Top 10 flows in shopVOX for a typical shop
Within shopVOX, the list below are the most common main steps for a typical shop. Some of the listed steps have incremental steps as well. This will give you a semblance of what to learn in shopVOX to be proficient in using to software.
NOTE: This article is written to help signVOX user to better familiarize themselves with the program.
- Create a customer
- Create Contacts
- Create Customer Addresses
- Create a Quote (QT)
- Add / Modify/delete Line Items
- Email Quote
- Print Quote PDF
- Ability to do all aspects of Jobs (see #5 below)
- Convert a Quote (QT) to a Sales Order (SO)
- Or create an SO directly
- Add/Modify/delete line items on SO
- Ability to do all aspects of Jobs (see #5 below)
- Record Payment on SO
- Print SO.pdf
- Email SO.pdf
- Print Workorder (WO).pdf
- Print payment.pdf
- Create POs from SO
- Create MReq from SO
- Convert QT/SO to Invoice (IN)
- Or create an IN directly
- Add/Modify/delete line items on IN
- Record Payment on IN
- Print IN.pdf
- Email IN.pdf
- Print payment.pdf
- Create Job/Jobs from SO
- Manage Jobs
- Online Proofing
- Print Job.pdf
- Print WO.PDF
- Create MReqs
- Create POs
- Run Reports
- Job Management
- Job Board views
- Post to Accounting software.
- Quick Books Desktop or
- Quick Books Online
- Xero Accounting.
