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
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
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
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
Products - Pricing Type - Formulas
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
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
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
- Automation & Integrations
- shopVOX Go! App
shopVOX Go! App
Updated by Tyler MacDonald
Introducing shopVOX Go!
shopVOX Go! is a mobile application available for both IOS and Android platforms, designed to seamlessly integrate with your shopVOX account. This app empowers you to conveniently access your account, facilitating order updates, obtaining signatures, and adding photos on the go. With shopVOX Go!, you can stay connected to your account without being tethered to your desk. All modifications made through the app are instantly reflected in real-time on your account.
Key Features of shopVOX Go!:
- MyVOX Dashboard: Gain a comprehensive overview of your transactions and access them directly from your mobile device.
- Sales Order Updates: Effortlessly search and update steps on the Job board for enhanced efficiency.
- Assets Management: Upload photos to a transaction and seamlessly view existing assets.
- Scan Functionality: Scan Job PDF QR Codes to access specific jobs and process them step by step.
- Signatures: Facilitate customer signatures or acknowledge item deliveries on transactions effortlessly.
shopVOX - Connecting to Account & Features:
Please note that shopVOX Go! is exclusively compatible with a valid shopVOX subscription. To access the app, simply download it and log in, following the same straightforward steps as you would on the web app. This simplified login procedure ensures quick and easy access to your shopVOX account through shopVOX Go!
Logging In:
MyVox dashboard
Upon logging in, you'll notice that the Home icon, located at the bottom left, serves as the gateway to your MyVOX dashboard. This personalized dashboard provides a centralized hub where you can conveniently access all jobs assigned to you. Utilize this feature to stay organized and efficiently manage your tasks directly from the MyVOX dashboard.
Sales Order updates
The displayed screenshot showcases the Job page specifically designed for Sales orders. Within this interface, users can effortlessly update the various steps using the intuitive Play, Stop, and Complete icons. Importantly, any modifications made through these actions will be automatically synchronized with the Job board on the web app. This feature proves particularly advantageous for users operating in the field or engaged in on-site work, ensuring a swift and seamless process for managing jobs with efficiency.
Assets
Effortlessly manage your assets within the app by either viewing existing ones or adding new ones. This can be achieved by either capturing a photo in real-time or selecting from your photo library, providing you with flexibility and convenience in maintaining a comprehensive collection of assets associated with your transactions.
Scan
This particular feature is designed to streamline job processing in production by leveraging a QR code embedded within the job PDF. The job PDF, illustrated in the provided format, prominently displays the QR code in the top right-hand corner. Think of this functionality as a modern replacement for traditional barcode scanners, offering an efficient and technologically advanced method for seamlessly navigating and processing jobs in production.
Click the icon on the bottom of the app and you can scan this QR code on the Job PDF.
Upon scanning the QR code, the app will present a detailed overview of the job, including essential information such as the job name, quantity, and the sequential steps required for processing. This user-friendly interface allows you to manage the job efficiently.
To progress through the job steps, simply click on the respective step name, such as "Print" or "Quality Control." Within each step, you can initiate, pause, or complete the task by selecting the corresponding icon buttons: Start, Stop, or Complete. This intuitive functionality empowers users to navigate and execute each step of the job with ease and precision.
Each interaction with the icons directly influences the real-time update of the job in shopVOX. This seamless integration ensures that as you press these icons, reflecting the progress with Start, Stop, or Complete actions, the corresponding changes are instantly mirrored within the shopVOX system. Consider this app functionality as a digital counterpart to the traditional analog barcode scanning and processing system employed by sizable automated enterprises, offering a technologically advanced and efficient solution for managing job processes in real time.
Signature
Facilitating a streamlined delivery process, this feature enables you to obtain customer signatures upon delivering items, akin to the signature collection process employed by services like UPS during deliveries that require authentication.
To access this functionality, click on the designated icon located at the bottom of the screen labelled "search." Upon selecting this icon, a screen will appear, presenting a search interface. Here, you can efficiently search for any Quote, Sales order, or Invoice within shopVOX. Simply select the relevant transaction from the list to proceed with the signature collection process, enhancing the overall delivery experience for both you and your customers.
Upon selecting the desired transaction, the screen will display a detailed view featuring the line items associated with that specific transaction. To initiate the signature collection process for specific items, simply click the checkbox located on the left-hand side of the corresponding line items. This allows you to customize and choose the specific items for which you require a signature upon delivery. The streamlined checkbox selection ensures a straightforward and efficient process for managing signatures and tracking deliveries within the app.
Then click the link, Take signature... and this screen will popup where your customer can sign it on the device itself.
Upon completing the signature and entering the individual's name, click on the "Save Signature" button. In the event that geo-code tracking has not been enabled, a prompt may appear, requesting permission to record the geographical location of the signature. It is essential to "Allow" or "Accept" this request, as it enables your phone to capture the location where the signature was obtained. This geo-code tracking feature serves as a valuable tool for monitoring and confirming the delivery location.
Furthermore, the signed PDF document is automatically saved within shopVOX, linked to the corresponding transaction. To access this data, navigate to your shopVOX account, open the relevant transaction.
Click on show all information
Then scroll down to Signatures
In summary, shopVOX Go! is a powerful mobile application seamlessly integrated with your shopVOX account, enhancing your workflow and productivity. With simplified login procedures and user-friendly interfaces, it provides on-the-go access to vital features such as MyVOX dashboard, Sales Order updates, Assets management, and efficient QR code-based job processing. The app enables real-time updates to your shopVOX account, offering a modern alternative to traditional barcode scanners. Additionally, the signature feature ensures a smooth delivery process, capturing both signatures and geographical locations for comprehensive record-keeping. Overall, shopVOX Go! empowers users with a flexible and efficient tool, bridging the gap between the shop floor and digital management, ultimately optimizing operational processes in a dynamic and mobile-friendly manner.