Getting Started Checklist
A Guide to Creating Your First Order
Icons and Interface Tour
How Do I Cancel My shopVOX Account?
How do I Update Our Billing Info?
Syncing Job Line item names, on the Jobs Board
Setting Up Your Account
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
Configuring Your Notifications
Created Canned Message Templates for Your Team to Use
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
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
How to Price Graphic Design (for apparel decorators)
How to price Embroidery
How to price Shipping
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
Updated by Arun Kanagala
The Roll Up feature allows you to combine two or more line items together on the PDFs, so that the pricing will not show as itemized. Roll Up is available on Quotes, Sales Orders, and Invoices.
How to Create a Roll Up
- Open any Quote, Sales Order, or Invoice.
- Make sure child line items are under the parent item and you may rearrange the line items order as required-- click on three horizontal lines on a line item to drag and drop the order of line items.
- Click on the Blue Action Button on the child item and select - Roll Up into LI #
- After roll up:
Why Use Roll Up?
Rolled up items help you hide certain items or a break down of fees to your customers.
Here's an example:
You want to charge for an Install of a car wrap and added the Install as a separate line item, but you don’t want to show the install as a separate line item and charge to your customer. You can use the Roll Up which will not display the install as a separate item nor a separate fee. The fees for both line items, the car wrap, and the install, are added together into one price and shown as only one item on the customer's transaction. Here's how this will look on the customer's PDF: