WizOrder Admin Guide: Product Catalog, Pricing & Integrations

This is where you wire up the commercial side of your account, the catalog and inventory data, the pricing and discounts each buyer sees, the ERP connection that keeps everything in sync, and payments. Most of this is set up once, often alongside your CSM, and it's the setup that keeps orders flowing cleanly.

To get there: Log in to the WizOrder web portal and open Settings

Table of Contents

Before You Begin

• You must have an Admin role on your account.
• Some settings may not be visible on your account, depending on your plan and configuration. If you need access to a setting you don't see, reach out to our support team at help@wizcommerce.com.
• If your account is integrated with an ERP, most catalog, inventory, pricing data, and other data (based on your ERP set up) flows through the integration automatically, check with the WizCommerce support team before importing anything your ERP already syncs.

• Pricelists are set up in this guide (see Pricing & Commercials below),  but which pricelists each rep can see is controlled under User Management, in WizCommerce Admin: Users, Access & Settings.

A. Import and Export

Import/Export moves bulk data in and out of WizCommerce such as products, inventory, customers, and website users, and more.

• Import a new product catalog in bulk: Bring in a fresh catalog into WizCommerce from a formatted sheet.
• Partial product import/export: Update specific product fields without touching the rest.
• Manage inventory: Export current inventory, update quantities, backorder amounts, arrival dates, and notes, then re-import. Monitor the import progress shows in Notifications.
• Manage categories and collections: Organize products inside Categories and Collection.
• Set up product modifiers to offer customizations at product level.
• Bulk import customers: Bring in customer accounts in bulk.

B. Product Management

Product Management is where you add and update individual products without a full import, everything from a brand-new SKU to a quick price, tag, or image change. It's web-portal only.

To get there: Product Tools (left nav bar on WizOrder webportal) > Product Management

As an admin, here's what you can do:

• Add a new product or variant: Create a brand-new SKU, or add a variant to an existing group by its Grouping ID, without touching import/export.
• Edit an existing product: Update name, description, pricing, attributes, or inventory inline from the product's management page.
• Manage variants: Generate variants from attributes like size or finish, or add existing SKUs as variants, each with its own SKU, pricing, images, and inventory.
• Classify products: Assign a product to categories and collections.
• Set pricing: Add base and sales price, enable pricing tiers, and control which price lists a product appears on.
• Manage product status: Set a product Active or Inactive from Channel Settings. An inactive product stays in the system but is hidden from buyers, and status is independent of inventory.
• Add custom attributes: Add display-page fields like Material or Print Size via Organizational Settings → Product Details Page; they then appear across all products.
• Tag products: Create tags like Clearance or Showroom Only under Organizational Settings → Products → Tags, then assign up to three per product (the top two show on the product card). Assign tags in bulk through import/export.
• Manage images and videos: Upload multiple images or paste a public URL, then drag and drop to reorder; the first image becomes the primary thumbnail. Videos must be under 100MB and one minute long.

C. Pricing & Commercials

Pricing controls what every customer sees and pays across WizOrder and WizShop. It's a large area, so each link below opens a full article.

» Pricelists

• Pricelist overview: How pricing tiers work.
• Create and manage a pricelist: Build and maintain your tiers.
• Manage a customer's pricelist: Assign the right tier to each buyer.
• Volume pricing: Quantity-break pricing.

» Discounts & Promotions

• Create and configure a cart discount: Cart-level discounts.
• Create and configure a product discount: Item-level discounts.
• Contract pricing: Negotiated per-customer pricing.
• Apply discounts to orders: How discounts land on an order.
• Understand the discount engine: How rules stack and resolve.

D. Integrations: Connecting Your ERP

WizCommerce sits above your ERP as the sales layer, syncing data both ways while your ERP stays the source of truth for financials, inventory, and manufacturing. This is the highest-volume support area, so it's worth setting your mappings up carefully.

Each supported integration has its own setup article:

• QuickBooks Desktop
• QuickBooks Online
• NetSuite
• Fishbowl
• SAP Business One
• SellerCloud
• SOS Inventory
• FTP
• Business Central Integration
  

E. WizPay: Payments Setup

WizPay handles B2B payments, card, ACH, payment links, and offline transactions, right inside WizCommerce. Setting it up means enabling payments on your account, configuring the processor, and setting each customer's payment terms and method.

• Payment terms and the default payment method live on the customer record.
• The Payment Dashboard is where you collect, record, and track payments.

FAQs

1. Where do I set up pricing tiers and discounts?

A. Under Pricing & Commercials in this guide. Create the pricelist first, then assign it to customers and control rep access under User Management in the companion guide.

2. An order or customer won't push to my ERP, why?

A. This usually means a required reference or internal ID hasn't been generate, or a field value hasn't been mapped correctly. Check your field mappings and reference IDs first, and contact support if the problem continues.

3. Should I import data my ERP already syncs?

A. No, check with the WizCommerce support team first. If you import data your ERP already handles, your changes will only be overwritten at the next sync, and mismatched field mappings are the most common cause of sync problems.