Sarah P

Unfortunately it will combine all the folders into one PDF at this time. There is a request for batch printing that you can upvote and hopefully push along a bit faster!

@Geoff Kessler @Mary Theurer @mebo @SusanM would love to hear from any of you!

Hi! We know expanded Payment Terms is a high priority feature for several customers (and it's coming!!), but I wanted to hear how you currently handle variable payment terms with your customers now. Are you using On Hold status? Various triggers? Let us know!

Yay! Glad you found it. and just in case a future user stumbles upon this question, I am assuming that you found the Header designation under the Selectable tab on the attribute table, correct?

@Ryan I'm hoping Roger can weigh in more specifically because I know he's done something like this. I believe you create a validation that references an attribute ID (like all your hardwood materials have ID 1 and melamines ID 2, etc) so you can group conditions together for validation and maintain it in the attribute table! There might be an additional step where you have to reference that attribute in a part? Again, I'm hoping Roger can weigh in better!

@Roger Roberts this is something you have a bit of experience with!!

Hey Joel! Great question. My recommendation here would be to build a metric version of every part and use those in the export, so that at least you only have to input the parts and convert one time, and then the exports are automatically bringing out the metric variables. There's no way to have a second master company, but you could certainly create another "Customer" company that is set up in Metric. Was this helpful?

@Mike D I completely agree that it's easier to update an exported CSV when you're updating the data inside those rows. As long as you're importing back into the SAME attribute that you exported out of, you shouldn't have a problem updating and re-importing. However, if you delete options off the attribute table, then yes they will delete everywhere (and just generally break a lot of things) My recommendation is to never delete an attribute option, just make it Unavailable and Unselectable! There's an Important Information flag by the export/import function in each attribute, just follow those rules and you should be safe!

@Linda Wermuth so sorry, somehow your question got missed! It has been approved. As for your question, I'm not sure! Let me do some digging.

@mobo can you email me an example of this? I'll get it reported!

Hey Rob! This is absolutely possible. The way products are set up, you can customize everything about the door and order multiple variations of the same door and have them price according to color, size, material etc . I have a feeling you have a specific end goal in mind, so I would recommend consulting with our services team to make sure you have clarity on how this will look and feel! https://www.allmoxy.com/services

@Ashley we’ve reworked this for the UI update to the company dashboards, right?

Tags are a great way to group orders, products, or customers together and have an action apply to everything in the group. Here's a few examples: 1. To offer a special discount to your wholesale customers, create a Wholesaler tag, add it to each wholesale company, then create a price adjustment only available to customers with the Wholesaler tag. 2. Want to discount a certain group of products? Tag the products that qualify, then set your adjustment to only include products with the correct tag. 3. Need to sort through Rush Orders? Want to track which salesperson closed each order? Simply add a tag to each order, then use the Orders report and filter by tag!

@Markku we tried this out and it didn't work :-/ So I've submitted it as a request!

ok! In that case, I recommend creating a custom field on the company level where you can input each customer's unique terms. Then, that custom field variable would be available to use on the Invoice output page template so that each customers' terms would appear on their own invoices. Here's a quick explanation of setting up and using Custom Fields!