Getting started with shopVOX
What is 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
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
Enhancing Security with Multi-Factor Authentication 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
Understanding Pricing Levels in shopVOX
Updating a Workflow in shopVOX: A Complete Guide
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
Questions to Consider About the Inventory Module in shopVOX
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
- Products & Pricing
- Setting Up Machine Rates in shopVOX: A Comprehensive Guide
Setting Up Machine Rates in shopVOX: A Comprehensive Guide
Updated by Tyler MacDonald
In the shopVOX pricing engine, three major components form the backbone of accurate and effective pricing: Materials, Machine Rates, and Labor Rates. This article will focus on guiding you through the process of setting up a Machine Rate, using a straightforward example for clarity.
Understanding Machine Rates with an Example
Imagine you have a high-performing Digital Printer in your workshop. For simplicity, let's say you charge your customer $100 per hour for using this printer, and it operates at a speed of 100 square feet per hour. These specific figures are chosen to illustrate the concept clearly; in practice, your rates and production speeds will vary.
How to Determine Machine Rates
- Determine the Hourly Rate: First, identify the hourly machine rate you wish to charge. In this example, it's $100 per hour. This rate should cover the operational costs, including maintenance, depreciation, and any other associated expenses, plus a profit margin.
- Estimate Productivity: Next, estimate how much work the machine can complete in an hour. Here, it's 100 square feet per hour. Accurate productivity estimates ensure that you’re not undercharging or overcharging your customers.
- Calculate the Machine Rate Per Square Foot: To find out how much to charge per square foot of output, divide the hourly rate by the productivity rate. In this example, $100 per hour divided by 100 square feet per hour equals $1 per square foot.
Applying These Principles
Once you understand these basic principles, you can adapt them to any machine within your shopVOX system. Whether it’s a digital printer, a cutter, or any other equipment, the key is to accurately calculate both your hourly machine rates and productivity rates.
Real-World Application
In real-world scenarios, your numbers will differ. The machine might work faster or slower, and your hourly rates might be higher or lower based on various factors such as location, machine efficiency, and market demand. The beauty of shopVOX’s flexible system is that it allows you to customize these rates to fit your specific needs and circumstances.
Why Simple Examples Matter
Starting with simple, mathematically straightforward examples is a best practice to avoid confusion. By using easy-to-follow numbers, you can focus on learning the mechanics of setting up machine rates without getting bogged down by complex calculations.
Step-by-Step Guide
To set up an example machine rate.
- Go to settings.
- From the sidebar locate Pricing and choose "Machine Rates"
- Choose "+ Add New Machine Rate"
- Fill in the relevant information for the Digital Printer Example
- Name: The name associated with this machine rate: For this example "Digital Print Example"
- Cost: The expense incurred by the business to operate the machine per unit time or unit production. This includes maintenance, depreciation, and any other operational costs. Example: $50/hour.
- Price: The amount charged to the customer for the use of the machine. This is usually calculated based on the cost with an added profit margin. Example: $100/hour.
- Markup: The percentage increase from the cost to the price. It represents the profit margin on the machine's operation. Example: 100% markup means if the cost is $50, the price will be $100.
- Units: The measurement used to define the machine's production output. Example: Hours, Minutes, Units
- Setup Charge: A one-time fee associated with preparing the machine for a particular job. This covers the time and resources needed to set up the machine. Example: $0 per job.
- Labor Charge: The cost associated with the human labor required to operate the machine. This can be a separate charge from the machine's operational cost. Example: $0/hour.
- Other Charge: Any additional charges that may apply, such as consumables, special handling fees, or environmental fees. Example: $0 for special materials.
- Formula: The mathematical equation used to calculate the total cost or price based on various inputs like time, material usage, and production rate. Example: Total Cost = (Cost per Hour * Production Time) + Setup Charge + Other Charges.
- Production Rate: The speed at which the machine can produce the desired output. This is typically measured in units per hour. Example: 100 square feet per hour.
- Units: The units defined by your Production Rate. Example: Square Feet
- Per: The basis for the rate, typically per hour or per unit produced. Example: Per hour, per piece.
- When complete select "Add New Machine Rate"
By following these steps, you can accurately set up and utilize machine rates within shopVOX. As you become more comfortable with the process, feel free to adjust the rates and speeds to match the specific requirements of your equipment and business operations.
Utilizing the "Digital Printer Example" Machine rate in a Product
Lets setup a very basic product, to see how our new machine rate performs.
- Got to Settings
- From the side bar select "Products"
- Lets click "+Add New Product"
- Select "Create a custom Product"
- Fill in the details. I am using example information, feel free to use your own
- Turn on "Add Product template"
- Under Modifiers select "+ Add Modifier"
- Add in the Width Modifier
- Add in the Height Modifier
- Under Default items lets select "+ Add Default Item"
- For Item Type: Choose "Machine"
- For Machine Rate: Choose "Digital Printer Example"
- Fill in all other details and click "Add New Default Item"
- Go to Check Pricing at the top of your screen
- Enter in some example data. I will enter in 120"w x 120"h for easy to read numbers
- Select the "Pricing Breakdown" to view the Bill of Materials. Here, you will see the "Digital Printer Example" listed as 1 hour. This is because the production rate is 100 square feet per hour, and we have specified 100 square feet for the area measurements.
In this article, we've explored the key components of the shopVOX pricing engine, focusing on how to set up Machine Rates. Using a simple example of a Digital Printer operating at $100 per hour with a production rate of 100 square feet per hour, we demonstrated the step-by-step process to accurately configure your machine rates.
Starting with straightforward examples helps avoid confusion, allowing you to master the mechanics of setting up machine rates before tackling more complex configurations. By following the detailed guide provided, you can confidently set up machine rates and apply them to products within shopVOX.
Remember, as you become more familiar with the process, you can adjust rates and speeds to meet the specific needs of your equipment and business operations, ensuring accurate and profitable pricing for your services.