Help Articles

Help Articles

Find answers to your questions about the Web/Wizard here!

As we add features to the Web/Wizard we will add articles to help you navigate the system. If you still have unanswered questions always feel free to give us a call at (800)699-4436.

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Wizard User Manaul
THE WIZARD USER MANUAL covers all the key operational components within the Wizard ordering system. The manual also covers ordering
How do I Give my Employees Access to the System?
GIVE ACCESS TO YOUR EMPLOYEES– add and manage user accounts from your company At this time we do not have permissions
How do I add my Customers?
ADDING CUSTOMERS TO THE ADDRESS BOOK  To add your customers to the database you should follow the steps below: Go
How do I Edit my Customers and Contacts?
EDITING YOUR CUSTOMERS  To edit an address or contact information go to Customers/Manage on the menu.  In the search box
What do the Different Order Status Mean?
UNDERSTANDING THE ORDER DASHBOARD ALL – A master listing of all your orders regardless of the state of the order
How do I Start an Order?
STARTING AN ORDER Start by Clicking Orders / New Order on the menu You will be brought to the New
How do I Change Something on my Order?
MAKING CHANGES TO AN ORDER If your order is in submitted state you can recall the order into draft mode,
How do I Check the Status of my Order?
CHECKING SCHEDULED SHIP DATE You can only check on the status of an order if it is in Confirmed or
How do I Create a Template?
CREATING TEMPLATES Each template is “one” product configuration. Using templates will speed up order placement, we highly recommend you use
How Do I Start An Order From My Template?
START AN ORDER FROM A TEMPLATE To use your template as a starting point for an order do the following:
I Already Started My Order, How Do I Add A Template To It?
USING TEMPLATES IN ORDERS If you have an order already started and want to add a template into it follow
I Picked The Wrong Customer For My Order How Do I Change The Customer?
CHANGE THE CUSTOMER ON AN ORDER If you need to change who the order is for, that is easy to
I Can't Find The Product I Am Looking For, What Do I Do?
CAN'T FIND A PRODUCT? If you are looking for a product and can't find it the first thing you will
How Do I Ship To My Store?
SHIPPING When placing an order for one of your customers you have the choice of drop shipping or mailing back
How Do I Track Shipment?
TRACK SHIPPING If your order is in shipped status on the order dashboard then you can track the shipment of
I can't scroll my window what is wrong?
ISSUES SCROLLING If you have problems seeing the scroll bar or your screen seems to be missing some data, like
How do I get back to my product after entering Special Instructions?
SPECIAL INSTRUCTIONS We are often asked how do I get back to my product after entering my special instructions?  In
Understanding Commendation Bar Sections/Colors
COMMENDATION BAR SECTIONS/COLORS A section within a commendation bar is anything that takes color.  We count our sections left to right
How Do I Change My PO#?
CHANGING THE DEALER PURCHASE ORDER NUMBER If your order is in draft/submitted mode and you realize at any point the purchase
The System Won't Allow Me To Pick A Seal
THE SYSTEM SAYS SEAL IS INCOMPATIBLE, WHAT DO I DO?  If the system says the seal you are choosing is
My Customer's Panel Is Not In The System, What Do I Do?
I CAN'T FIND A PANEL, WHAT DO I DO?   The first thing you should do if you can't find
How Do I Turn A Quote Into An Order?
TURNING A QUOTE INTO AN ORDER This is a very easy and powerful task.  Follow the steps below. Go to the
I'm Ordering A Wallet And It Is Asking Me To Verify Badge Style Compatibility?
VERIFYING YOUR BADGE WILL FIT IN OUR WALLET / CASEOur system checks two things when you order a wallet /
Why Does My Order Show Up As Cancelled?
CANCELLATION STATUS AND WHAT IT MEANSIf your order shows up in cancelled status, and you did not cancel the order,
How Many Line Items Can I Have On An Order?
YOU CAN HAVE MULTIPLE LINE ITEMS ON AN ORDERThis system allows you to mix and match product lines all on
Why Is My Order On Hold?
WHY IS MY ORDER ON HOLD?To understand why your order is on hold view your order.  On the shopping cart
How Do I Ship Complete?
SHIP COMPLETEI want to have my order shipped complete - how do I do that? If you want all of
How Do I Order A Commendation Bar With Engraving?
ENGRAVEABLE COMMENDATION BARSFirst and foremost the only commendation bars available to be engraved are commendation bars with the suffix "-LS". 
How Do I Sign Up To Receive Shipping Notifications?
TURNING ON SHIPPING NOTIFICATIONSTo ensure you receive a shipping notification each time an order you placed ships please follow the
How Do Others From My Company Receive Shipping Notifications?
HOW OTHERS FROM YOUR COMPANY CAN RECEIVE SHIPPING NOTIFICATIONSIf there are other folks from your company who want to receive
How Do I Send My Customers Shipping Notifications?
YOU CAN TURN ON AND OFF SHIPPING NOTIFICATOINS FOR YOUR CUSTOMERSAs you create / submit orders you can turn on
Picking FlexBadge Seals
I DON'T KNOW WHAT FLEXBADGE SEAL TO CHOOSE? Seal size does not matter on our FlexBadges that is why you
Are All Metal Badges Available As FlexBadges?
I CAN'T FIND A FLEXBADGE STYLE? No they are not.  We continue to build our standard FlexBadge offering based on
How do I order a custom letter / number combination?
HOW DO I ORDER CUSTOM COMBOS? Custom Combos are unique and very dynamic in this system. Search for VHBCC or
Ordering Multiple Panel Badges
HOW DO I ORDER IDENTICAL PANEL BADGES WITH DIFFERENT LETTERING ON ONE PANEL? We are finding many dealers are questioning
2) Quoting on the Web Wizard
A short video to demonstrate how you can create a quote for your customer, and once approved, easily turn it