Guide: Orders in Allmoxy

Every job in Allmoxy is an order, and every order climbs a set of statuses from quote to delivery. Each status locks a little more of the order and can run your automations: emails, supply reservations, invoice dates. This guide shows the three kinds of orders, the status ladders at a glance, and where to find the steps for each task.

Applies to: every shop. You see the order types that are turned on for your account.

In this article

• Three kinds of orders
• The status ladders at a glance
• Create and change orders
• Project orders: from first conversation to install
• Schedule the work
• Work on many orders at once
• Bring orders in from files
• Things to know

Three kinds of orders

• Catalog orders are priced by your product formulas. The customer (or your team) picks products, answers their options, and the price works itself out. See Create an order.
• Itemized orders combine both: costs you price by hand (labor, supplies, overhead and other costs, plus your markup) and products from your catalog. They're for jobs your catalog alone doesn't price. See Itemized orders: price a job from your costs and your catalog.
• Project orders are built around rooms, drawings and proposal lines you write yourself, and they end when the job is installed. See Start a project order and build the proposal.

The status ladders at a glance

Every order starts as a Bid. Catalog and itemized orders share one ladder. Project orders use their own names for four of the steps and add Installed at the end.

On Hold and Void sit off the ladder. You can move an order to either one from any status.

Learn more:

• How order statuses work, and when prices lock
• Change an order's status
• Move a project order through its statuses

Create and change orders

Build a catalog order with its products, folders and attachments, then save it as a bid or submit it. Later you can edit it, duplicate it for a repeat job, remake part of a shipped order at no charge, or cancel it.

Learn more:

• Create an order
• Edit, duplicate, remake or cancel an order

Project orders: from first conversation to install

A project order moves from discovery and drawings to a proposal, then to the customer's yes and their deposit, then through production and install.

Learn more:

• Start a project order and build the proposal
• Get a project proposal accepted and paid
• Move a project order through its statuses
• Track supplies and order from vendors on a project

Schedule the work

Your default lead time sets each new order's ship date, production line lead times tell each line when to start, and the Projection, Schedule Capacity and Work Schedule reports keep the plan honest.

Learn more: Set ship dates, lead times and the production schedule.

Work on many orders at once

A batch exports files, prints an output page or updates a labor process for a whole group of orders in one go. Batches aren't available on project-only accounts.

Learn more: Batch orders: export, print and update many at once.

Bring orders in from files

• The Importer (Orders > Importer) turns design and order files, such as Cabinet Vision exports, PDFs and photos, into orders. See Guide: Import an Order from Almost Any File with the Importer.
• Import Order (Legacy) takes a CSV file of order lines. See Import an order from a CSV file.

Neither is available on project-only accounts.

Things to know

• Orders lock as they climb. Customers can change an order while it's a Bid, and while it's Ordered until they make a payment. From Verified on, only employees with Edit Verified Orders can change it, and once it ships, prices, discount and shipping are locked for everyone.
• An order that stays a Bid after Submit Order is usually waiting on a payment, an order limit, or a line with a broken price. See My customer can't pay or can't place an order.
• Statuses drive your automations. Triggers can email a customer, alert your team or add tags when an order reaches a status. See Intro to Triggers.

Related articles

• How order statuses work, and when prices lock
• Create an order
• How payment terms work: when invoices come due
• Set up production lines and labor processes