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Sarah P

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Everything posted by Sarah P

  1. 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!
  2. Sarah P
    @Geoff Kessler @Mary Theurer @mebo @SusanM would love to hear from any of you!
  3. Sarah P
    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!
  4. Sarah P
    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?
  5. Sarah P
    @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!
  6. Sarah P
    @Roger Roberts this is something you have a bit of experience with!!
  7. Sarah P
    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?
  8. Sarah P
    @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!
  9. Sarah P
    @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.
  10. Sarah P
    @mobo can you email me an example of this? I'll get it reported!
  11. Sarah P
    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
  12. Sarah P
    @Ashley we’ve reworked this for the UI update to the company dashboards, right?
  13. Sarah P
    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!
  14. Sarah P
    @Markku we tried this out and it didn't work :-/ So I've submitted it as a request!
  15. Sarah P
    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!
  16. Sarah P
    Yes! Quick question, do you want an explanation of all terms, or just that specific customer's terms notated on the invoice?
  17. Sarah P
    When it comes to customizing your instance's login page, having a large left-hand area can offer you more flexibility to represent your brand, make announcements, and even showcase your marketing efforts. By following these simple steps, you can easily style your login page to create a professional and cohesive brand image. The login side image is used on the left side of the login page and is meant to be used for branding, marketing, and announcements. To ensure optimal image quality, it's recommended that the image size be at least 1200px wide by 1800px in height. If the image is smaller than that, it will need to be stretched which can decrease image quality. Please note that the system will not accept images smaller than 1000px wide and 1600px in height. The login side image is anchored at the center and has a safe area where you can add information, 144px away from the left and right edges and 220px away from the top and bottom edges. This provides ample space for you to showcase your brand and make important announcements. Additionally, the site logo is used on top of the login information screen and the create new account screen. To ensure that your logo appears clear and professional, it's recommended that the image size be a minimum of 200px wide. If the image size falls outside of that range, it will scale proportionally to fit. By utilizing a large left-hand area and a simple, smaller logo on your login page, you can easily create a cohesive and professional brand image that will leave a lasting impression on your users. So don't hesitate to start styling your instance's login page today!
  18. Sarah P
    @Derek Bond if that works, will you come back and mark Juan's answer as the solution? THANKS!
  19. Sarah P
    @ccarver it sounds like a bug! my initial thought was that the allocation setting wasn't set to global, but you already confirmed that. Could you email an order example to Allmoxy support and we'll get it reported? Or you can just send it through the chat in the bottom right corner of this page!
  20. Sarah P
    Yes! The primary contact for the instance will need to log in to Allmoxy, go to the gear icon and click on Account Settings. Here, you can update the card that processes your monthly Allmoxy subscription!
  21. Sarah P
    You can convert the order to an itemized order and add a consistent line item. You can name that line in Order Settings on the Itemized Line Order Description. OR you can create a product that you add to orders as needed.
  22. Sarah P
    The intended function for the defaulted shipping address is that anytime someone from that particular company creates an order, the default billing and shipping address will auto-fill, but they can click on the Address dropdown on the order side bar and select any other saved address.
  23. Sarah P
    If you need to add more custom shipping methods. Click on Settings (gear icon) > Operations > Shipping Click on Custom Methods, scroll to the bottom of that section and click "Add Shipping Method" You have to name the method so that customers can identify it, then set the Ship From zip code (this is usually your physical location's zip code) Then, use the formula box to price shipping based on a variety of variables: Quantity, Weight, Distance, Price, Round, Floor, or Ceiling
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