Configure shopVOX for your shop | shopVOX Help Center

Configure shopVOX for your shop

Learn how to customize shopVOX to make it your own

+3

37 articles in this collection
Written by Rao, Dan Valentine, Aaron Aldrich and 3 others

Uploading vs Linking Assets

Should I Link File Assets or Upload? Which One is the Best File Storage Solution for You?

Written by Dan Valentine
Updated over a week ago

How to Add a Special Note to a Customer Document

Add Custom Messages on Invoice, Sales Order, and Quote PDFs

Written by Dan Valentine
Updated over a week ago

Square payment integration

How this is setup - We support online payments using Square

Written by Aaron Aldrich
Updated over a week ago

PDF Settings

Change The PDF Settings Inside shopVOX or Completely Customize With Custom Made PDF’s

Written by Bryant Gillespie
Updated over a week ago

POS Settings - General

Customize Your POS Settings inside your shopVOX

Written by Bryant Gillespie
Updated over a week ago

POS Settings – Term Codes

Payment Terms & Term Codes

Written by Bryant Gillespie
Updated over a week ago

Payment Methods

How to setup Payment Methods in shopVOX

Written by Bryant Gillespie
Updated over a week ago

Term Codes

How to setup Payment Terms in shopVOX

Written by Bryant Gillespie
Updated over a week ago

Sales Tax Rates

How to setup Sales Tax Rates in shopVOX

Written by Bryant Gillespie
Updated over a week ago

What Are Stages?

How to setup and use production stages in your shop.

Written by Kevin k
Updated over a week ago

Vendor Pricing: adding to Materials

How to add specific vendors and their Pricing to Materials

Written by Aaron Aldrich
Updated over a week ago

How to Add a New Machine - Video

Written by Bryant Gillespie
Updated over a week ago

How to Add Notes, Tasks and Assets to a Sales Lead - Video

Written by Bryant Gillespie
Updated over a week ago

Importing Your Data

How to import your customers and contacts from a spreadsheet

Learn how to upload contacts from your past system into your shopVOX account

Written by Bryant Gillespie
Updated over a week ago

Personalize Your Account

Account Settings - Pro version

Details on the different sections of the Account Settings page

Written by Aaron Aldrich
Updated over a week ago

How to Set Up POS Settings - Video

Written by Bryant Gillespie
Updated over a week ago

Protect your bottom line with Terms and Conditions

Learn how to add your terms and conditions to the bottom of each PDF document that your client and vendor see

Written by Bryant Gillespie
Updated over a week ago

Forms: Editing the User Interface

Customizing information Fields in various areas of shopVOX

Written by Aaron Aldrich
Updated over a week ago

How to Show & Hide Form Fields

How do I remove or hide extra fields I don't use or need?

Written by Bryant Gillespie
Updated over a week ago

How to Enable or Disable Features - Video

Written by Bryant Gillespie
Updated over a week ago

Control Custom Line Items

A nice feature/permission to control custom line items

Written by Haylee Benton
Updated over a week ago

Number Sequencing & Counting

How to reset or modify your numbering system, and how it all works

Written by Dan Valentine
Updated over a week ago

Integrate your Email

Save time with Emailed Document Templates - Video

Stop re-typing the same info over and over and use an email template when sending quotes, orders, invoices, proofs and more.

Written by Bryant Gillespie
Updated over a week ago

How to add a User Email signature - Video

Add your email signature to all emails sent from shopVOX

Written by Bryant Gillespie
Updated over a week ago

How to configure the SMTP settings for your email

Learn how to send emails from shopVOX through your own email server

Written by Bryant Gillespie
Updated over a week ago

Setting up the Mail Feature

Integrate your Gmail, GSuite, or Outlook 365 email accounts with shopVOX.

Written by Bryant Gillespie
Updated over a week ago

Setting up signature for Users

Written by Rao
Updated over a week ago

Adding Your Team

Setup Your Shop Users

Written by Bryant Gillespie
Updated over a week ago

User Types in shopVOX

A Quick Guide to Understanding User Licenses and Logins

Written by Bryant Gillespie
Updated over a week ago

How Do I Create a New User?

Creating usernames

Written by Dan Valentine
Updated over a week ago

Roles: how to restrict access for certain users with Video

Control your permission settings for your different team members in shopVOX

Written by Bryant Gillespie
Updated over a week ago

Notifications: Keep your entire team up to date - Video included

When something happens in your account - who should receive an email or alert?

Written by Bryant Gillespie
Updated over a week ago

Flagging a user as a "Sales Rep"

Written by Bryant Gillespie
Updated over a week ago

Common Questions About Users

Learn how to re-activate users, how to manage users, and more

Written by Bryant Gillespie
Updated over a week ago

Shipping

FEDEX PRODUCTION READY

Written by Rao
Updated over a week ago

How to Add a New Shipping Method - Video

Written by Bryant Gillespie
Updated over a week ago

UPS Shipping Integration - Access Keys

How to get UPS Production access keys?

Written by Aaron Aldrich
Updated over a week ago