Setting up your Pro account
Flagging a user as a "Sales Rep"
In shopVOX, as you add users, you'll notice flags (checkboxes) on the set up form when you either add new or edit an existing user. Particularly you'll see a flag for "Sales Rep". It'll looks like th…
Forms: Editing the User Interface
A little known area of shopVOX is Forms in the Account Settings section. As you are using the system, you may find that you wish there was a Field on the New Customer entry page for their Facebook ac…
How to Change Password
To change your password, follow these steps. Log out of shopVOX. Click "reset my password",. When this reset password box appears, fill out your email address and click "reset password". You will rec…
How Do I Create a New User?
This article will explain how to add employees to shopVOX and customize their profiles so your whole shop can be connected. Here are the steps to follow to add your team to your shopVOX account. How…
What size should my logo be so it can appear in email PDFs?
Measurements for Logos should be 150(H) x 300(W). Also make sure it is 300 dpi and in jpg format.
Account Settings for your Pro account
This article goes over the different settings available in account settings, and what they are. Account. Upload your logo. - Click on the "Change Logo" button to upload your customer logo. Update you…
shopVOX Work Flow - The Big Picture
Here is a visual representation on how to use shopVOX from beginning to end and how it maps to your own shop's workflow. Get the pdf here. ShopVOX Flowchart Watch this video for an overview of shopVO…
Roles: How to restrict access for certain users
Control your permission settings for your different team members in shopVOX User roles are how you set permissions and internal controls inside your shopVOX account. This gives your account added sec…
Protect Your Bottom Line with Terms and Conditions
Ever wish you could add awesome fine print to your quotes and orders - just like your cell phone company, credit card, and bank? It’s probably right up there on your bucket list (kidding here). We ha…
Transferring data from my old system to shopVOX
Yes, we offer support with database migrations. After all, who wants to recreate all of those customers and names right? We are able to use database files from Quickbooks Desktop & Online, CasPER, Ac…
POS Settings - General
Customize Your POS( Point Of Sale ) Settings inside your shopVOX. Company Name>> POS Settings>> General All of your POS Settings are located right here all in one place. Here you can set things like…
Outsourced PO PDF - details your Vendors need to know
Occasionally, if you are in the Screen printing, Embroidery or Promotional business; you might be sending out jobs to your vendors for Contracted work. In shopVOX, you are now able to create a PDF th…
PDF Settings
shopVOX allows you to kind of customize what you want and what you don’t want to show on the PDF’s that go to your customer. Here in the PDF Settings is where you can make these customization. If the…
How are Users Billed?
A shopVOX Pro subscription includes 1 Full User in the Base Price Subscription of $199 per month. Each additional Full user is $29 ea per month for a Pro Subscription. Each additional Mobile user is…
Common Questions About Users
Let's talk Users! We want to make sure it is easy for you to add your team members to your shopVOX account and get their profiles set up. Here's a list of some of the most common questions we hear re…
How to import your customers and contacts from a spreadsheet
Learn how to upload contacts from your past system into your shopVOX account. Where are you exporting your customer list from? We’ve got a few articles to help export customers and contacts from your…
How to configure the SMTP settings for your email
Why should I set up SMTP Settings? When you first get started with shopVOX - any emails you send to your clients are sent through our mail server. mailman@shopvox.com Now don't worry - they'll still…
User Roles and Permissions Explained
Learn how our Roles settings work in shopVOX to prevent team members from accidentally messing with settings they shouldn't be. What are Roles? User roles are how you set permissions and internal con…
POS Settings – Sales Taxes
Setup Taxes Inside Your ShopVOX Account. Company Name >> POS Settings >> Sales Taxes. Are you governed by multiple Sales Taxes, GST, VAT Taxes and so on? Then this is where you can list them all and…
Five challenges to consider when setting up your Account
Whether you are a company of a couple of people or several, implementing shopVOX does require some effort. This short article covers the 5 challenges most customers have faced in getting started with…
Adding new customers
