Automate your office and production workflow with the help of Allmoxy! Review this help guide for all of the automation tools inside of Allmoxy.
Feel free to click on any underlined words to access more information on that topic!
General System Automation:
Once an order is saved, Allmoxy automatically generates corresponding output pages. These output pages are by default an invoice, packing slip, and All Parts cutlist. However, you can customize and add as many output pages to your instance as you'd like! Similar to output pages, you can also create product-level or order-level labels using output pages.
You can also configure export files that generate customized files for your manufacturing software per order. Use the batch orders function to combine multiple order export files! 
Validations are restrictions set at the product level that alert the customer to invalid options or invalid combinations. These validations are set once during the catalog build process, and then alert customers automatically.
Price Adjustments:
Price adjustments allow you to easily and automatically set a pricing structure for various customers. You can assign an adjustment to a specific company or use tags to group like-customers together. For example, all companies with the Dealer tag get a 25% markup from the standard price. These adjustments are reflected directly on the order page in real time as a customer adds products to the order. -2.png?width=688&height=151&name=Untitled%20design%20(3)-2.png)
Resource Allocation:
Once configured, inventory items can be automatically calculated for every product in an order.
When an order is moved to Verified, the supplies are automatically allocated (or reserved) to that order. As the order changes to In Progress status, the inventory items automatically move to Used. Once the inventory item hits a minimum on-hand threshold, Allmoxy adds the item to a Need to Purchase list for your inventory manager to generate an order with your vendor! 
Resource Allocation requires configuration. We recommend implementing resource allocation and inventory management after you've launched your Allmoxy instance. Contact your Customer Success Rep for more information.
Triggers:
Triggers are automated actions enacted by a manual action.
For example, an office representative can change an order status from Order to Verified. That action will automatically send an email to the Order Contact that will notify them of the status change, confirm the estimated ship date, and provide a copy of the invoice.
You can include output pages or export files (or both!) on a trigger email.
Tags:
Tags are a way to group items in Allmoxy. You can group products, companies, contacts and orders.
Use tags to flag special orders (rush orders, special item orders, etc).
Utilize two automation tools by creating a trigger that automatically adds a tag to an order if certain product criteria are met!