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! 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!
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:
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.
Once configured, inventory can be automatically calculated and allocated to an order!
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!