WizOrder: The Complete Sales Rep Guide

WizOrder is the sales rep app for taking orders, managing customers, and tracking sales activity, at trade shows, in showrooms, on the road, and offline. This article walks through every feature in WizOrder that sales reps use, from finding products to reviewing performance.

To Get There: Log in to the WizOrder app or the web portal or download the application from app store.

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Table of Content

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Before You Begin

•  Sales reps must have received their WizOrder login credentials from an Admin.
• Download the WizOrder app on iOS or Android, or access the web portal.
• Your Administrator must have assigned you a role and at least one customer before you can take orders.
• If a rep can't access a feature they need in WizOrder, they should contact their admin.

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A. What is WizOrder?

WizOrder is your day-to-day sales app. Built for reps in the field, it works wherever you sell, on the trade show floor, in a showroom, or on the road with no connection.

It's one part of the wider WizCommerce platform: WizShop is the online store your customers order from themselves, WizPay handles payments, WizStudio creates the product images, and AI Co-Workers take care of repetitive work like typing up orders.

When you log in, WizOrder opens on the Products page, that's where everything starts. New to the app? Get to Know the WizOrder App for a quick tour of the layout.

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B. Find Products

The Products page is your full product catalog. Use it to search, browse, and add items to a cart.

» Order Mode vs. Select Mode

• Order Mode: Add products one at a time while browsing. This is the default on login, and it's best when walking a customer through products individually.
• Select Mode: Select multiple products at once and add them all together, to a cart, a catalog, or a wishlist. Use this when you already know what the buyer wants, or when preparing a wishlist or catalog before meeting a customer.

Switch between modes using the toggle at the top of the Products page.

» Search Options

• Image search: Upload a photo or take one with your camera (mobile app only) to find visually similar products.
• AI keyword search: Type a descriptive keyword (e.g., "blue ceramic vase") and WizOrder surfaces visually matching products, not just text matches.
• Barcode scan: Click the barcode icon and scan a product label to find it instantly.
• Search by name, SKU, or attributes: Type in the search bar and choose your search type from the dropdown.

» Filters and Navigation

• Browse by category or collection: Scroll the Products page to find products by type or curated group.
• Filter and sort: Narrow by category, collection, price, inventory status, size, color, and more; filters change based on the category being viewed.
• Previously Purchased: When a customer is selected, each product card shows their past purchases.
• Switch pricelists: View a product under a different pricelist without leaving the page.

» AI Product Recommendations (Kai Smart Picks)

At the top of the Products page, WizOrder shows AI-generated product suggestions based on the selected customer's order history and platform trends. These products update automatically each time a customer is selected.

• Trending This Quarter: Products gaining order velocity right now
• Most Ordered This Year: Highest-frequency products across the year
• All-Time Bestsellers: Top products with no time constraint

To show a buyer product alternatives, use View Similar on any product card or the product's detail page.

» Product Detail Page

Click a product to open its Product Details Page (PDP). It shows:

• SKU, name, price, and MOQ (minimum order quantity)
• Full description and available variants, each with its own image
• Similar products: Related items the buyer may also want
• Tier sheet: Download a PDF of full product specs and all variants to share with the buyer
• Modifiers: If a product has customizable options (e.g., frame type, fabric pattern), they appear here. Selecting a modifier may change the price.

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C. Order Taking Workflow

The core selling workflow, from capturing buyer interest to a confirmed order. New to how quotes and orders relate? You could start with Understand Quotes and Orders.

» Wishlist: Capture buyer interest

Use a wishlist when a customer is browsing but not ready to order, or when preparing a curated set of products before a customer meeting. Wishlists can also be published as promoted products or converted into a catalog or cart.

» Cart: Assemble the order

Add products to a cart to build the order. Key things to know:

• Select a customer first:  Click the customer icon at the top of the Products page before adding to cart, so pricing and recommendations are accurate.
• Add from cart view: If you miss a product, click Add Products from inside the cart to return to the catalog and add more.
• SKU-level notes: Add a note to any line item. 
• Download a product presentation: Generate a PDF to share with the buyer before submitting the order; choose whether to include pricing.
• Custom line items: Add a product not in your catalog directly from the cart (SKU, name, price, and quantity). Useful for special requests or one-off items.
• Multi-carts: If enabled, you can run multiple carts for the same customer at once. Switch between them from the cart icon. Rename each cart from its default "New cart" label to keep them organized.
• Item-level and cart-level discounts: Apply a percentage or currency value discount to individual SKUs or the whole cart, if the admin has enabled this permission.

» Catalogs: Curated product sets to share

Create a catalog of selected products and share it with a buyer via link, PDF, or email. Saved catalogs are always available in the Sales section.

» Quotes: Price proposals before committing

Convert a cart to a quote when the buyer needs to review pricing before confirming. Quotes can be converted into orders once approved.

» Orders: Close the deal

Proceed from the cart or from the quote to place the order. The order form includes customer details (auto-filled), billing and shipping address, PO number, shipment method, payment terms, and any custom fields that admins have configured.

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D. Manage Customers

The Customers page is where you create, find, review, and manage every buyer account. Reps can handle most tasks by themselves, but admin access is required to control customer visibility, pricelist changes, or rep reassignment.

1. Add a new customer (Customers > Create Customer) works on mobile app and web portal. Use Quick Add at trade shows to capture an account fast and fill in details later. 
2. Search: Mobile uses one universal search bar (name, address, phone, or ID). The web portal searches per column.
3. Filter and sort: Filter by pricelist group, sales rep, or last updated date. Sort alphabetically or by most recently updated.
4. Customer Details page: The left panel shows account info (Customer ID, Pricelist, Sales Rep, payment terms and method). The right panel shows sales activity, tasks, visits, notes, AI Product Insights, analytics, and and the customer's full order and quote history, including recent transactions.
5. Edit customer details: Changes apply immediately. ERP-synced fields update on the schedulled sync cycle.

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E. Offline Mode

WizOrder works without an internet connection, essential at trade shows where connectivity is unreliable.

Before going offline:

1. Open the mobile app and go to More > Settings.
2. Click Sync Data and wait for the sync to complete. This downloads your catalog, pricing, and customer data to your device. Internet is required for this step.
3. Turn on Incremental Sync so your data refreshes automatically each time you open the app.
4. Turn on Offline Mode. The app is now ready to use without a connection.

What works offline:

• Browse products by name, SKU, category, or collection
• View product details
• Add products to cart
• Apply discounts
• Create and submit orders and quotes (queued for sync)
• Create new customers
• Barcode scanning

What doesn't work offline:

• Wishlists and catalogs (require internet)
• Image search and attribute filtering (name/SKU search only offline)
• Real-time inventory checks, offline data reflects your last sync
• Payments
• Confirmation emails and ERP sync, these queue and send when you reconnect
• Products with modifiers (can't be added to cart)

Going back online: WizOrder syncs automatically once you reconnect, queued orders push to your ERP and confirmation emails send. No manual action needed.

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F. Files

The Files section is a shared document library. Admins upload catalogs, brochures, and company documents here, and sales reps can preview, share, or download any file made available to their role. Access it from More > Files.

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G. Your Dashboard and Reports

Once you start selling, WizOrder gives you two places to review how you are doing. For what each metric means, see Reports, Metrics, and What They Tell You.

» Dashboard

Click Home in the bottom navigation bar (on mobile app) to reach your personal performance dashboard. It shows:

• Booked Revenue and Gross Revenue: Total for the selected period
• Draft Orders and Booked Orders: A count of pending and confirmed activity
• Orders and Quotes Panel: A quick view of recent transactions

You can filter by date range, customer, or sales rep, and save a default view so your preferred layout appears every time you log in.

» Reports

For a deeper view of your performance, open the Reports section from More > Report on the mobile app, or from the left navigation on the web portal.

• Sales: Total revenue, order activity, regional heatmap, and average order value
• Customer: Top buyers, at-risk accounts, revenue and frequency breakdowns
• Product: Bestsellers, revenue per product, quantity sold
• Team: Rep performance, territory trends, activity tracking

You can filter all reports by date range, customer, sales rep, or source. Export any report as a CSV, XLSX, or JSON file.

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FAQs

1. I can see products but no customer is selected, can I still add to a cart?

A. Yes, you can browse and add products, but WizOrder will prompt you to select a customer before checkout. It's best practice to select your customer first so pricing, recommendations, and cart context are accurate from the start.

2. I don't see the discount option in the cart - why?

A. Discount permissions are controlled by your Administrator. If the option isn't visible, your role may not have that permission enabled. Contact your Administrator to check your role settings.

3. My order was placed in offline mode. Did the customer receive a confirmation email?

A. No. Email notifications don't send while the app is offline. Once you reconnect and re-sync, you'll need to manually send the order confirmation to the customer.

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