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
How to Update Pricing in shopVOX: A Comprehensive Guide to Machine Rates, Labor Rates, and Materials
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
Tracking Partially Fulfilled Apparel Orders in shopVOX
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
How to Publish Products in shopVOX
Product Templates & Formulas Explained
Product Templates - Using System Formulas
Product Templates - Using System Formulas - Adding a Double Sided check box
Product Templates - User Created Formulas
Product Templates - User Created Formulas - Adding a Double side check box
Product Pricing - Round to 2 or 4 Decimal places
Products: Grid Pricing Example
Managing Your Product Catalog with shopVOX
Setting Up Labor Rates in shopVOX: A Simple Guide
Setting Up Machine Rates in shopVOX: A Comprehensive Guide
Materials Management in shopVOX: A Comprehensive Guide
Product Pricing: Material Wastage Calculator
Understanding Modifiers in shopVOX: Enhancing Product Pricing Flexibility
Workflow Stages and Templates Explained
Product Features - Custom Fields
Products - Pricing Type - Formulas
Product Pricing : Cost Plus
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
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Ecommerce - Web Store
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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
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Inventory Module Add-On - Setup Locations
Questions to Consider About the Inventory Module in shopVOX
Inventory Module Add-On
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Vehicle Wrap
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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
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- How to Update Pricing in shopVOX: A Comprehensive Guide to Machine Rates, Labor Rates, and Materials
How to Update Pricing in shopVOX: A Comprehensive Guide to Machine Rates, Labor Rates, and Materials
Updated by Tyler MacDonald
Maintaining accurate and competitive pricing is essential for any business. While shopVOX does not offer a global update feature for product pricing, you can efficiently manage updates to key components like Machine Rates, Labor Rates, and Materials. These updates directly impact your product pricing templates, ensuring consistency and profitability.
This comprehensive guide walks you through updating each pricing component, setting up customized board views, and leveraging tools like CSV export/import for bulk updates.
Why Update Pricing Components?
Adjusting pricing components keeps your costs aligned with your business’s actual expenses. Here’s why this is critical:
- Labor Rates: Reflect changes in wages, benefits, or overhead costs.
- Machine Rates: Account for operating cost fluctuations, such as energy prices and maintenance.
- Materials: Adapt to changes in supplier prices or inventory updates.
With these updates, you can ensure that your pricing accurately represents your operational costs while staying competitive in your market.
1. Updating Labor Rates in shopVOX
Labor rates define the cost of your team’s work, whether it’s installation, design, or custom services. Regular updates help reflect the true cost of labor.
Steps to Update Labor Rates:
- Access Labor Rates:
Go to Settings > Pricing > Labor Rates. - Edit Individual Rates:
- Select the labor rate you wish to update.
- Adjust fields like Hourly Cost, Markup Percentage, and Price.
- Set Up a Board View for Labor Rates:
For multiple updates, create a board view to edit labor rates more efficiently:- Customize the view by adding columns for:
- Cost.
- Markup Percentage.
- Price
- Save the view for easy access and edit all entries directly in the grid.
- Customize the view by adding columns for:
- Review Dependencies:
Ensure updated labor rates are applied to all relevant products or services.
2. Updating Machine Rates in shopVOX
Machine rates represent the cost of operating specific equipment, such as printers or cutters. Accurate machine rates ensure your pricing reflects actual operational costs.
Steps to Update Machine Rates:
- Navigate to Machine Rates:
Go to Settings > Pricing > Machine Rates. - Edit Machine Rates Individually:
- Click on the machine rate you need to update.
- Adjust fields like Hourly Cost, Markup Percentage, or other operational factors.
- Set Up a Board View for Machine Rates:
Create a custom board view for quick edits:- Include columns for:
- Cost.
- Markup Percentage.
- Price.
- Save the view to streamline future updates.
- Include columns for:
- Test Product Templates:
Verify changes are correctly applied to products that rely on the updated machine rates.
3. Updating Materials in shopVOX
Material costs often fluctuate due to supplier changes or market conditions. Keeping these updated ensures your pricing reflects accurate costs.
Steps to Update Materials:
- Navigate to Materials:
Go to Settings > Pricing > Materials. - Edit Directly in shopVOX:
- Click on the material you need to update.
- Adjust fields like Cost, Markup Percentage
- Set Up a Board View for Materials:
To manage updates efficiently, create a board view:- Include columns for:
- Cost.
- Markup Percentage.
- Price.
- Save the view for consistent and easy access.
- Include columns for:
- Bulk Updates Using CSV Export/Import:For extensive updates:
- Export Materials: Download your materials list as a CSV file.
- Edit in a Spreadsheet: Adjust pricing and markups.
- Re-Import Updated Materials: Upload the modified file back into shopVOX, ensuring to select the option to update existing data.
- Test Changes:
After updates, check sample products to confirm that material costs are correctly applied.
Leveraging Board Views for Efficient Updates
Board views are indispensable for managing Labor Rates, Machine Rates, and Materials. By displaying all relevant fields in a grid-like interface, you can edit multiple items at once, saving significant time.
Why Use Board Views?
- Efficiency: Quickly update multiple items without opening individual entries.
- Accuracy: Seeing related fields side by side minimizes errors.
- Customization: Tailor views to your needs by selecting relevant columns.
- Consistency: Saved views provide a reusable workspace for updates.
How to Create and Use Board Views:
- Navigate to the section (Labor Rates, Machine Rates, or Materials).
- Customize the view.
- Add columns such as:
- Cost.
- Markup Percentage.
- Final Price.
- Edit pricing directly in the matrix-style grid.
By setting up tailored views for each component, you can manage updates efficiently and effectively.
Tips for Success
- Test After Updates: Always check a few product templates to verify that changes are correctly applied.
- Back Up Data: Export data before making significant updates for safety.
- Train Your Team: Ensure everyone involved in pricing updates understands how to use board views and manage changes effectively.
Conclusion
While shopVOX does not provide a global update feature for product prices, updating Labor Rates, Machine Rates, and Materials offers a flexible and powerful alternative. By leveraging custom board views and tools like CSV export/import, you can efficiently manage pricing updates across your system.
Investing time in setting up these processes ensures your pricing remains accurate, competitive, and reflective of your operational costs. Whether you’re updating costs due to market changes, supplier adjustments, or operational needs, shopVOX's flexible tools make it easy to stay on top of your pricing strategy.
If you have any questions or need further assistance, feel free to reach out. We’re here to help!