Darth Moxy

How do I set up my products for resellers to sell via a B2B connection? B2B relationships are a great way to build mutually beneficial relationships between other industry players. Here's where to start: Reach out to our customer service team via the chat or by emailing *****@*****.tld Once we have turned B2B functionality on for you, you will see two new menu options under E-Commerce: B2B Settings and B2B Catalog. Go into your B2B Settings. The first order of business is to upload your business logo. This distinguishes you in the list of available B2B connections. Next, you will want to decide which products in your existing catalog you want to make available for resell. Typically, a reseller has already approached you about reselling a certain product or line of products. You can also decide which products you have the capacity to build more of and make those available! To make a product available for resell, simply go to the product and check the Allow B2B Access box (underlined below) OR if you plan on selling multiple products, go to the Product Updater and select as many products as you'd like to sell through B2B! After you have selected the products that you'd like to re-sell, go back to your B2B Settings (Settings > E Commerce > B2B Settings). The first section in the B2B Settings box is for resellers, so you can ignore that for now. As a supplier, you want to check the box that Allows other companies to access and re-sell your catalog. Again, this is only a catalog of the items that you have selected for B2B resell by checking the Allow B2B access setting on the product. Now, if you have negotiated a per product price with a re-seller, just go to Price Adjustments and create an adjustment that is company exclusive to each re-seller. Have five different re-sellers? You'll need to create different price adjustments OR if you're giving them all the same price, you can use a unique tag for those companies and base your price adjustment off of a tag (Search the knowledge base for more information on both tags & price adjustments). You are now ready for re-sellers to connect to you and re-sell your available products! Here's the process: When your re-seller's customer (following me?) places an order, it will appear as a Bid in your order list. When your re-seller has verified that order, it will update it to Order status for you, meaning your team can get to work on building this order out. You will have the shipping information just like any other order. Some re-sellers might prefer that you branding is discreet for their orders, we recommend working these things out (along with pricing) with each re-seller before they place their first order. To keep the orders flowing, we recommend that you have your re-seller set up on Pay with Credit and a determined Credit Limit. All of these adjustments can be made by going to the reseller's company account in your instance and selecting Edit. This allows their customers to place orders without error. Of course, you and your re-seller are in charge of deciding these things! Last but not least.... Let's talk security. Resellers have very limited access to your product information. Resellers can view the names of your attributes and parts, but they can't click on or access any of your attribute tables or part calculations. The pricing tab only includes their price adjustments on top of your base pricing to them. A re-seller's customers will never be able to access your site via the re-seller. They'll see the re-seller's catalog and that's it.

How to set up your B2B catalog if you want to re-sell another company's products: Typically you already have a supplier in mind who's products you want to resell. We recommend building that relationship and agreeing to the product offering and pricing with your supplier before setting up your B2B catalog. Reach out to our customer service team via the chat or by emailing *****@*****.tld to request B2B be turned on. Once we have turned B2B functionality on for you, you will see two new menu options under E-Commerce: B2B Settings and B2B Catalog. Go into your B2B Settings. The first order of business is to upload your business logo. This distinguishes you in the list of available B2B connections. Next, Check the box "Enable B2B items to be sold in my catalog" With this checked, any of your suppliers' products you choose to add to your catalog will be available for sale. The next check box is for drop-shipping. Check the box if you do want to offer drop-shipping, or leave unchecked if you want suppliers' products to ship to you first, so YOU can ship to your customer. Next is the "Companies Whose Items You Are Reselling (B2B Suppliers)" section. This list will populate as you add B2B supplier connections AND include their products for sale in your catalog. Now, you're ready to connect to your first supplier! Scroll down to the list of "Connect to B2B Suppliers" section, Click on the Company whose products you would like to re-sell. When you click on the company, you'll see all of the products that the supplier has made available for re-sell. Simply check the box of the products you want to sell! Click Edit to assign the category in your catalog that you'd like each product to appear in. You can also create a global price adjustment for this supplier's products. Read the warning in yellow to learn more about layering price adjustments. Check the box to agree to the agreement regarding reselling items, then click Sync and Resell Catalog to save changes. You can view all of your available B2B products by going to Settings > E-Commerce > B2B Catalog. Here, you'll see the Product Name, the type, the origin (or the supplier), and the status (currently offered OR discontinued). If you click on the product name, it will open up the product just like your normal non-B2B catalog. However, as a re-seller you only have access to three tabs: Attributes, Pricing, & Help Info. The attributes tab contains information regarding the properties of the product. As a re-seller, you can control the availability in your catalog as well as the tags used on this product. Note: B2B tags are not currently linked to other product tags. The pricing tab only shows your re-seller pricing adjustments associated with this product. You can click into and edit a price adjustment from here, but you have to go to the Price Adjustments page to create new adjustments for this product. Last but not least... Let's talk security. The only information the supplier has from your customer's order is the customer's ship-to address and the products that they ordered from the supplier. It is impossible for your customer to bypass you and order directly from the supplier, unless they also have an account set up with the supplier.

In order to accurately display your products in 3D, Allmoxy needs high quality, accurate images of what your finishes look like. Preferably, images should be a .jpg or .png format and should be at least 1000 pixels (px) wide by 1000 pixels tall. Images larger than this are even better. The viewpoint, or zoom factor of the image needs to mimic a full sheet of plywood, or around 48" by 96". For example, if you send us a 1000px by 1000px image of a 12"x12" piece of wood, and we project that image onto cabinetry, the grain will be too large, and will look wrong. If you send us a 4800px by 9600px image (or 2400px by 4800px, or 1200px by 2400px) of a section of wood from the real world that is 48" by 96", We can make it look just as it does in real life

A quick tutorial for users new to the visual designer! Don't forget! Your design autosaves while you work and then converts all of your products into a completed order bid when you are done! To get started, go to the shopping cart icon and select Create new order, then click on the Visual Designer button: Once the Visual Designer has loaded, you'll see two menus. We'll focus on the left side menu for now: The Room Settings (the cube icon) is where you will set up the room you want to design. Enter room dimensions, place doors & windows, choose flooring & wall color, etc. There are also some umbrella settings you can set here for your cabinets, such as materials & styles. NOTE: The settings you select in the Room Settings section will apply to any products you add from the catalog. (Don't worry, you can still customize each individual product- This is just a time-saver!) After you've set up the room layout and selected all of your finishes, you can move to the cabinet icon which is the catalog. This catalog pulls from the products in your Allmoxy instance, giving customers the same options. Simply grab a cabinet and drag it to the desired location in the designer! The clipboard icon creates a List of all the products inside the room. You can even select an option that numbers them so you know exactly which product is which in the designer! The printer allows you to print a variety of room views. The wrench icon is where you can find export options for your design. The gear controls settings for the designer. The question mark icon is where you can find all kinds of tips and hints for using the Visual Designer. Once you have created a design and saved it as a bid, you can access the designer by clicking on the order's cube icon in the order list: Let us know if you have any additional questions by chatting our support team! Just click on the Help button in the bottom right corner.

They can't be edited after they're sent out. The idea behind that is you don't want someone to go in and accidentally change things when you have a hard order out there with a vendor. So, if a vendor comes back and says "our price changed, it's this much now" then you'd delete the existing PO out, edit the vendor's price and create a new PO with that new pricing.

Allmoxy generates a PO number upon creation (starting at 1 for your first PO sent through our system), similar to how it generates an order number when your customer orders from you. However, if you want to change the PO number for your vendor, you can simply edit the subject line of the email-generated PO, since the subject line of the PO email is where they would see Allmoxy's PO number. This WILL show the updated number in the PO subject for your vendor; however, it will not change the PO number that is automatically generated in Allmoxy.

So, you ordered 1000 linear feet of a product but only received 965 ft. What do you do? Check In all 1000 feet of the product. Then, go to the Check Out/Order page and Check Out the amount you didn't actually receive (in this case 35 ft). If you ordered 1000 and received 1006, simply Check In all 1006.

Once you send the PO out, you can go to Reports > Managerial Reports > Email Logs then you can select the email and either resend OR enter the Forward To address.

This graphic show the method allmoxy uses to connect the whole industry

Good software shouldn’t need training, it should just makes sense. We built ours to be “old dog proof”. Brady's (the founder) dad is an “old dog” who hates to learn new tricks. Everything we built, we ran it by him to make sure it made sense. Your customer's shouldn't need 'training', but we do have guides that run right on top of the pages that walk them through things the first time. On the back end (employee side), there are some pretty complex things that advanced users may want to tackle. For those things, we have a training program that you can sign up your key people to (simply give us their email address) so they can be guided through the necessary training guides. Again, these guides run on top of the screen so they’re self paced and very effective. For additional training for you or your employees, sign up for our tutorial videos here: https://allmoxy.teachable.com/p/allmoxy-setup

Here are a couple things to keep in mind when double checking a tax rate. First, if you're fairly new to using Allmoxy, make sure you have the correct zip code set on your shipping page for "Ship from/Will Call Zip" (Settings -> Operations -> Shipping). Second, double check your Financial Settings page (Settings -> Financial) and to make sure you have all your possible "sales tax presence" states/regions selected. Third, make sure the customer doesn't have a custom tax rate set in their settings - if they do that will always override the tax rate on any of their orders, regardless of where it's being shipped to or from. Fourth, make sure the shipping address on the order is valid. There's ONE more thing to note about your "Ship from/Will Call Zip" This is the zip code used to calculate your will call orders' tax rate. Sometimes the zip code covers multiple cities with different tax rates. If your order isn't calculating tax correctly, you might need to change this zip code to one that is exclusive to your city. If that's all correct and you're still not sure then feel free to chat with us and we'll make sure it's working!

You'll go to the Settings -> Financial. On this page there's a section called Financial Management. On the line "Sales Tax Presence" in that section, go ahead and choose your state or province. (You have to hold down your control or command button to choose more that one area if needed, if you don't hold down control or command and you try to select new options, it will erase all previously selected states. You must hold down the control or command key if you are wanting to have a sales tax presence in more than one state). Don't forget to save changes!

What you can do is edit each companies custom tax rate to 0.00%. Each time you add a new company, you’ll have to edit this field.

First of all make sure that in your financial settings you have the provinces of all the customers you sell to as well, not just the one you sell FROM. You can do this by going to Settings > Financial and then Selecting every area that you need to activate the Sales Tax for. Next check these two settings: 1. the zip codes when they're entered in to Allmoxy need to have the space between the two parts (T5T 3Y4 rather than T5T3Y4). 2. you'll need to go to your shipping page (Settings -> operations -> Shipping) and enter in your "ship from/will call" zip (in that same format as I mentioned) so that it knows where the order is coming from.

There are two ways you could do this. You can either add a manual payment to Allmoxy, each time you make a payment in your financial software. This will be a 1:1 reflection of dates and times that payments are made. Or, if your financial software supports it, you could export those payments and import them into Allmoxy, all at once. To view more information on importing payments, go to Settings -> Import and find the Payments template.

Our customers are on a term of 50% paid when ordered and 50% on delivery. For new customers we want 100% charged until they're established There's not a setting for 50% due upon order and 50% upon delivery but maybe you can find a compromise beween pay up front and having a grace period... Here's how you'd take care of the rest of it - since you want all new customers to default to paying up front you'll need to set that in your financial settings. Do that by going to Settings -> Financial and then set "Default Checkout Flow" to Pay Before Proccessing (see below): Then in the company settings for each individual customer you can override that default for those that you want to have the 30 day grace period. In that case you would change their checkout flow to User Credit Limit and then be sure to set a credit limit and/or build limit, choose the order status you want the invoice to be "due" and then the desired grace period (the time between when it's "due" to be paid and when it will start accruing finance charges). See image below which is in company settings for a customer: