OrderWiz Features

Order Entry

The jewel of the OrderWiz system is its order entry module. The objective in designing the order entry module was to minimize as much as possible, the decision-making at the time of order entry.

A customer calls, wishing to place an order. The sales administrator enters the customer and the vendor and clicks on “New Order”. The order will only continue if the customer is authorized to buy from the vendor. At the next screen, the sales administrator enters the order date and the customer’s PO.

Next, the sales administrator starts entering the product by entering the product id and the quantity. Order entry will only allow the entry of products the customer is authorized to purchase and will automatically supply the correct price.

Finally, the terms, freight and ship via are selected from list with the help of the customer’s defaults.

That’s it. It’s that easy!

Feature	Description
Entering Customer	When entering a customer, you may use any one of the DBA’s associated with the customer. Also, you do not need to worry about spaces and dashes. OrderWiz ignores such characters when searching for your customer.
Customer Must be Authorized	OrderWiz will restrict orders to just those customers who are authorized to purchase from the designed vendor.
Products Restricted	Even if setup as an authorized customer, a customer can only purchase those products that are on one or more price sheets that the customer is authorized to purchase from.
Correct Prices	OrderWiz will automatically select the lowest price for a given product for the designed customer.
Price Breaks	Price breaks can be based on quantity breaks for a given product or a designed group of products, on total order amount or on “always gets best price”. Sales administrator is prompted if the current order quantity is just one item from a price break.
Promotions	Assign a vendor promotion designation to an order by selecting from a list of current promotions. If applicable, the promotion’s discount will automatically be taken.
SPA’s	When a product that qualifies for a SPA (Special Price Allowance) is entered, it is marked as qualifying for the SPA and the SPA amount is deducted from the price.
Check For Duplicate PO	Sales Administrator is warned if a PO is being repeated by the customer.
Product Messages	The sales administrators can add a brief message about a product being ordered such as color or is “B Stock”.
Special Instructions	Special instructions can be added to the order. These instructions may be pre-recorded for the customer and/or added on the spot.
Notes	Notes, which are not included with the order, appear at the start of the order. These are meant to be instructions to the sales administrator concerning the customer.
Pop Ups	You can define messages that popup when a type of product is entered. These popup messages can be used to prompt the sales administrators to mention to the customer of accessories to the product just ordered.
Current Customer’s Open Orders	With a push of a button, the sales administrator can receive a report of all open orders for the customer
Direct Invoices	Ability to enter an invoice as an order when the original order was not entered in OrderWiz
Direct Commissions	For certain customers, the vendor will only report to you your commission. The Direct Commission feature enables you to enter this as if it were an order.
Credits Memos	Credit memos are as easy to enter as regular orders
Commission Adjustments	Adjustments to your commission for advertising coops, price protection, sales rebates, sales incentive allowances, etc are easily entered

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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.