Getting started with shopVOX
Getting started with shopVOX
Welcome to the "Getting Started with shopVOX" guide. The purpose of this comprehensive guide is to acquaint you with the shopVOX interface and provide you with the necessary information to effectivel…
Your Account
Customizing your shopVOX account to reflect your company's information and preferences is a straightforward and efficient process. Upon signing up, you can effortlessly incorporate your company's log…
Icons and Interface Tour
shopVOX comprises two primary components that contribute to its functionality: 1. Menu Bar: Located at the top of the interface, the Menu Bar provides a range of options for navigation and selection.…
Inviting Users to Your Team
To expand your account's user base, please follow the instructions outlined below: 1. Access your account settings: Log in and navigate to the settings section. This is typically located in the upper…
Setting Roles for your Team
Manage User Permissions with Roles. To enhance security and customize user experiences, shopVOX provides the ability to assign specific Roles to each user. By assigning Roles, you gain control over u…
My Profile + SMTP Settings
Click your profile on the top right corner to get started User Picture : Drag and drop a picture to use as an Avatar in the system. User Info : Fill in your Name, Email, a Phone number. Email Signatu…
Import Customers & Contacts from your Accounting software
Efficient Customer Management with shopVOX. When getting started with shopVOX, you have the convenience of entering your customer information directly into the system. While this can be time-consumin…
Adding Vendors
It's easy to add a Vendor or Supplier to your shopVOX account. Adding Vendors. Head over to the top right-hand screen and click Settings. On the left-hand side you will see Vendors - click the link.…
How do I Update Our Billing Info?
Please be aware that our billing system requires a valid credit card for subscription purposes. As credit cards expire, occasional updates to your billing information may be necessary. For any urgent…
Connecting Your Sage One Accounting to shopVOX
One of the benefits of having a shopVOX account is the ability to synchronize your customer data to your SAGE accounting software. This means that all information related to your customers, including…
Transaction Numbers Settings
shopVOX order numbers are created only by shopVOX itself. Other systems, like a Shopify Sales Order, can't change or determine the shopVOX order number. Or any other transaction number. It's all done…
Add your Payment Gateway
Seamless Payment Processing with Integrated Payment Gateways. To facilitate swift and hassle-free payment transactions, shopVOX seamlessly integrates with various payment providers. By leveraging the…
Adding Your Own Products
Are you looking to add custom products to your shopVOX account? It's easy! In fact, there are two ways to create custom products to fit your unique needs. The first way is to create a custom product…
Setup Vendor Catalogs
shopVOX supports several vendor catalogs with generic costs & pricing, however you can setup your own markups and discounts to suit your business. These catalogs integrate with the Apparel UI pricing…
A Guide to Creating Your First Order
Congratulations on setting up your new shopVOX account! You're ready to get started and we love your enthusiasm. So, where do you begin? We will guide you through the essential steps of creating a qu…
Microsoft Outlook - Two Factor Authentication
If you are using Microsoft Outlook, and your company has turned on Two Factor Authentication (2FA), you will likely need to create an App password that will be used in place of your current password…
Customize your account with Add-on Features
Every business is unique, with distinct processes that set it apart. At shopVOX, we recognize this individuality and have developed a suite of add-on features tailored to enhance your operations. Eac…
Importing and Exporting Customers & Contacts with a spreadsheet
Importing and Exporting Customers & Contacts. shopVOX is a comprehensive business management software designed for custom manufacturers, sign shops, and print shops. One of the essential features of…
Transactions: New Quote
In the world of shopVOX, transactions are the heartbeat of business activity, representing exchanges of goods, services, and payments. At its core, transactions encompass various actions like creatin…
Database Migration Support for shopVOX - Legacy data
Migrating customer data to shopVOX can streamline your transition and help you retain valuable information. We offer migration services for customer databases from systems like QuickBooks (Desktop &…
Notifications: Keep your entire team up to date
Configure Notifications for Enhanced Communication in shopVOX. In shopVOX, you have the ability to configure Notifications, a valuable feature that keeps individuals or designated groups informed abo…
Color Picker - Saving Colors
In shopVOX, having a consistent and customizable color palette can streamline tasks across various workflows. The Color Picker feature allows users to define, save, and reuse custom colors across dif…
Transactions: What are Transactions?
In shopVOX, a transaction typically refers to any activity or operation that involves the exchange of goods, services, or payments within the system. Transactions in shopVOX can include various actio…
Transactions: New Sales Order
Sales Orders are essentially the blueprint of a transaction between a business and its customers. They serve as the official confirmation of a customer's purchase request, outlining key details such…
"What's New" Feature: Your Guide to shopVOX Updates
In today's fast-paced world, staying up-to-date with the latest software features and improvements is crucial for businesses to remain competitive and efficient. At shopVOX, we understand the importa…
How Do I Cancel My shopVOX Account?
We understand that you have made the difficult decision to leave shopVOX. We want you to know that we appreciate your business and the trust you placed in us. We are sorry to see you go, but we under…
Transactions: New Invoice
Invoices are the culmination of your business transactions, seamlessly tying together quotes and sales orders before being sent to customers for payment. Acting as the formal request for payment, inv…
Securing Your shopVOX Account with Two-Factor Authentication (2FA)
In today’s digital landscape, security is paramount. To ensure your shopVOX account is better protected, we’ve introduced Two-Factor Authentication (2FA) as an optional security feature for Pro and E…
How to Create a Quote
Creating the Quote. When a customer expresses interest in purchasing a product or service, the initial step in the sales process is to provide them with a quote. A quote provides the customer with a…
shopVOX's History Tracking for Quotes, Sales Orders, Invoices, and Jobs
In the fast-paced world of business, effective project management and streamlined communication are key components of success. For businesses in the custom manufacturing and printing industry, shopVO…
Save Time with Emailed Document Templates
Sending an email from shopVOX? Take advantage of customizable templates and dynamic variables so that you don't have to repeat yourself each time Emailed Document Templates within shopVOX allow you t…
Webinars in shopVOX Pro: Learn and Grow with Us
At shopVOX, we believe in empowering our users with the knowledge and tools to maximize their potential. That’s why we host a variety of webinars, designed to help you get the most out of your experi…
shopVOX Express vs. Pro. Explaining the differences in Workflow
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 Stat…
Optimizing Quotation Efficiency: Unlocking the Power of Multiple Quantities with shopVOX
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…
Workflows - Quick Overview Express VS Pro
Are you ready to take your business to the next level? Look no further than shopVOX PRO Workflows! These workflows are not only powerful, but they are also incredibly versatile. With editable workflo…
Global Search in shopVOX
What is Global search, and how does it work?. Global Search is a useful tool that can help you save time. It can come in handy when a customer provides limited information over the phone. By enabling…
