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Configure shopVOX for your shop
Configure shopVOX for your shop
Learn how to customize shopVOX to make it your own
+4
37 articles in this collection
Written by
Rao,
Dan Valentine,
Aaron Aldrich
and 4 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
Michael Gassira
Updated over a week ago
POS Settings - General
Customize Your POS Settings inside your shopVOX
Written by
Michael Gassira
Updated over a week ago
POS Settings – Term Codes
Payment Terms & Term Codes
Written by
Michael Gassira
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 this week
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