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Threads 1 to 15 of 15

Forum: Tips & Tricks by the User Community

If you have found an excellent way to accomplish certain tasks that will benefit other BizWizard Professional Users, share your ideas in this forum.

  1. Direct Billing

    When direct billing a customer, do you start the billing terms when the customer picks up? or when the order is completed? Here is a scenario that...

    Started by Becks2481, 05-24-2011 02:10 PM
    • Replies: 1
    • Views: 413
    05-24-2011 02:30 PM Go to last post
  2. Reconciliation

    How are people reconciling between Bizwizard and their in house accounting system. Just trying to get a feel for the different techniques.

    Started by Becks2481, 01-13-2010 02:59 PM
    2 Pages
    1 2
    • Replies: 10
    • Views: 2,362
    05-09-2011 01:06 PM Go to last post
  3. Thumbs up Great feature for customer gifts this time of year

    A great feature I just used that made life super easy is the Top/Bottom Customer report. Located under the customer account tab is an option for...

    Started by Becks2481, 12-16-2010 02:05 PM
    • Replies: 1
    • Views: 573
    12-18-2010 07:13 PM Go to last post
  4. Cool Order Documents

    Do you use the order documents feature to organize and store your documents and artwork associated with an order? If not you should, it can be a...

    Started by nielsnorby, 12-05-2010 10:24 AM
    • Replies: 3
    • Views: 531
    12-13-2010 04:01 PM Go to last post
  5. Print Merge function in Corel Draw

    Hello everyone, while this is not a tip on Bizwizard stuff, it is something I found very useful in my production of large orders. It is the use of...

    Started by nielsnorby, 10-27-2010 07:53 AM
    print merge
    • Replies: 1
    • Views: 582
    10-27-2010 08:12 AM Go to last post
  6. Sales Volume Reporting

    <edited>****************************************************</edited>The Financial posting gives me dollars actually paid, but does not include the...

    Started by 5StarAwards, 08-11-2010 07:30 PM
    • Replies: 4
    • Views: 798
    09-25-2010 07:58 AM Go to last post
  7. Question Changing information on forms

    Can anyone tell me how to change the information listed in the grayed out area on the Proforma Invoice and any other form? The information I need to...

    Started by bjtrophy, 08-26-2010 06:50 AM
    • Replies: 3
    • Views: 679
    08-26-2010 06:07 PM Go to last post
  8. Customer Set-Up Method

    I'm curious to know what the best method for setting up school accounts would be. For example, technically the schools are under, and in most...

    Started by cdcarrasco, 08-16-2010 12:47 PM
    • Replies: 1
    • Views: 497
    08-17-2010 03:38 PM Go to last post
  9. Product Setup Taxable, NonTaxable & Order Calculations

    In the preloaded products such as ENG there are 2 of several codes set up - 1 for Taxable and 1 for Nontaxable. Can someone explain the purpose of...

    Started by cdcarrasco, 08-12-2010 10:08 AM
    • Replies: 1
    • Views: 564
    08-12-2010 12:23 PM Go to last post
  10. Part numbers

    I wanted to poll the other BizWiz users to see how they enter their products into Bizwizard Backoffice. Do you put the vendor part number, a part...

    Started by Becks2481, 08-02-2010 02:04 PM
    • Replies: 4
    • Views: 711
    08-03-2010 08:43 PM Go to last post
  11. Quantity by category Report

    Is there a way to see how many pieces of a specific category was sold/made in a given period? I know you can see that information in dollars but I...

    Started by Richard Schaefer, 07-20-2010 02:53 PM
    • Replies: 1
    • Views: 582
    07-21-2010 06:25 AM Go to last post
  12. Canadian and Australian Date Formats

    Misinterpretation in the User Interface If your date format in your country is not MM/DD/YYYY, then you may experience odd behaviors. Hopefully...

    Started by M. David Matney, 02-15-2010 09:56 AM
    • Replies: 0
    • Views: 783
    02-15-2010 09:56 AM Go to last post
  13. Another reason to use BizWizard

    Another good reason to use BizWizard Pro. Customer: "Hi I bought this clock last year and the clock stopped working, I want my money back" ...

    Started by nielsnorby, 12-17-2009 04:24 PM
    • Replies: 1
    • Views: 1,344
    12-17-2009 04:48 PM Go to last post
  14. Tracking number clickable link

    Want to create a link your customer can click on to track a package when you send them an html shipping notification email? In bizwizard, click on...

    Started by nielsnorby, 08-05-2009 03:25 PM
    • Replies: 1
    • Views: 3,058
    09-20-2009 12:02 AM Go to last post
  15. Viewing Reports without Printing

    I would recommend using a PDF print driver like CutePDF and then print the report to the PDF printer and then view the file. That way if you want to...

    Started by Columbia Awards, 06-11-2009 10:02 AM
    • Replies: 1
    • Views: 1,400
    09-20-2009 12:00 AM Go to last post

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