To add a new order click on the Add New Order button on most order screens in the upper right area of order screens.

Once you click on the Add new order button the following screen will appear:

On the blank order screen, you start entering the Company or customer name in the Company Name drop down box. If an order has been placed by this Customer or Company, all their information will automatically be populated into the contact information fields. You can edit each of the fields as required.

If a new order from a first time customer enter data into each field:
Company Name:  Enter Company Name (not required)

• Contact Name:  Enter Contact Name (required)
  
  
• Billing Address:  Enter Billing Address (required)
  
  
• Postal Code:  Enter Postal Code (required) once the postal code is entered the city and state will be populated with the information associated with that postal code. All U.S. , Canada and Australian Postal codes are included in the database. If you are shipping to another area, you can double click on the city and state blocks to override or input information.
  
  
• Phone #:  Enter Contact Phone Number (required)
  
  
• Extension:  Enter Contact Phone Number extension (not required)
  
  
• Fax #:  Enter Contact Fax Number (not required)
  
  
• Cell #:  Enter Contact Cell Number (not required)
  
  
• E-mail Address:  Enter Contact e-mail address (not required). We strongly recommend that you obtain e-mail address from as many of your customers as possible, it helps with communication of proofs, order completions and many other facets of BizWizard. If you customer requests that they do not receive any marketing mass mailings you can add them to the do not e-mail list. The do not e-mail list only effects mass e-mailing and does not effect e-mailing your customer copies of their orders, proofs or other e-mails that are non-mass mail type e-mails.
  
  
• Sales Rep:  Enter Sales Rep from the Drop down list (required)
  
  
• Location:  Enter Location from  which the order was taken from(required)
  
  
• Pick Up/Ship By:  Double Click on the  yellow Box to select the date and time you need to have the order completed by and ready for pickup or shipping(required) Note: you  set up the number of days to pad so it will automatically set a date for you. To do this you need to go to configuration/system setup/order setup screen.
  
  
• Schedule:  Double Click on the yellow box to select the date you wish to begin working on this order. This is useful to schedule your work to be completed on time (required). Note: you can turn this feature off in the configuration/system setup/order setup or you can set up the number of days to pad so it will automatically set a date for you.
  
  
• Event:  Enter event date. This is useful information to have to ensure you do not miss any event deadlines (not required)
  
  
• Marketing Codes:  Select your marketing codes from the drop down list.  You can have as many marketing codes you need. This is a great way to track where your orders are coming from.  To add new marketing codes you can simply double click on the yellow box to bring up a screen to add your own codes, or you can click on the Configuration/Marketing Codes  (required)
  
  
• Stock Location:  Enter the pulled Stock Location (not required). You can edit the stock locations available by double clicking on the yellow box to bring up the stock location window.
  
  
• Order Description:  Enter a description of the order in this box (not required).  The information entered in the box will appear on the order screens (see below). This can be extremely helpful in organizing your work flow.

Learn about:

• Adding Order Line Items
• Duplicating Order Line Items