shopVOX Pro
Getting started with shopVOX Pro
What is shopVOX? - shopVOX Pro
Getting started with shopVOX - shopVOX Pro
Your Account - shopVOX Pro
Icons and Interface Tour - shopVOX Pro
Inviting Users to Your Team - shopVOX Pro
Setting Roles for your Team - shopVOX Pro
My Profile + SMTP Settings - shopVOX Pro
Import Customers & Contacts from your Accounting software - shopVOX Pro
Adding Vendors - shopVOX Pro
How do I Update Our Billing Info? - shopVOX Pro
Setup Vendor Catalogs - shopVOX Pro
A Guide to Creating Your First Order - shopVOX Pro
Microsoft Outlook - Two Factor Authentication - shopVOX Pro
Customize your account with Add-on Features - shopVOX Pro
Importing and Exporting Customers & Contacts with a spreadsheet - shopVOX Pro
Transactions: New Quote + Quote Approval Process - shopVOX Pro
Database Migration Support for shopVOX - Legacy data - shopVOX Pro
Notifications: Keep your entire team up to date - shopVOX Pro
Color Picker - Saving Colors - shopVOX Pro
Transactions: What are Transactions? - shopVOX Pro
Transactions: New Sales Order - shopVOX Pro
"What's New" Feature: Your Guide to shopVOX Updates - shopVOX Pro
How Do I Cancel My shopVOX Account? - shopVOX Pro
Transactions: New Invoice - shopVOX Pro
How to Create a Quote - shopVOX Pro
shopVOX's History Tracking for Quotes, Sales Orders, Invoices, and Jobs - shopVOX Pro
Save Time with Emailed Document Templates - shopVOX Pro
Webinars in shopVOX Pro: Learn and Grow with Us - shopVOX Pro
shopVOX Express vs. Pro. Explaining the differences in Workflow - shopVOX Pro
Optimizing Quotation Efficiency: Unlocking the Power of Multiple Quantities with shopVOX - shopVOX Pro
Workflows - Quick Overview Express VS Pro - shopVOX Pro
Global Search in shopVOX - shopVOX Pro
Enhancing Security with Multi-Factor Authentication in shopVOX - shopVOX Pro
Sales - shopVOX Pro
Managing Customer and Leads
Workflow Stages and Templates Explained
Using a TV for your Job Board
Connecting shopVOX to QuickBooks Desktop: Streamlined Sync for Your Financials
How to Price Color Changes
Customer Alerts & Flags
Sales Commissions
Creating Your Own Custom Job Views
Updating a Workflow in shopVOX: A Complete Guide
Streamline In-Store Payments with with Stripe Terminal or USB Credit Card readers in shopVOX
Avalara AvaTax - Sales tax setup guide
Merge Customers
Adding new Contacts to Existing Customers
Tracking Partially Fulfilled Apparel Orders in shopVOX
Customer Contacts: Setting Primary and Billing Contacts
How to Price Color Matches
Sales Leads on Business Intelligence Dashboard
How to create Partial Invoices
Multiple Currency Add-On - How it works and setting up
Sales Leads - Sample Pipeline Setup
Sales Order States - shopVOX Pro
Reports - shopVOX Pro
Understanding Quote Statuses in shopVOX - shopVOX Pro
Managing dates on Quotes, Sales Orders, and Invoices - shopVOX Pro
Products & Pricing - shopVOX Pro
Advanced Pricing concepts
Understanding Modifiers in shopVOX: Enhancing Product Pricing Flexibility
Increasing Product Prices by a Percentage in shopVOX - PBase
A Comprehensive Guide to Ternary Operations in shopVOX
Using the Reference Field for Material Selection and Labor Charges
Understanding Pricing Levels in shopVOX
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
Products: Utilizing the "Reference" Field to Combine two References into one Click Charge
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
Adding Your Own Products - shopVOX Pro
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
Product Features - Custom Fields
Products - Pricing Type - Formulas
Product Pricing : Cost Plus
Uploading and Sending Proofs for Approval
Product Templates - How to Turn on a Product Template
Guide to Using the Panels UI in shopVOX Pro
How to Price Promotional Products
How to Price Digitizing
How to Price Direct To Garment Printing
Product Template - Add New Drop-Down Menu Configuration Window
Comprehensive Guide to Setting Up a Basic Apparel Product in shopVOX
Pricing Methods: Standard, Product, and Cost Plus Pricing
Custom Product, Template, and Code Modifiers
Accounting and Reporting - shopVOX Pro
Connecting Your Sage One Accounting to shopVOX
Transaction Numbers Settings - shopVOX Pro
Add your Payment Gateway - shopVOX Pro
Connecting to your Accounting Software
Connecting your XERO account to shopVOX
Connecting Your QuickBooks Online Account to shopVOX
Common Xero Sync Error messages explained
Integrated SAGE Promo ( promotional catalog )
Setting Up Your Account - shopVOX Pro
Accounting
Common QB Questions
Differences between USA QuickBooks Online and Non-USA QuickBooks Online
shopVOX Setup of Tax Codes for Quickbooks Canada Desktop/Online
How are Users Billed?
Five challenges to consider when setting up your Account
How to Filter MFA Email Alerts in Outlook and Gmail
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 - shopVOX Pro
Automation & Integrations - shopVOX Pro
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 Pro
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
Onboarding - shopVOX Pro
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
ā 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 - shopVOX Pro
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 - shopVOX Pro
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
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- Getting started with shopVOX Pro
- Optimizing Quotation Efficiency: Unlocking the Power of Multiple Quantities with shopVOX - shopVOX Pro
Optimizing Quotation Efficiency: Unlocking the Power of Multiple Quantities with shopVOX - shopVOX Pro
Updated
by Tyler MacDonald
In the fast-paced world of business, efficiency and transparency are paramount, especially during the quotation phase. Addressing this need, shopVOX offers a powerful solution that revolutionizes the quotation process. Among its many innovative features, shopVOX's built-in functionality allows for the seamless presentation of multiple quantities on a single line item within a quotation. This capability not only streamlines the quoting process but also empowers customers with transparency and choice. By displaying unit prices, manual discounts, and varying quantities, shopVOX enables customers to make informed decisions tailored to their needs and budget. Upon approval, the chosen quantity seamlessly transitions from the quote to the production phase, ensuring accuracy and efficiency throughout the workflow.
Presenting multiple quantities on the same line item in a quotation serves several purposes, mainly to provide clarity and transparency to the customer:
- Cost Comparison: Customers often want to compare the price based on the quantity they intend to purchase. Displaying multiple quantities on the same line item allows them to see the cost per unit for different quantities, enabling them to make informed decisions based on their budget and needs.
- Bulk Discounts: Many suppliers offer bulk discounts, where the unit price decreases as the quantity ordered increases. By showing multiple quantities, customers can easily identify if there are any volume discounts available. This transparency encourages customers to order larger quantities to benefit from cost savings.
- Simplified Ordering: Displaying multiple quantities on the same line item streamlines the ordering process for customers. Rather than having to navigate through various line items for different quantities, they can view all options at once, making it easier to select the quantity that best fits their requirements.
- Forecasting and Planning: Businesses often use quotations not only for immediate purchases but also for forecasting and planning future procurement needs. Seeing different quantity options allows customers to plan their inventory management and budgeting more effectively.
- Negotiation: In some cases, customers may negotiate with suppliers based on the quantity they intend to purchase. Having multiple quantities listed on the quotation facilitates negotiations as both parties can clearly see the pricing structure for different order volumes.
In summary, displaying multiple quantities on the same line item in a quotation provides customers with transparency, flexibility, and the ability to make well-informed decisions based on their specific needs, budget, and purchasing preferences
Configuring a Product to Accommodate Multiple Quantities in Quotations
Before delving into the mechanics, it's crucial to grasp that the ability to set multiple quantities is a feature tied to individual Products and isn't universally applicable. Since this functionality operates at the Product level, all inherent characteristics of the Product remain intact. It's strongly recommended to exercise discretion when enabling this feature, particularly for Products with complex pricing structures, as unforeseen outcomes may arise. Thus, it's imperative to emphasize the importance of commencing with a simple Product for testing purposes to gain firsthand insight into its functionality. Subsequently, you can gradually extend this capability to other Products once you've familiarized yourself with its nuances.
- From the top menu bar click on Settings
- From the left hand side choose "Products"
- Choose the Product you want to associate with Multiple Quantities, for this example I made up a Product called "Square Foot Print - Multiple Quantity Example". You will see this available on all of your Product. It's advisable to begin with a straightforward selection for your initial exploration.
- Enable the "Allow Multiple Quantity on the Quote" option by checking the box
- Now that "Allow Multiple Quantity on the Quote" is enabled, we can proceed to test it out on a Quote.
Testing our Product with "Allow Multiple Quantity on the Quote" option turned on
- Lets generate a new Quote, fill in your details and click "Save & Add First Line Item"
- From the Quote Screen lets "Add New Line Item"
- For this example I am using the example product I made called "Square Foot Print - Multiple Quantity Example". You would use your own product.
- Input the required size. The initial quantity for this example will remain at 1. Then, click on "+Add New Quantity" to include additional quantities.
- The result is displayed below, showcasing quantities of 1, 25, 50, 75, and 100. Feel free to use any value that suits your needs.
- To apply a discount to each item, navigate to the Unit Discount field and input the percentage discount for each quantity.
- The result is displayed below, showcasing discounts of 0, 5, 10, 15, and 20 percent. Feel free to use values that suit your needs.
- You can include a description instructing the customer to choose a quantity for production upon quote approval
- To see how the quote with multiple quantities appears to the customer, just click the "Download PDF" button.
- This is how the Quote with the Multiple Quantities will show on the PDF
- Send the Quote for Approval using the "Send Review Email" feature
Transitioning Quotes with Multiple Quantities into Sales Orders
Once the customer has reviewed and approved the quote, the next step is to transition it into a sales order..
- From the Blue Action Button select Convert: To Sales Order
- On the following screen you are required to specify the quantity to be transferred to the sales order. Simply choose the desired quantity and proceed by clicking "Convert to Sales Order."
- Upon reviewing the converted sales order, you'll find the quantity you selected displayed as the final line item for that order
- From this point you can treat this like any other Sales Order
shopVOX's capability to display multiple quantities on the same line item in a quotation represents a significant leap forward in efficiency, transparency, and customer empowerment within the business realm. By leveraging this innovative feature, businesses can streamline their operations, enhance customer satisfaction, and ultimately drive growth in today's competitive market landscape.
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