Darth Moxy

What are they & how to use them If you haven't educated your customers on how to use order level settings, you're missing an opportunity to save them time when inputting their orders! Order Level Settings are attributes that your customers can select before adding any products to their cart. Then, any of those attributes will be auto-filled by the selection made in the presets. This is extremely helpful if you're ordering multiple products with the same attributes like wood type, grain direction, etc. How do I set up a preset? Easy! Go to the attribute that you would like to add to your Order Level Settings list> Check the box. This attribute will now be available on the order page when your customers open the Order Level Settings dropdown. Now, the default you have set for each attribute can be set on the preset as well! Check the box "Set Attribute Default in Order Level Setting" to turn this default on your Order Level Settings. A few things to note about Order Level Settings defaults: 1. If you have an Override set on your attribute that is different from the original default, the preset will reset to --Select One--. 2. When you have a product that is totally configured with attribute Order Level Settings, the FIRST item you add does not evaluate the price until an attribute on that product is changed or a second item is added to the order. 3. The Order Level Settings start out as a collapsed bar on the order page that can be expanded when you're ready to make selections. If you'd like the Order Level Settings to default to an expanded position (instead of starting out collapsed) you'll find a setting called "Default Expanded Presets" in your Order Settings! 4. Order Level Settings now stay set after you've left the order or bid so that you no longer have to make the selections again after coming back to finish the order. Apply to Current Products vs Apply only to Future Products There are two options in order level settings that you are able to select, Apply to Current Products as well as Apply only to Future Products. If you select Apply to Current Products then it will apply whatever attributes you have selected to all the products that are currently in the order, as well as all future products that will be added. If you click on Apply only to Future Products, it won't change the products that you have currently in the cart, but it will change all future products to have that attribute selected.

To fit more things on this line you'd just have to decrease the width of each of those item attributes - do that by going to Settings -> E-Commerce -> Product Attributes and finding the ones you want to change, you'll be using the setting called "order page width".

First of all, you should know that in order for Allmoxy to process that customers input units, the order must be placed from that customers account. If you are trying to place an order for them, from YOUR account, it will process the order with YOUR input units. (To change their input you can go to their company settings and change the setting called "input units") Also, you'll need to make sure that any attributes that require input, like "height" or "width" or "depth", have an Imperial Unit set as well as a Metric Unit. Go to Settings > E Commerce > Product Attributes and find one of those attributes. Scroll down and you'll see "Number Settings", as well as menus for imperial and metric units. Choose one from each menu, and click save. Now you're ready to allow your customers to place orders using Imperial or Metric units. Note: make sure the imperial & metric units you select are measuring the same dimensions! IE inches > centimeters both measure length, not inches > milliliters which measures length then volume. If your customer can't access products after you've set them up on a different unit type, this is probably your issue! When setting your precision, make sure you set the precision to convert correctly! For instance, if your customer is ordering in MM, make sure your Imperial precision is set to convert to precise MM so that it doesn't round up or down for the customer. Helpful Hint: If you hover over the entry field when placing an order, the unit of measurement will pop up!

Boolean attributes have 2 states: on or off, which are represented by 1 and 0. So, you're formula should read something like this: (attribute_name == 1) ? (formula if checked) : (formula if unchecked)

Allmoxy has an easy fix for discounting pricing, but what if you just offer a different rate? (not a % discount) Here's what you should do: You will want to clone the products you want to offer to your dealers at a different price. Just go to the product and select "Clone this product" It will automatically take you to the "Copy of ___________" with all of the same settings the original product has. From here I would rename the Product to "Dealer Exclusive: _______ " or whatever will help you know this product is different from the original. Then go to the pricing tab, change the pricing. Last, you want to make your product exclusive to just the customers you're offering the special pricing to. Use this article: https://articles.allmoxy.com/knowledge/creating-categories-and-products-that-are-customer-exclusive to do that!

Here are somethings to remember when doing price adjustments in this case in particular: 1) All adjustments apply off the base price. If your base price is $10 for an item, and you apply both a 200% surcharge and a 50% discount, then you would have $20 after the surcharge -$5 for the 50% discount for a total price of $15.00 2)Each adjustment applies PER item. That means the priority is reset for each one of them. When you have a 25% discount and a $25 discount, an individual item has to be over $100 for the percentage to be more. EXCEPT... 2) "Biggest" means largest number. This actually means the smallest discount, because -15 is technically bigger than -30. This is in instead of comparing by absolute terms because that has its own problems... because absolute value of (-15) is bigger than the absolute value of (10), meaning the $15 discount would take effect over the $10 surcharge, but it would flip if the surcharge was $20.

I.e. a customer picks profile x & it requires us to retool a machine so I just want it charge once for the order when profile x is selected. Since attributes and price adjustments always function per item, the only way to add a one-time upcharge for the tooling charge situation you're describing is to manually add the upcharge after the order is placed - that means if it's a $10 additional charge you'll want to convert it to an itemized order (button on the bottom of the side bar on the order) so that you can add $10 to "other cost." And to make sure someone knows to add that $10 charge you may want to use a trigger that fires when the certain profile is chosen to tell an employee that it needs to be done. The other idea, which is more in line with how we think the best way to handle the cost, is to build it into your pricing (aka just increase your price a tiny bit) - say the bit is $100 and it can do 200 doors before you need to change it, that's only .50 per door. And as for chrages that apply per 10 items, I also recommend doing that in your pricing formulas. You can use logic in your formula to say something like "if less than 10 doors, then add $20, otherwise add $0" by writing a formula like this and adding it to your other pricing sections: (part.panel.qty < 10 ? 20 : 0) ---Note that I just made this variable up and you'd use the actual variable from your instance - the best way to get a quantity that tells you the number of doors ordered is by using the number of panels from your parts (let me know if you need more explanation here)

If you're looking to send a one-time email to all of your customers, your options within your instance may be limited to either using triggers or creating an announcement that everyone will see upon logging in. However, we recommend utilizing a third-party campaign manager like Mailchimp to send out mass emails to your entire customer base. With Mailchimp, you can easily export your contacts and import them into the platform. Not only is the importing process simple, but Mailchimp can also alert you if any of your contacts have bad email addresses. So, if you're looking for a reliable solution to send mass emails to your customers, Mailchimp is a great choice to consider.

If you need to wipe the companies list database, we can provide this service for you. However, please be aware that it comes with a cost of $75. This fee is necessary to cover the time and effort of our developers who will be performing the task. Rest assured that we will do our best to complete the task efficiently and effectively. If you would like to proceed with this service, please contact our support team for further assistance.

I want a certain employee to be notified when customers in a certain area place orders. To set up triggers for a specific group of customers, you will need to create a new trigger on the triggers page and select "use tags" under the trigger target. Make sure to input the company tag that you want to use, assuming you are using tags to label your customers' locations. It's important to note that you'll also need to add the tag you're using to the companies you want the trigger to apply to. You can easily edit this under the company information tab or on the sidebar while viewing the company dashboard. This will ensure that the trigger is applied to the correct group of customers. In the example above you will see that when companies with the tag "north" are placing a bid the trigger will fire to an employee.

You can access the merge companies feature from the site maintenance menu in settings. Once you open the merge companies section, you can select the company you want to keep as the first company and the other company to merge as the second. The system will bring in all the notes, invoices, and other relevant data from both companies into one record. However, some fields such as the company name can only have one value, so the system will overwrite it with the name of the second company. Once you have selected the two companies to merge, click on the merge button, and the system will give you a successful message.

Let's discuss the best approach for importing customers and contacts versus letting them create their own accounts organically. It's important to note that it doesn't have to be an all-or-none situation. You can split your customers into different categories, such as beta testers, one-time customers, and repeat customers. Importing your customers' data provides you with greater control over the accuracy and formatting of their information. When customers create their own accounts, they may not use proper syntax, which could lead to errors in their information. Additionally, if you have a large number of customers creating their own accounts, it may be challenging to keep track of all the information. By importing their data, you can clean it up and ensure that it's formatted correctly. To start, gather all of your data into one Excel sheet and take the time to clean it up. Consider formatting issues such as all caps addresses and weird abbreviations. Once you've cleaned up the data, identify the different types of customers you have and delete the ones that you don't want to work with or create an account for. Then, create a few imports by copying and pasting or saving different revisions. It's worth taking a few extra hours to clean up your data, as it will save you time and effort in the long run. By taking the time to import your customers' data, you'll have greater control over their information and ensure that it's accurate. Ultimately, the most important thing is to execute your plan and use timing and context to your advantage.

When a new customer signs up, it's essential to have an understanding of what happens so that you can provide a smooth onboarding experience. When a customer submits the sign-up form, they will appear quietly in the company's list, so it's necessary to use triggers to take action on new company signups. Triggers can be used to create a welcome email that gives new customers all the information they need to know about your company. Additionally, you can set up triggers to send text messages to your sales team for a personal touch. Without triggers in place, new companies will just quietly appear in the list. Ensure that you have triggers set up to welcome new customers and take them through the onboarding process. It's a simple process, but it can make all the difference in providing a positive customer experience. When a new customer signs up on your Allmoxy site, they will immediately receive an email containing their username from Allmoxy. However, to ensure a smooth customer onboarding experience, we highly recommend setting up a Welcome Email trigger that sends an introductory email to new companies as soon as they sign up. You can either customize our template email or create your own. In addition, it's beneficial to have an internal employee notified of new company sign-ups, so they can apply pricing controls or reach out to the customer with any questions they may have. This can also be achieved through triggers. With these triggers in place, you can streamline the onboarding process and make sure no new customer falls through the cracks.

Take a tour to understand what the experience will be like from your customer's side! Upon logging in, customers will be greeted with a simple dashboard that provides them with all of the tools they need to create and manage their orders. From this dashboard, customers can create or import orders, view their company information including outstanding balances and available account credit, and make payments on invoice While customers do have access to some reports(their invoice history and transaction report, to name a few), the interface is intentionally stripped down, allowing for easy navigation and an overall user-friendly experience.