Getting started with shopVOX
Getting started with shopVOX
Your Account
Icons and Interface Tour
Inviting Users to Your Team
Setting Roles for your Team
My Profile + SMTP Settings
Import Customers & Contacts from your Accounting software
Adding Vendors
How do I Update Our Billing Info?
Connecting Your Sage One Accounting to shopVOX
Transaction Numbers Settings
Add your Payment Gateway
Adding Your Own Products
Setup Vendor Catalogs
A Guide to Creating Your First Order
Microsoft Outlook - Two Factor Authentication
Customize your account with Add-on Features
Importing and Exporting Customers & Contacts with a spreadsheet
Transactions: New Quote
Database Migration Support for shopVOX - Legacy data
Notifications: Keep your entire team up to date
Color Picker - Saving Colors
Transactions: What are Transactions?
Transactions: New Sales Order
"What's New" Feature: Your Guide to shopVOX Updates
How Do I Cancel My shopVOX Account?
Transactions: New Invoice
Securing Your shopVOX Account with Two-Factor Authentication (2FA)
How to Create a Quote
shopVOX's History Tracking for Quotes, Sales Orders, Invoices, and Jobs
Save Time with Emailed Document Templates
Webinars in shopVOX Pro: Learn and Grow with Us
shopVOX Express vs. Pro. Explaining the differences in Workflow
Optimizing Quotation Efficiency: Unlocking the Power of Multiple Quantities with shopVOX
Workflows - Quick Overview Express VS Pro
Global Search in shopVOX
Sales
Managing Customer and Leads
Sales Order States
Customer Alerts & Flags
Reports
Merge Customers
Adding new Contacts to Existing Customers
Customer Contacts: Setting Primary and Billing Contacts
Managing dates on Quotes, Sales Orders, and Invoices
Sales Leads - Sample Pipeline Setup
Understanding Quote Statuses in shopVOX
Sales Leads on Business Intelligence Dashboard
Products & Pricing
Basic Pricing concepts
Advanced Pricing concepts
A Comprehensive Guide to Ternary Operations in shopVOX
Product Templates - How to Turn on a Product Template
Mastering the Use of *, /, +, -, >, <, >=, <=, % in Ternary Operations
Unlocking Efficiency: Harnessing System Variables and References to Create a Click Charge
Undertanding Sell/Buy Ratio in shopVOX
Product System Formula - with Filter
Product Templates - Custom Formula Logic
Product Template - Add New Defualt Items Configuration Window
Custom Logic in shopVOX: Evaluating Multiple Boolean Modifiers
Mastering the Use of &&, ||, and === in Ternary Operations
Product Template - Add New Drop-Down Menu Configuration Window
Products: Utilizing the "Reference" Field to Combine two References into one Click Charge
Custom Product, Template, and Code Modifiers
Apparel Decoration
How to Price Color Changes
How to Price Promotional Products
How to Price Digitizing
How to Price Direct To Garment Printing
How to Price Color Matches
Comprehensive Guide to Setting Up a Basic Apparel Product in shopVOX
Integrated SAGE Promo ( promotional catalog )
Golden Products
Golden Product: Flyer - with BOM
Golden Product: Postcard- with BOM
Golden Product: Greeting Cards - with BOM
Golden Product: Calendar - with BOM
Golden Products List by Global Region
Products shopVOX Golden Products
Golden Product: Brochures - with BOM
Golden Product: Print + Copy - with BOM
Golden Product: Business Cards - with BOM
Golden Product: Booklet - with BOM
Golden Product: Door Hangers - with BOM
Managing Your Product Catalog with shopVOX
Workflow Stages and Templates Explained
Product Pricing - Round to 2 or 4 Decimal places
Setting Up Machine Rates in shopVOX: A Comprehensive Guide
Products: Grid Pricing Example
Product Templates - Using System Formulas - Adding a Double Sided check box
Materials Management in shopVOX: A Comprehensive Guide
Product Templates - User Created Formulas
Setting Up Labor Rates in shopVOX: A Simple Guide
Product Pricing: Material Wastage Calculator
Product Templates - Using System Formulas
Product Templates - User Created Formulas - Adding a Double side check box
How to Publish Products in shopVOX
Product Features - Custom Fields
Products - Pricing Type - Formulas
Product Pricing : Cost Plus
Product Templates & Formulas Explained
Increasing Product Prices by a Percentage in shopVOX - PBase
Production Management
Uploading and Sending Proofs for Approval
Using a TV for your Job Board
Creating Your Own Custom Job Views
Accounting and Reporting
QuickBooks Online
QuickBooks Desktop
Xero
Connecting to your Accounting Software
Sales Commissions
Streamline In-Store Payments with with Stripe Terminal or USB Credit Card readers in shopVOX
Avalara AvaTax - Sales tax setup guide
Differences between USA QuickBooks Online and Non-USA QuickBooks Online
How to create Partial Invoices
Multiple Currency Add-On - How it works and setting up
Setting Up Your Account
Accounting
How are Users Billed?
Five challenges to consider when setting up your Account
shopVOX Work Flow - The Big Picture
Leveraging External IP Addresses for Security
Hide or Show Quotes & Sales Orders, Ordered Quotes, and Invoiced Quotes and Sales Orders
Add Your Logo and Company Info
How to add Additional Charges to your Quotes, Sales Orders and Invoices
Terms and Conditions
Document's and PDF Settings
Group and Describe Jobs with Tags
How to Change Password
Forms: Customizing Forms in shopVOX
Common Questions About Users
Flagging a user as a "Sales Rep"
Industry Specific Content
Automation & Integrations
Shipping
APIs
What is an API?
How an API Works: A Simple Explanation
Leveraging the Power of shopVOX with API Integration
API Essentials: Understanding the Backbone of Software Communication
Building Your Own Custom Integration with shopVOX APIs
JSON Demystified: The Universal Language of Data Exchange
I'm having an issue with the shopVOX APIs. Who do I contact?
Does shopVOX do custom development?
Does shopVOX integrate with Salesforce?
Setting up Mailchimp Integration in shopVOX
Sales Leads Web Form in shopVOX: Streamline Prospect Capture and Management
Simplify User Authentication with OAuth Integration in shopVOX
Who to Contact for shopVOX API Issues
Setting up Constant Contact Integration in shopVOX
Does shopVOX integrate with Microsoft Project?
API and Webhooks integration feature
shopVOX Go! App
Discovering Your shopVOX API Credentials: A Step-by-Step Guide
Automation - Scheduled Actions
What are some popular advantages when using Zapier?
FAQs
shopVOX specific terms
Common questions
How to increase Database size ?
Opening PDFs directly in your browser
shopVOX User Types
Empowering Project Managers in the Proofing Process: A Guide to Workflow Enhancement with shopVOX
Hex Color file to match PMS color chart
How do I disabled user?
What is the Admin checkbox for when creating a new user?
Invoicing - Enhancing Customer Engagement: Tracking Invoice Views with shopVOX Pro
Where do jobs "fit" in the order process in ShopVOX?
Why can't I print the PDF documents directly, instead of downloading?
How can I send a quote and a proof together in one email to my customer?
Terms and Definitions
Printing Examples - Letterpress Printing
Printing Types Defined
Printing Examples - Digital Printing
Printing Examples - Offset
Errors and Troubleshooting
How to clear history from Chrome browser?
When I convert a quote to a work order, does the name of the order and the line item description carry forward or do I have to rewrite?
How to optimize your browser for shopVOX
Streamlining Proof Attachment to New Sales Orders for Enhanced Efficiency
Setting Up Minimum Order Amounts in shopVOX
What is our IP address for the mail server ?
Custom PDF in shopVOX
shopVOX Pro - Onboarding
Onboarding - Simple Products Setup
Mastering Product Setup in shopVOX: A Step-by-Step Guide from Basics to Advanced Customization
Lesson 1: Setting Up a Basic Product
Lesson 2: Introducing Dynamic Pricing Based on Square Footage
Lesson 3: Enhancing the Product with Templates and Dropdown Menus
Lesson 4: Adding a Default Item Linked to Modifiers
Lesson 5: Implementing a Double-Sided Boolean Modifier with Conditional Logic
Lesson 6: Replacing a System Formula with a Custom Formula
Lesson 7: Integrating Custom Formula into the Conditional Double-Sided Logic
Lesson 8: Adding an Additional Dropdown Menu
Lesson 9: Creating Custom Fields to Enhance Usability
Lesson 10: Implementing a Rush Charge Option
Summary Conclusion: Lessons 1-10
Quoting and Order Management
Adding/Updating Customers and Contacts
Purchase Orders - How to Add Materials and Products to a Purchase Order in shopVOX PRO for the Inventory Add-on
Stay Organized with Notes, Tasks, and Assets
Roll-Up Line Items to Combine Pricing
Purchasing and Receiving Blank Garments
Creating Your Own Custom Views
How to Issue Refunds and Credit Memos
Add Ons
Ecommerce
Ecommerce - Web Store
Ecommerce: Creating Discount Codes
Ecommerce - Steps to setup custom URL for paid cPortal
Webstore & Shopping Cart Examples from shopVOX Users
Setting up a Shopping Cart to sell online - Changing the URL
Ecommerce - cPortal - White Label Setup
Ecommerce - cPortal
Ecommerce - Overview
Empowering Your Customers with the Free cPortal
Ecommerce - Shopping Cart
Ecommerce - Apparel Web Store
Inventory
Inventory Module Add-On - Setup and use of Feature
Inventory Module Add-On - Setup Locations
Inventory Module Add-On
Divisions
Vehicle Wrap
Amazon S3 Storage
Amazon S3 (Simple Storage Service) - shopVOX Add-On
Amazon S3 (Simple Storage Service) - Amazon S3 Pricing
Amazon S3 Add-On (Simple Storage Service) - What is it?
Projects in shopVOX: Comprehensive Guide
Service Job Add-On: Streamline Your Workflow with shopVOX's New Service Job Feature
- All Categories
- Industry Specific Content
- Apparel Industry
- Introducing the Enhanced Purchase Order: Mirroring Sales Orders for Seamless Vendor Communication
Introducing the Enhanced Purchase Order: Mirroring Sales Orders for Seamless Vendor Communication
Updated by Tyler MacDonald
Overview
In response to customer feedback and the need for more streamlined communication with vendors, shopVOX is excited to introduce a new Purchase Order (PO) format that mirrors your Sales Orders (SO). This enhancement simplifies the purchasing process by allowing you to create POs that directly reflect the structure of your Sales Orders, ensuring that your subcontractors receive clear, detailed instructions on what products to produce, along with their associated costs.
What It Does
The new PO format in shopVOX is designed to replicate the exact line item structure of your Sales Orders, but with a key difference: instead of showing the unit price, the PO displays the unit cost. This ensures that your vendors can see precisely what you need, in the quantities specified, without the confusion of itemized breakdowns for products, materials, and labor.
Key Features:
- Mirrored Structure: The PO mirrors the SO, keeping the line items identical.
- Unit Cost Display: The unit cost for each item is displayed in place of the unit price.
- Clear Communication: By preserving the structure of the SO, this PO format provides your vendors with an easy-to-understand document that details exactly what they need to produce.
Why You Might Need It
For companies that rely on subcontractors to fulfill orders, clear and concise communication is crucial. The traditional PO format, which breaks down items into separate products, materials, and labor rates, can lead to confusion and errors, especially for complex orders with multiple line items.
Benefits:
- Improved Accuracy: By providing vendors with a PO that looks exactly like the SO, you reduce the risk of misunderstandings or mistakes.
- Efficiency: Subcontractors can see at a glance what they need to produce, along with the total cost for each item, allowing them to work more efficiently.
- Better Vendor Relationships: Clearer instructions lead to fewer errors, faster production times, and stronger relationships with your vendors.
How to Access the Enhanced Purchase Order
To use the new mirrored Purchase Order format, follow these simple steps:
- Create a Sales Order: Begin by creating a Sales Order in shopVOX as you normally would, adding in your apparel products
- Generate the Purchase Order:
- Navigate to the "Purchasing" option within the Sales Order.
- Select All, or whatever you would like on the Purchase Order, followed by "Purchase Selected Items"
- Review your order, update any options, the click "New Purchase Order"
- shopVOX will automatically generate the PO Transaction for you, with all the line items.
- with the same line item structure as your SO, replacing unit prices with unit costs.
- Review and Finalize:
- Review the PO to ensure that all details are correct.
- Make any necessary adjustments before finalizing the PO.
- Export and Send:
- Once finalized, export the PO as a PDF. Got to the blue action button, and then select "Outsourced PO 2"
- Send the PO to your vendor or subcontractor, knowing that they will receive a document that clearly outlines what they need to produce.
- Once finalized, export the PO as a PDF. Got to the blue action button, and then select "Outsourced PO 2"
Conclusion
The new mirrored Purchase Order format is designed to make your purchasing process smoother and more efficient, particularly when working with subcontractors. By replicating the structure of your Sales Orders, this feature ensures that your vendors receive clear and accurate instructions, reducing the risk of errors and improving overall production timelines.
For any questions or additional support, please refer to our detailed guides or contact shopVOX customer support.