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Allmoxy

Sales / Customer Service

Sales / Customer Service

Articles geared towards sales, customer service, customer relationship management

Orders

Repeating or duplicating previous orders

Importing orders with hidden attributes

Where can my customer see my terms and conditions?

Adding Attachments to Orders

Deleting orders and bids

Sending triggers to the contact who places an order

How can I set it up so when I order a product, I can send the order email to multiple people at the vendor?

Billing and shipping addresses to automatically populate for customers

Reversing the status of a shipped order

How to name order folders

Importing Orders into Allmoxy

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Customer Management

Why cant someone create an account?

Dealer Mode

Understanding what your customer sees

Understanding what happens when a new customer signs up

Should I import my customers or let them create their own accounts?

Can Allmoxy allow us to set the default permissions when a new customer signs up?

Customer exclusive categories and products

Is there a way to set up payment terms for a customer?

"The email is already taken" error

Sending bulk emails through Allmoxy?

Does the customer need to create an account and sign in before viewing the shipping page?

Fake bot accounts

Add a New Company

Contact Updater

Exporting Customers and Contacts Out of Allmoxy

Options for Adding Customers

Making a contact or company active/inactive

Merge Companies

Setting Preferred Language for Individual

Trigger to an employee based on customer location

Wiping Companies List

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Discounts / Custom Pricing

How to apply discounts to orders

I want to control what pricing new customers see.

Company Tags

Once per order charges.

I offer dealers an exclusive price that isn't a percentage discount.

Increase the cost of specific options on products

How to use boolean (check box attributes) in pricing

Adding a surcharge to a paragraph box attribute

How to prevent price changes from happening on existing orders when updating catalog pricing

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Customer Service

My customer can't make a payment.

My customers can't complete the order process

Order Remakes

Where can I find the setting that changes the automatic date Allmoxy puts in when a customer places an order?

Answer customer questions and find information quickly

Email Log

Sending order email to multiple people

Creating an Account

Set up my own support chat on my Allmoxy instance

Troubleshooting: My customer can't submit an order

Implementing Customer Service

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