Setting up your Job Board account
How to connect Quickbooks Online to the Job Board version
Launch jobs from Orders - Job board version
Job Board Only version Vs Pro version
How do I upgrade to PRO?
Setting up your Pro account
Flagging a user as a "Sales Rep"
User Types in shopVOX
Forms: Editing the User Interface
How to Change Password
How Do I Create a New User?
What size should my logo be so it can appear in email PDFs?
Account Settings for your Pro account
shopVOX Work Flow - The Big Picture
Roles: how to restrict access for certain users
Protect Your Bottom Line with Terms and Conditions
Transferring data from my old system to shopVOX
POS Settings - General
How are Users Billed?
Common Questions About Users
How to import your customers and contacts from a spreadsheet
How to configure the SMTP settings for your email
User Roles and Permissions Explained
POS Settings – Sales Taxes
Five challenges to consider when setting up your Account
Create your first Pricing Template - a visual guide
What is a product?
shopVOX Pricing Templates
Building a Product: The Basics of Using Pricing Templates
Accounting sync setup
Transaction Number Sequencing
Setup Xero accounting integration
Common QB Questions
shopVOX Setup of Tax Codes for Quickbooks Canada Desktop/Online
How to Connect to Quickbooks Online using the Setup Wizard
How to Connect to Quickbooks Desktop version using the Setup Wizard
Getting started Guide
Save Time with Emailed Document Templates
Notifications: Keep your entire team up to date
How the signVOX to shopVOX migration process works
Top 10 flows in shopVOX for a typical shop
Managing Customer and Leads
Managing dates on Quotes, Sales Orders, and Invoices
How to Add a Special Note to a Customer Document ?
How Do I Group Contacts Together?
Customer Alerts & Flags
Inactive Customers Report
How Do I Group Customers Together?
Adding new Contacts to Existing Customers
Set up different pricing levels for different customers
Update: Editing Existing Contacts - GDPR Compliance
What are Sales Leads?
Sales Lead or straight to Quote?
Sample Sales Lead Pipeline
What is a CRM system?
Win more business with Sales Leads
Why use Sales Leads?
Sales Leads Guide
Create Sales Leads automatically from the contact form on your website
How do I add a Quote from a Sales Lead?
Sales Order States
How to Create a New Sales Lead in shopVOX
How to Create a Quote
Sales goals - Setting up for Success!
Drive results with the Sales - Production Thermometer
Adding Shipping Charges to a Transaction
Quote Approval Email Feature: Adding Attachments
Use the Roll Up feature to combine pricing for multiple line items
Adding Images to a Quote/Sales Order/Invoice PDF
What is the Sales Process?
Quote Review - Send Approval Email
How to use the Quick Quote Feature
What is a Sales Pipeline?
Mark invoices as Delivered, Shipped or Picked up
Products & Pricing
Basic Pricing concepts
What are Pricing Types?
Create Your First Product
What is the difference between Standard, Cost+ and Product Pricing?
How do I add a product category?
Materials - Understanding, Adding and Adjusting
Labor Rates and Machine Rates
Shipping, Setup, Finance & Miscellaneous Charges
Building a Product and understanding Pricing Templates. Watch the webinar!
Building Products using Grid Pricing
Pricing products using the Panels UI
Advance Pricing concepts
Modifying Starter Products: Remove installation and design services if they are not taxable in your area.
Setting up second side pricing for a Product
Vendor Pricing: adding to Materials
Using Logic in your Pricing Templates
How does Wastage work in shopVOX?
Job Costing - Estimated vs. Actual
Modify Material, Labor rate & Machine rate formulas within a Product
Deactivating and Deleting Products
How to make your invoice line items editable
Re-Calculating Bill Of Materials (BOM)
What's the difference between Margin, Markup %, and Markup Multiplier ?
How to adjust the bill of materials (BOM) for situational purposes
No Total PDF: How to give a customer options without totaling the whole Quote
What is the Sell/Buy Ratio?
Customizing Line Item Descriptions
Custom Fields in shopVOX
How to increase prices for your Products by a percentage
How to Copy Products Shared by the VOX Community
Setting up Products priced by the Square Inch
Product: Business Cards using Grid Pricing
Adding Pricing Template to a Grid Product
Problems with Grid Product - Who can I contact for help?
How to Import Grid Pricing from a Spreadsheet ?
What is the difference between range and volume discounts?
How can I give a discount for a product for a single customer?
Grid Pricing Webinar
Examples of Grid Pricing Products
Master Pricing Guide
Job Board management
Adding your Job Board to your TV
Why create jobs and use the job board?
How to Generate a Completed Jobs Report
A guide to the Job Board
Job Board - Different Views
Change default job view
Full screen Job Board
Making Job Board Line Items More Unique
How to upload a proof to your job ?
How do I send Multiple versions as options to the customer to choose from?
How do I send several proofs for the different items on my transaction?
Does shopVOX support multiple page proofs?
Managing your schedule with the Shop Calendar and Shop Scheduler
Shop Calendar and Shop Scheduler: Overview - is it right for my shop?
Will changes made on an Invoice or Sales Order Line item be updated to the Work Order details?
Is Inventory for Me?
How Do I Require a Payment before a Job can be started?
Using Create Combined Job to group line items for production
What are Projects?
Accounting and Reporting
How to export customer data from QuickBooks Online
Quickbooks Online: Common Sync Errors
Automatic Sales Tax Rates and QuickBooks Online
How to Sync to Quickbooks Online
How to export customers & contacts from Quickbooks Desktop?
Quickbooks Desktop: Common Sync Errors
How to Sync to Quickbooks Desktop
How to send invoice statements to customers with the Collections report
Daily Sales and Payments report
Daily Activity Report
How to create progress invoices ?
Sales Tax Groups and Combined Tax Rates
MYOB Export & Sage 50 Export
How to refund credit card transactions processed via shopVOX & Authorize.net
Square Payment Integration
Prevent QuickBooks sync errors by excluding special characters and limits
Take in-store credit card payments with a USB credit card swiper
Line item Taxable / Non-Taxable logic - Video
How Do Credit Memos and Refunds Work in shopVOX?
Differences between USA QuickBooks Online and Non-USA QuickBooks Online
Accounting wins! Strategies for using shopVOX for business growth.
Multiple Currency - Setup and How it works
Sales Tax Rates
Industry Specific Content
How to Price Vinyl Printing
How to Price Banners
How to Price Banner Stands
Pricing Scenarios: Banners
Product: Yard Signs using Grid Pricing
How to Price Vehicle Wraps
Promotional Items: adding Labor cost & Base Product cost to Purchase Orders
Adding your own Variants for Embroidery and Screen Printing
How do I stop the price for my apparel from recalculating when I update the quote or sales order?
How do I add customer supplied garments to a quote or sales order?
Blank Apparel - Integrated Supplier Catalogs
Adding Promotional Products to your Quotes and Sales Orders
Dynamic Size Selection on Apparel UI
Apparel UI - Catalog Pricing Flag
How to add Screen Printed Apparel to Quotes and Sales Orders ?
How to price Screen Printing
How to customize the standard Screen Printing locations
How do I quote multiple options or quantities of shirts or hats?
How to price Screen Printing - case study
How do I add apparel styles that aren't listed in the integrated catalogs?
Importing custom catalogs for apparel from other suppliers
How do I see a detailed breakdown of cost and price of apparel?
How do add additional apparel styles or colors to a quote or sales order?
Apparel Decoration Order Guide
Master Guide to Apparel Decoration
MSRP Catalog pricing - setting a Fixed price for Apparel items
Taking Payments in ShopVOX - what your customers will see
Setup a private storefront for your clients to place orders with a cPortal
How do I enable the free cPortal for a customer?
What is the difference between the Paid and Free versions of cPortal?
Online Ordering Account settings for cPortals & Shopping Cart
How does CC processing work in shopVOX?
Webstore & Shopping Cart Examples from shopVOX Users
Webstores for your customers - What are they? and... How to setup!
How to setup Products for a given customer to be able to order from cPortal?
White Label setup instructions
Steps to setup custom URL for paid cPortal
How to setup Shopping Cart to sell online ?
What will my customers see on their cPortal?
Webstore vs Shopping Cart
Automation & Integrations
UPS Shipping Integration - Access Keys
FedEx Shipping Integration
Creating a shipment
How does an API work?
What is JSON?
Where can my get my shopVOX API credentials?
What is an API?
Can the shopVOX API accept tracking numbers on shipped orders?
Does shopVOX do custom development?
Master Guide to Automation & Integration
How to update your current contact form integration to include uploaded files
What are some popular advantages when using Zapier?
How to add form submissions as Sales Leads in shopVOX
How to send Shopify orders to Sales Orders in shopVOX
How to add Third party Shipping account to a Customer ?
I'm having an issue with the shopVOX APIs. Who do I contact?
How do I build my own custom integration?
Does shopVOX integrate with Salesforce?
Does shopVOX integrate with Microsoft Project?
How can you track received materials and partially received purchase orders from vendors in shopVOX?
Setting up Mailchimp integration
Customize your account with Add-on Features
Scheduled Actions - What are they and what can I do with them
Setting up Constant Contact integration
shopVOX specific terms
What happens when a Job is completed?
QuickBooks - Classes
Key terms explained
Uploading vs Linking Assets
Why doesn't Material have Volume Discount, only Range Discount?
What does Capacity in Minutes mean?
Why can't I print the PDF documents directly, instead of downloading?
How can I print invoices to mail to my customers?
I can't use my email address? shopVOX says email has already been taken.
How do I re-activate the disabled user?
How can I send a quote and a proof together in one email to my customer?
Where do jobs "fit" in the order process in ShopVOX?
What is the Admin checkbox for when creating a new user?
How to Set Up and Use the Inventory Feature
How can I change the workflow template for a job?
How Can I Upload an Image of a Product on a Job Line Item?
Customers- Credit Limits, Stop Supply & Disable
What Does "Group" Mean When Creating a New Customer?
New to Quickbooks While Using ShopVOX
How to increase Database size ?
Hex Color file to match PMS color chart
Can customers download uploaded proofs?
How do I update contact info?
How can I raise a PRO-FORMA or DOWN-PAYMENT Invoice?
What if I want a customized PDF to match one of my existing documents?
How do I add new products?
Can we chat internally with other users?
How to enable login only from static IP address
How can I delete a job?
Who should be assigned the Customer Review step in online proofing?
How to hide the thumbnail image in proof emails
What does the number next to workflow steps mean?
Bulk deleting customers
Optimization tips for the Job board
Errors and Troubleshooting
How do I remove / delete materials, material types, or material categories?
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?
shopVOX Chat Feature not working on Firefox Browser
How to clear history from Chrome browser?
Flags to control what prints on customer facing vs internal PDFs
Keep Important Documents Handy with Account Level Assets
How to round your pricing to 2 decimals or 4 decimals
ERROR - Property: amount_in_cents, reason: greater than payment balance.
Control custom line items
Existing Approved Proofs for ReOrders
Steps to do for signVOX to shopVOX users
Advanced Search & Filters
How do I cancel my account?
Powerful Global Search in shopVOX
How can I setup a minimum order amount?
How to optimize your browser for shopVOX
Unable to change the Customer on Order ?
Asset Images and using Image Notes
What is our IP address for the mail server ?
Custom PDF in shopVOX
shopVOX Job Board version
Updated by Aaron Aldrich
There are a couple places in shopVOX that let you upload or link digital asset files like artwork, pdfs, excel docs, etc. This article helps you understand the differences between linking and uploading.
Before we go into Upload vs Link. Lets look at the storage hierarchy in shopVOX. There are some basic principles within shopVOX that are universal regardless of whether you decide to link or upload your assets.
In summary there are 4 compartments or pools for assets where assets are centralized for ease of access. Account Level, Customers, Transactional (Sales lead,QT, SO, IN), and Jobs. It's easy to take an asset from one of these pools, and bring it to the other by using the "Find and Copy" Feature. We'll also serve you relevant connections to keep you from having to leave the screen you are on.
Account Level Assets: (click here for more info on these)
These are documents like order forms, contracts, artwork or other files you want to use again and again.
You can store these assets as uploads or links. These assets are easy to find from inside transactions (QT, SO, IN) and jobs.
Sales Leads & Transaction assets:
- Sales Lead - These linked or uploaded assets will automatically be copied to a QT, SO, or IN as it progresses. If I add artwork to a lead after a QT, SO, IN is created, that artwork won't carry over automatically. It can still be found using the "Find & Copy" feature.
- Quote - Assets uploaded or linked to a QT will automatically be copied as the transaction progresses to a SO and/or IN. If I add artwork to a lead after a SO or IN is created, that artwork won't carry over automatically. It can still be found using the "Find & Copy" feature or in the Assets User Interface (see image below)
- Sales Order - Assets uploaded or linked to an SO will automatically be copied as the transaction progresses to an IN. If I add artwork to a lead after a QT, SO, IN is created, that artwork won't carry over automatically. It can still be found using the "Find & Copy" feature or on the Assets User Interface (see image below)
- Invoice - Assets uploaded or linked to an IN will automatically be copied as the transaction progresses to an IN. If I add artwork to QT or SO after it is converted to an Invoice that artwork won't carry over automatically. It can still be found using the "Find & Copy" feature and will show relevant results similar to those shown in the images directly above.
Assets found an any transaction or customer will easily be seen from inside the Job on the right hand side. Some of these boxes will show relevant assets based on where the transaction is at. In the example below, a Job was created for a quote, once this quote progresses to a sales order, it will update to show SO Assets.
Uploading is easy to do. You can drag n drop artwork, or add artwork from any of the following sources. Anytime you upload into shopVOX you are creating a copy of the artwork. Taking it from an original source (shown below) to shopVOX where it can be stored and accessed, viewed, and downloaded later
- My Computer
- Web Images
- Google Drive
- One Drive
- Google Photos
- Link (URL)
- Camera (Phone, Tablet or Computer Camera)
- Record Video (Phone, Tablet or Computer Camera)
- It's very easy to use and convenient
- Store all your companies files in shopVOX
- When done properly this will keep a copy (backup) of the file in shopVOX in case anything happens.
- Can be accessed anywhere there is an internet connection
- There isn't an easy way to get this artwork out of shopVOX. Because you are putting a copy in shopVOX, and not keeping the originals, this shouldn't be cause for alarm.
- It will count towards your 25 GB of Asset Storage.
Link an Asset
Linking involves pasting some kind of URL (It could be locally stored on the computer, a local server, or to the world wide web). The user in shopVOX, or your customer (using online proofing for example) clicks on link thumbnail before they see the actual file.
Common Linking Types:
- Cloud Storage
- Local Computer
- Advanced Networking and/or Servers
Cloud Storage: These include services like Google Drive, One Drive, Dropbox. The three cloud storage solutions mentioned above can operate on your computer, so you can store a file in google drive for example on one file computer, and google drive uses pixie dust and magic to sync that file in the cloud, and on other devices that have access to the file. It can also produce a link to the file with a simple right click from inside your computer as shown.
Google Drive Example:
Below is one example of google drive (One Drive and Dropbox have something similar). This should give you at least some idea of how these drives work really well for linking.
Step 1: Right Click on the file that's in one of these special cloud folders on your computer's file explorer and your file menu will appear with drive options
Step 2: In this Google Drive Example, if I click on "Share with Google Drive" a menu will pop up with the sharing options shown below
I can select the second option for online proofing so my customers can access it. If I only want it to be accessed from inside the organization then I would select one of the bottom three options.
Step 3: A link will be created, which can be pasted into shopVOX for easy access.
- Some of these include free storage up to a certain number of Gigabits.
- Easy to use and share files between multiple computers.
- Provides an offsite backup of your assets
- At some point these cost money.
- Using these on a computer will use RAM, Hard drive space, and internet bandwidth
- We do not support technical issues that may occur outside of shopVOX
This is not recommended, but it can be done.
- Pretty straightforward if only using one computer.
- Does not count towards shopVOX file storage limits
- This will only work on computers that have the same file structure. For example if computer one stores in C:\users\artwork, but your other computer operates on a E:\users\artwork folder, you'll need to switch the file drive letter on one of the computers.
- This will not work for online proofs because customers who use online proofing won't have your files on there computer.
- This kind of storage isn't very scale-able
- We Do Not support technical issues that may occur outside of shopVOX
Self Hosted File Servers/Network Folders/FTPs/Third Party Solutions
Many of these types of solutions usually require some intermediate understanding of computers. Pros and Cons for these will vary.
Linking Summed Up
PROS for Linking
- Does not count towards shopVOX file storage. No additional shopVOX storage costs
- Your artwork and assets aren't sitting on shopVOX servers. Only links to those assets.
- If using cloud storage, your data is usually backed up by them and is usually low cost compared to shopVOX's $1 per GB.
CONS for Linking
- No thumbnail is produced for the assets.
- Extra clicks - linking requires the user to click on the link in order to view the asset. An uploaded file will actually show a thumbnail.
- Takes a little extra effort to understand the URL structure or create URLs depending on how you are generating URLs (Hopefully this article helps)
TIPS ON BEST USE
- Mix it up. Some customers link certain aspects of there assets, while uploading others. For example if you are sending low resolution proofs to customers (less than 5 mb) you might want to upload these proofs to shopVOX, while linking actual customer artwork (which tends to be a lot bigger than a JPG or raster PDF) to shopVOX.
- If you are using Google Drive, One Drive, or Dropbox you may want to have a folder that is public to anyone who as the URL. This will make the contents available to anyone who has a URL. This is relatively secure because the URL is generally very random set of symbols, upper and lowercase letters, and/or numbers. This makes sharing easy, you drop the proof into the folder in whatever format you perfer to send proofs in, you can right click from your computer drive and get a link, and paste it into shopVOX.
Why do we limit to 25 GB?
Because file storage is one of the most complex and taxing parts of any web or locally hosted server solution, we limit your basic subscription to 25 GB of storage for Pro (10 GB for Job Board). If you go over it's $1 per GB after that. shopVOX will not stop you from going over. You can check on your usage by going to Account Settings>> Settings