Darth Moxy

The first setting we'll talk about is the one for orders under Settings -> E-Commerce -> Order Settings. This setting controls what precision can be input on orders. So if you've chosen 1/32 in. (0.03125) as your precision and a customer tries to put in a number that doesn't fit in to that precision then it will round to the nearest next possible value. For example if a customer tries to give you a size of 24.4 inches the system will round it to 24.4062. Since .4 is in between 12/32 and 13/32, it would round the value to the next closet thing - in this case 24 13/32 or 24.4062. Note that because it's a web form it won't round the value until the order or bid is saved and it knows what number it has to work with. There has been some confusion when customers can't understand why the values are changing after they hit save. Next setting to recognize is on number attributes. Number attributes are used mostly for size values. They have their own precision setting that is just meant to override the general setting mentioned above if for some reason you need certain attributes to have a different level of precision... and this is the same idea with parts. They have their own precision and it's to override the general setting on the Order Settings page! To see the precision setting on an attribute open that attribute in the back end catalog (Settings -> E-Commerce -> Product Attribute -> find the attribute in question). Example: To see the precision setting on a part, go to the product in question (Settings -> E-Commerce -> Products...) and then click on the parts tab of the product and open the part in question. Example:

You’ll need to make sure when you update formulas that you re-save any order you’re working on so the new calculations can take effect.

There's no variable or anything special for that - but you instead of combining them all into one formula box you could just multiply each complete formula by 1.2 to increase them all individually by 20% before they are added together [I just checked the math on this :) and I'm getting the same values whether or not I add several numbers together and then increase by 20% or increase each by 20% and then add together]

There is now a rounding feature available for pricing and part formulas, you'll see instructions on the way to use them in the 'more help' section above your formulas: As you can see you'll wrap the part of your formula you want rounded (could be a small part of it or the whole entire thing) and with parenthesis and put the 'floor,' 'ceiling,' or 'round' function before it. Round functions as typical rounding - if the end of the value is .5 or more it will round up, if it's less than .5 it will round down. Floor will round always round the fraction DOWN, even if the value ends in .99 Ceiling will always round the function UP, even if the value ends in .01 Also note that if you don't want to round to whole numbers, you'll additionally divide the formula by 10, 100 or 1000 depending on how many decimal places you're hoping to get. Here's an example of what I would do if I wanted to round my simple sqft*cost formula to the nearest whole number: round (((height * width)/144)) * wood_type.cost) - - - - - - - - - - - - - - But if there's a place you find where you can't use this function, here's another way (the old way you would have used before this function was built) you can do something like this in your formula... You'll use "IF" statements in your pricing to say "If square footage X 1.85 is less than 2, give me 2. If it's less than 3, give me 3.... etc. But you'll have to go as high as you think you need to, to cover all possible prices your customers might encounter. The IF statement would look similar to what I've posted below: ((((height * width)/144)) * 1.85 < 2 ? 2 : ((((height * width)/144)) * 1.85 < 3 ? 3 : ((((height * width)/144)) * 1.85 <4 ? 4 : ((((height * width)/144)) * 1.85 < 5 ? 5 : ((((height * width)/144)) * 1.85 < 6 ? 6 : ((((height * width)/144)) * 1.85 < 7 ? 7 : ((((height * width)/144)) * 1.85 < 8 ? 8 : 9))))))) You'll see I've only gone up to $9 dollars here, but it can go on as long as you need it to. And in place of the 1.85 you'll probably have some sort of sq ft price variable instead - and use your own height and width variables if they are worded differently.

Here's the way we do the pricing in our template catalog for SKU cabinets that is pretty simple (and as a side note you can buy pieces of our template catalog to have them inside your own Allmoxy instance). You'll see we just base the price off of 1) the door style/finish option and 2) the size chosen. (Of course those names are just what we happened to call them. You may or may not offer finish options so maybe yours would just be called door style) In this example the price will vary when the customer chooses either more/less expensive style and a more/less expensive size (BNS12 meaning "Base No Shelf, 12 inch"). Here's the way that pricing formula looks on the back end, it's a simple formula and I'll explain the variables/setup: This formula basically reads as "if they choose a door style in group 1 then give me the price from group A of the cabinet size attribute" and then continues for all the other options. Now let's look at where those variables are coming from/what information they're spitting out. You can see here the 1, 2 and 3 in the formulas are coming from the 'identifier' column of the door style/finish option attribute. The different styles are grouped (1, 2 or 3). Then the A, B and C in the formula come from the size attribute. You can see here there are columns for A, B and C and there are corresponding prices in each cell. The price in column A is what is given if they choose door style/finish option with identifier of 1 (the least expense styles). The price in column A is what is given if they choose door style/finish option with identifier of 2, and so on with the next column. So if you look back at the formula you'll see that the customer chooses a door style/finish option which will give the formula an identifier of 1,2 or 3 and then when they choose the size it will give the formula the corresponding dollar amount from column A, B or C.

If a pricing formula is not populating it is likely that the formula is off. You can troubleshoot this by going to settings, e-commerce, products. Select the product that is not working. On that product select "Pricing" at the top. Next select "save changes" on the right navigation bar. If there is a piece of the formula missing it will show a red error at the top. If there is no error continue on. Select "Parts" at the top and again, select "save changes" on the right navigation bar. Look for the red error sign at the top. If these two processes do not show an error message continue forward by double checking each formula box by looking at the variable type, make sure each variable is an actual variable. For example if you are trouble shooting a door and in your formula you enter (width*height) but your size variables are "door_height" and "door_width" this is an error and you must replace those with what your variables actually are.

Each adjustments applies to the base price, it doesn't happen in series, where it adds 25%, then subtracts 10% of that previous adjustment. If you're using the priority set at "highest priority only" and you have multiple adjustments and leave them at the same priority (0 being the highest priority and I think that's the default number it's set to) then the one that give the highest price (aka you lose the least amount of money) is the one that will apply. Pay close attention to what you set for the accumulation and the priority and use the little question marks for help if you want more explanation on those settings!

This is different than having your price fluctuate just based on what material they choose, that a given in Allmoxy! You can make your product fluctuate with the cost of a supply as it goes up and down for you, but the system doesn't automatically do it - many people do not want their pricing to change each time a supply (like lumber) changes a bit. You would need to create a variable for the cost of the supply - usually done by adding a column to a drop down attribute: Then, for example, when one of those wood types changes in cost, you can come change it here, which will affect your formula.

You can use the Adjustments section (settings -> price adjustments) to add an adjustment across all products. This will not update the pricing formula or the prices set at each attribute, this will only be added on top of those prices.

There are many factors that can potentially change the price of a job or even the specific parts in a job. . This tutorial will go over the pricing for jobs and when the job locks in a price based on the many variables available. The first status in a job is the "bid" status. In Allmoxy, bid status is considered more of a draft. In this status the price of a product and all variables are subject to change. As variables in the pricing formula are changed or moved it will affect the pricing of the products. No price is locked down in this status. For example, if a customer has an order in bid status and we were to change the pricing formula, then all of the products would reflect the updated price when the customer opens that order again. The presumption is that the order has not been submitted and therefore will be subject to pricing changes. This way as lumber increases, for example, you can update your price and the order that have not been submitted will reflect the increase. You wouldn't want a customer creating a draft, sitting on it for a year after prices have gone up and then be able to submit it for an old, lower price! The second status of the job is "ordered." Once a job has been submitted by a customer to the "ordered" status then the pricing is set. New pricing updates will not be reflected on the order unless someone edits an item and then re-saves. Touching/editing an item and re-saving will allow it to recalculate. Any items on the order that are NOT edited will keep their original price. If the customer for some reason needs to make a change to the order at this time, they can do so *as long as they have not yet paid for the order.* This is because if edits are made after payment, the price of the job would likely shift, causing the customer to either owe more money on the invoice, or be owed money back from your shop. In that case you have to follow up and make sure payments/refunds are up to date and correct. As an employee, YOU can technically edit the job in any status, though we highly recommend not doing so (if at all possible) once an order has been verified. Again, the system will do it's best to keep the set prices safely locked as the order is moved through all the status, but if you touch or edit an item on the job and hit save, you will be allowing it to potentially recalculate with new price updates, likely changing the price of the item. The third status of the job is "verified." Once and order has moved to the "verified" status then the order will be locked for the customer.

For example when the customer chooses a certain "panel profile" I only want all the non-compatible "stile and rail profiles" to disapear Unfortunately no, dependent attributes are not something Allmoxy has right now - the best way to handle that would be to use validations on the product so that the customer gets a little message with instructions if they choose two options that are not compatible. Example validation:

Good news! You can modify an attribute for just one product by opening the product and finding the attribute that needs to be modified for this product and click the link "Edit Overrides". This will allow you to make certain parts of the attribute unavailable, or change the default!

Here’ s the steps to take when importing an attribute. Create the attribute, and all of the columns you’ll be requiring for it, then save it. After it saves, go back and export the attribute. This will download a ‘CSV’ file in the correct format. Open the CSV file in Excel, and fill out each of the columns with data. Copy/Paste is easiest. Remember to never edit the VERY first column, or the LAST two columns. Save/Export the .csv file, after you’ve entered all of your data. Go back to the attribute and import the .CSV file back into Allmoxy. This may not work correctly if you're using Internet Explorer.

You can go into the product and grab the name of the attribute you'd like to move - make sure you hover over the name until you get the crosshairs - then click to drag and drop where you'd like it (quick video below to demonstrate). Same for the options inside a drop down. Go to the attribute itself (Settings -> E-Commerce -> Product Attributes), and then hover inside any of the cells of the table EXCEPT over the name of the option and cross hairs will appear, allowing you to click and drag the options into a different order.

Help Info inside an attribute creates a quick link for your customers to view additional information about that attribute. Here's how you can get that set-up: There's a Help Info box at the bottom of page when you create a new attribute. Put whatever you need to explain this attribute, images, instructions, clarification, etc. On the order page, the Attribute will become a clickable link (see below): Then just click on the link and a modal will open up with helpful information! This modal pops up at 80% of the current screen size, so customers will be able to view all of the information without dragging and expanding the help window! Also, if your customers need to reference the Help info while they order, they can simply click on the New Window icon in the top left corner of the pop up! This will open the help information in a new tab so that you customer can click back and forth between the help page and the order page.

If you have a LOT of attributes for your products, you might find attribute groups helpful! Organize both your group-level attributes and item-level attributes into collapsible groups to de-clutter your order page! To set up, go to the product that you want to create groups for. On the Attributes tab of the product, you can click the +Add Group Category for group-level attributes or +Add Item Category for item-level attributes. Check the box next to your new category name if you want it to be collapsed by default. Once you've created your category, simple drag & drop attributes into the category!

There's no feature to "show" you the back end calculations. The most effective way to test your pricing formulas, is to break them down individually by only adding them in to the product one at a time, and testing it (by creating a "pretend" order) to ensure that particular formula performs as it should. If you have a fully built formula that isn't giving you the value you're expecting then I have some advice on how I would troubleshoot it: First make sure you don't have any discounts applying to the order in question that might be the cause of confusion. Then go re-save the pricing tab of your product to make sure you don't have any errors in your formulas (e.g. missing parentheses causing it not to evaluate or missing/wrong variables), and if you're using any variables from your parts then I'd also go re-save the parts tab to make sure none of those formulas have errors. Next, I would make sure all the variables being used are spitting out a real number (that is also correct). I'm mostly talking about when your variables are coming from select-type/drop down attributes. If you forget to put a value in one of the cells and then that cell gets used in one of your formulas it will not be able to calculate!

Companies & company contacts, vendors, customers, invoices, supplies, payments, and some product attribute lists (ex. giant list of all the woods you sell). Everything listed above would need to be in a CSV file. To import, simply go to Settings > Import. You can even download a template so you can fill the information in there and mass upload!

You can use the product updater to edit a large group of products at the same time.You will find the product updater by going to settings - e-commerce - product updater. You can do this by using the right navigation bar: selecting which products you want to edit and then the editable fields (at the bottom of the right navigation bar), finish by clicking "get products." This will display a drop down menu for each selected product where you can then select what changes you would like to make. Remember that you need to select which fields you would like to edit in order for your products to show up.

If you have any live products that are assigned to categories which have been deleted, you likely know those live products haven’t been showing in your catalog. We’ve updated the way this works so that those products will now show at the bottom of your catalog where other products not contained in a category show. This will go into effect next Tuesday, November 17th. So, if you have live products that are currently hidden from your catalog because they are in a deleted category and you don’t want them to appear in your catalog next Tuesday as “category-less” items, you’ll need to go make each of those products inactive! Screen Shot 2020-11-10 at 8.webp