Managing Customer and Leads
Workflow Stages and Templates Explained
A Workflow Template is a crucial tool for tracking production processes in jobs. It essentially outlines all the steps necessary to complete a job. By utilizing Workflow Templates, it becomes possibl…
Using a TV for your Job Board
One awesome way you can replace your production whiteboard or clipboard system is with a flat screen TV. Simply log in to shopVOX and display the Job Board - so everyone can see what's on the agenda.…
Connecting shopVOX to QuickBooks Desktop: Streamlined Sync for Your Financials
In this guide, we’ll walk you through setting up the integration between shopVOX and QuickBooks Desktop, enabling smooth syncing of invoices, payments, credit memos, and purchase orders. Once connect…
How to Price Color Changes
A color change fee is typically charged when you have to change the ink color on one or more screens for a screen printing job. For example, your customer has a mix of light and dark shirts. But they…
Customer Alerts & Flags
How to get reminded of critical customer information. In shopVOX, you may have customers who require extra attention due to special billing, proofing, or communication preferences. To ensure that the…
Sales Commissions
Set up Commission Rates for the Products you sell, or for the users on your Sales Team. Commissions are always calculated per line item and never per invoice total. Commission Rates can be set in a P…
Creating Your Own Custom Job Views
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…
Updating a Workflow in shopVOX: A Complete Guide
In shopVOX, workflows represent the specific steps required to produce a product. When you create a job from a Sales Order, a workflow is assigned, guiding the sequence of tasks to completion. These…
Streamline In-Store Payments with with Stripe Terminal or USB Credit Card readers in shopVOX
How to Use Stripe Terminal for Tap/Swipe Payments in shopVOX. Managing payments has never been easier! With shopVOX's integration with Stripe, you can now handle both online and in-person payments se…
Avalara AvaTax - Sales tax setup guide
Sales Tax calculation is an important aspect of running a business and providing accuracy when generating transactions for a customer. Depending on where you find yourself in the world, assessing the…
Merge Customers
This article explains the merge feature allowing you to merge duplicate customers into a single customer record. Select Customers from the top toolbar. Select a customer in the list provided, or use…
Adding new Contacts to Existing Customers
Select Customers from the top toolbar. Select your customer in the list provided, or use the search box. The customer screen will appear, select " Show All Information ". After clicking " Show All In…
Tracking Partially Fulfilled Apparel Orders in shopVOX
Managing apparel orders can be a challenge, especially when you’re dealing with partial shipments or waiting for stock to arrive. Staying on top of what’s been delivered versus what still needs to be…
Customer Contacts: Setting Primary and Billing Contacts
Organizing your contacts by marking someone as a Primary or Billing contact is crucial. This article breaks down how to do it in your system. One of the reasons why you would want to do this is when…
How to Price Color Matches
A color match is when you have to mix a custom ink color for your customer. Color matches are most likely a Pantone color specified by your customer, but it could be matching any color outside your s…
Sales Leads on Business Intelligence Dashboard
We have a clever feature on our Business Intelligence Dashboard under Sales Leads You can set up Sales Lead Workflows with a Weighted Pipeline. What is a Weighted Sales Pipeline?. It helps companies…
How to create Partial Invoices
Some of the projects you work on may require Partial Invoicing. The Partial Invoicing feature allows you to create multiple invoices for one Sales order. Contact our chat support team or email suppor…
Multiple Currency Add-On - How it works and setting up
As an international business, you may have customers from different countries who prefer to use their local currencies. Our system allows you to add multiple currencies and set a default currency for…
Sales Leads - Sample Pipeline Setup
Creating or Editing a Sales Lead Pipeline. Establishing a Sales Lead Pipeline is a straightforward process. Navigate to the settings menu and select " Sales Leads. " From there, you can easily set up…
