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
A Comprehensive Guide to Ternary Operations in shopVOX
Product Templates - How to Turn on a Product Template
Unlocking Efficiency: Harnessing System Variables and References to Create a Click Charge
Undertanding Sell/Buy Ratio in shopVOX
Product Templates - Custom Formula Logic
Custom Logic in shopVOX: Evaluating Multiple Boolean Modifiers
Mastering the Use of &&, ||, and === in Ternary Operations
Products: Utilizing the "Reference" Field to Combine two References into one Click Charge
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 )
Golden Products
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
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
Xero
Connecting to your Accounting Software
Sales Commissions
Streamline In-Store Payments with USB Credit Card Swipers in shopVOX
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: Customizing Forms in shopVOX
Common Questions About Users
Flagging a user as a "Sales Rep"
Automation & Integrations
Shipping
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
Divisions
Vehicle Wrap
Amazon S3 Storage
- All Categories
- Add Ons
- @mail feature
@mail feature
Updated
by Tyler MacDonald
Streamline Email Management with shopVOX Integration
Effortlessly enhance your workflow by seamlessly integrating your email accounts with shopVOX PRO. This integration empowers you to conveniently access your Gmail, GSuite, or Outlook 365 email accounts directly within the shopVOX PRO application, facilitating efficient email communication.
Our recent certification with Nylas Universal Email signifies a commitment to providing you with a secure and reliable connection to your inboxes. Through the Nylas Universal Email API, enjoy real-time, bi-directional email synchronization, and comprehensive CRUD (create, read, update, delete) capabilities within a single integration. This certification extends your access to Gmail and Outlook.com email accounts.
Experience enhanced productivity with features that save you valuable time:
- Attach shopVOX assets to emails: Streamline communication by effortlessly incorporating shopVOX assets into your email correspondence.
- Utilize email templates: Eliminate redundancy by avoiding the need to retype repetitive messages; utilize email templates seamlessly.
- Link email threads to transactions and more: Improve organization and collaboration by easily linking email threads to relevant transactions within shopVOX.
How to Enable the Integration:
To benefit from this integration and elevate your shopVOX PRO experience, simply contact billing@shopvox.com. Provide the names of the users you intend to add, and our team will guide you through the process. Elevate your communication efficiency with shopVOX integration.
Enabling @Mail
- Initiate the process by reaching out to our Billing department. Once contacted, we will promptly activate the @Mail feature for your account.
- Provide our Billing team with a list of users you wish to add to this feature. This ensures a tailored experience for those utilizing this functionality.
- Our dedicated team will efficiently add the specified users and notify you once the feature is ready for access.
- For any future users, a simple email to our Billing department is all it takes to have them seamlessly integrated into the @Mail feature.
Connecting to your Email provider
- Click on the @Mail feature, then on "Connect your Email"
- Enter in your email address
- Select your provider, and go through the verification process
- After these steps have been completed successfully you will have a connection to your Email, from within shopVOX
@Mail Icon and Interface Tour
Below is the window, you should see once successfully connecting to your email provider.
![](https://files.helpdocs.io/es28aso88j/articles/awz3myjizd/1706032044088/image.png)
- Starred - Any emails that have been "starred"
- Inbox - Inbox showing all incoming mail
- Search - ability to search your emails
- All - Mail showing all available mail
- Important - Any emails marked as important by your mail system
- Sent - All sent emails
- Spam - any spam emails
- Trash Can - For all deleted emails
- Settings - Currently with the setting to disconnect from your email provider
Disconnecting from your email client
Click on settings and disconnect, to remove the connection to your email provider
![](https://files.helpdocs.io/es28aso88j/articles/awz3myjizd/1706032137996/image.png)
Effortless Email Integration with Transactions, Customers, and Jobs
Linking an Email to a Transaction, Customer, or Job
For comprehensive documentation and easy retrieval, emails can be seamlessly attached to specific Transactions, Customers, or Jobs within our system. Simply click the "Link" button located in the upper right corner to associate the email message with the desired record.
Procedure:
- Click Link Button: Locate and click the "Link" button situated in the upper right corner of the email you are reading.
- Select Record: Choose the relevant Transaction, Customer, or Job to which you want to link the email. This establishes a direct connection between the email and the selected record.
![](https://files.helpdocs.io/es28aso88j/articles/awz3myjizd/1706052050244/image.png)
Once successfully linked, the email will be prominently displayed in the Notes section of the associated Transaction, Customer, or Job.
![](https://files.helpdocs.io/es28aso88j/articles/awz3myjizd/1706052174453/image.png)
This streamlined process enhances organization and accessibility, ensuring that crucial communication is easily traceable within your Transactions, Customers, and Jobs. Optimize your workflow with our user-friendly email linking feature.
Efficient Contact Management: Adding Contacts from Emails
When you receive an email from a contact not yet present in shopVOX, seamlessly add them to your contacts list with our user-friendly feature.
Procedure:
- Identify Contact: Open the email and locate the contact's name. To the left of the contact's name, click the green "+" button (refer to the image below).
![](https://files.helpdocs.io/es28aso88j/articles/awz3myjizd/1706052673341/image.png)
- New Contact Page: You will be directed to the New Contact page. Enter the customer's name with whom the contact should be associated. Choose the name from the drop-down list, input the contact's relevant information, and click "Save."
![](https://files.helpdocs.io/es28aso88j/articles/awz3myjizd/1706052763029/image.png)
FAQs
Does this work with my provider?
Our integrated mail feature currently supports Gmail, GSuite, or Office 365. For other providers, learn with your SMTP settings.
If I delete a message from my Inbox in shopVOX, will it delete the message from my Gmail, GSuite, or Outlook 365 email?
No. The Integrated Mail feature, at present, functions as an interface for receiving, replying, and reviewing emails within your shopVOX account. Deleting an email in shopVOX does not affect the data on your email server. Future updates may include synchronization capabilities.
Streamline your contact management with shopVOX for a more organized and efficient workflow.
![](https://files.helpdocs.io/es28aso88j/articles/awz3myjizd/1706032595537/0.png)