Ecommerce - cPortal - shopVOX Pro

Tyler MacDonald Updated by Tyler MacDonald

Ecommerce - cPortal

shopVOX ecommerce offers a unique feature called the cPortal, functioning similarly to a shopping cart where customers can buy specific products. However, what sets it apart is that each cPortal user has their own login and password, ensuring exclusive access. Moreover, all orders made through the cPortal are directly billed to the client, guaranteeing a seamless and secure transaction process.

How to enable Ecommerce

To initiate the process of adding the ecommerce add-on to your shopVOX account, the first step is to reach out to billing@shopvox.com. Send them an email requesting the inclusion of the ecommerce add-on in your account. This will allow you to unlock the powerful features and capabilities of the ecommerce functionality within shopVOX, enabling you to expand your online business presence and enhance your customers' shopping experience.

Creating a Customer Portal

  1. To begin navigate to "Settings", "Forms", select "Product" and turn on visibility for
    "Allow Specific Pricing",
    "Pricing Variant Types".
    "Show on cPortal", "Shopping Cart", "Webstore"
    The above setting enables the fields required to configure the Ecommerce settings inside of a product
  2. Click on the Customers tab
  3. Select the Customer you want to enable the CPortal feature on
  4. Select the blue action button, and select "Enable Customer Portal."
    This is a critical step; without this the CPortal will not turn on
  5. Once you've "Enabled Customer Portal," click the pencil to edit the Customer.
  6. Click on the "Customer Portal" to see options. For this article we are turning on "Enable Job Board View for Customer Portal", "Enable Ordering from Customer Portal" and filling in a "Welcome Message". You can experiment with "External + Internal Catalogs" after you learn how to access the CPortal.
    Please note: The Welcome message only shows up with White Label cPortal, which is a way for you to host cPortal on your own website
  7. cPortal works with a login and password that's unique to each contact. You must enable at least one contact for the customer your enabling cPortal. To do so, from the customer screen, click on "Show All Information."
  8. Scroll to the bottom of the "Show All Information" screen until you see "Contacts"
  9. Click on the name of the Contact you wish to enable cPortal. From the blue Action button select "Enable Customer Portal"
  10. shopVOX will create a Login and Password for the customer to be able to access the cPortal.
  11. To login to the cPortal, you select "Show All Information".
  12. Scroll down until you see Customer Portal, and click on the blue "External Link"
  13. From the External Link fill in the Login and Password and click "Sign In"
  14. Once logged in the Contact will see a screen that is set up based on the original settings for the "Customer Portal."
    1. Dashboard - The dashboard where your Customer can see an overview of all their orders
    2. Jobs Board - A Jobs board specific to your Customer
    3. Transactions - A Customer's Quotes, Sales Orders, Client Orders, and Invoices
    4. Proofs - A Customers Proofs to Review, Rejected Proofs, and Approved Proofs
    5. Products - A selection of Products specific to a Customer
    6. Cart - A Customers shopping cart.

Adding Products to the cPortal

  1. Navigate to a Product you would like on the "Customer Portal". From the "Configure Pricing" tab select "Pricing Variant Type", and choose "Company"
    If you don't see the "Pricing Variant Type" drop down, you'll have to turn it on in Settings/Forms/Products
  2. Select "Selected" from the Allow Specific Pricing drop down. This will ensure the product is only seen by the customers you want to see it
    If you don't see the "Allow Specific Pricing" drop down, you'll have to turn it on in Settings/Forms/Products
  3. Once you have selected Company for the Pricing Variant Type a new section will appear called "Variant Pricing", click "+ Add Variant"
  4. From the add variant screen, select the Company name and click "Add Variant"
    Note: You can also increase or decrease the price for the Selected customer from the Add Variant screen
  5. You can preview it by refreshing the cPortal page in your browser, or by clicking on the external link located in the Customer as explained above

  1. Now you can proceed to add in more products, following the same method. For this example, there are eight more products to be added.
  2. Refresh your cPortal page to see the results.

How did we do?

Ecommerce - cPortal - White Label Setup - shopVOX Pro

Ecommerce - Overview - shopVOX Pro

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