- Allmoxy
- Sales / Customer Service
- Customer Management
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Allmoxy Guides
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Getting Started
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Essential Settings
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Catalog Build
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Sales / Customer Service
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Shop Floor Operations
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Inventory / Supplies
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Financial / Accounting
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Launch
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Visual Designer
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Vertical Catalog Integration (B2B)
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Template (Custom Cabinets)
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Template (SKU)
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Business Briefs
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Feature Updates
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API
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Common Errors
Add a New Company
To add a new company in Allmoxy, navigate to the ➕ icon then select Company.
To create a new company, complete all required fields: Name, Email, Role, and Billing Address.
If you want the company to be able to place an order from you, you need to select the Customer option.
This is also where you will add any company tags and set up unique payment terms for the company.
The company will be created with default permissions, to edit these, navigate to the company in your company list, after you create the company.
If you need a point of contact for the company, navigate to the ➕ again and select Company Contact. Select the company in the first dropdown, then create the individual by adding their name and email. You can also grant this person access to log in to Allmoxy by checking the Allow User to Login permission, then create a username and temporary password. You can also control their user permissions.