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
- Products & Pricing
- Basic Pricing concepts
- Pricing Methods: Standard, Product, and Cost Plus Pricing
Pricing Methods: Standard, Product, and Cost Plus Pricing
Updated by Tyler MacDonald
shopVOX provides users with a range of pricing methods tailored to suit diverse business requirements. Upon logging into your shopVOX account for the first time, the system is configured to employ Standard Pricing mode as the default setting. However, upon request, either your designated Coach or the Billing department can activate alternative pricing methods such as Product Pricing or Cost+ Pricing. Each of these methods offers distinct strategies for accurately pricing your products:
- Standard Pricing Mode: This is the default setting in shopVOX. It allows users to set up pricing templates based on material, labor, and machinery costs, with customizable markups for each component. Standard Pricing provides flexibility and control, enabling businesses to adjust pricing strategies based on specific project requirements and market conditions.
- Product Pricing: With Product Pricing, users can establish fixed prices for their products regardless of the individual components selected. This method is ideal for businesses offering standardized products with predetermined prices, simplifying the quoting process and providing consistency for both the seller and the customer. Product Pricing ensures uniformity and predictability in pricing, streamlining operations and enhancing customer experience.
- Cost+ Pricing: Cost+ Pricing calculates the selling price of a product by adding a markup to the total cost of all components, including materials, labor, and machinery. This method allows businesses to ensure profitability by incorporating desired profit margins into the pricing structure. Cost+ Pricing is suitable for businesses seeking to recover costs and achieve specific profit targets while maintaining transparency and competitiveness in the market.
Switch between Pricing Methods
To switch between pricing methods in shopVOX, follow these simple steps:
- Navigate to Product Configuration: Go to any product within your shopVOX account.
- Access Pricing Settings: Once on the product page, locate and click on the "Configure Pricing" tab or section. This tab is where you can adjust pricing settings for the selected product.
- Select Pricing Method: Within the Pricing tab, you'll find a dropdown menu labeled "Pricing Method." Click on this dropdown menu to reveal the available pricing options.
- Choose Pricing Method: From the dropdown menu, select the desired pricing method based on your requirements. The available options typically include "Standard," "Product Price," and "Cost Plus."
Exploring the Various Pricing Methods
Standard Pricing:
Standard Pricing, the default method in shopVOX, offers a balance between Cost+ and Product Pricing. With this method, businesses can set rates for materials, labor, and machinery, with the final price calculated based on these rates and the specified markups. Unlike Cost+, Standard Pricing enables businesses to tailor markups for individual components, providing greater control over pricing strategies.
- For this example, Turn on "Product Template"
- Ensure your Product Pricing Method is set to "Standard"
- Add in your modifiers and drop down menus. In this example my drop-down menus contain materials that have Cost, Markup, and Price setup
- Use this product in a transaction. From a quote add in the Product, and fill in the Width and Height, and pick your materials
- Click on "Pricing Breakdown" to see the "Standard Pricing" method applied
- In this example, the materials selected have a Cost, Markup, and Final Price per Square Foot being sold to the customer
The Standard Pricing Method enables you to comprehensively factor in the costs of labor, machinery, and materials, including their respective markups. This ensures that the selling price to your customer is not only competitive but also yields a profitable margin.
Product Pricing
Product Pricing involves setting a fixed price for an item irrespective of the specific components chosen. This method is particularly common in industries where customers can customize products by selecting various components. The fixed price remains consistent regardless of the choices made, providing simplicity and predictability for both the seller and the buyer.
- For this example, Turn on "Product Template"
- Ensure your Product Pricing Method is set to "Product Price"
- Because we are using the Product Pricing Method, we need to enter in a Price for the Product. For this example I am using $20.00 Each. This means that no matter what the Width, Height, or Materials the Price will always come out to $20.00
- Add in your modifiers and drop down menus. In this example my drop-down menus contain materials that have Cost, Markup, and Price setup
- Use this product in a transaction. From a quote add in the Product, and fill in the Width and Height, and pick your materials. Notice that the Price remains at $20.00. This means that no matter what the Width, Height, or Materials the Price will always come out to $20.00
Cost+ Pricing
Cost+ pricing, a long-standing method, calculates the price of an item by starting with the total cost of all components (material, labor, machinery) and adding a predetermined markup to ensure a desired profit margin. This method allows businesses to set prices based on both production costs and desired profitability.
For example, if the total cost of components amounts to $100 and a 50% markup is applied, the selling price would be ($100 + 50% of $100), resulting in a selling price of $150. In essence, Cost+ pricing ensures that the selling price reflects both the production cost and the desired profit margin.
- For this example, Turn on "Product Template"
- Ensure your Product Pricing Method is set to "Cost Plus", and enter the markup. For this Example I am using a Markup of 150.
- Add in your modifiers and drop down menus. In this example my drop-down menus contain materials that have Cost, Markup, and Price setup
- Use this product in a transaction. From a quote add in the Product, and fill in the Width and Height, and pick your materials. Notice that the Price will be the Cost + the Cost x 150
- In this Example. Unit Cost is $83.07. Markup is $124.61 ( 150%). Add the two values together $83.07(Cost) +$124.61 ( Markup of %150) = $207.68
- Expand "Pricing Breakdown" to see the details.
In summary, while Cost+ Pricing emphasizes cost recovery and profitability, Product Pricing offers simplicity and consistency, and Standard Pricing provides flexibility and control over pricing structures. Each method serves different business needs, catering to a variety of pricing strategies within the shopVOX platform.