Communication with a customer is an important key to great customer service.  To help with this, BizWizard Order Manager™ has several built in forms and e-mail templates to help with keeping your customer informed, or printing forms to put with products from an order. To access or print forms for an order, open the order and from the Maintain Order Screen  click on the print forms button in the upper right area.

Then the Print / E-Mail Forms window will open allowing you to select what you want to print and/or e-mail for this order. Check mark those boxes you want to perform a print or send an e-mail to a customer.

If e-mailing something to the customer, you are able to attach a file to the e-mail by double clicking on the Yellow Background Text Field (see Understanding Yellow Background Fields) under the e-mail attachments area. This is useful when sending proofs, or you need to attach an art file.

NOTE: The e-mail templates can be changed to fit your needs, advanced HTML may be required, for more information on how to update/change an e-mail template, (see Managing E-Mail Templates)

As you can see there are several forms that you have access to print out, explore each of these forms to find out what will be useful for your work environment. 

Let’s discuss each of these printouts below: