Darth Moxy

You have a few options when adding customers to your instance: We recommend that you share the Create Account link with your customer base, so they can create their username and password! This will reduce friction for both sides, as customers won't need to reach out if they've forgotten their username or need to reset their password. To share the Create Account link for your instance, log out of your instance and click on the Create Account button on the login page: Another option is to manually add your customers: The video explains how to get customers and entities into the system. There are three entities: companies, company contacts, and individual accounts. Companies are self-explanatory, company contacts work for companies and must be associated with an existing company, and individuals are people not associated with a company or business. If your customer base is primarily businesses, or you don't accept orders from individuals, you can set "Allow Personal Account Registration" to No under Order Settings. This will require that users enter a business name to create a customer account. Finally, if you want to sync your Allmoxy customer/company list to an existing database OR if you want to use Allmoxy internally and not give your customers access to login, you can export your company list from that database, reformat it to match Allmoxy's company import template and import the list into Allmoxy. When it comes to importing customers and contacts versus letting them create accounts on their own, it doesn't have to be an either-or decision. You can split it up based on the different types of customers you have. For example, you can use some customers as a beta group to work out the bugs and get initial feedback, while ignoring others you don't want to create accounts for yet.

Itemized orders will come in handy for more than one situation... To Create an itemized order navigate to the shopping cart icon and click on create an itemized order An itemized order allows you to add extra materials, labor, overhead, custom markup percentage, profit, tax rate, shipping, and other costs. It works well in cases where you can't completely price based on products. Adding labor will allow you to charge for laborious tasks that might not be product-driven, but labor-driven Adding supplies helps you charge for items and add a markup. Overhead is calculated so that a portion of your operating costs are allocated to this order. The overhead is calculated using the settings from the Overhead section in the settings menu. To add overhead, go the the Financial Settings page via the main navigation bar (Settings -> Financial). The Other Costs section allows you to enter a completely custom cost to this order. Enter a name for this cost - this can be whatever you would like, as customers will not see this on their invoices. Then add a dollar amount. Use the Markup field to enter the percentage of markup for this order. This markup will multiply the cost by this number. ...OR use the Profit field to enter the dollar amount of profit you'd like in this field. ...Or use the pre-tax price field if you know a price point you have to hit, you can enter it here. Note that you can enter a specific number to EITHER the markup, profit, or price. They all play off one another.

If you ever need to reverse the status of a shipped order, it's actually quite straightforward. Simply navigate to the orders page, click on the shopping cart and select "view all". From there, you can mark the shipped jobs or search for a specific order number. Once you've located the order, click on "order information" and change the status back to "in progress". However, it's important to note that only individuals with proper permissions should have access to this feature. This is because there are important considerations to take into account, such as invoicing and accounting, that can be affected by changing the order status. Therefore, it's crucial to limit the number of people who have the ability to reverse the status of an order.

By using the "primary contact for account" option in the trigger, the email will be sent exclusively to the primary contact associated with the company. However, if you want to send the email to specific individuals, you can tag them and use the "use tags for recipient" feature when creating the trigger. Another option is to use the "custom email address" feature, which allows you to manually add multiple email addresses as recipients. Keep in mind that this approach may require a different trigger for each vendor.

Targeting a trigger contact When creating an order-related trigger to be sent to your customer, you have two options. You can send the triggered email to the Primary Contact, which is a static person set for their company, or you can send it directly to the person who placed the order by utilizing the Order Contact option. You might find this set up helpful if you have sales representatives! You can also set up a trigger to alert your sales reps that one of their customers has placed an order. If you haven't already, go through and tag your customers with a sales rep-unique tag (just their name will work!) Then, you can set up a trigger based on companies with that tag submitting an order to send an email to each individual sales rep. IE If Sarah's customer places an order, then Sarah will receive an email alerting her that her customer submitted an order and request that she reach out! Here's the trigger set up for this kind of trigger:

You can write and edit your terms and conditions by going to Settings (the gear-looking icon) and then to E-Commerce -> Order Settings. On this page near the bottom you'll see a section of test with terms and conditions. You are welcome to use what we've chosen to have in there by default but of course you should read through it and edit it as needed - make it your own, this bit of text is essentially an agreement between you and your customers and they will see it and have to agree to it when they sign up for an account with you. You can also have it show each time they submit an order if you're like. First, you'll notice that you'll need to add your own company name in the appropriate spots, as it starts out as a generic template. See below: As you're reading over the T&C's make sure you're adding your own company name anywhere you can see generic references like above. After you've gotten that taken care of, the last thing to consider is if you want the customer to have to acknowledge/agree to your terms just once upon creating an account as your customer OR if you want them to have to do it each time they submit an order to you! If you'd like the latter, you'll just use the setting directly above the text box:

Importing an order To import products with hidden attributes, it's important to use a CSV file and organize it in a specific way. The first column should contain the product name, and each following column should correspond to the selection for each attribute in the order they appear on the product page (from left to right). For example, if the first attributes for the desired product are Wood Type and then Finish, the first two columns in your file should contain the selections for those attributes (e.g. Alder for Wood Type, Pre-Cat Finish for Finish). It's crucial to match the information in your file exactly as it appears in Allmoxy, including wording, spelling, and capitalization. To better understand how to format your CSV file, refer to our example, which shows a CSV file that filled out an order. Remember that the header with the name of each attribute is not necessary in the file, as it is only included in the example for clarity. It cannot be overstated how crucial it is to ensure that all attributes are present and in the correct order when importing products using a CSV file. The import process looks at all attributes, both visible and non-visible, and any errors or omissions in the file can result in incorrect values being assigned or the default values being used instead. It is important to carefully review and double-check the CSV file before importing to avoid any potential issues.

When it comes to importing data into your site, having the correct file type and format is crucial. In this case, to import product information into your site, you will need to use a CSV file with specific column requirements. The first column of the CSV file should contain the name of the product you wish to import. This is followed by subsequent columns that contain the names of all the chosen attribute options. It's important to note that the attribute option names must match exactly, including capitalization and spelling. To give you a better understanding, let's take a look at an example. If you wanted to import an order for a single breadboard into your site, the CSV file would have the name "breadboard" in the first column, and subsequent columns would contain the names of the chosen attribute options, such as "size", "color", and "material". By following this format and ensuring that all attribute options are spelled correctly, your CSV file will be set up correctly for import. This will save you time and help to ensure that your product information is accurately represented on your site. So, remember to pay attention to detail and double-check your CSV file before importing it into your site. With a properly formatted CSV file, you can confidently import product information into your site with ease. First, your customer will want to export the order and save it to their computer (making sure it’s a .csv file) While logged in the customer will hover over the shopping cart and click on the import order function from the drop down menu. Here, they’ll have the option to choose the order they want to import (from an Excel spreadsheet, etc.). This is where they choose the file they exported and saved. They may want to check the box “Allow me to match the fields”. This allows them to compare the Allmoxy field names with the field names of their document and match them up. (i.e. their order calls an attribute “edge” and Allmoxy software calls it “edge profile”) When asked, “Which column contains the product name?” your customer will choose name of the product and hit NEXT. In the video example, the order is for cope and stick doors, so they would choose “cope and stick doors”. Now they have the ability to match all the field names of the order. They’ll hit NEXT when finished, and the order will be filled in and ready to go!

Duplicating orders can save you time and effort, especially when dealing with multi-unit housing or repeat projects. With our simple process, you can quickly duplicate an order and make any necessary adjustments before placing the new order. First, navigate to the order you want to duplicate on the Orders tab. Then, simply click the "Duplicate This Order" button to create a new copy of the order, including all the products and parameters. You can rename the order to easily differentiate it from the original, and make any changes necessary. By streamlining the order process in this way, you can avoid unnecessary repetition and focus on getting the job done right. So why waste time entering everything from scratch when you can quickly and easily duplicate an order with just a few clicks?

Rearranging products and items on the order page is a straightforward process. You simply navigate over the product and use the crosshairs to drag and drop it into place, allowing you to sort them based on your preferences. Whether you want to prioritize certain products or organize them by item level, this method allows for complete customization. So, rest assured that you have full control over the arrangement of your products and items on the order page.

At Allmoxy, we understand that every company is different, which is why our goal is to provide you with as many customization options as possible and get out of the way. With our intuitive platform, you have the power to tailor your site to your specific needs and create an unparalleled customer experience. From customizing your web address to logos on invoices, cut lists, and more, our platform provides you with the flexibility to personalize nearly every aspect of your site. Additionally, you have the ability to duplicate your products, from simple to complex, with varying methods of pricing, validating, options, and images. Our goal is to provide you with the tools to make your site your own, so you can focus on your customers and let us disappear into the background. One area where our platform truly shines is in pricing customization. With our platform, you have the ability to customize pricing at both the product and customer level. For example, if you want to give company ABC a discount for choosing alder, or give all the companies in the northern part of the state a surcharge, you can do so automatically. Our pricing customization options allow you to tailor your pricing to your unique business needs, giving you the ability to provide your customers with a truly personalized experience. At Allmoxy, our mission is to provide you with the tools and flexibility you need to create a site that truly represents your business. With our customizable options and intuitive platform, you have the power to create a truly unique experience that will set your business apart from the competition. So why wait? Start customizing your Allmoxy site today and take your business to the next level!

Status History Report shows you detailed information regarding the status of any order that is put through your system. This includes the product and the amount of pieces per product, total dollar amount per product, average pieces per working day, and average dollars per working day. If you are a reseller, the status history report will also show the products from your B2B orders with the supplier's name in parenthesis next to the product name. The Status History report also has totals at the bottom of each status' section for total pieces, total dollars, average pieces, and average dollars. You can use the date range to filter your results. You can also filter your results by Product or Export Class. You can export the data from this report for use with other software. Just click the “Export as CSV” button under the Send To tab in the black side bar.

The notification system, as with everything else in the system is customizable. You can configure it to work however suits your needs. Most notifications happen when a "trigger" is used. Triggers are very rich with customization.

Just go to Settings > Triggers to set up your Attachment Trigger

The trigger system CAN send texts! However, this functionality is currently only available to employees, not customers. First, you'll want to make sure the employee has their cell phone number and carrier saved in their personal settings (the same place you'd edit their permissions): Then the next step would be to build your trigger. Make sure in the "action" section you choose "SMS" instead of "email" - then go ahead and write your message:

Below is one example on how to setup a Zap to send info between Allmoxy and another app Here we'll create a Zap that will send company information to a marketing system (like Mail Chimp) each time a new company signs up in your Allmoxy instance In your Zapier account, click "create new Zap." Start at the top of your Zap with the first step - in this example we will find and choose Allmoxy as the first app to connect, follow the instructions to connect your account. It will ask for your API, which you'll find in your Allmoxy account under Settings > Connections > Integrations. Then choose what event will trigger this Zap to fire, here we want it to fire when a new company is created. Hit continue. It will give you the option to test this trigger part of the Zap to make sure it fires when a new company is created. If you choose to test it (not a bad idea, but not required) it will direct you to go create a new company in your Allmoxy site, then click the "test trigger" button in Zapier to see if that action was captured by Zapier. In the second step, choose what you want to have happen when a new company is added/created in your Allmoxy site. Here we'll choose that we want it to add a new subscriber in MailChimp. Again, this will ask you to sign in to your MailChimp account, then you can test the step to make sure it's working. When you're done, click "done editing" and You should be good to go! *This article is a very basic introduction into building a two-step Zap. If you get stuck you can check out Zapier's support by going here: https://zapier.com/help To connect Zapier with your Allmoxy instance, go to this link: https://zapier.com/developer/public-invite/95517/aed84614663b2c2547980a6663802d7a/

Triggers can help with multiple things in your Allmoxy instance. Some example cases are as follows: Automatically emailing, texting or creating a task for an employee when an order is placed so they can go verify it for production Automatically emailing, texting or creating a task for an employee when a new customer creates an account so they can do follow up tasks Automatically emailing customers about their order status Automatically emailing customers who need to make a payment (essentially doing the worst part of your collections for you) As you go look in to your Triggers under Settings (the gear looking icon) -> Triggers, you'll see you already have a bunch that are pre-built that we have deemed the most used and desired. You're welcome to turn any of them off or on as needed as well as create your own for whatever function you'd like. The following tutorial video is a bit old so the system looks different, but the idea behind it is still helpful.