Quoting and Order Management
Adding/Updating Customers and Contacts
A Customer in shopVOX is typically a company or organization, but can be an individual if that individual is not associated with a company or organization. A Contact in shopVOX is someone who works f…
How to Issue Refunds and Credit Memos
Refunds serve the purpose of representing actual money given back to a customer from payment. Credit Memo's allow you to generate a formal statement/document that records credit or adjustment that mo…
Stay Organized with Notes, Tasks, and Assets
Communicating effectively with your team in a busy shop is essential to ensure customer orders are processed efficiently and accurately. Our goal is to help you reduce mistakes and miscommunication.…
Purchasing and Receiving Blank Garments
Purchase Orders (POs) are documents sent from you, as the buyer, to a vendor with a request for outsourced items such as blank garments. You can create POs only for Apparel Items on a Sales Order in…
Creating Your Own Custom Views
Custom views allow you to view your data in shopVOX based on your needs and how you want it to be displayed onscreen. Custom view are available on several pages - Job Board, Customers, and Transactio…
Roll Up Line Items to Combine Pricing
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 t…
Invoice statements: creating and sending to a customer
How to send an Invoice statement to a customer. In our reports section, we have the option to generate Invoice statements for customers. These can then be emailed to a customer via your email platfor…
Give customer options using No total Pdf
Give the customer multiple options to choose from on a single Quote. You are quoting the customer multiple options to choose from, but you don't want it to total at the bottom, otherwise it may cause…
