Quoting and Order Management - shopVOX Pro

Adding/Updating Customers and Contacts - shopVOX Pro

A Customer in shopVOX is typically a company or organization, but can be an individual if that individual is not associated with a company or organization. A Contact in shopVOX is someone who works f…

Tyler MacDonald
Updated by Tyler MacDonald

Purchase Orders - How to Add Materials and Products to a Purchase Order in shopVOX PRO for the Inventory Add-on - shopVOX Pro

Purchase orders play a crucial role in managing inventory and ensuring a smooth workflow for businesses. In shopVOX PRO, the process of adding materials and products to a purchase order is simple and…

Tyler MacDonald
Updated by Tyler MacDonald

Stay Organized with Notes, Tasks, and Assets - shopVOX Pro

Communicating effectively with your team in a busy shop is essential to ensure customer orders are processed efficiently and accurately. Our goal is to help you reduce mistakes and miscommunication.…

Tyler MacDonald
Updated by Tyler MacDonald

Roll-Up Line Items to Combine Pricing - shopVOX Pro

The Roll-Up feature allows you to combine two or more line items together on the PDFs, so that the pricing will not show as itemized. Roll-Up is available on Quotes, Sales Orders, and Invoices. How t…

Tyler MacDonald
Updated by Tyler MacDonald

Purchasing and Receiving Blank Garments - shopVOX Pro

Purchase Orders (POs) are documents sent from you, as the buyer, to a vendor with a request for outsourced items such as blank garments. Purchase Orders in shopVOX allow you to track their status and…

Tyler MacDonald
Updated by Tyler MacDonald

Creating Your Own Custom Views - shopVOX Pro

Types of Views. The job board offers multiple types of views to cater to different needs: List Views 1 Line. 2 Lines - More time to load.. Card Views. Calendar Views. Performance and Data Loading. Sw…

Tyler MacDonald
Updated by Tyler MacDonald

How to Issue Refunds and Credit Memos (non shopVOXPay Process) - shopVOX Pro

This document reviews the refund and credit memo process for payment gateways other than shopVOX Pay. If you are using shopVOX Pay and need to process an in application refund, please refer to the sh…

Tyler MacDonald
Updated by Tyler MacDonald

shopVOX Pro – Quote to Invoice Cheat Sheet - Lifecycle of a transaction

Ensure every order moves cleanly from Quote → Completion without fulfillment or invoicing issues. This document will help clarify the end‑to‑end order lifecycle in shopVOX Pro , specifically the corr…

Aaron Aldrich
Updated by Aaron Aldrich

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