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. Dashboards icon: A dashboard view containing information unique to you in the system
  3. Jobs icon: Showing you all your active jobs in progress
  4. Tasks icon: Tasks to be completed by any member of your team
  5. Customer icon: Browse or add to your Customer list
  6. Transactions icon: Browse your Quotes, Sales Orders, Invoices, and more
  7. Needs Purchasing icon: Create new, and look through Purchase Orders
  8. Shipments icon: A place to review all your shipments
  9. Post to Accounting icon: Review transactions to your accounting software
  10. Global Search: A global search box to find anything you're looking for in the system
  11. Notifications icon: Alerts specifically sent to you, or automatically set in your system
  12. Settings icon: The System Settings, where most of your setup is done
  13. Help icon: Live chat, guide me tours, and this documentation
  14. Profile icon: Setting up your Profile, Info, and Email Setting

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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