Click on the Configuration menu to bring up the Menu System for configuring BizWizard Order Manager™.
General Configuration Section
v
System Setup
Many Configuration settings that
control how BizWizard Order Manager™ behaves and operates are configured in this
section.
Ø
Company Locations
Allows configuration of your company locations
Ø
System Numbering
Set last used Invoice #’s, Order #’s, etc.
Ø
Order Setup
Configurations relates to aspects of how orders function during order entry,
such as deposit requirements, and other related configurations.
Ø
Order Status Setup
Allows for customizations of text values for the various order statuses.
Ø
Order Sub-Status Setup
Allows for customizations of the order sub-statuses, colors related to the
sub-statuses, etc.
Ø
Invoice Setup
Configurations related to the setup and behavior of invoices
Ø
Sales Tax Setup
Management of Sales Tax postal codes and percentages that control how
BizWizard Order Manager™ charges for sales tax and reports on sales tax, include
different sales tax exemption reasons
Ø
FICA Tax
Tables
Allows for management of the FICA tax rates used for calculation of FICA
withholding on associate timesheets (See Unpaid Timesheets)
Ø
Additional Employee Tax Tables
Provides for configuration of up to two additional employee withholding
tables that are percentage based as may be required by your tax nexus
Ø
Internet E-Mail Setup
Setup and configuration how internet e-mails operate as well as how to
connect to your e-mail server. These settings control how BizWizard Order
Manager™
interacts and communicates e-mails to your customers.
Ø
Order Waiver Setup
Setup and define the text that appears on the Generic Order Waiver Printout
(See Generic
Waiver of Responsibility)
Ø
Dynamic Text Management
Configure verbiage used in various invoices and reports.
Ø
Misc. Settings
Various settings related to various aspects of BizWizard Order Manager™
v
Workstation Setup
Configure computer workstation specific settings that only affect the
computer workstation where the configuration is initiated.
Product Management
v
Product Management
Add products, Maintain existing products, initialize attributes, products
kits, pricing methods, inventory control and more.
v
Volume Discount Schedules
Configure volume discount schedules used by BizWizard Order Manage when
calculating product pricing based upon quantities being purchased by the
customer
v
Product Families
Configure families of products to organize like products together
v
Kit Groupings
Initialize reusable Kit Groups that can be used on multiple products to
group various kit options
v
Importing Products
Import a list of products that may have been exported from other programs
and/or provided by suppliers
v
Export Products to Excel
Click to export all your products to an Excel Spreadsheet, then open the
spreadsheet in your favorite spreadsheet program.
Payments/Shipping
v
Payment Methods
Configure methods of payments you accept as valid payment options
v
Payment Terms
Configure terms such as Net 30, Net 45
v
Shipping Methods
Configure shipping options your business offers
Misc. Tables
v
Holiday Blackout Periods
Configure dates/times your place of business is closed in observance of
holidays
v
Marketing Codes
Configure various marketing codes used during order entry to help track
where your business and which marketing ventures you orders are coming from
v
Discount Codes
Offer coupons/discounts as part of a marketing effort to gain new business
v
Stock Location Bins
Configure shelf locations used to identify where product is stored in wait
for customers to pick up their orders or where you place products or items
brought in by a customer to be engraved
v
External Document Types
Configure external software programs and documents types such as CorelDraw,
Microsoft Office, Adobe Illustrator and other software programs.
E-Mail Templates
v
E-Mail Templates
Customize e-mail templates used for automated e-mails originating from
orders, invoices, customers, suppliers and purchase orders