
7. Setting Up Products and Pricing
Understand how Products and Detailed Products work together, create or import products, and establish selling prices.
8. Setting Up Customers and Product Families
Learn how to maintain vendor information, organize products using Product Families, and configure Product Family settings.
9. Setting Up Sales Tax
Learn how to configure Sales Tax Tables to ensure applicable sales taxes are calculated correctly when entering customer orders.
10. Creating Your First Order
Follow a step-by-step example of creating a customer order, selecting a customer, adding products, entering quantities, reviewing pricing, and saving the order.
11. Processing Your First Order
Learn how to locate and maintain existing orders, track their progress, manage production activities, and complete the order process.
What Should I Set Up First?
You do not need to configure every feature before you begin using Order Manager.
For most businesses, the essential setup involves:
- Installing Order Manager and connecting to your database.
- Reviewing your company settings and configuring your business information.
- Setting up users and groups who will access the system.
- Creating or importing customer information to establish your customer records.
- Creating or importing products and establishing pricing.
- Setting up vendors and Product Families to organize your products and related information.
- Configuring Sales Tax Tables to ensure applicable sales taxes are calculated correctly.
- Creating your first customer order to begin using Order Manager.
Once these steps are complete, you can begin using Order Manager to manage customer orders and daily business activities.
Additional features, such as Kits, advanced pricing formulas, and production workflows, can be configured as needed.
Explore Additional Features
Order Manager includes many features designed to help streamline your business operations.
As you become more familiar with the software, you can explore additional capabilities, including:
- Order Management: Manage customer orders, quotes, and order statuses.
- Product Management: Maintain products, pricing, Product Families, and Kits.
- Purchasing: Manage vendor information and purchasing activities.
- Production Management: Organize tasks and workflows associated with customer orders.
- Inventory Management: Track product inventory and related activities.
- Accounting and Payments: Manage invoicing, payments, and related accounting functions.
- Email and Document Management: Manage communications and documents associated with customer orders.
- Administration: Configure system settings, user access, and other administrative functions.
Use the navigation menu on the left to explore the detailed help articles available for each area of Order Manager.
Need Assistance?
If you need assistance installing, configuring, or using bizwizIQ Order Manager, contact Netsoft Studio Technical Support.
Our support team can help answer questions and provide guidance as you get started.