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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. How do you let your customer know that the order is scheduled & proof to follow?

    Hello Everyone! I've tried many different wordings of the order acknowledgement email that Order Manager send out after an order is entered. I let...

    Started by awardsguy, 01-22-2015 06:49 AM
    order acknowledgement, proof to follow
    • Replies: 2
    • Views: 27,775
    03-22-2016 01:22 PM Go to last post
  2. Customer info

    Hoping someone can help. I'm trying to send out Customer Info Update forms to all our customers. I want to show them what we currently have for...

    Started by Becks2481, 01-14-2015 02:56 PM
    • Replies: 0
    • Views: 5,771
    01-14-2015 02:56 PM Go to last post
  3. Calculating shipping

    We offer our online customers the choice to pickup at the shop for no charge. I have this setup as a shipping selection but even though it is free,...

    Started by Becks2481, 09-29-2014 01:36 PM
    • Replies: 2
    • Views: 10,572
    09-30-2014 08:26 PM Go to last post
  4. How do you work with your corel files???

    I would like to get some suggestions on how to best use/access customer files via the order documents area of OM. On orders that repeat each month...

    Started by abotrophy, 06-24-2014 12:23 PM
    • Replies: 1
    • Views: 8,461
    06-24-2014 12:34 PM Go to last post
  5. Does this do email marketing??

    Does the order manager have a email marketing blast type feature?

    Started by abotrophy, 03-19-2013 05:50 PM
    • Replies: 6
    • Views: 21,894
    01-06-2014 09:57 AM Go to last post
  6. Changing Templates Used for New Documents in Order Manager

    As you may be aware, Order Manager has the ability to create all sorts of documents from Excel Spreadsheets, Word Documents, CorelDraw Layouts, and...

    Started by M. David Matney, 09-18-2013 10:27 AM
    • Replies: 0
    • Views: 6,734
    09-18-2013 10:27 AM Go to last post
  7. 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: 12
    • Views: 42,431
    09-17-2013 03:57 PM Go to last post
  8. embedding the UPS tracking number in the order has shipped document

    At one time a couple of years back there was posted a html code one could copy and paste and add to their configuration set-up that would provide a...

    Started by edduprey, 04-29-2012 12:56 PM
    • Replies: 1
    • Views: 10,632
    04-29-2012 06:17 PM Go to last post
  9. 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 03:10 PM
    • Replies: 1
    • Views: 8,812
    05-24-2011 03:30 PM Go to last post
  10. 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: 8,738
    12-18-2010 07:13 PM Go to last post
  11. 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: 11,887
    12-13-2010 04:01 PM Go to last post
  12. 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 08:53 AM
    print merge
    • Replies: 1
    • Views: 9,803
    10-27-2010 09:12 AM Go to last post
  13. Sales Volume Reporting

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

    Started by 5StarAwards, 08-11-2010 08:30 PM
    • Replies: 4
    • Views: 15,269
    09-25-2010 08:58 AM Go to last post
  14. 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 07:50 AM
    • Replies: 3
    • Views: 12,730
    08-26-2010 07:07 PM Go to last post
  15. 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 01:47 PM
    • Replies: 1
    • Views: 8,571
    08-17-2010 04:38 PM Go to last post
  16. 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 11:08 AM
    • Replies: 1
    • Views: 8,811
    08-12-2010 01:23 PM Go to last post
  17. 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 03:04 PM
    • Replies: 4
    • Views: 18,302
    08-03-2010 09:43 PM Go to last post
  18. 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 03:53 PM
    • Replies: 1
    • Views: 9,541
    07-21-2010 07:25 AM Go to last post
  19. 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: 7,365
    02-15-2010 09:56 AM Go to last post
  20. 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: 9,210
    12-17-2009 04:48 PM Go to last post

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