OrderWiz Features

Auto Invoicing

Knowing what has been invoiced is the key to the successfully running of a manufacturer rep firm. From the invoice data, it can be reported what products which customers have purchased. And the invoices also provide the data necessary to determine what commission is due to the rep firm and from that what commission may be due the sales force.

Even though entry of invoices manually in OrderWiz has been optimized for speed, it can be a tedious task. That is why the auto invoicing in OrderWiz is such a great feature.

What could take all day to do manually, can take minutes with auto invoicing.

To utilize the auto invoicing feature for a given vendor, the following steps are required:

Obtain an electronic copy of the invoices from the vendor such as a text file, an Excel spreadsheet, or an XML file. PDF’s cannot be used.
Develop a program to convert the data from the vendor’s format into a common format that OrderWiz can utilize. (No two vendors use the same format.)

As long as the data file can be read, that is contains all of the required data and is in usable format, the OrderWiz development team can produce such a program. Once such a program is developed, then it can be shared among the various OrderWiz users.

Feature	Description
Speed in Entering Invoices	What could take all day to do manually, can take minutes with auto invoicing.
Reduced Error Rates	Keying errors are all but eliminated with auto invoicing.
Tendency to “Clean Up” the Database	A pleasant byproduct of auto invoicing is that your database will become more accurate. This includes corrections to product and invoice id’s along with corrections to customer and ship-to id’s.
Some Direct Invoices Entered Without Intervention	If an invoice which is part of the import into auto invoicing is assign to a customer and that customer does not have any open orders and all of the products on the invoice are defined in OrderWiz, that that invoice will automatically be importing into OrderWiz.
Kick-Outs Often Easily Corrected	A number of conditions can cause an invoice not to be automatically imported into OrderWiz. One of causes is that the vendor customer number is not setup and therefore the customer could not be found. Simply add the vendor customer number and then click on the “Refresh” button and the invoice be imported. Another cause is because the vendor substituted a product. The solution would be click on the button to replace the product id on the order with the invoice id on the invoice.

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OrderWiz is the dream manufacturer rep system. Flexibility is the key to its programming design, by responding to vendor and a customer’s requirements in a variety of ways. Gone are the days of “tricking” and “patching” your system every time a vendor has a new promotion

OrderWiz is comprised of nine main modules: Vendors, Customers, Organizational Data, Order Entry, Invoicing, Commission Reconciliation, Month End Processing, Payroll, and Sales Reports. The Order Entry and Sales Reports modules can be operate effectively at the home office or on the road by using Dial Up Networking, or a VPN.