STARTING AN ORDER Start by Clicking Orders / New Order on the menu You will be brought to the New Order screen where you pick which customer this order is for. Enter your PO# (if you don’t have one the system will auto-generate a number) You can put in your customer’s PO if you’d like […]
All posts by Sharyn Dunn
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 RECENT – Lists from top to bottom the most recently opened / worked on order DRAFT – Lists all orders being configured, that have not been submitted REVIEW – Lists all orders in “review” state […]
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 start typing the customer’s name you are looking for the and system will search as you type. Upon finding your customer on far right of the customers information under action click on edit. Your customer […]
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 to the customer dashboard by clicking Customers/Manage on the menu Click on the plus sign in the upper right of the screen to add a customer (+) and your customer window will pop open Under […]
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 set up, but as we build out the system you will be able to manage the permissions and capabilities of the users from your company. To add and manage users: Upon logging on in the […]
Wizard User Manaul
THE WIZARD USER MANUAL covers all the key operational components within the Wizard ordering system. The manual also covers ordering some of our more complex products. The manual also offers some tips and tricks to help enhance your ordering experience. User permissions are covered at the back of the manual. As always should you […]
Configuring a panel badge properly
This video shows you the proper way to configure a panel badge, saving you time energy.