Getting Started
Getting Started Checklist
A Guide to Creating Your First Order
shopVOX Overview
Icons and Interface Tour
How Do I Cancel My shopVOX Account?
How do I Update Our Billing Info?
Color Picker - Saving Colors
Enhancing Security with Multi-Factor Authentication in shopVOX
Webinars in shopVOX Express: Learn and Grow with Us
Syncing Job Line item names, on the Jobs Board
Setting Up Your Account
Accounting
Connecting to your Accounting Software
Connecting Your QuickBooks Online account to shopVOX
Connecting your XERO account to shopVOX
XERO accounting FAQs
Connecting Your Sage One Account to shopVOX
Quickbooks Online: Common Sync Errors
Importing Your Customers and Contacts
Add your Payment Gateway
Inviting Users to Your Team
Add Your Logo and Company Info
Group and Describe Jobs with Tags
Setting Roles for your Team
SMTP Settings
Configuring Your Notifications
Created Canned Message Templates for Your Team to Use
Adding Vendors
Quoting and Order Management
Adding/Updating Customers and Contacts
How to Issue Refunds and Credit Memos
Stay Organized with Notes, Tasks, and Assets
Purchasing and Receiving Blank Garments
Creating Your Own Custom Views
Roll Up Line Items to Combine Pricing
Invoice statements: creating and sending to a customer
Give customer options using No total Pdf
Production Management
Track Progress with Job Statuses
Managing Job Statuses and Deadlines
Creating Jobs for Tracking Production
Using a TV for your Job Board
Creating Your Own Custom Job Views
Uploading and Sending Proofs for Approval
Products and Pricing
Golden Products - Express
Apparel Decoration
How to Price Graphic Design (for apparel decorators)
How to price Embroidery
How to Price Screen Printing
How to Price Promotional Products
How to Price Color Matches
Integrated SAGE promotional catalog
How to price apparel with Mixed Decoration
How to price Direct To Garment printing
How to Price Color Changes
How to Price Digitizing
How to price Heat Transfers
What are Products?
Guide to apparel decoration pricing
Setting Your Shop Hourly Rate
Adding Your Own Products
Customizing the Base Products
Golden Products List by Global Region
Whats New
2025 Whats New
2024 Whats New
Wed, 06/05/2024 Tasks, notes, and assets associated with a quote to sales order to invoice will now be displayed in the Related Assets section. Pro & Express
Fri, 05/31/2024 Quick Tip: What does the yellow color indicate on a job board? Pro & Express
Thu, 05/30/2024 “Mastering Customer Proof Reviews: Unveiling the Dollar Value Flag” Feel free to use or modify it as needed! 😊📝 Pro & Express
Thu, 08/08/2024 Microsoft Outlook - Two Factor Authentication Pro & Express
Wed, 05/15/2024 Enhanced Notification System: In-app Alert for Proof Uploaded Pro & Express
Fri, 09/06/2024 Allow Line Item Taxable Override Pro & Express
Fri, 10/04/2024 New Apparel catalog available for US/CAN accounts! Pro & Express
Tue, 05/21/2024 Added New Email Template Tag: {{txn_downpayment}} Pro & Express
Wed, 06/05/2024 Added a new addition to the Products called 'Published'. Pro & Express
Mon, 09/16/2024 Express & Pro webinar articles Pro & Express
Tue, 10/08/2024 New feature added: Task templates to prefill repeated Tasks Pro & Express
Tue, 11/05/2024 2FA - Two Factor Authentication is now active (Optional) Pro & Express
Wed, 05/01/2024 Daily Tip - Add shopVOX email id's as contacts!
Tue, 10/29/2024 Enhancement to the online proofing feature. Pro & Express
Thu, 05/02/2024 Quick Tip: Within each user profile, there's a setting to toggle between Full Screen Mode and Fixed Layout.
Mon, 10/07/2024 Enhancement in Task Pro & Express
Sat, 08/10/2024 Australia/New Zealand regional Golden Products have been updated! Pro & Express
Wed, 08/28/2024 Update: The Purchase Order State will automatically change from Draft to Ordered once the Vendor Order ID is eneterd on the PO. Pro & Express
Fri, 05/31/2024 Added another PDF for Invoice Statements: Aging Summary PDF. Pro & Express
Wed, 08/28/2024 Enhancement in New Customer page Pro & Express
Fri, 05/17/2024 Job Board Overview and Best Practices Pro & Express
Wed, 11/06/2024 Colors: there is a new way to save colors! Pro & Express
Tue, 10/08/2024 New feature added: Task templates to prefill repeated Tasks Pro & Express
Wed, 10/16/2024 Announcement: Another new US Apparel catalog available! Pro & Express
- All Categories
- Production Management
- Creating Jobs for Tracking Production
Creating Jobs for Tracking Production
Updated
by Tyler MacDonald
A "Job" in shopVOX is a line item on an order. There can be many jobs per order and you can send jobs to the job board one at a time and those can be tracked separately from each other. This is especially helpful if each line item (job) on the order is different and requires different steps and stages through production. Maybe they have different lead times and due dates. Also - you can combine jobs and track them together on the job board.
This guide will take you through the steps of creating jobs from an order and tracking production of jobs on the job board.
Creating Jobs
- You can create a job from a Sales Order a couple of different ways. First, open any Sales Order from the Transactions icon at the top of the screen.
- Once you have a Sales Order open, you can create a job by:
- Clicking the Create Job Button - this allows you to send one line item to the job board as a job
- Clicking the Create Combines Job Button - this allows you to send multiple line items to the job board as one job and track them together
- Click the blue actions icon on the line item and choose Create Job - This allows you to send the chosen line item to the job board as a job
- The New Job screen will allow you to choose a status, which shows your team where in the process the job current is in progress. Here I will choose Design. You can also choose your reviewer and priority. Is this a rush job? Or maybe you are sending multiple jobs, but this one takes first priority over the others in the order.
- Fill out the rest of the New Job screen to complete customer details, notes for each department, dates and scheduling, and team assignments for this job. Then when you are finished, click on the green Save Job button.
- Now your job is added to the job board where you can track statuses and production due dates. You can also see if a proof was approved, and your whole team will be on the same page while this job is in production. To learn more about job statuses and tag, check out this tutorial - Managing Job statuses and deadlines
