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 Michael Riley
Learn tips on customizing your Grid Product with a Pricing Template
If you have mastered building products using Grid Pricing in shopVOX, you are now ready to learn some great tips on customizing your grid product even further by using Pricing Templates.
If you haven't built your Grid Product Yet, click here for a tutorial before continuing with Pricing Templates.
COMMON QUESTIONS ABOUT THIS SECTION
- What is a Pricing Template and how does it work?
- What are Pricing Attributes and how do they work?
- How do I add Materials to shopVOX?
- What are Labor Rates and Machine Rates, and why do I need them?
- What are custom fields and how can I add them to my product?
- Building Products using Grid Pricing
For this example, I will use a 3D Yard Sign Product. By using a Pricing Template, I will be able to add specific attributes and custom fields to add more accurate pricing and customization to my product.
These are the changes I will make to my Grid Product by using a Pricing Template:
- I will add an attribute to include H-Stakes (Step Stakes), and charge $2 each
- I will add custom fields for Bundling Sets, PMS Color Details, and Printing Info
My new quote will look like this:
- Step 1: Build a Pricing Attribute
Before we use our Pricing Template, let's start by building the elements we will need. Kinda like collecting our ingredients for baking a cake - once you have everything out of the cupboard - putting them all together in a bowl is easy.
Let's add a Pricing Attribute by selecting your Company Menu >> POS Settings >> Pricing >> Pricing Attributes >> New Attribute
When you create a New Pricing Attribute, you will need to fill out the fields in the New Pricing Attribute window.
Name: H_Stakes (No spaces or special characters in the name, as it is used as code)
Label: H-Stakes Needed (This is the label that will appear on the quote screen, you can type anything here)
Attribute Type: Boolean (choice between Boolean and Numeric - Learn more here)
Show on PDF: Visible on all printed PDFs
Show Internal: Visible internally
Click Save when completed.
- Step 2: Build an H-Stake Material
Now that we built the attribute, we need to build a material for H-Stakes with their pricing. I want to charge $2 for each H-Stake.
Access your Materials List by clicking on your Company Menu >> POS Settings >> Pricing >> Materials >> New Material
Enter the basic settings of your new H-Stake Material. Add Name, Type and Category, Selling and Buying Units, Unit Ratio, your cost and price per unit, and select Fixed as your formula.
Now that we have our ingredients, let's bring out the bowl to add everything together. Time to add our Pricing Template!
- Step 3: Product Basic Settings: Add Pricing Template
You will need to open your product basic settings (Company Menu >> POS Settings >> Pricing >> Products >> Find Product in List >> Edit)
Then scroll down the basic settings window and select the checkbox for "Use Template." Then click Save.
Next, click on the "Actions" button in the upper right hand corner of your screen and select "Add Pricing Template."
Then, the New Pricing Template window will appear and from here you can start adding attributes. Find and select the H-Stake attribute from the list of attributes. Click on Save to continue.
Now, open the Pricing Template by clicking on "Pricing Template on the Left Panel on the screen.
The Pricing Template screen is divided into three section where we can add data. Those sections are: Attributes, Required Pricing Items, and Items to be Charged
- Learn more about the three sections of Pricing Templates
- Step 4: Add Material to the Pricing Template
Our H-Stake Attribute is already in the Attributes Section of the Pricing Template. Now, we need to add the H-Stake Material.
To do this, scroll to the bottom section of the template "Items to be Charged", and click on the green "+Add" button for this section to add a new item.
Now, select the correct fields in this window to find your H-Stake Material:Material >> Accessories >> Hardware >> H-Stake >> Save
- Step 5: Connect the Material with the Attribute
Now that your Material is added, select the blue pencil on the line where the material appears in the "Items to be Charged" section to edit that line.
In the edit window, type in the Attribute Name in the "Filter" field. The name needs to match the attribute name exactly. This will connect our attribute to the material pricing, and adding this name to the filter field will either turn the pricing on or off if that attribute is chosen on the quote. Click Save and you're done!
- Step 6: Adding Custom Fields
Time to add some custom fields. Remember, custom fields are details you can add to your quote that DO NOT affect pricing. They are informational only. For this example, I want to add options for bundling sets, PMS Color Details, and Printing Info
In the Left Panel of the screen, select Custom Fields, then click the green "+New" button
In the New Custom Field window, start building the fields you want to include for this product. Name, Field Type (dropdown list, radio button, text field, etc.), Placeholder (grey sample text to appear in a blank text field), and default value (the dropdown list of options separated by comma).
You can add as many custom fields as you like. Click Save to continue.
- Step 7: Test out your Product with the Pricing Template on a Quote
Before we test this out, be sure to refresh your screen to make sure all of these changes we made take affect.
Open a new test quote, and add a new item. Find your product from the product keyword search and fill out the fields, and see how your pricing changes when you add H-Stakes or omit them. Cool, right?!
WHAT DO YOU WANT TO DO NEXT?
- Building Products using Grid Pricing
- Building Products using Basic Pricing
- Building Products using Formula Pricing
- What is a Pricing Template and how does it work?