OrderWiz Features

Vendors

Some vendors (aka manufacturers) outsource their sales function to rep firms. The purpose of OrderWiz’s Vendor module is to maintain key business information concerning these relationships. This includes such items as products, price schedules, terms, freight and of course, commission rates.

Feature	Description
Divisions	Vendors in OrderWiz are grouped into one or more divisions.
Three Types of Commission Rates	Regular commission rate is the rate for orders placed in your territory and shipped to within your territory. Foreign office commission rate is the rate for orders placed outside your territory but shipped to within your territory. Foreign location commission rate is the rate for orders placed in your territory but shipped outside your territory.
Hierarchy of Commission Rates	Commission rates can be set at the vendor level. This is the default commission rates. It is also possible to set commission rates at the price schedule, at the product and at the vendor/customer. On any order where there is a commission rate at the vendor/customer, that is the rate that will be used. Next, if there is a commission rate at the product, that will be used. If not, then the commission rate at the schedule will be used is present. Otherwise, the vendor level commission level will be used.
Generic Product Lookup	When entering a product or searching for a product, it is not necessary to enter the ID. Enter as many characters as necessary as to limit the search results. And you don’t have to worry about dashes and spaces because OrderWiz ignores such characters when searching for products.
Product ID and Invoice ID	For some vendors, the ID of the product on the order is different from the ID on the invoice. In OrderWiz, these are two separate but related data fields
Change Product ID	Unlike most other sales and accounting systems, it is very easy to change either the product id or the invoice id, this would include on all orders.
Merge Products	Unlike most other sales and accounting systems, it is very easy to merge one product into another, this would include on all orders.
Number of Price Schedules	Each vendor can have any number of price schedules. A product may appear on any number of price schedules but can only appear on an order if it is on a price schedule.
Price Breaks	Price schedules can have up to eight quantity price breaks.
Restricted Price Schedules	Price Schedules can be either restricted or not. If restricted, then a customer can buy off this price schedule only if that customer is explicitly assigned to that price schedule. If a price schedule is unrestricted, then the customer can buy off it if the customer has been setup as an authorized customer for that vendor.
Copy From Schedule to Schedule	It is possible to copy either the prices and/or the customers from one price schedule to another within a given vendor.
Price Groups	The price group feature allows for the grouping of products into to a group for the purpose of having a group price break.
Product Types	A vendor’s products can be clustered into type of products. There is a set of product types for each vendor.
Terms	On a vendor by vendor basis, any number of terms and terms codes can be saved. This includes optional order minimum needed to qualify.
Freight	On a vendor by vendor basis, any number of freight terms and freight codes can be saved. This includes optional order minimum needed to qualify.
Quota	The Quota feature is designed to build and maintain monthly goals of the vendors and the rep firm.
Commitment	The Commitment feature is designed to build and maintain monthly goals of the rep firm and the sales force and customers.
Promotions	Any number of vendor promotions can be placed in OrderWiz. Each promotion can optional have an associated discount.
SPA’s	Any number of vendor SPA’s (Special Price Allowance) can be placed in OrderWiz. Each SPA will have one or more products, with each product having a discount amount. Each SPA can be either automatic or requiring confirmation whenever one of the products is entered in Order Entry.
Invoice Discount Schedule	The Invoice Discount Schedule feature enables the discounting of unpaid invoices after specified number of months.
Contacts	Vendors can have any number of contacts.
Archive Orders	You can archive orders once the reach a certain age.

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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.