[Trigger to notify us when customer submits a custom order request]

@PeteRudge Hey Pete! This trigger looks like a great idea and seems to be set up correctly. You have tested it and it is not functioning correctly?

[Invoices not tied to an order]

@Triston Merritt It would be an invoice that is not tied to a specific order or product.

 

Some useful info here:

Credit memos can be created manually under the $ icon.
Finance charge, bounced payment, & CC fee invoices are automatically generated based on a customer’s financial settings..
So basically, there’s no way to just create an invoice without it being attached to an order/products.

What you can do is you can create a product that doesn’t have any real info to it (like maybe just 1 comments attribute so they can type in what the invoice is for) and then set a fixed price $1000 In the pricing section of the product, then manually override that with whatever you’re actually quoting the customer.

[Invoices not tied to an order]

Is there anyway for an employee to send an invoice to their customer without it being tied to a specific order? 

[In House Remakes]

Does an "in house" remake that occurs before the order is finished and shipped function the same as a normal remake requested by a customer? Is new a new order generated that is tied to the original order and does this new order have all new "paperwork" for the necessary products? 

[Can a Price Adjustment increase off of another Price Adjustment not cost?]

Hey @Ken,

 

Sorry that we missed this! I just submitted a feature request for it if you want to add your vote to it! 

 

[Is there a way to "un-import" customers?]

Contact the customer Success team (Gavin, Sarah, or Triston) and they will give you the details on how this is taken care of! 

[Is there a way to "un-import" customers?]

I tried to import my customers but it is not what I wanted and I need to edit my file before re-importing them. Is there a way I can delete the customer accounts I just imported incorrectly? 

[Order import questions]

We are working on this right now, but don't have a way currently. I apologize as I know that makes things more tedious when importing an order. Soon we should have an easier way to create import files. 

[Auto-Verify Orders: Can they be individualized?]

Can you the setting "Auto-Verify Orders" (Settings > Ecommerce > Order Settings) be set per customer? For example: can I have one customer that has orders auto verified and another that does not? 

[Order import questions]

Unfortunately no. There is currently not a way to import orders other than to manually enter each attribute in order into a CSV. and then import that file. This would be a great feature request and I am sure others who import orders would love it as well!

 

[CSV example image missing..]

@remremI see that as well. Let me see if I can find the image and replace it with one that works! Thank you for letting us know!

[Is there somewhere in Allmoxy special instruction for shipping can be stored so it appears on each order without having to retype it each time?]

Instead of having to retype the same instructions for every order, is there a way that those instruction can automatically be input into certain order so it does not need to be done manually? 

[How do I change an Order Status after it has been changed to "void" or "shipped"?]

You can do this by going to the resource allocation tab, editing the order status, and saving it there. 

[How to delete multiple B2B products]

Jason, unfortunately there isn't a better way at this time, unless they are in a category or under the same business. If so, you can use the second way  in the article which hides all of them at once. 

Here's an article that explains it a little more: 

 

[Can you use fractions in an attribute table?]

Unfortunately, no. They will not calculate correctly and decimals are required for the attribute table. 

[Is there a way to show the Discount Percent that I manually added to an order on the Invoice output page?]

There's no way to do this currently. On the output page you can use variables from the sidebar like "preadjustment order total" and then adjusted order total, but there's not a variable that shows the total discount % taken off!