What is BizWizard BackOffice?
Who Uses BizWizard BackOffice?
How will BizWizard BackOffice™ Help Me?
Using the Menu System
Yellow Background Fields
Green Background Fields
Getting Started 1-2-3 Steps

New Database
Open Database
Backup Database
License Database
Send Database
Export Database
Concurrent Connections
About BizWizard
Logout
Exit BizWizard

Menu System

Working with All Orders
Working with Past Due Orders
Working with Orders Due Today
Working with Orders to be Shipped Today
Working with Orders/ Stock not Pulled

Adding A New Order
Maintaining an Order
Importing an XML Order
Understanding Order Status
Using Order Sub-Status
Company Name Pull-Down List
Initializing Order Dates
Marketing Codes Explained
Stock Location Explained

Adding Order Line Items
Duplicating Order Line Items
Overriding Unit Price
Resetting the Unit Price
Displaying Product Details
Specialty Costing Code
Ordering Non-Stock Inventory
Line Item Analysis

Direct Billing an Order
Adding Payments to an Order
Initializing Ship-To Address
Adding Customer Supplied Purchase Orders
Exempting Orders from Sales Tax
Misc. Charges Explained
Custom Purchase Orders
Managing Order Documents
Sending Internal E-Mails
Sending Internet E-Mails
Adding Calendar Events
Duplicating Orders
Adding Comments/Notatons to an Order
Creating a New Customer From an Order
Overriding/Resetting Deposit Requirements
Triggering Events
Toggle Order Status
Changing Order Status to Open
Printing/E-Mailing Orders
Order Statistics

Printing Work Orders
Printing Outgoing Bins Shelf Report
Printing Orders/Stock Not Pulled
Printing Orders Not Picked Up Customer Mailing

Printing Marketing Mailers
Sending a Broadcast E-Mail
Do Not E-Mail List

Delete All Cancelled Orders

Menu System

Working with All Accounts
Working with All Invoices
Working with All In-Store Credits
Posting Payments to Invoices

Maintaining Customer Accounts
Payment Terms and Credit Limits
Setup Auto-Billing Credit Card On File
Setting Up Tax Exemptions
Working With Customer Invoices
Working with Customer Aging
Spending Analysis
Customer Comments/Notations
Customer Contacts
Working with Customer Order
Initializing Blanket Purchase Orders
Invoice Delivery Methods
Managing In-Store Credits
Default Order Comments
Sending Internal E-Mails
Sending Internet E-Mails
Customer Documents
Merging Customer Accounts
Adding Calendar Events

Printing Account Invoices
Printing Account Statements

Importing Customers

Printing Marketing Mailers
Sending Broadcast E-Mails

Menu System

Working with Suppliers

Maintaining Suppliers
Supplier Contacts
External File Templates
Send Internal E-Mails From Suppliers
Sending Internet E-Mails
Supplier Comments/Notations
Adding Calendar Events

Maintaining Purchase Orders
Purchase Order Types
Non-Stock Inventory
Standard Stock Inventory
Viewing Associated Order Lines
Adding Purchase Order Comments
Send Internal E-Mails From Purchase Order
Change Purchase Order Status
Finalizing a Purchase Order

Building Purchase Orders
Pending Purchase Orders
Receiving Purchase Orders

Menu System

Work with Accounts Receivable
General Ledger Categories
Close Financials

Print General Ledger Summarization
Print Register Reconciliation
Print Daily Receipts
Print Sales Tax Summarization
Print Marketing Analysis

Menu System

Work with Associates
Work with Unpaid Timesheets

Clock In/ClockOut
Change Password/Preferences
Associate Internal E-Mails
Associate Internal Calendar

Print Payroll Report
Print Paid Sales by Associate

Menu System

System Setup
Company Locations
System Numbering
Quote Management
Log Activity
Outgoing E-Mail Retention
Deposit Requirements
Minimum Direct Bill Requirements
Padding Pickup/Schedule Days
Understanding PITA
Hiding Scheduled Date
Hiding Pickup Date on Work Orders

Changing Order Status Setup
Changing Order Sub-Status

Invoice Setup
Sales Tax Tables
FICA Tax Tables
Additional Employee Tax Tables
Internet E-Mail Setup
Order Waiver Setup
Dynamic Text Management
Misc. Settings

Workstation Setup
Working with Products

Maintain Products
Understanding Product Types
Understanding Pricing Methods
Product Inventory Details
Allowing Specialty Costing
Printing Price Lables
Creating Product Kits
Creating Product Attributes
Waiver Form Setup
Deleting a Product
Adding a Product Image

Printing Price Labels
Mass Product Pricing Adjustments

Managing Volume Discount Schedules
Managing Product Categories
Managing Specialty Costing
Managing Kit Groupings

Importing Products

Setting up Payment Methods
Setting up Payment Terms
Setting up Shipping Methods
Setting up Blackout Periods
Setting up Marketing Codes
Setting up Discount Codes
Setting up Incoming/Outgoing Bins
Configuring External Files
Managing E-Mail Templates