M. David Matney
03-11-2009, 12:12 AM
Currently Under Development are the following additions/modifications to BizWizard Professional. As new releases of BizWizard Professional are made available, items on this list will be removed once incorporated into new version distribution.
This order of items on this is not intended to define the priority of the enhancement/modification:
Modify the E-mail program so that it is SSL (secure socket layer) compatible. Recently we have found more and more internet providers are forcing SSL connection for sending e-mail. BizWizard will be modified to support these SSL Connections to provide better support for a larger array of e-mail providers
Add option for users to define Default settings for the work with orders screen. Currently the default options available are not customizable to to support the users desired working environment. The new changes will allow a BizWizard Professional user greater flexibility to customize the default selection criteria on the Work with Orders Screen
Add ability to Attach External files to E-Mailed Order Items. Currently, you must open an external file, save it, and then attach it to an e-mail. With the new modification, you will be able to attach a file to an e-mail like you do today, or select from a pull-down list one or more external files. This will save time in sending proofs to your customers.
Add Ability to attach external files to E-Mailed Customer Items. This enhancement is similar to the previously mentioned enhancement, except it relates to the Maintain Customers list of external files.
Make the auto Billing popup a nag screen to collect payment vs forcing collection of payment. Currently if an order is set to auto-billing BizWizard forces you to collect payment. Under this new change, forcing of the collection of payment will not be required, rather a nag screen will pop up instead.
Add Integration to Payment Gateways. We will be providing a facility to integrate with payment gateways that use HTTP SSL Post operations. This will allow you to type in a credit card number, click charge card, and gain an approval off the card. Optionally, you can also purchase card swipers at an additional cost per card reader which will allow you to swipe the credit card, and charge through a payment gateway.
Sales Tax (Included in price, vs added on top) - we will be adding support to include sales tax in the price, vs adding the sales tax to the order sub-total. This feature is to support our expanding international customer base in various countries including Australia, New Zealand, West Indies, Mexico and the UK. It will also ***ist USA based customers that wish to include sales tax.
Add Price field to Product for Engraving Fee Per Unit. A New engraving charge field will be added to the product setup. You will be able to specify on a product by product basis, the engraving charges to be automatically ***essed on a character or word count basis. Engraving charges will automatically be calculated based upon information entered into the Personalization Text Field
A New System setup option will allow you to customize the work orders a little more. You will now be able to turn on or off unit prices, extended prices and order totals to be printed on a work order.
A New feature to be able to add a note to the predefined report printouts will be added. This will allow you to add custom e-mail text to an order acknowledgment, credit card authorization, proofs, or any other predefined e-mail.
Create Integrations between BizWizard Professional and BizWizard ShopKart for bi-directional communications between the two system
Add Accounts Payable functionality integrated with purchasing. As part of this functionality, we will also be adding check writing and payment functions to manage checking accounts.
Create a Chronological report of all detail invoice transactions in the format of an account statement showing all invoice detail line items, payments, instore credits, etc. for a customer that can be printed or e-mailed
Add ability to search for products on maintain products by searching supplier product number.
Add ability to change the grayed out bottom text for Proforma invoices.
Completed Sales Report - A new printout will be added to provide a completed sales report. This report will report on all invoices for a given date range regardless of whether the invoice is paid or not. Information to be included on the report is
Customer Account #
Customer Name
Invoice #
Salesperson
Order #
Top Customers Report - This new report will report on date range and will allow you to select by number how many customers to show on the report. For instance you will be able to select your top 10, top 20, top 50, or even top 1000 Customers. Report will order the customers by those that spent the most during that date range selected at the top. Report is based upon Invoices, and not orders.
A New statistic will be added to maintain product to provide a number of how many of that product was sold for a given date range. This will report only on the product opened at the time of viewing.
Top Products Report - A New report listing of top selling products sorted descending order of quantity sold selectable by date range. You will be able to select top 10, top 20, top 50, top 100, or even top 1000. The highest quantity selling products will sort at the top of the report.
Suppliers Top Product Listing - Listing of top selling products for a single supplier, sorted by quantity of products sold for a particular date range. You will be able to select top 10, top 20, top 50, top 100, or even top 1000. The highest quantity selling products will sort at the top of the report.
Award Classification Top Product Listing - Listing of top selling products for a single award classification, sorted by quantity of products sold for a particular date range. You will be able to select top 10, top 20, top 50, top 100, or even top 1000. The highest quantity selling products will sort at the top of the report.
Direct billing payments will be added to the Payment Transaction Report
Change the Direct billing verbiage on the payments so that when an order is direct billed, it will read
"This amount has been invoiced to your account"
This order of items on this is not intended to define the priority of the enhancement/modification:
Modify the E-mail program so that it is SSL (secure socket layer) compatible. Recently we have found more and more internet providers are forcing SSL connection for sending e-mail. BizWizard will be modified to support these SSL Connections to provide better support for a larger array of e-mail providers
Add option for users to define Default settings for the work with orders screen. Currently the default options available are not customizable to to support the users desired working environment. The new changes will allow a BizWizard Professional user greater flexibility to customize the default selection criteria on the Work with Orders Screen
Add ability to Attach External files to E-Mailed Order Items. Currently, you must open an external file, save it, and then attach it to an e-mail. With the new modification, you will be able to attach a file to an e-mail like you do today, or select from a pull-down list one or more external files. This will save time in sending proofs to your customers.
Add Ability to attach external files to E-Mailed Customer Items. This enhancement is similar to the previously mentioned enhancement, except it relates to the Maintain Customers list of external files.
Make the auto Billing popup a nag screen to collect payment vs forcing collection of payment. Currently if an order is set to auto-billing BizWizard forces you to collect payment. Under this new change, forcing of the collection of payment will not be required, rather a nag screen will pop up instead.
Add Integration to Payment Gateways. We will be providing a facility to integrate with payment gateways that use HTTP SSL Post operations. This will allow you to type in a credit card number, click charge card, and gain an approval off the card. Optionally, you can also purchase card swipers at an additional cost per card reader which will allow you to swipe the credit card, and charge through a payment gateway.
Sales Tax (Included in price, vs added on top) - we will be adding support to include sales tax in the price, vs adding the sales tax to the order sub-total. This feature is to support our expanding international customer base in various countries including Australia, New Zealand, West Indies, Mexico and the UK. It will also ***ist USA based customers that wish to include sales tax.
Add Price field to Product for Engraving Fee Per Unit. A New engraving charge field will be added to the product setup. You will be able to specify on a product by product basis, the engraving charges to be automatically ***essed on a character or word count basis. Engraving charges will automatically be calculated based upon information entered into the Personalization Text Field
A New System setup option will allow you to customize the work orders a little more. You will now be able to turn on or off unit prices, extended prices and order totals to be printed on a work order.
A New feature to be able to add a note to the predefined report printouts will be added. This will allow you to add custom e-mail text to an order acknowledgment, credit card authorization, proofs, or any other predefined e-mail.
Create Integrations between BizWizard Professional and BizWizard ShopKart for bi-directional communications between the two system
Add Accounts Payable functionality integrated with purchasing. As part of this functionality, we will also be adding check writing and payment functions to manage checking accounts.
Create a Chronological report of all detail invoice transactions in the format of an account statement showing all invoice detail line items, payments, instore credits, etc. for a customer that can be printed or e-mailed
Add ability to search for products on maintain products by searching supplier product number.
Add ability to change the grayed out bottom text for Proforma invoices.
Completed Sales Report - A new printout will be added to provide a completed sales report. This report will report on all invoices for a given date range regardless of whether the invoice is paid or not. Information to be included on the report is
Customer Account #
Customer Name
Invoice #
Salesperson
Order #
Top Customers Report - This new report will report on date range and will allow you to select by number how many customers to show on the report. For instance you will be able to select your top 10, top 20, top 50, or even top 1000 Customers. Report will order the customers by those that spent the most during that date range selected at the top. Report is based upon Invoices, and not orders.
A New statistic will be added to maintain product to provide a number of how many of that product was sold for a given date range. This will report only on the product opened at the time of viewing.
Top Products Report - A New report listing of top selling products sorted descending order of quantity sold selectable by date range. You will be able to select top 10, top 20, top 50, top 100, or even top 1000. The highest quantity selling products will sort at the top of the report.
Suppliers Top Product Listing - Listing of top selling products for a single supplier, sorted by quantity of products sold for a particular date range. You will be able to select top 10, top 20, top 50, top 100, or even top 1000. The highest quantity selling products will sort at the top of the report.
Award Classification Top Product Listing - Listing of top selling products for a single award classification, sorted by quantity of products sold for a particular date range. You will be able to select top 10, top 20, top 50, top 100, or even top 1000. The highest quantity selling products will sort at the top of the report.
Direct billing payments will be added to the Payment Transaction Report
Change the Direct billing verbiage on the payments so that when an order is direct billed, it will read
"This amount has been invoiced to your account"