Icons and Interface Tour

Tyler MacDonald Updated by Tyler MacDonald

shopVOX comprises two primary components that contribute to its functionality:

1. Menu Bar: Located at the top of the interface, the Menu Bar provides a range of options for navigation and selection.

2. Program Window: Situated below the Menu Bar, the Program Window dynamically adapts its content based on the icon you choose from the Menu Bar.

These two components work together seamlessly, allowing you to access various features and functionalities within shopVOX based on your specific needs and selections from the Menu Bar.

Reading from left to right, here is a definition of each icon in the Menu bar.

  1. Create Icon: Create a new item such as a Quote, Sales Order, Invoice, Payment, or Customer.
  2. Home Icon: Access a personalized dashboard view with information unique to your account.
  3. Jobs Icon: View all active jobs currently in progress.
  4. Tasks Icon: Manage tasks assigned to any member of your team.
  5. Customer Icon: Browse or add entries to your Customer list.
  6. Transactions Icon: Access and review your Quotes, Sales Orders, Invoices, and more.
  7. Sales Leads Icon: View and update your sales leads.
  8. Needs Purchasing Icon: Create and browse through Purchase Orders.
  9. Post to Accounting Icon: Review transactions for syncing with your accounting software.
  10. Shipments Icon: View and manage all your shipments.
  11. Emails Icon: Globally review all emails sent from shopVOX.
  12. Projects Icon: Review Projects that group multiple transactions in one place.
  13. Email Client Icon: (Paid Add-On) Integrate and manage your email directly within shopVOX.
  14. Inventory Icon: (Paid Add-On) Track and manage inventory.
  15. Global Search: Use the search box to find anything across the system.
  16. What's New Icon: View the latest news and updates on shopVOX.
  17. Notifications Icon: Alerts sent specifically to you or automatically triggered by the system.
  18. Settings Icon: Access system settings for configuration and setup.
  19. Help Icon: Access live chat, guide-me tours, and documentation.
  20. Profile Icon: Manage your profile, personal information, and email settings.

Program Window - Common Icons

You will find common icons on several pages in shopVOX PRO. Here is an explanation of what they are for.

  1. Sort - organize the list based on the different columns of information
  2. Reset (trash can) - this will reset your criteria. NOTE: this same icon is also used to DELETE information on other pages
  3. Filter - refine the information by removing information you don't want
  4. Green Plus - Add. This will allow you to add additional information

Transaction Page Icons

Whether you're on the customer page or a transaction page, there are a couple of common icons:

  1. Pencil icon - if you see a pencil, you can edit and make some changes to this information
  2. Blue drop-down icon - This is a list of Actions you can do from this menu.

shopVOX is cloud-based on your web browser, allowing you to have several tabs open at the same time. Just right-click a link and select Open link in new tab.

This should get you started in learning how shopVOX works and navigating the system.

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