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
Importing and Exporting Customers & Contacts with a spreadsheet
Transactions: New Quote
Notifications: Keep your entire team up to date
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
Service Job: Streamline Your Workflow with shopVOX's New Service Job Feature
How to Create a Quote
shopVOX's History Tracking for Quotes, Sales Orders, Invoices, and Jobs
Save Time with Emailed Document Templates
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
Quote States
Sales Leads on Business Intelligence Dashboard
Products & Pricing
Basic Pricing concepts
Advanced Pricing concepts
Product Templates - How to Turn on a Product Template
Unlocking Efficiency: Harnessing System Variables and References in shopVOX for Streamlined Product Creation
Undertanding Sell/Buy Ratio in shopVOX
Product Templates - Custom Formula Logic
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
Integrated SAGE Promo ( promotional catalog )
Managing Your Product Catalog with shopVOX
Workflow Stages and Templates Explained
Product Pricing - Round to 2 or 4 Decimal places
Products shopVOX Golden Products
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
Product Pricing: Material Wastage Calculator
Product Templates - Using System Formulas
Product Templates - User Created Formulas - Adding a Double side check box
Product Features - Custom Fields
Product Pricing : Cost Plus
Product Templates & Formulas Explained
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
Xero
Connecting to your Accounting Software
Sales Commissions
Avalara AvaTax - Sales tax setup guide
Differences between USA QuickBooks Online and Non-USA QuickBooks Online
How to create Partial Invoices
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: Editing the User Interface
Common Questions About Users
Flagging a user as a "Sales Rep"
Automation & Integrations
APIs
How does an API work?
What is JSON?
I'm having an issue with the shopVOX APIs. Who do I contact?
Does shopVOX do custom development?
shopVOX API
What is an API?
Does shopVOX integrate with Salesforce?
How do I build my own custom integration?
Setting up Mailchimp Integration in shopVOX
Does shopVOX integrate with Microsoft Project?
API and Webhooks integration feature
shopVOX Go! App
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
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?
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
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
Ecommerce - Shopping Cart
Inventory
Revolutionize Your Wraps with shopVOX's 'Vehicle Wrap' Add-On
Amazon S3 (Simple Storage Service) - shopVOX Add-On
Amazon S3 (Simple Storage Service) - Amazon S3 Pricing
Amazon S3 (Simple Storage Service) - What is it?
- All Categories
- Accounting and Reporting
- Sales Commissions
Sales Commissions
Updated by Tyler MacDonald
Set up Commission Rates for the Products you sell, or for the users on your Sales Team. Commissions are always calculated per line item and never per invoice total.
Commission Rates for users marked as Sales Rep
- From the top toolbar, select Settings
- On the side menu, select Team, then Users, and pick a user that is a Sales Rep
- At the bottom of the user screen, look for Responsibilities
- You enter the In-House and Outsource Sales Commission Rates here, ensure Sales Rep is checked, and click Update User
Commission Rates for Products
- From the top toolbar, select Settings, side menu choose Product, select a Product > Advanced Settings.
- In the Default Sales Type - choose In House or Outsourced, and enter the rate in the appropriate box
Choose if the commission is based on Price, Cost, or Profit
Sales commission is calculated as follows
By default, the commission is set to calculate based on price.
- Price: With a selling price of $100, and a 10% commission rate, the commission based on price would be $10.00
- Cost: With a cost of $50, and a 10% commission rate, the commission based on cost would be $5.00
- Profit: With a profit of $25.00, and a 10% commission rate, the commission based on profit would be $2.50
To change what your commissions are based on in shopVOX:
- From the top toolbar, select Settings, side menu choose Transactions
- Set your Default In House Sales Commission to Cost, Price, or Profit
- Set your Default Outsourced Sales Commission to Cost, Price, or Profit
Important Points about Commissions
- Assign the sales rep before you add items
- Commissions are ALWAYS calculated per line item, and never per invoice total
- Always remember to assign the desired sales rep to the order, so they are credited commission on the products selected in a quote.
- If you do not select the Sales Rep first, commissions will be calculated, but there will be no salesperson to credit it to.
- Sales commission is calculated as soon as you add in your first line item