[Do you need to save each time a tag is applied, or does the program automatically save the tags?]

You do need to save each time you add tags using the save button just below the tag box. If you're wanting to add a tag to an order or a product, you'll want to hit save after you've added the tag. If you're adding a tag to a person, there is a "Submit Tag" button right uder where you've added the tag.

[Can the drawings from the 3D Designer be imported into an order?]

Orders cannot be imported from the 3D designer. However, this is currently a feature request.

[Is there a way to adjust our "deposit required" tag?]

Most customers (any job over $700.00) will give a 50% deposit; however, any job under $700.00 needs to give a minimum deposit of $350.00

When you say "adjust" the tag, do you mean adjust the message that people get that tells them to give a 50% deposit to tell them the second part? You'll do that in your trigger (your trigger is also called Deposit Required).

But just to clarify, there's not a way to have a trigger fire based on the $ amount of the order. So you can just add to the existing message that there's a $350.00 minimum deposit, as I stated above.

Otherwise you'd have to have someone manually tag each order with a tag for less than $700 or a tag for more than $700 which could then fire one of two different triggers explaining the deposit requirements for that order.

Let me know if that doesn't make sense.

[My customer's payment applied to wrong invoice.]

Go to Financial Reports >Transaction Report and UNDO the payment on the incorrect invoice.

This does not refund the customer's payment, it just reverts which invoice it was applied to.

THEN you'll go to the correct invoice, apply a MANUAL payment (again because you already have the customer's money, they don't need to be charged again) and just make a note that this payment was incorrectly applied to another invoice and manually applied to the correct invoice. 

[Validations not firing for empty number attributes]

I created validations that would fire when a customer hasn't put in width, height or depth, but they're firing on one product & not another

If you use the 'required for validation' checkbox on number attributes (only available when you're overriding the attribute at the product level, as seen in screenshots below) then the validations won't try to fire until the validation is filled out:

[Manual discount calculating differently than a tag discount for the same percentage.]

When I apply a 15% discount to an order manually, it calculates differently than using a company tag for a 15% discount. What's up?

Pricing can be a tricky thing! You have to be careful when you have multiple adjustments going on. In this case, there was a surcharge (upcharge) set for the order. A tag discount will discount the order BEFORE the surcharge is applied (so, taking a discount of a smaller total). Using the manual discount field on the order page discounts the price AFTER the surcharge is applied (taking a discount of a larger total).

[Is it possible to have an attribute only show selections based on a customer or tag?]

Like customer exclusive attributes, but instead of the whole attribute, certain entries in the dropdown show/hide based on the customer/tag.

No there's not! One way to manage that would make some of your products customer-specific, and then "edit override" the attributes on those products.

So clone the desired product, make that clone specific to the customer (or group of customers, using tags), and then use this link to edit the attributes for that new clone as needed:

 

[My catalog images look distorted or condensed]

Make sure the images you're uploading are square. If not, they will be forced into a square and that can sometimes affect the image quality and shrink the width or height to fit. 
 We also recommend using 1000px squares to get the best size & quality of your images!

[If you delete a category... do you also delete all the products that were in that category ?]

Good question - No, it doesn't delete the products. They just have no category, which means your customer can only find them if they type the product name in the search bar of the catalog.

[Is it possible to have a product ignore presets and always use default settings?]

Is it possible to have a product ignore presets and always use default settings?

No, there's not currently a setting for that - if you're using a preset, then it affects everything you add to the order. I'm not sure, but I think it might be kind of confusing for customers placing the order if some of the items follow the presets but some keep the default options instead.

[Will inactivating a product affect my existing orders?]

What happens to the product in existing orders when a product is inactivated?

Deactivating an existing product will not remove it or affect any previous or existing orders, it will only take it out of the catalog.

 

[Where can I find the setting that changes the automatic date Allmoxy puts in when a customer places an order?]

We would like to add a couple of days to the automatic date that Allmoxy creates.

Settings -> E-Commerce -> Order Settings!

[Can tags be applied by a customer at check out to engage a discount similar to a coupon?]

I'd like my customer to able to apply a certain tag to their order

No, sorry, customers cannot apply tags. Perhaps you could have your customers comment something in the "description" of an order (like a coupon code) which would let you/your employees see when to apply a discount/tag... though that would still be a manual process.

 

[We have a need to update a batch of customers but not all.]

If we include the Company ID in the import file, will it overwrite the existing Customer entry?

The import system is not meant to be used as an updater, so yes, if you import any companies that already exist in your system you will just end up with duplicates (which explains why there is no match for "Company ID" when matching fields on an import).

[Can someone with an individual account be added as a company contact without losing that individual's invoices and orders?]

Can you convert from one account type to another without losing information? i.e. converting an individual account to a company contact

You cannot convert from one account type to another. The options are to either leave this person as an individual or to create a new company account for them.

 

[Does the customer need to create an account and sign in before viewing the shipping page?]

Yes, a customer does need to create an account and sign in before they can view the shipping page. However you can turn on "Public ordering" which would allow customers to view the shipping page without an account but they would still need to create an account to log in and save their order.

["The email is already taken" error]

If you're getting this error when trying to add a new contact, chances are the contact already exists in your system! 

The best way to check for this is to go to your View All lists for Company Contacts and Individual Accounts. You can search both of these by email address! Make sure to check the "Disabled Contacts" filter. If the contact has been disabled, all you need to do is edit the contact and make them Active again! 

[Can I search or filter accounts by the date they were created?]

I want to be able to find the most recent accounts that were created in my Allmoxy instance

There's not currently a way to filter the list of companies or contacts by the date they were created, but if you're having trouble keeping track of new accounts coming in, we definitely recommend creating a trigger to notify you or someone in your company when new accounts are created!

[Is there a way to set up payment terms for a customer?]

There is not currently a way to require 50% payment from a customer, but you could possibly handle it with triggers. For example, you could create a trigger (when an order is placed) to alert the customer that they must pay 50% before the order will be started. And then another trigger that will alert you or someone on your staff when a payment has been made on an order. It wouldn't be the cleanest solution, but if you have regular customers it wouldn't take them long to get the flow.

Other than that, your options are to set the "Default Checkout Flow" in your Financial Settings to Pay Before Processing, which will only allow people to place BIDS until they've paid, at which point it can be submitted as an order. Or you can set the Default Checkout Flow to User Credit Limit which will allow people to place orders and then billing starts when the order has been shipped (though they can pay any time before that) and you'd manage your collections with triggers doing all the pesky work of reminding the customer they need to pay.

[Can Allmoxy allow us to set the default permissions when a new customer signs up?]

We want to restrict everyone from placing orders when they first sign up.

No, the default permissions are set automatically, the best way to handle that is usually to use a trigger for someone in your company to do whatever needs to be done for a new sign up - so in this case maybe someone needs to call or email the new sign up to verify who they are and give them info on ordering. Even if they place an order as soon as they sign up, you can avoid verifying the order until someone has made contact with them.

In the meantime, I do think this might be a request that other companies would also like so I'll put it on our list to discuss.

[Is there a way to make order attachments more visible or highlighted?]

Sometimes we don't check it, so it would be nice if there was something that would notify me when something has been attached to an order.

You can handle this with a little snippet of code integrated in to your system:
Go to Settings -> Connections -> Integrations and add this to the plugin scripts box.

<script>replace this with the snippet below</script>

Then, paste this snippet between the two script tags.

//custom script to add styling to attachments box on orders

//only run on pages with path of orders otherwise it runs on all pages with attachments

if(document.URL.indexOf("/orders/") >= 0){

   //variable 'list' will count the amount of attachments - if it's greater than zero, it will highlight the box with the styles listed below

   var list = document.getElementById("att_box").getElementsByClassName("attachment");
      if (list && list.length > 0) {
         document.getElementById("attachments").style.borderLeft="5px solid #C6D880";
         document.getElementById("attachments").style.background="#f1f5e1";
         document.getElementById("attachments").style.borderRadius = '2px';
         document.getElementById("attachments").style.padding = '2px';
   }
}

[Pre-bid status?]

In Orders can I create a Pre-Bid Category to track upcoming bids? then move the completed to "Bid"

The only statuses you can set are the ones you'll see in the system (Bid, Ordered, Verified, In Progress, Completed, On Hold, Shipped and Void) - but what about just using the On Hold status for these ones you don't yet want to set as a bid?

 

[Notification/Error when placing an order for a client. Can you please tell me what this error means and how to fix it?]

I keep getting this error: "Find First: No matching ProductPart records found"

This happened because you deleted all the parts for the doors you were trying to order, but you had a summation that was still trying to use the door_sizes part. Deleting that summation will get rid of the error!

[Can you manually force a trigger to fire?]

In short, no. 

Manually forcing a trigger would require changing status or other information that would prompt a trigger to fire. This will mess up with order flow and all the background processes that depend on the order status. Most noticeable to you, it will change the dates that the order was moved through those statuses which would definitely impact any reports that you pull for those orders. 

If you think you've found a way to force a trigger to fire without messing with dates or statuses, run it by us in the support chat and we'd be happy to think it over for you to make sure you don't interrupt the normal flow of business! 

 

[What happens if my email template is getting a broken plug-in box?]

Adding random browser extensions to your email templates

Random browser extensions should not be added to your email template. For example, if you have an extension added to your email template when someone views that email using a different browser they will get a broken plug-in box. Thus to prevent this from happening, it is best not to add any extensions to your email template.