Bizz Wizz main menu
: Phone Book, Invoice
Book, Price Book parts , Order Book, Ledger, Point of Sale, Purchase
Creditors, Business Name, Backup,
Diary,
Document manager,
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See Also : Open File (View list) , Add New Part ,
The Bizz Wizz Price Book is made up of Pricing Files. You can
have one Price File or you can have several. The
Part Prices can be grouped. For example if you were a plumber,
you could have copper pipes in one file and sinks in another.
Each file holds up to 15000 items. Each one of these files can be
updated and used in several different ways. On the main screen of
the Bizz Wizz Price Book, we have 15 main buttons.
Main Button Open
File. Will list all part in this file.
This can be selected by one of several different methods.
1. You can click on the button.
2. You can use the Tab Key to tab to the button
and then press Enter.
3. Highlight the file to load and press enter.
4. Double click on the file name.
OR
The letter with the dash under it can be pressed by holding down
the ALT Key and pressing that letter.
The Open File button allows you to look
at the contents of the file. It also allows you to select parts
for invoices or for editing of parts.
If the file is empty it will automatically bring
up the Record Input box. Please refer to Add
A New Record within the manual for help on this section.
Once you have parts within the list, then you can exit the Input
box and view the files on the screen.
Main Button New File.
The new file button when clicked, allows you to
create a new file. All files have an extension name of
"PB1" that cannot be changed. Once you have selected
this button, type in the name for the new file using only
alphabetical letters and maybe numbers, not leaving any spaces or
using punctuation.
Once you have typed in the new name, you will be prompted to type
in a description of the Price File. In here you
can type a brief description of what is actually in this file. If
it is a file of different types of computers, you could type in,
"This file contains different types of computers."
Once you have put in your description you have 3 (three) option
buttons. To select the options, click on the Check Box.
This is called checking the box.
The First option is whether or not you must have stock to select
an item to transfer it onto an Invoice. If the box is checked, it
means that all the items in this file must have an amount of
stock before you can select them. So if there is only one in
stock, you cannot select two. It won't let you because of stock control.
The second check box allows you to have stock amounts in negative
figures if checked. Negative amounts may upset stock values. So
it is recommended that to keep track of
stock values, you need to set up stock parts. This is so that the stock is not totalled
on parts that don't have stock but that you do put on an Invoice
from time to time. To do this you need to set the Add Value of
field to No in the part record section when
adding a new part.
The third check box allows for sorting your files in a particular
order. Files are sorted in alpha-numerical order. You can sort on
the part number or the description. By checking the box it will
sort on description and not the part number and then click 'OK'
when completed or 'EXIT' to abort.
These Setups apply to ALL Files
Check barcode scan number before selecting item. This
will not let you select a part unless the number you typed in is
the same as the part number it has been barcoded to.
Do not ask for quantity on Invoicing selection. This will set the quantity to 1 automatically.
List not found items on screen. This will list
errors on screen if you are using barcoding away from the computer so
they can be fixed later.
Disable Sound. This will disable the sound in the price
book.
Main Button Configure File.
This is used when you wish to edit the contents of the file name
or the setup.
First you must highlight the name of the file in the Price
List box to indicate which file you wish to re-configure or
rename. Then click on the button and then you can change the
configuration within the box. Please refer to New File
above for information on contents of the configuration box as it
is the same box. Press 'OK' to accept changes or
'EXIT' to abort changes.
Delete File option
This brings up a warning asking whether you want to delete the
file. The file that will be deleted will be the one that you have
highlighted in the file name list box. Press 'OK'
to continue or 'CANCEL' to abort the deletion.
Change Category option
Will let you change the category
on all parts in the file that have the OLD number
to have a NEW number. Press Change
to do the change.
Optimize File option
Will load and sort the file then
save in the sorted format back to file. This will speed up the
loading of large files.
NOTE : only use if your Files load slow or over 5000 records in
the file.
Vary Markup option
This button is used for changing the markup rates on parts. The
three markups can be changed one at a time and only one
percentage at a time. First type in the percentage that you wish
to change eg. 33 . Then type in the percentage you wish to change
it too eg. 40 then click on the markup type wholesale trade or
retail to change. The changes will take place in all the
highlighted files in the file list.
Vary Tax option
This button allows you to vary the tax in selected files. In this
mode you can also use the multi select function from the list. Hold the control key down and select the files in which you
wish to have the tax changed.
Once files have been selected, click on the Vary Tax button and it will ask you for the existing tax percentage. This is so all records are not changed, only the ones with that tax percentage. Once you have typed in the tax percentage you want to change click 'TAX' and you will then be asked for the tax rate you wish the percentage to change to. Enter the tax rate for example 10%. You must only type in the numbers not the percent sign. Press OK. Then all items within those highlighted files with the existing tax percentage will be updated to 10%. This function is to allow for government tax changes. When changing Parts to be GST compliant, you may need to adjust how tax is applied to your parts. For GST, most parts should be set for "Set Tax after markup". Click Set Tax after markup to change all applicable parts to this setting.
Update Files option
This will allow to update the prices in one file only. This is
the highlighted file. So highlight the file you wish to update
then click on Update File. Update File will then
ask you for the percent you wish to update all prices within that
file by. This only affects the buying price. If the buying price
is $100 and you type in 15%, the buying price will change to
$115. The 15% will be added to all parts buying prices within
that file.
Update Part option
This allows you to update the parts within the file by just
viewing the file and clicking on the one you want to update. When
you click on this button, it will ask you for the percentage you
want to update the file by. It will then load the file list
screen so you can look at all the parts. The easiest way to
update a particular part is to highlight the part and press enter or
double click on that part. It will be updated from whatever the
percentage was.
You can also press Select instead of double
clicking or arrow down and press enter on the highlighted part.
Once you have finished updating your parts, you must return to
the main menu to cancel the update mode.
Reset Stock option
This will allow you to reset your Stock figures to zero. This is
done to refresh stock total so a stock take starts at 0 or when
ever you wish. It is recommended to print your Stock Totals
before resetting stock to 0.
You select the files you wish to reset. This way all files do not
have to be reset.
To select files, hold down the control key and click on the files
you wish to be reset in the price files list box. Then click the
Reset Sales Button and all sales figures in highlighted
files will be reset to zero.
Main Button Copy Parts.
To use this function, first select the file or files
that you wish to copy the parts from. Highlight the file(s) in
the Price File List in the left hand side of the
window. Once you have highlighted the file, then click on the Copy
All Parts button. This will bring up a list of files exactly
the same on the Copy To File List.
Click the File Name (only 1) on the right that
you would like the items to be copied to.
Once the file has been highlighted in the Copy To File List, you are
ready to select one of the following options.
Copy All Parts: This will copy all the parts in
the From file(s) on the left to the To file on the right.
Do Merge Update: This will merge parts in the
From file(s) on the left to the To file on the right. The Merge
will depend on the options set.
Option 0- Search by Supplier
code field- will check the part number and the supplier
code and if one of the numbers match then the part will be
updated as per the rest of the of the options below.
Option 1- Add Parts not found
in file- this will put all of the not found parts into
the To File as well.
Option 2- Update Prices-
this will update the prices in the found parts only.
Option 3- Update Markups- this
will update the Markups in the found parts only.
Option 4- Add Stock to Stock- this
will add the stock to the stock to the current amounts in the
found parts only.
Option 5- Over Write Stock- this
will over write stock to the stock amount in the From File in the
found parts only.
Option 6- Check for repeated
part numbers- this will check for a second copy of the
part in the 'To File' and updates it as well (this option goes slow as the whole file is
checked).
'Copy 1 by 1' to continue, or `EXIT'
to abort. Double clicking the file would be the
same as clicking 'Copy 1 by 1'. This will bring
you into the list screen and you can
then select the items within the list screen that you wish to
copy to the other file.
When you select the item, the Quantity Input box
will appear.
Type in the quantity you wish to copy to the other file and it will copy those parts into the other file. It will leave the original record in the file and just reduce the stock. The sales quantities and sales amounts will not be transferred. They will remain in the file that the data was copied from. If you wish to copy a record, and sales figures are not important, you may copy and then go back and delete the record. However, a record can be copied to another file with sales figures, by deleting the record and then going into another file and un-deleting it. However, each record can only be copied one at a time if using the delete and undelete method.
Main Button Open to Add to Stock Values.
Clicking this button allows you to quickly add a number of items
to your current stock. Clicking this button will open the
currently selected file in the normal way.
Barcode-scanning or entering a Part No and pressing [ENTER] will
open the Change Part window. However, the stock field will show
the current stock, just type in the amount to be added or barcode
scan the amount and it will automatically add to the stock. For
example if you currently have 9 parts in stock and you enter 3
into the box, after the Change Part window is closed the total
number of parts will be 12.
This is useful for Stocktaking purposes.
Main Button Open to Change Stock Values.
Clicking this button allows you to quickly adjust the number of
parts you have in stock.
This button will open the currently selected file in the normal
way. Barcode-scanning or entering a Part No and pressing [ENTER]
will open the Change Part window. The stock field will
automatically show, enter or barcode scan the total number of
stock you have. The stock you had will be overwritten with the
new stock value, not added to it.
Main Button View Year Sales.
This will allow you to view your sales figures in a graph. This shows each month
and year totals.
To select files, hold down the control key and click on the files
you wish to be viewed in the price files list box. Then click the View Sales Button and all sales figures in highlighted
files will be shown.
Main Button Print Sales.
This will print all sales for all files highlighted. It will automatically run through all files and
print the total sales figures for you.
Select a Month or type 13 for the whole year Sales. This will print you a
list of all sales for this particular file and selected Month or Year.
Main Button Print Totals.
This button will print the value of all stock in all files. If
you wish to see stock in just one particular file this can be
accessed from within the file list section. The Print Totals
button when pressed, will print all the stock totals to the
printer. So you must have the printer ready when using this
button. Tax will be added to totals only if tax is
calculated on buy price.
Main Button Exit.
This exits the program.
To the right, you have seven more buttons. These are for loading
the other modules within Bizz Wizz as a short cut to them. By
pressing these buttons, they will load the corresponding
programs. If you are not sure what these buttons mean, they will
come to you in time as you get to recognise the symbols on them.
Otherwise just move the mouse button over them and you will get
help in the help box below.
At this point select a file or create a file to be viewed. Then
click the Open File button. Once the open file
button has been clicked that particular file will load.
Bizz Wizz main menu : Phone Book, Invoice
Book, Price Book, Order Book, Ledger, Point of Sale, Purchase
Creditors, Business Name, Backup,
Diary,
Document manager,
Picture Converter