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
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
Product Templates - How to Turn on a Product Template
Unlocking Efficiency: Harnessing System Variables and References in shopVOX for Streamlined Product Creation
Undertanding Sell/Buy Ratio in shopVOX
Product Templates - Custom Formula Logic
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 )
Managing Your Product Catalog with shopVOX
Workflow Stages and Templates Explained
Product Pricing - Round to 2 or 4 Decimal places
Products shopVOX Golden Products
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
Product Pricing: Material Wastage Calculator
Product Templates - Using System Formulas
Product Templates - User Created Formulas - Adding a Double side check box
Product Features - Custom Fields
Product Pricing : Cost Plus
Product Templates & Formulas Explained
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
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: Editing the User Interface
Common Questions About Users
Flagging a user as a "Sales Rep"
Automation & Integrations
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
Amazon S3 (Simple Storage Service) - shopVOX Add-On
Amazon S3 (Simple Storage Service) - Amazon S3 Pricing
Amazon S3 (Simple Storage Service) - What is it?
- All Categories
- Products & Pricing
- Product Templates & Formulas Explained
Product Templates & Formulas Explained
Updated by Tyler MacDonald
Ensure the Product you are working with has the "Add Product Template" check box selected
Once that is checked, we will focus on the Product Template that appears at the bottom of the screen. Scroll to the bottom, and let's review the options.
The Product Template Contains
- Pricing Method
- Markup percent
- Modifiers
- Dropdown Menus
- Default Items
A Product Template allows you to create customized functionality to affect the calculated price. You can use built-in system formulas or user-created formulas inside the Product Template to contribute to the overall price of a product. The following explains each part of the Product Template.
Pricing Method
There are several pricing methods common to shopVOX. Below is a brief description of what they are.
Standard Pricing: The final price is calculated based on materials, labor, machine rates, and the individual markup of these components
Product Pricing: The final price is set by you. All other factors such as materials, labor, machine rates, and markup are ignored.
Cost+: The final price will be calculated based on the cost of your materials, labor, and machine rates added to a percentage you priced for Markup Percent. Example: If material, labor, and machine rates total $100, and you want to mark up this cost by 50%, then your selling price will be $150.00 ($100+50%*$100)
Markup Percent
The percentage you would like to mark your product up by. This only works for Cost +
Modifiers
Boolean: A boolean checkbox. For example, a boolean named "Double-Sided" is used for double-sided printing and affects the price when checked.
Numeric: Any numeric value. For example, a numeric named "Number of Colors" states how many colors will print and affects the price by the value entered.
Range: A numeric range of values. For example, a number range named "Number of Boxes" with a minimum of 1 and a maximum of 10. This allows a user to move a slider to increase the "Number of Boxes" from one to ten and will increase the price accordingly
Dropdown Menus
Materials: Create drop-down menus allowing users to select materials. The materials selected can be used in a formula that contributes to the overall price.
Labor: Create drop-down menus allowing users to select types of labor on a job. The labor selected can be used in a formula that contributes to the overall price.
Machine Rates: Create drop-down menus allowing users to select types of machine rates on a job. The machine rates selected can be used in a formula that contributes to the overall price.
Default Items
Materials: Create hard-coded material charges that a user does not select. Default material charges can be used in a formula that contributes to the overall price.
Labor: Create hard-coded labor charges that a user does not select. Default labor charges can be used in a formula that contributes to the overall price.
Machine Rates: Create hard-coded machine rates that a user does not select. Default machine rates can be used in a formula that contributes to the overall price.
Formulas
System Formulas
System formulas are built into shopVOX and work in conjunction with your product template. You cannot edit a System Formula, but you can select it as an option and work with it inside of your Product Template. The following is a list of system formulas.
Formal Type | Formula |
Area | (Width*Height) |
Area_in_sqyd | Width_in_yards*Height_in_yards |
Cylindrical_Surface_Area | (2*3.14159)(radius+height) |
Cylindrical_Surface_Are_in_sqyd | ((2*3.14159)(radius+height))/9 |
Cyl.Vol | 3.14159*(radius*radius)*height |
Height | Height |
Height_in_yards | Height_in_yards |
Length_in_yards | Length_in_yards |
Perimeter | 2*(Width+Height) |
Perimeter_in_yards | 2*(Width_in_yards+Height_in_yards) |
Volume | Width*Height*Depth |
Width | Width |
Width_in_yards | Width_in_yards |
User-Created Formulas
You can use your own formulas instead of the built-in system formulas. You will need to know what it is you would like to calculate and plan for the appropriate Modifiers, Drop-Downs, or Default items.