Getting started with shopVOX
What is 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
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
Enhancing Security with Multi-Factor Authentication 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
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
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
Tracking Partially Fulfilled Apparel Orders in shopVOX
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
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
Understanding Modifiers in shopVOX: Enhancing Product Pricing Flexibility
Workflow Stages and Templates Explained
Product Features - Custom Fields
Products - Pricing Type - Formulas
Product Pricing : Cost Plus
Increasing Product Prices by a Percentage in shopVOX - PBase
Understanding Pricing Levels in shopVOX
Updating a Workflow in shopVOX: A Complete Guide
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
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
- All Categories
- Getting started with shopVOX
- What is shopVOX?
What is shopVOX?
Updated by Tyler MacDonald
shopVOX is an all-in-one, cloud-based shop management software built specifically for custom manufacturing businesses such as print, sign, and apparel shops. It’s designed to simplify operations, enhance efficiency, and provide a seamless way to manage every aspect of your business. From quoting and production to customer management and accounting, shopVOX serves as a centralized platform that helps you stay organized, scale your business, and focus on delivering exceptional results.
Core Purpose of shopVOX
In today’s fast-paced and competitive markets, custom manufacturers face unique challenges: managing complex workflows, pricing variable products, coordinating teams, and ensuring top-notch customer satisfaction. shopVOX addresses these challenges by automating repetitive tasks, reducing manual errors, and integrating key processes into one unified system. Whether you're just starting or managing a well-established business, shopVOX adapts to your needs and grows alongside your company.
Key Features and Capabilities
1. Dynamic Quoting and Pricing
shopVOX simplifies the process of generating quotes for custom products. Its customizable pricing templates allow businesses to:
- Offer accurate pricing based on unit, square footage, or other dimensions.
- Adjust pricing for options like rush jobs, special materials, or complex designs.
- Ensure consistency and transparency, enabling your team to provide quotes confidently.
2. Job and Workflow Management
Efficiently track and manage every stage of your production process:
- Visualize job progress on dynamic job boards.
- Assign tasks to team members and set deadlines.
- Monitor resource allocation to ensure projects stay on time and within budget.
3. Customer Relationship Management (CRM)
Build and maintain strong customer relationships with:
- Tools to track customer communication and order history.
- Automated follow-ups to nurture leads and boost repeat business.
- Personalized workflows to enhance customer satisfaction.
4. Online Proofing and Approvals
Speed up project approvals and reduce errors with:
- A digital proofing system that allows clients to review, comment, and approve proofs online.
- Real-time updates to notify clients and your team when changes are made.
- A streamlined approval process to keep jobs moving efficiently.
5. E-commerce and Online Sales
Take your business online with shopVOX’s robust e-commerce features:
- Create custom webstores for team orders, especially useful for apparel businesses.
- Simplify pricing and ordering for customers with user-friendly online interfaces.
- Integrate with your existing processes to minimize disruptions and maximize reach.
6. Accounting and Financial Management
Save time and eliminate errors by integrating with popular accounting tools like QuickBooks, Xero, and Sage:
- Automatically sync invoices and transactions.
- Track profitability by job, product, or customer.
- Generate financial reports to gain valuable business insights.
7. Real-Time Collaboration
With its cloud-based design, shopVOX enables team collaboration from anywhere:
- Share updates on job status, deadlines, and tasks.
- Enable remote access for team members or managers.
- Provide mobile-friendly interfaces for quick updates and approvals on the go.
8. Vendor Management
Stay in control of your materials and supplies:
- Manage vendors and materials directly from the platform.
- Automate purchase orders based on job requirements.
Who Can Benefit from shopVOX?
shopVOX is ideal for a range of industries and businesses:
- Print Shops: Manage large-format printing, screen printing, and more.
- Sign Makers: Quote, design, and track projects like banners, vehicle wraps, and signs.
- Apparel Shops: Simplify custom apparel production with tools for team orders, embroidery, and DTG printing.
- Custom Manufacturers: From CNC machining to laser cutting, shopVOX handles custom pricing, workflows, and orders.
Why Choose shopVOX?
Efficiency at Its Core
shopVOX eliminates the need for juggling multiple tools or spreadsheets. Its intuitive interface brings all your processes under one roof, allowing your team to focus on what matters most: delivering high-quality products.
Adaptable and Scalable
Whether you’re a startup or an enterprise, shopVOX grows with you. Its modular design means you can add features as your business expands, ensuring you always have the tools you need.
A Community of Support
With built-in guides, tutorials, and a vibrant community of users, shopVOX ensures you’re never alone in navigating its system. Dedicated support is also available to help with setup and troubleshooting.
Automation that Drives Results
shopVOX’s automation capabilities reduce manual errors and save valuable time, helping you fulfill orders faster and with greater accuracy.
The Future with shopVOX
Imagine a future where every aspect of your business runs smoothly and efficiently. shopVOX isn’t just software; it’s a partner in your success. From automating tedious tasks to providing data-driven insights, shopVOX empowers businesses to focus on growth, creativity, and customer satisfaction.