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
- Add Ons
- Ecommerce
- Ecommerce - Shopping Cart
Ecommerce - Shopping Cart
Updated by Tyler MacDonald
Ecommerce - Shopping Cart
The ecommerce add-on includes a highly sought-after feature known as the Shopping Cart. This powerful tool is an all-in-one online store, providing a seamless experience for customers to browse and purchase your standard offerings. Its primary purpose revolves around selling your company's products to anyone visiting your store's website. With the Shopping Cart, you can effortlessly showcase your product catalog and enable visitors to purchase, expanding your reach and boosting sales easily.
How to enable ecommerce
To initiate the process of adding the e-Commerce 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 your Shopping Cart
The shopping cart information for your online store is securely hosted on our shopVOX servers. When you create a shopping cart, you will create a unique URL, which you can then add to your website. The URL is generated from the shop slug field and will have the extension ".shops.shopvox.com". This ensures that customers can easily access and interact with your shopping cart, providing a seamless shopping experience.
Click on the settings tab on the top right, then go to the E-commerce option on the left side, and let's configure the Shopping Cart
- A Shop Slug is the name you will see before the ".shops.shopvox.com", for this example, let's use "cart", then click the green "Save Ecommerce Settings" buttonBe aware! Use only lowercase letters with no spaces for your slug. Anything other than that will result in an error
- After you save the settings your slug will update, and you can even click the Preview button to see the result, which will be empty for now.
- Continuing down the Elements tab you can choose your logo, and logos positions, as well as how the menu is positionedNote for this example we are leaving all the settings as is but will be uploading the shopVOX logo
- Click "Allow Banner" to enable the banner feature, then Add New Banner, to add images with text as your bannerA Banner is the classic Image and text you see on most websites at the top of the page, underneath the header, that helps identify what your brand is. Selecting flattering images, and provide simple text to your customers
- Adding banner details is simple. Fill in a Title, Description, Text Position and Font Color. Click Choose File to upload the Image you want to use. Then click save banner. See the example below .Add in a few images for variety. Its best practice to keep it simple. Less is more, and a good image speaks volumes.
- In the example we have added in four images, with Titles, Descriptions, Text position, and Font Color. You can see the previews on screen.Please note, that the previews are not the exact representation of what you will see on screen. This is because the shopping cart is responsive and will adjust for different screen sizes and devices.
- Add in your Social Media Links. We offer Facebook, Instagram, and YoutubeYour social media links, will show up on the bottom right of the footer on the shopping cart page.
- A footer, sits at the bottom of the shopping cart. Fill it in with a final message.
- The "Allow Custom Elements" check box, is meant for custom HTML + CSS, and will be covered in a future article. Fill in all your settings in the Elements tab not forgetting to click "Save Ecommerce Settings" before you proceed further.
- Customize the Colors of the shopping cart. Adjust Main, Header, Footer background colors, as well as other various colors.Remember when you make changes to the shopping cart, to click "Save Ecommerce Settings" before you Click the blue Preview button
- If you haven't already now is a good time to "Preview" the shopping cart by clicking the blue Preview Button, after you have clicked "Save Ecommerce Settings"Make changes, click "Save Ecommerce Settings" then the blue Preview button regularly to see the final output of your configuration
Adding Products to Your Shopping Cart
Once the shopping cart setup is complete, it's time to incorporate products for customers to buy. To do this, just navigate to the "Products" tab and add the specific items you want customers to purchase.
- Your Products can be added by clicking on the "+Add products to Shopping Cart"
- Then select the Product from the Drop down menu and Click Add Product
- For this example, we added eight of the Wall Art - Abstract productsNote: Adding a product to the Shopping Cart will automatically set the shopping cart flag within the Product itself.
- Inside a Product that has ecommerce enabled, you will find all ecommerce settings in the Advanced Settings Tab. You can add any Product to the shopping cart from within the product as well as from the Ecommerce screen.
- The Category that a product is grouped into, becomes a tab on your Shopping Cart web page. This allows you to control the amount of tabs, and the naming of them.ttt
- Click Save Ecommerce Settings, and then the blue Preview Button at the top to review our Shopping Cart web page.With a clean responsive design, you can create beautiful looking Shopping Carts
- Clicking on any of the Products will take you to the product order screen. For this example, let's will click on Wall Art - Abstract 001Its Important to note that the functionality of your Product within shopVOX will remain the same in the Shopping Cart, regardless of how it is built.
- After selecting a Product from the Shopping Cart, choose Size, Material, Frame, and Hardware options, which determine the Price. Clicking "Add to Cart" allows us to view the order in the Shopping Cart by clicking on the shopping cart icon located at the top right of the header.
- This is how the order looks in the shopping cart. Next, we will click "Continue To Payment"
- Clicking "Continue to Payment" will bring a customer to the Checkout Page where they will have to enter in the information to process the order
- Next enter the Payment InformationAfter all the Payment Details are filled in, select Make Payment, then continue to confirmation
Adjust Products position in shopping cart
It is easy to adjust the order of your products in shopping cart.
- See this image.Notice how the products are in a specified order 7,6,3,2
- To rearrange products, into the order you wish. From the Ecommerce tab, click on Products, and drag and drop your products from the right hand side into any order you desire. For this example we will put back into order 1,2,3,4,5,6,7,8
- When you click on Preview, you will see the products in the new order.
Custom Elements
With shopping cart you have the option to add in your own code snippets. You can click "Allow Custom Elements"
After clicking you will see Custom Header and Foot HTML and CSS Code
You can experiment with your own Header and Footer HTML and CSS.
{{voxCartButton}}
{{voxSearchBar}}