History of BizWizard Order Manager

BizWizard Order Manager™ is a professionally designed and developed application software solution designed for the awards and recognition industry from the ground up. the inception of BizWizard Order Manager™ started in 1999 as an answer to a need in the awards industry whereby software that was currently available had many glitches and was too costly for the average award store to purchase.

As a result of a vision from 1999, ten years later and thousands of hours of development, what is available today as BizWizard Order Manager™ is the most superior application on the market and has been leading the technology curve for over 10 years savings awards stores thousands of dollars a year in management costs, time in pushing papers, time in researching previous orders and more.

When BizWizard Order Manager™ was developed, there were a few key objectives that we decided must be met in order to be successful bringing this software solutions to market in the awards industry.

First, the software must be easy to use, understand and intuitive. We achieved this objective by ensuring the entire interface followed standards outlined by Protege Systems, Inc. Consulting Firm. M. David Matney, the chief developer on the BizWizard Order Manager™ spent many years as a senior systems analyst working for Protege Systems and designing and implementing application architecture and development standards for small, medium and large corporate environments including fortune 500 companies. Now he brings his experience and expertise to the awards industry.

Second, the software must be usable by a small store environment with large corporate features with ease of use and understandability. We achieved this objective by ensuring the customers who would be using the software were involved in the development of BizWizard Order Manager. Each step of the way over the development life cycle, customers have had their hands directly involved in the direction of BizWizard Order Manager. We continue today with that same development approach making sure our customers who are using the software are actively involved in its future development.

Third, BizWizard Order Manager™ must save the awards store owner more money then they spend on the software itself. This is key and important. Over and over we hear our customers tell us they saved thousands of dollars just in the first year alone simply by implementing BizWizard Order Manager™. What this means to the awards store owner is, in essence, they are not paying for the software at all since they are and will continue to save money in other areas of their business.

Fourth, Not only must BizWizard Order Manager™ save the awards store owner more money than they spend, but the cost of the software should still be a small cost to them easily realized as a minor expense on a monthly basis. We achieve this objective by pioneering the Software as a Service object model as early as the year 2000, well before other companies started to implement the model.

Fifth, the awards store owner should never be nickel and dimed. We found a lot of companies charge their clients for each computer, or each user, or database charges. What seemed like a very in-expensive solution turns out to be a very expensive solution the way other companies nickel and dime their customers. We achieved this objective by having a licensing model that licenses BizWizard Order Manager™ to a single company, allowing them to run it on as many or as few computers as they desire without extra expenses. After all the goal is to ensure your company is successful without over-extending your budget. Nickel and Diming a customer does nothing more than hurt their pocketbooks.

Sixth, technical support must not only exist, but be available and easy to use. We achieved this by providing

• Technical support via multiple avenues including online forums whereby users can get help from each other, promoting creativity and sharing of ideas amongst users.
  
  
• Making available our telephone technical support at no extra cost to the software user.
  
  
• Providing e-mail technical support also available to the end user.
  
  
• Providing free webinar training over the internet removing your costs of flying to a seminar in a city just to learn software that you already paid for.
  
  
• Making available user group meetings in Las Vegas, Nevada at the ARA International Trade show whereby users can get together, meet in person over a nice dinner, network and discuss new ideas and features for BizWizard Order Manager.

BizWizard Order Manager™ is not a generic program that has been adapted to the unique work environment of a trophy store. It was designed ground up for the awards industry and includes features to run operation for stores that sell promotional products, signs as well as the items usually found in a trophy shop.

Essentially, it is a program written to take an order, schedule it to be worked on, create a P.O. to order product if needed, complete it, invoice it and store the information for future use. The purpose for BizWizard Order Manager™ was to take the “way we always have done business” and give you a computer program to automate the tasks involved with running a trophy store much more efficiently through the use of today’s technology. A good analogy would be to compare how the computer engraver revolutionized the trophy industry in the 70’s and 80’s, then the next step was how the Laser Engraver made us much more productive and more creative with products in the 80’s and 90’s. NOW with BizWizard Order Manager™ program you can take advantage of technology and replace the “way we always have done business” and become more efficient with your time and become much more productive.

BizWizard Order Manager™ will save you countless hours of looking up old orders, finding artwork and many other tasks by streamlining your store operations and putting everyone from the smallest trophy shop to large operations with several employees on the same page. Could you imaging running your trophy store without a computerized engraver or laser, we feel after implementing BizWizard Order Manager™ you will feel the same way about your operations program. With BizWizard Order Manager, the intent was to have a program that you lease each year to manage your Trophy Store operation without the need to purchase any other software to run it. In addition, your licensing of BizWizard Order Manager™ allows you to install the program on as many computers in one physical store location without any additional costs. Why is that important? As you grow with your company, we do not want you to have to pay more just because you want to add another computer to your network. BizWizard Order Manager™ is intended to be used by everyone in your company operations whether that is a one man shop or a store with 50 employees, whether it is a trophy shop with one engraving machine or one that uses many different machines that have a computer dedicated to each machine.

When your computers are networked together, the true potential of BizWizard Order Manager™ is realized by everyone you want to have access to your data, will. Put a computer on your sales counter, when a customer comes in, you take their information and order and enter it into the system, putting all the information in the order screen that is needed to complete the order. You schedule when you want the order to be worked on and completed by. Once entered, it is now in the system so any computer with BizWizard Order Manager™ installed, you can start to work on the order and have it go through the steps of completing the order. There are customized order processing check boxes to ensure that things are getting done from, pulling or ordering products, creating artwork, proofing artwork with customer, engraving, packaging and finally either shipping or putting in the pickup bins.

After you use BizWizard Order Manager™ for a year or so, you will really start to see the advantages of the program when it comes to repeat orders. When a customer reorders a job for this year, with the click of a button, you can duplicate an old order, than update it with current info and all your artwork and notes are ready to go for the new order. Several shops have boasted how when a customer calls to reorder, if they have caller ID, they usually have the customer information on the screen by the time the hello’s are done, then they find the order, duplicate it, open up the artwork, update it, publish a proof and send off an e-mail to the customer for a proof sign off, all while on the phone with the customer. You want to talk about WOWing your customer with great customer service!

We feel BizWizard Order Manager™ will become one of your most valuable tools in running a trophy store. There are many things this program can do to help you become more efficient and more successful. Also we feel with the information gathered, you will also become smarter in running your store. Example, how many of you still spend $1000-$2000 a month on a telephone book ad? If so, do you really know if that ad is working for you? Have you ever tracked that information? With BizWizard Order Manager™ you can. Trying to figure out if you can afford BizWizard Order Manager, we feel you can’t afford not to have BizWizard Order Manager. With just this tracking information on Phone Book ads, most every current user, has scaled back their ads and save several thousand’s a year! In itself, this is usually more than enough cost savings to pay for BizWizard Order Manager.

Are you intimated by using software, does it look too complicated? Ask yourself this question, do you use CorelDraw, when you first starting using it, was it too complicated? Probably at first, but once you started using it, it got a lot easier. It is the same with BizWizard Order Manager, at first it seems too much, but after a short learning curve and willingness to change the way you operate, you won’t know how you ran your store without BizWizard Order Manager.

Features of BizWizard Order Manager

A complete listing of features is beyond this section. Here we wish to highlight the key features that set BizWizard Order Manager™ apart from the rest. These features are designed to simplify and organize your business in ways it has never been organized before:

• Point of Sale Order Entry
  Use BizWizard at your counter or sales desks and take orders in real time directly while your customer is with you. Then Print them a copy of their order to take with them. BizWizard is a point of sale software solution designed to be used interactively with your customers.
  
  
• Manage the Order Life cycle of each order.
  BizWizard lets you track the order through your shop environment letting you know exactly which department is working on the order. Ever wanted to know if an order has been engraved? or Assembled? Do you have the Proof Sign-off's from your customer yet? Has the Graphics team produced proofs and sent them to the customers? Has it been shipped? When did it get shipped? When was the engraving completed and by whom? All of these questions and more are answered inside BizWizard Order Manager.
  
  
• Route Orders from Person to Person in your company
  Ever had a situation whereby an order needs to be reviewed by a manager to set pricing? or to have a manager call the customer to answer a question that the employee couldn't answer? BizWizard Order Manager™ provides unique ways to allow you to e-mail orders to various individuals at your company to complete tasks such as these through the internal e-mail system.
  
  
• Automated Invoicing
  So you have an order? Now it must go to accounting so they can key the order in and produce an invoice? This is a needless step when you have BizWizard Order Manager. Accounting Personnel do not need to enter invoices. That's because BizWizard Order Manager™ automatically creates them for you. All the information is on the order. BizWizard takes the order and uses its data to create an invoice. All you have to do is print and mail.
  
  
• Built-In Security for Employees
  Keeping your companies data private and secure is extremely important. Not only for confidentiality reasons within your organizations, but for compliance reasons such as PCI (Payment Card Industry) Compliance. BizWizard Order Manager™ allows you to set security on a per user level, ensuring only employees that need to have access to various parts of BizWizard have such access.
  
  
• Inventory Tracking on a Product by Product Basis
  BizWizard Order Manager™ allows you to track inventory on a product by product basis. This means you can track inventory for some items and for those items you do not wish to track inventory for, simply turn inventory tracking off.
  
  
• Automated Ordering for Inventory Tracked Items
  When items are needed to fulfill orders and those items have inventory tracking turned on, BizWizard Order Manager™ will automatically place those items on pending purchase orders. Even specify how many items of a particular product to keep on hand, what quantities you wish to have auto ordering order in increments of and let BizWizard Manage your business needs automatically
  
  
• Send Orders, Invoices, Statements, Purchase Orders via E-Mail
  Not only can you print various items, but you can e-mail then, and even attached files to those e-mails. Send a purchase order along with necessary artwork files to your suppliers via e-mail. Send a copy of last years orders to your customers for re-order and even attach last years layouts for your customers to review. Click a button and off the e-mail goes. Simple and organized
  
  
• Credit Limits and Payment Terms
  BizWizard Order Manager™ automatically tracks customers outstanding balance, open orders and compares them against the customers credit limits and prevents invoicing new orders that may exceed the customers credit limit.
  
  
• Built-In United States, Canadian and Australian Postal Codes
  BizWizard Order Manager™ Maintains and Intricate database of postal codes for various countries including time zone information, latitude and longitude information for each postal code. The provides you with the ability to do marketing to various regions geographically via postal mailings and e-mail. Assume you wish to send a promotion to all customers within 25 miles of a particular Postal Code, possibly the postal code to your store. Its a Breeze with BizWizard Order Manager.
  
  
• Customer Contact Management and Daily Calendars
  Follow up with Customers, set meetings, and reminders for yourself or any employee in your company with the Built-in Calendar Management system. Initialize Calendar Events from an Order, Customer, Purchase Order, Supplier or Associate, and those data records will automatically be attached to the calendar event. Want to Pro-actively contact a customer next year about re-ordering? Simply schedule it on your calendar.
  
  
• View Orders in a Snapshot of orders due on particular days
  Knowing the state of your business is simple. Know exactly how many orders are due on any day, which orders are past due for completion, which orders are coming up to be completed. How many and which orders need to be shipped out today in order to meet customers delivery deadlines. Which orders have not been picked up by customers in the time-frame they indicated they needed the order. All this information and more is available and at your fingertips
  
  
• Never Lose Engraving, Artwork, Logos again
  With BizWizard's ability to search an order, customer, purchase order by any piece of information, including engraving personalization text, credit card numbers, check numbers phone number, addresses, contact names, company names ad more, its easy to find an order. Once you have the order pulled up, simply go to External Files and there are all the customers logos, artwork files, engraving files, CorelDraw files and more. You can duplicate a complete order within 10 seconds vs. spending 30 minutes searching filing cabinets.
  
  
• Support for multiple contacts for a single company
  Need to track multiple contacts at a company? No Problem. Its easy to know who the accounts payable person is, their direct line phone number, direct e-mail and even direct fax. Also identify who is an authorized buyer at the company, and BizWizard Order Manager™ only allows authorized buyers to invoice orders to that company. Just another added security feature to prevent mistakes
  
  
• Set Business Rules to Prevent Order Taker Errors
  Set rules to require deposits on orders, default order product lead days, initialize product statuses and person hour workloads for each day in your business. Customize order report titles, order messages and more. Highly customizable options put the way you do business at your fingertips.
  
  
• Validations to Cut Down Operator Error
  BizWizard Order Manager™ has an extremely extensive Validation system built-in. Required fields are required. No more operator errors of forgetting to ask a customer for their phone number, or fax number, or address. If you forget to do something, BizWizard Order Manager™ reminds you of what you forgot.
  
  
• Prevent Employee Theft
  BizWizard Order Manager™ has many features to monitor and track what employees are doing with orders and invoice. Included in these features are logging of actions employees perform on orders such as deleting payments, or even canceling an order. Whereas the logging won't prevent employee theft, it definitely will log their actions so if they do decide to steal from your company, you have the ability to see what exactly they did, and when they did it.
  
  
• Send Marketing Materials via Postal Mail or E-Mail
  BizWizard Order Manager™ wants to ensure you are successful with your business by giving you the tools needed to send out mailings easily and quickly to your customers. Print directly to envelopes, even greeting card envelopes for those Christmas Cards, as well as print to Avery labels. In addition, send out monthly newsletters and promotions and special sales to your customers via e-mail. All at the click of a button. You can even target your audience by how much they spent, by sales representative, by distance from your store, within a state or geographic region and more. Keeping your name in front of your customers, reminds them of where to go next time they need to purchase products.
  
  
• Print Pricing Labels
  BizWizard Order Manager™ allows you to print price labels for your products to place on the samples in your show room. Labels can be printed to various Avery label formats and include product numbers, descriptions and pricing information. If you make a pricing modification, BizWizard Order Manager™ will even automatically queue up a new label to be printed so you don't forget which labels need to be printed.
  
  
• Process Mass Price Increases in 60 seconds
  Ever needed to raise your prices due to suppliers price increases, or simply for economy increases? Assume you want a 5% across the board price increase. You can do it for your entire product catalog in a matter of 60 seconds. Have BizWizard round the price increase to the nearest dollar, half dollar, quarter, dime or nickel. And Then print new price labels. All within 60 seconds
  
  
• Volume Pricing Discount Schedules
  Create a discount schedule, use it on as many products as you like. When that product is sold, BizWizard will automatically set the pricing based upon the quantity ordered. Have multiple schedules which allows you to offer different price breaks for different types of products. For instance, you may give a price break for acrylic awards at 10, 25, 50, 75 and 100 pieces, yet medallions, you may give a price break at 25, 100, 500, and 1000. There is no limit as to how many volume pricing discounts schedules you can create. Even more, if you ever decide to change the discount schedules, simply change it once and it updates on all products using that discount schedule.
  
  
• Product Pricing Matrix Support
  Create Product pricing matrix to price products based upon X,Y information. Or simply use Base unit Pricing. With the flexibility to create different pricing methods, the control is in your hands and provides an easy means for your employees to add orders without worrying about whether they are charging the correct price.
  
  
• Product Image Support
  Upload product images for each product. This is completely optional. If you have them uploaded, BizWizard Order Manager™ will make use of those product images in various order screens. This helps cut down on operator error as the order taker can visually see the product to ensure they have entered the correct part number.
  
  
• Product Kits
  The Industry sells many products that are based upon multiple components. This is where Product Kits come into play. Create a product that has multiple components. Interchange those components at order entry time. BizWizard Order Manager™ will even do price adjustments if more expensive components are selected. Even keep track of inventory on those components or if you prefer not to track inventory, no problem, BizWizard Order Manager™ will support non-inventory kit components
  
  
• Product Attributes
  Product Attributes remind order takers of questions they must ask the customer such as plate color, preferred engraving font, column color, shirt size, embroidery stitch counts, etc. The options are endless. Even create pull-down lists or open free form text fields for attributes.
  
  
• Associate Time-Clock
  Have your employees clock-in and clock-out. Worried about them cheating time by changing the computers clock? Don't worry anymore. BizWizard supports Internet Time-Clock connectivity on Windows XP. So if an employee changes the computers time-clock to try to cheat on when they clocked-in, BizWizard Order Manager™ will use Internet Time-clocks to reset the clock back prior to time-stamping their clock-in or clock-out time. For Windows Vista, Simply set security and prevent your users from making changes to the computers time-clock with the administrators user id and password. Time sheets for payroll are automatically created when employees clock-in and clock-out.
  
  
• In-Store credits
  Also supported are in-store credits. BizWizard will take overpayments received and create an in-store credit and even automatically apply those in-store credits to future invoices prior to invoicing those future orders.

Again, we could go on and on with the features of BizWizard, especially on topics that will be discussed further in this users guide. But this hopefully gives you an overview of the many intricacies of how BizWizard Order Manager™ supports your awards store environment by automating and simplifying your business.

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Who Uses BizWizard Order Manager?