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
- Divisions
- Divisions: Unlock the Power of Organization with shopVOX Divisions Add-On
Divisions: Unlock the Power of Organization with shopVOX Divisions Add-On
Updated by Tyler MacDonald
In the ever-evolving landscape of business management, keeping your operations streamlined and efficient is paramount. Enter the shopVOX Divisions Add-On, an innovative tool designed to elevate your organizational capabilities and enhance workflow precision. Whether you’re managing multiple locations, different departments, or various project types, the Divisions Add-On provides a seamless solution to segment and optimize your business processes.
What is the Divisions Add-On?
The Divisions Add-On is a versatile feature within shopVOX that allows you to create distinct divisions within your account. These divisions can represent various branches of your business, different departments, or any other segmentation that aligns with your operational structure. By compartmentalizing your business activities, you gain greater control, enhanced reporting capabilities, and improved workflow management.
Key Features and Benefits
- Customizable Divisions:
- Tailored Segmentation: Create divisions that mirror your business structure, whether by location, department, or project type.
- Distinct Settings: Customize settings for each division to meet specific needs, including pricing, tax rates, and user permissions.
- Improved Workflow Management:
- Streamlined Operations: Assign tasks, projects, and resources to specific divisions to maintain a clear and organized workflow.
- Efficient Resource Allocation: Allocate resources such as staff, equipment, and materials to the appropriate division, ensuring optimal use and reducing waste.
- Scalability:
- Adaptable Growth: Easily scale your business by adding new divisions as your company expands, ensuring that your organizational structure evolves with your needs.
- Flexible Integration: Integrate seamlessly with other shopVOX features to create a cohesive and comprehensive business management solution.
Understanding the Limitations of the Divisions Add-On
Unified Accounting with Divisions Add-On
The Divisions Add-On does not support maintaining separate sets of accounting books for each division, company, or brand. If your business requires individual accounting records for each segment, this add-on may not meet your needs. You can only link one QuickBooks or Xero account to a single shopVOX account. To manage separate accounting files, you will need to create individual shopVOX accounts for each division. For more information, please contact our support team.
Irreversible Activation
Before activating the Divisions Add-On, ensure it is the right fit for your business needs. Once you activate the Divisions feature, it is not possible to revert to a non-division account. This is due to the changes made in the database to accommodate divisions, which cannot be undone. Therefore, careful consideration is necessary before proceeding with this add-on.
For further assistance or detailed information, please reach out to our support team.
Pricing for the Divisions Add-On
The Divisions Add-On allows you to create distinct divisions within your shopVOX account, effectively treating each division as a separate instance of shopVOX. This ensures all your operations are centralized in one place without the need to switch between multiple accounts.
Each division is priced similarly to having an additional Pro account, but with the convenience of centralized management. For detailed pricing information, please visit shopvox.com/pricing.
Here's a simplified breakdown:
- Each division is priced at a standard rate.
- Users who are part of multiple divisions receive a discounted rate for additional divisions.
For example:
- If you have a Pro account with 3 users (Division A), your monthly total is calculated based on the standard rate.
- When you add a new division (Division B) with one new user and one existing user, the pricing adjusts to include the new division and the discounted rate for the user in both divisions.
This approach allows you to scale your business efficiently while keeping all your operations under one cohesive system. For specific pricing details and calculations, please refer to shopvox.com/pricing.
How to Get Started
Getting started with the Divisions Add-On is straightforward. Simply reach out to billing@shopvox.com to activate the Divisions Add-On in your account. Once activated, navigate to the Divisions section in your settings.
- Go to Settings
- From the left side select "Divisions"
- Click "+Add New Division"
- Fill in the Business Name, Description and logo
- Enter the business address
- Enter Contact and Business Information
- You can customize the Terms and Conditions for Quotes, Sales Orders, Invoices, and Purchase Orders specific to each Division. Additionally, you can set a custom standard Signature for emails.
- View the users in the Division at the bottom of the screen
- You add users to the Division by clicking "+Add User to Division", and assign a unique email address
- Configure Job Board Views by Division. There are various ways to set up these views. You can name them by individual Division or combine multiple divisions into a single view.
- When creating Quotes, Sales Orders, and Invoices, you will have the option to select the desired Division.
- When downloading or emailing Quotes, Sales Orders, or Invoices, they will be branded with the specific Division's branding.
- Creating Copies of a Quote, Sales Order or Invoice allow you to pick what Division
- Transaction screens such as Quotes, Sales Orders, and Invoices, can be configured to show the Division
The shopVOX Divisions Add-On is a powerful tool designed to enhance your business management by allowing precise segmentation and streamlined workflows. This feature is particularly beneficial for businesses managing multiple locations, departments, or project types, providing greater control and improved reporting capabilities. By customizing divisions to align with your operational structure, you can ensure efficient resource allocation and scalable growth.
However, it's essential to consider the limitations, such as the inability to maintain separate accounting books for each division and the irreversible nature of activating the Divisions feature. These factors necessitate careful evaluation to ensure the add-on aligns with your business needs.
The pricing model of the Divisions Add-On is designed to offer flexibility and convenience, centralizing operations while providing cost-effective scalability. For those ready to implement this feature, the setup process is straightforward, and our support team is available for assistance.
By integrating the Divisions Add-On, you can achieve a more organized and efficient business structure, tailored to meet the unique demands of each division within your company. Embrace this innovative solution to elevate your operational capabilities and drive your business forward.