shopVOX Pro
Getting started with shopVOX Pro
What is shopVOX? - shopVOX Pro
Getting started with shopVOX - shopVOX Pro
Your Account - shopVOX Pro
Icons and Interface Tour - shopVOX Pro
Inviting Users to Your Team - shopVOX Pro
Setting Roles for your Team - shopVOX Pro
My Profile + SMTP Settings - shopVOX Pro
Import Customers & Contacts from your Accounting software - shopVOX Pro
Adding Vendors - shopVOX Pro
How do I Update Our Billing Info? - shopVOX Pro
Setup Vendor Catalogs - shopVOX Pro
A Guide to Creating Your First Order - shopVOX Pro
Microsoft Outlook - Two Factor Authentication - shopVOX Pro
Customize your account with Add-on Features - shopVOX Pro
Importing and Exporting Customers & Contacts with a spreadsheet - shopVOX Pro
Transactions: New Quote + Quote Approval Process - shopVOX Pro
Database Migration Support for shopVOX - Legacy data - shopVOX Pro
Notifications: Keep your entire team up to date - shopVOX Pro
Color Picker - Saving Colors - shopVOX Pro
Transactions: What are Transactions? - shopVOX Pro
Transactions: New Sales Order - shopVOX Pro
"What's New" Feature: Your Guide to shopVOX Updates - shopVOX Pro
How Do I Cancel My shopVOX Account? - shopVOX Pro
Transactions: New Invoice - shopVOX Pro
How to Create a Quote - shopVOX Pro
shopVOX's History Tracking for Quotes, Sales Orders, Invoices, and Jobs - shopVOX Pro
Save Time with Emailed Document Templates - shopVOX Pro
Webinars in shopVOX Pro: Learn and Grow with Us - shopVOX Pro
shopVOX Express vs. Pro. Explaining the differences in Workflow - shopVOX Pro
Optimizing Quotation Efficiency: Unlocking the Power of Multiple Quantities with shopVOX - shopVOX Pro
Workflows - Quick Overview Express VS Pro - shopVOX Pro
Global Search in shopVOX - shopVOX Pro
Step Board: A Smarter Way to Track Jobs in Your Workflow - shopVOX Pro
Enhancing Security with Multi-Factor Authentication in shopVOX - shopVOX Pro
Sales - shopVOX Pro
Managing Customer and Leads
Workflow Stages and Templates Explained
Using a TV for your Job Board
Connecting shopVOX to QuickBooks Desktop: Streamlined Sync for Your Financials
How to Price Color Changes
Customer Alerts & Flags
Sales Commissions
Creating Your Own Custom Job Views
Updating a Workflow in shopVOX: A Complete Guide
Streamline In-Store Payments with with Stripe Terminal or USB Credit Card readers in shopVOX
Avalara AvaTax - Sales tax setup guide
Merge Customers
Adding new Contacts to Existing Customers
Tracking Partially Fulfilled Apparel Orders in shopVOX
Customer Contacts: Setting Primary and Billing Contacts
How to Price Color Matches
Sales Leads on Business Intelligence Dashboard
How to create Partial Invoices
Multiple Currency Add-On - How it works and setting up
Sales Leads - Sample Pipeline Setup
Sales Order States - shopVOX Pro
Reports - shopVOX Pro
Understanding Quote Statuses in shopVOX - shopVOX Pro
Managing dates on Quotes, Sales Orders, and Invoices - shopVOX Pro
Products & Pricing - shopVOX Pro
Advanced Pricing concepts
Understanding Modifiers in shopVOX: Enhancing Product Pricing Flexibility
Increasing Product Prices by a Percentage in shopVOX - PBase
A Comprehensive Guide to Ternary Operations in shopVOX
Using the Reference Field for Material Selection and Labor Charges
Understanding Pricing Levels in shopVOX
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
Products: Utilizing the "Reference" Field to Combine two References into one Click Charge
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
Adding Your Own Products - shopVOX Pro
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
Product Features - Custom Fields
Products - Pricing Type - Formulas
Product Pricing : Cost Plus
Uploading and Sending Proofs for Approval
Product Templates - How to Turn on a Product Template
Guide to Using the Panels UI in shopVOX Pro
How to Price Promotional Products
How to Price Digitizing
How to Price Direct To Garment Printing
Product Template - Add New Drop-Down Menu Configuration Window
Comprehensive Guide to Setting Up a Basic Apparel Product in shopVOX
Pricing Methods: Standard, Product, and Cost Plus Pricing
Custom Product, Template, and Code Modifiers
Accounting and Reporting - shopVOX Pro
Connecting Your Sage One Accounting to shopVOX
Transaction Numbers Settings - shopVOX Pro
Add your Payment Gateway - shopVOX Pro
Connecting to your Accounting Software
Connecting your XERO account to shopVOX
Connecting Your QuickBooks Online Account to shopVOX
Common Xero Sync Error messages explained
Integrated SAGE Promo ( promotional catalog )
Setting Up Your Account - shopVOX Pro
Accounting
Common QB Questions
Differences between USA QuickBooks Online and Non-USA QuickBooks Online
shopVOX Setup of Tax Codes for Quickbooks Canada Desktop/Online
How are Users Billed?
Five challenges to consider when setting up your Account
How to Filter MFA Email Alerts in Outlook and Gmail
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 - shopVOX Pro
Automation & Integrations - shopVOX Pro
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 Pro
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
Onboarding - shopVOX Pro
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 - shopVOX Pro
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 - shopVOX Pro
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
shopVOX Express
Getting Started with Express
Getting Started Checklist - shopVOX Express
A Guide to Creating Your First Order - shopVOX Express
shopVOX Overview - shopVOX Express
Icons and Interface Tour - shopVOX Express
How Do I Cancel My shopVOX Account? - shopVOX Express
How do I Update Our Billing Info? - shopVOX Express
Color Picker - Saving Colors - shopVOX Express
Enhancing Security with Multi-Factor Authentication in shopVOX Express
Syncing Job Line item names, on the Jobs Board - shopVOX Express
Webinars in shopVOX Express: Learn and Grow with Us - shopVOX Epxress
Setting Up Your Account - shopVOX Express
Accounting - shopVOX Express
Connecting to your Accounting Software - shopVOX Express
Connecting Your QuickBooks Online account to shopVOX Express
Quickbooks Online: Common Sync Errors - shopVOX Express
Connecting your XERO account to shopVOX - shopVOX Express
XERO accounting FAQs - shopVOX Express
Importing Your Customers and Contacts - shopVOX Express
Add your Payment Gateway - shopVOX Express
Inviting Users to Your Team - shopVOX Express
Add Your Logo and Company Info - shopVOX Express
Group and Describe Jobs with Tags - shopVOX Express
Connecting Your Sage One Account to shopVOX - shopVOX Express
Setting Roles for your Team - shopVOX Express
SMTP Settings - shopVOX Express
Created Canned Message Templates for Your Team to Use - shopVOX Express
Adding Vendors - shopVOX Express
Quote and Order Management - shopVOX Express
Adding/Updating Customers and Contacts - shopVOX Express
How to Issue Refunds and Credit Memos - shopVOX Express
Stay Organized with Notes, Tasks, and Assets - shopVOX Express
Purchasing and Receiving Blank Garments - shopVOX Express
Creating Your Own Custom Views - shopVOX Express
Roll Up Line Items to Combine Pricing - shopVOX Express
Give customer options using No total Pdf - shopVOX Express
Production Management - shopVOX Express
Track Progress with Job Statuses - shopVOX Express
Managing Job Statuses and Deadlines - shopVOX Express
Creating Jobs for Tracking Production - shopVOX Express
Using a TV for your Job Board - shopVOX Express
Creating Your Own Custom Job Views - shopVOX Express
Uploading and Sending Proofs for Approval - shopVOX Express
Products and Pricing - shopVOX Express
Golden Product - shopVOX Express
Golden Products - Booklet - with BOM - shopVOX Express
Golden Products - Business Cards - with BOM - shopVOX Express
Apparel Decoration - shopVOX Express
How to Price Graphic Design (for apparel decorators) - shopVOX Express
How to Price Screen Printing - shopVOX Express
How to Price Promotional Products - shopVOX Express
Setup pricing for blank apparel with our Vendor Catalogs - shopVOX Express
How to Price Digitizing - shopVOX Express
How to Price Color Matches - shopVOX Express
How to price apparel with Mixed Decoration - shopVOX Express
How to Price Color Changes - shopVOX Express
Integrated SAGE promotional catalog - shopVOX Express
How to price Direct To Garment printing - shopVOX Express
What are Products? - shopVOX Express
Guide to apparel decoration pricing - shopVOX Express
Setting Your Shop Hourly Rate - shopVOX Express
Adding Your Own Products - shopVOX Express
Customizing the Base Products - shopVOX Express
**Golden Products List by Global Region - shopVOX Express
Golden products - Our pre-made pricing templates and new versions - shopVOX Express
- All Categories
- shopVOX Express
- Getting Started with Express
- Getting Started Checklist - shopVOX Express
Getting Started Checklist - shopVOX Express
Updated
by Aaron Aldrich
Welcome to shopVOX Express! You have just started your new account, now what?
Well, let’s take a tour of the program. This article will be your road-map to navigating shopVOX – a guide containing a collection of articles, which will enable you to customize your account to help you manage your business.
Let’s start with the basics
- Demo of shopVOX - An entire walk-through of how the system works from start to finish
- Icon and interface tour - Here is a quick overview of what all the icons mean and the general layout of the program.
- Adding your logo and info – this information will populate on quotes and invoices you send to customers.
- Setting your Shop Hourly Rate – this will be used with any time-based Labor rates and Machine rates on our base products.
- Importing your customers and contacts – this may have been done when you launched, but this can be done if you skipped that step.
- Inviting users to your team – this will review how you add your staff to your account.
- Setting roles for your team – what level of access do you want to give each user? This shows you how.
- SMTP Settings – very important to setup, so your communications are delivered to your customers from your email server.
- Create canned Message Templates for your team to use – stop writing the same email over and over again, modify our existing templates.
- Configuring your notifications – change what notifications you get from shopVOX
- Adding new vendors – enter your vendor contact information for reference and creating Purchase orders.
Accounting and payment gateways
- How do I update our billing info?
- Connecting to your accounting software
- QuickBooks Online Setup
- Sage ONE Setup
- Xero Setup
- Add your Payment Gateway to process payments online – if you would like to setup your payment processing through shopVOX, this information will help with getting setup.
- Updating customer and contact info
Products & Pricing
- What are Products?
- Customizing the base products
- Adding your own products
- Setting up apparel Catalogs for blank garments
Production Management
- Creating jobs for tracking production
- Uploading and sending Proofs for approval
- Creating your own custom Job views
- Purchasing and receiving your blank garments
Training Resource Article
- A Guide to Creating Your First Order - this is a walk through guide taking you through the stages of quoting, converting to sales order, production tracking and proofing and ending with invoicing.
