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
Importing and Exporting Customers & Contacts with a spreadsheet
Transactions: New Quote
Notifications: Keep your entire team up to date
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
Service Job: Streamline Your Workflow with shopVOX's New Service Job Feature
How to Create a Quote
shopVOX's History Tracking for Quotes, Sales Orders, Invoices, and Jobs
Save Time with Emailed Document Templates
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
Quote States
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
Unlocking Efficiency: Harnessing System Variables and References to Create a Click Charge
Undertanding Sell/Buy Ratio in shopVOX
Product Templates - Custom Formula Logic
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
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
Integrated SAGE Promo ( promotional catalog )
Golden Products
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
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
Xero
Connecting to your Accounting Software
Sales Commissions
Streamline In-Store Payments with USB Credit Card Swipers in shopVOX
Avalara AvaTax - Sales tax setup guide
Differences between USA QuickBooks Online and Non-USA QuickBooks Online
How to create Partial Invoices
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"
Automation & Integrations
Shipping
APIs
How does an API work?
What is JSON?
I'm having an issue with the shopVOX APIs. Who do I contact?
Does shopVOX do custom development?
shopVOX API
What is an API?
Does shopVOX integrate with Salesforce?
How do I build my own custom integration?
Setting up Mailchimp Integration in shopVOX
Does shopVOX integrate with Microsoft Project?
API and Webhooks integration feature
shopVOX Go! App
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
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?
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
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
Ecommerce - Shopping Cart
Inventory
Divisions
Vehicle Wrap
Amazon S3 Storage
- All Categories
- Getting started with shopVOX
- shopVOX Express vs. Pro. Explaining the differences in Workflow
shopVOX Express vs. Pro. Explaining the differences in Workflow
Updated by Tyler MacDonald
shopVOX Express has a simplified Workflow in comparison to shopVOX PRO. This article will explain those differences so that you can have a better understanding.
shopVOX Express - Workflows - Job Status + Tags
There is one Workflow in shopVOX Express. The Workflow contains all the Job Statuses.
A Job Status indicates to everyone on your team where a job is during its life cycle. The status of a job is updated on the Job Board as it moves through your facility.
The picture below is of a shopVOX Express Job Board. You can customize the shopVOX Express job board to show you the Job Status and Tags for all your Jobs.
Tags allow you to add an extra piece of information that you may commonly use. In the image above for Sales Order 1001, the Status is “On Hold,” and the Tag is “Order Material.” You can add as many tags to a job as you'd like.
Users of shopVOX Express can Add, Delete, Rename, and Reorder Job Statuses + Tags. Simply click on Settings, then Workflow to see and edit your Job Statuses and Tags.
Need more than Job Status? We have a solution for you
If you have a more extensive shop or have more complexities in your jobs than this simplified Workflow provides, then shopVOX PRO is likely a better fit for your team.
With shopVOX PRO, Workflows are fully customizable, as outlined below.
shopVOX PRO -Workflows, Stages, Templates + Tags
shopVOX PRO has a much more robust and powerful set of Workflow features and tools, allowing for full flexibility and customization.
shopVOX PRO is recommended for users who have more complex jobs and who need to see more detail when looking at their Job Board.
Don't worry. When you first migrate from Express to Pro, your Job Statuses will be intact. When the time is right and you feel comfortable, we will enable customizable Workflows in your shopVOX PRO account.
Users can configure the shopVOX PRO Job Board to include aspects of the Workflow that are not available in the Express version.
See the image below showing the Running Stages, Workflow Template, Running Steps, Workflow, and Tags in shopVOX PRO.
A greater level of detail can be understood when looking at the shopVOX PRO Workflows on the PRO - Job Board.
In shopVOX PRO, you have the freedom to set up a Workflow any way you'd like, and includes the following.
- Editable Workflow Stages: Includes Pre Production, Production,+ Post Production
- Unlimited Workflow Templates: Templates are used to track your Jobs progress.
- Make as many steps as you need at each Workflow Stage. Create different Workflow Templates with unique workflow Steps for all the different processes in your facility. Here is an example of a Print Workflow.
- Users: Assign individual users to any step within your Workflow Template
- Scheduling Users: This is a special type of user you leverage to add even more functionality to your job board. ( This is not a user with a password )
- Tags: Useful in infinite ways, Tags allow you to add information you would use commonly on the fly. shopVOX PRO comes with Embroidery, Vinyl Graphics, Screen Printing, Vehicle Wrap, Sign Panel, and Outsourced Tags. Add, Delete, Rename, and Reorder Tags.
- Job Board: The shopVOX Pro job board can be customized by you to include all your Running Stages, Workflow Template, Running Steps, Workflow, and Tags.
shopVOX Express VS Pro. Which one is right for you?
The decision is yours and depends on the type of facility you are running. Many users use Express, and it fits perfectly for their needs. Typical use is in one or two-man shops and is on a smaller scale.
Those with more extensive facilities, more users, and more complex jobs, typically gravitate to a system like shopVOX PRO, which is full-featured and robust with a more powerful set of Workflow tools. shopVOX PRO Workflows are meant for users to create workflows as versatile as the jobs they produce.