Onboarding Overview

Get a quick glance at the material that will be covered in Allmoxy's Onboarding Process.

Week 1 Topic: Your Customer's Experience

• • Options for Adding Customers
  • Creating New Accounts & Customer Settings
  • A few suggestions to improve your customer's experience:
    • Add a custom header so customers experience your branding!
    • Allow customers to create their accounts so they are using a username and password they're comfortable with

• • • Customize your Welcome trigger for new account sign-ups

Week 2 Topic: Automation

• • Tags: group products, customers, or orders together with a single tag
    • Where to use tags
    • Do you have a sales team or dealer team that works on commission? If so, use tags to assign customers to each sales rep. Ask us for other examples similar to this where tags can be useful!
  • Triggers - email or task automation are used in order to automate all the manual steps in your business
    • Intro to Triggers Video
  • Price Adjustments Article
    • Consider what your base price will be as in your highest or lowest price. Make sure to consult with our services team once you determine this for pricing.

Week 3 Topic: Shipping & Production

• • Shipping Methods
    • Discussing different options and variables available for shipping
    • Article for Shipping Methods
  • How an order moves through Allmoxy
    • Production lines, Labor processes, bar code scanning, work schedule & shipping report

Week 4 Topic: Financial Settings

• • Financial Management(Global and Per Company)
    • Tax Settings(Tax nexus and custom tax rates)
    • Checkout flow
    • How to process a payment