FAQs and Troubleshooting

A regularly updated list of the most commonly asked questions by shopVOX users

Bryant Gillespie avatar Aaron Aldrich avatar Dan Valentine avatar +2
82 articles in this collection
Written by Bryant Gillespie, Aaron Aldrich, Dan Valentine and 2 others

What is our IP address for the mail server?

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Written by Aaron Aldrich
Updated over a week ago

Advanced Search & Filters

There are many ways to search in shopVOX
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Written by Dan Valentine
Updated over a week ago

ShopVOX - the Platform

October 2018 - We have evolved how we do things!
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Written by Aaron Aldrich
Updated over a week ago

Chat Feature not working on Firefox Browser

Chat Feature not working on Firefox Browser
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Written by Santosh Kumar
Updated over a week ago

How can I setup a minimum order amount?

Learn how to handle a shop minimum inside shopVOX
Bryant Gillespie avatar
Written by Bryant Gillespie
Updated over a week ago

Credit Limits & Stop Supply

Definitions for credit limit, stop supply & disable/delete customers
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Written by Dan Valentine
Updated over a week ago

Does shopVOX support multiple page proofs?

Bryant Gillespie avatar
Written by Bryant Gillespie
Updated over a week ago

Powerful Global Search

What is it, and how does it work?
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Written by Dan Valentine
Updated over a week ago

How to round your pricing to 2 decimals or 4 decimals

On some products you might want to display more decimal places to your customers, on others you want to show fewer.
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Written by Bryant Gillespie
Updated over a week ago

How to make your invoice line items editable

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Written by Santosh Kumar
Updated over a week ago

How to enable static IP address login?

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Written by Rao
Updated over a week ago

Existing Approved Proofs used for ReOrders

It is now possible to attach an existing Approved Proof to a new Sales Order!
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Written by Aaron Aldrich
Updated over a week ago

Asset Images and using Image Notes

A versatile tool to create a ‘conversation’ between Sales and Design
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Written by Aaron Aldrich
Updated over a week ago

How to speed up shopVOX

Optimizing speed by using Clear Cache & Cookies for PC and Mac
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Written by Aaron Aldrich
Updated over a week ago

How to export customers & contacts from Quickbooks Desktop?

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Written by Rao
Updated over a week ago

How do I remove materials, material types, or material categories? - Videos

Learn how to deactivate, delete, erase material types and categories in your account
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Written by Bryant Gillespie
Updated over a week ago

Keep often used documents handy with Account Level Assets

A quick guide to account level assets
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Written by Bryant Gillespie
Updated over a week ago

How Do Credit Memos & Refunds Work

Credit Memo vs Refund
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Written by Santosh Kumar
Updated over a week ago

How to take pictures on site without saving to another computer.

Step by step with screenshots(taken from phone) on how to upload assets from your phone on site with your phone without saving to computer.
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Written by Rao
Updated over a week ago

What is "Group" under customer set up

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Written by Santosh Kumar
Updated over a week ago

Steps to do for signVOX to shopVOX users

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Written by Rao
Updated over a week ago

How do I cancel my account?

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Written by Bryant Gillespie
Updated over a week ago

How to clear history from Chrome browser?

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Written by Rao
Updated over a week ago

How to Create a Customer Category - Video

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Written by Bryant Gillespie
Updated over a week ago

How to adjust the bill of materials (BOM) for situational purposes

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Written by Bryant Gillespie
Updated over a week ago

How do I re-activate the disabled user?

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Written by Bryant Gillespie
Updated over a week ago

How to use file upload URL feature

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Written by Bryant Gillespie
Updated over a week ago

How to Create a New Sales Lead in shopVOX - Video

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Written by Bryant Gillespie
Updated over a week ago

How to Add a Machine Category - Video

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Written by Bryant Gillespie
Updated over a week ago

How to Add a New Customer - Video

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Written by Bryant Gillespie
Updated over a week ago

How to Create a Purchase Order from a Supplier - Video

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Written by Bryant Gillespie
Updated over a week ago
FAQ

How to Bulk delete Materials & Categories in shopVOX

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Written by Bryant Gillespie
Updated over a week ago

How Can I Upload an Image of a Product on a Job Line Item?

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Written by Bryant Gillespie
Updated over a week ago

ERROR - Property: amount_in_cents, reason: greater than payment balance.

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Written by Bryant Gillespie
Updated over a week ago

When I convert a quote to a work order, does the name of the order and the line item description carry forward or do I have to rewrite?

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Written by Bryant Gillespie
Updated over a week ago

Flags to control what prints on customer facing vs internal PDFs

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Written by Bryant Gillespie
Updated over a week ago

How can I discount a line item?

Discount percentage vs dollar amount
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Written by Bryant Gillespie
Updated over a week ago

How to take Screenshot

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Written by Bryant Gillespie
Updated over a week ago

How can I give a discount for a product for a single customer ?

How to apply a discount to a specific product and a specific company every time that company orders that product
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Written by Bryant Gillespie
Updated over a week ago

How do I add a custom line item?

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Written by Bryant Gillespie
Updated over a week ago

How to hide proof image on emails

How to not show proof thumbnail upload preview on emails sent to customers
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Written by Bryant Gillespie
Updated over a week ago

Why Can't an Employee View Jobs or the Job Board

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Written by Bryant Gillespie
Updated over a week ago

What happens after I create a Sales Lead Task?

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Written by Bryant Gillespie
Updated over a week ago

What does the number next to workflow steps mean?

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Written by Bryant Gillespie
Updated over a week ago

How do I add employees?

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Written by Bryant Gillespie
Updated over a week ago

How to Create a Purchase Order from a Supplier in your shopVOX Account

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Written by Bryant Gillespie
Updated over a week ago

How can I change the date on a quote?

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Written by Bryant Gillespie
Updated over a week ago

How can I print invoices to mail to my customers?

Using the Mail PDF format in shopVOX to send postal mail invoices to your customers
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Written by Bryant Gillespie
Updated over a week ago

How do I remove a completed job from the job board?

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Written by Bryant Gillespie
Updated over a week ago

Where can I see the time and date stamp of a note on a work order?

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Written by Bryant Gillespie
Updated over a week ago

How do I open PDFs in my browser, instead of saving them to my computer?

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Written by Bryant Gillespie
Updated over a week ago

When Adding a Machine, the Type is Blank. How can I add a Type of Machine?

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Written by Bryant Gillespie
Updated over a week ago

Why can't we edit QT after it is converted to SO and SO after it is converted to INV?

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Written by Rao
Updated over a week ago

Can you explain the reasoning behind rolled up items?

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Written by Bryant Gillespie
Updated over a week ago

How to restrict sales persons from viewing other sales rep transactions

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Written by Bryant Gillespie
Updated over a week ago

I can't use my email address? shopVOX says it is already in use.

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Written by Bryant Gillespie
Updated over a week ago

How can I tell if a quote has been converted to an order and/or invoice?

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Written by Bryant Gillespie
Updated over a week ago

Why can't I deactivate some materials?

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Written by Bryant Gillespie
Updated over a week ago

Faster proof approvals with online proof review - Video

How to upload proofs, get approvals from your clients, manage the artwork process, and use our approval checklist
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Written by Bryant Gillespie
Updated over a week ago

How do I delete a job in pre-production?

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Written by Bryant Gillespie
Updated over a week ago

How do I take an approved quote and turn it into a job?

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Written by Bryant Gillespie
Updated over a week ago

Can I change the workflow for a job?

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Written by Bryant Gillespie
Updated over a week ago

Can you send statements to customers?

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Written by Bryant Gillespie
Updated over a week ago

What is the Admin check box for when creating a new user?

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Written by Bryant Gillespie
Updated over a week ago

When clicking the last flag on a job, do I need to click the Complete Job check mark as well?

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Written by Bryant Gillespie
Updated over a week ago

What happens within shopVOX from the point a job completes?

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Written by Bryant Gillespie
Updated over a week ago

Why doesn't material have Volume Discount, only Range Discount?

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Written by Bryant Gillespie
Updated over a week ago

What does Capacity in Minutes Mean?

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Written by Bryant Gillespie
Updated over a week ago

Permissions Explained

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Written by Bryant Gillespie
Updated over a week ago

Product-Pricing-Workflow relationship diagram

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Written by Bryant Gillespie
Updated over a week ago

Can we chat internally with other users?

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Written by Bryant Gillespie
Updated over a week ago

What size should my logo be so it can appear in email PDFs?

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Written by Bryant Gillespie
Updated over a week ago

How do I add a product category?

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Written by Bryant Gillespie
Updated over a week ago

What is the difference between range and volume discounts?

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Written by Bryant Gillespie
Updated over a week ago

What does SWOF mean?

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Written by Bryant Gillespie
Updated over a week ago

What are Projects?

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Written by Bryant Gillespie
Updated over a week ago

Custom Fields in shopVOX

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Written by Bryant Gillespie
Updated over a week ago

How to Change Password

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Written by Bryant Gillespie
Updated over a week ago

How to refund credit card transactions processed via shopVOX & Authorize.net

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Written by Rao
Updated over a week ago

How do I add new products?

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Written by Bryant Gillespie
Updated over a week ago