BIZZ WIZZ DIARY

ADD or EDIT CONTACTS

Bizz Wizz : Setup , Main Menu , Ledger , Phone Book , Invoice Book , Stock Book , Order Book , Creditors , Point of Sale ,  Business Name , Diary , Wages , Document Manager , Unlock , Backup

See Also :  Diary , Add or Edit Appointment  , Add Contacts , Contacts List , To-Do List

NOTE: By moving the mouse over the buttons, the help box at the bottom of that screen will give you a brief description of the function of that button.

NOTE: ADDING AND EDITING can be done from here but we recommend that accounts are added from Invoicing and Creditors or Orders!  because not all field are shown in input window.

Deactivate - will hide this account in all the list screens.

Enter the surname or company name of the Supplier or Customer.  If you are using a company name leave the first name box blank, and put the contact name in the contact box

If  you are Entering a Suppler the [Pay Account Link] tick box will be seen, and a input box for a Account No .
When ticked payments will be paid to this linked account
OR
If you are Entering a Customer the  input box for the Statement to Account No .will show (All invoices for this customer will show on that accounts statement)

There is two address fields, you do not need to utilise both address fields but the first must be used. There is also the option to set the [First address] or the [Second address] as the Mailing address. You Must Tick on the address that you want all corresponding mail sent to.
The two arrows button in red, next to the first address options allows you to swap between the first address and second address option.

CONTACTS  Button

Five lots of contacts can be stored

Default Contact Option -You can set one contact as the default if you don't want it to change.

Set For Printout Type Dropdown box - In some sections a contact can be set to a Invoice type eg. Invoice, Quote, job ect.
Press Exit Save to return

Enter the rest of the detail on this Contact, down to the ABN or Tax number

Terms in days is set at a default of 7 days. You can change this to what is suitable for your business.

The next area reads Age from (M)onth end or (D)ate of Invoice. If you enter D for Date, then any Account contact will automatically age overdue after 7 days.
If you enter M for Month, then any Account for that contact will automatically age overdue 7 days from the end of the month.

If you are Entering a Customer the Discount Rate box will show enter the rate for this customer ie.  W=Wholesale  B=Bulk  T=Trade  R=Retail
OR
If  you are Entering a Suppler the [Account No.] field is where you enter your account number that the Supplier has allocated to your business.

There are two blank fields that you can use as a Code or Spare field, that are located under the [Terms in Days] field.
These fields can be rename in setups

If there is no [Last Order/Invoice  Date] just click on the [Now] button to insert the current date automatically.
The last Invoice or Order Number is pre set in Invoicing or Orders

If  you are Entering a Suppler the [Balance] field will  automatically be entered by creditors software.
OR
If you are Entering a Customer the  Keep Points box will Show.  If you wish that customer to get Loyalty Points then put a Y in the box.  The Points box shows total points. 

The [Memo ]. You can enter any memo.  If you tag on [Check to show Memo when contact is selected for new transactions]

There is a box at the top right of the page for [ Notes]. You can enter any notes applicable to that Contact.

If you click on the [Resize] button at the top of the Notes, the box will enlarge.  You can press [ESC] to exit the Note box or just click on any other section of that page, eg [Ok Save] if you are ready to exit the account page. 

Documents- Click on the [Documents] button to open the Documents Manager page.

Email- Click here to open the page to send an Email to the selected Supplier.

Memo Mail- Click to send the account details by Memo Mail

Print- A Print Menu pop up box will open to print suppliers details.

The [OK & Save] button allows you to save the information you have just entered into the New Record. If you do not [Ok & Save] then any information you have entered or edited will not be saved.

See Also :  Diary , Add or Edit Appointment  , Add Contacts , Contacts List , To-Do List