Notifications Always know who is responsible for what and as things occur
Reports Custom and Canned reports exportable to PDF and Excel
Sales CommissionManagement Manage payments and recording of sales commissions paid on orders in one place.
Sales Goals Setup Sales goals for each sales rep. See sales gaps mapped to a chart.
Quickbooks and Xero Integration. Simply sync transactions over to these supported accounting packages.
Picked Up Indicate whether items for the invoice have been picked up or not. Pull reports showcasing which ones have and haven’t been.
Term Codes Create payment terms for any situation including a specific day of the month.
Collections Dashboard with all the past due invoices. Call from that screen, make a note, email, or create tasks for yourself of employees, all from one screen.
Sales Dashboards See business mix, average transacation information, product mix, yearly performancen, top 10 customers, daily activity, cash drawer reconcile and more.
Yearly Performance review TOP industries, TOP Lead Sources? Total Invoices in the year, average invoice, total number of customers who generated these invoices, total number of “new” customers, total amount of accounts receivable. All in one neat and tidy screen.
Task Management Create tasks, view in list or calendar view, export to iCal calendar, Add tasks for any object Quotes/orders/invoices/customers/vendors/sales leads. See completed, assigned and past due tasks per employee and per category.
Store-wide Require Attention Easily identify 4 major areas that generate income and how many transactions are in each state with dollar totals. Sales leads, quotes which have not been followed up, orders completed but not invoiced, past due invoices.
Feedback Ability to collect feedback on each closed invoice.
Sales Leads Create and track sales leads. Visual indicators alert the age of the lead; as the lead turns yellow if it is 3 days old and red if more than 5 days old. Ability to create tasks for each sales lead to set reminders. Set sales lead states (New, assigned, preparing quote, quoted, lost). Automatic notifications sent when a lead is created as well as assigned to staff. Track the conversation by adding and categorizing notes about the lead. Quote directly from the lead.
Optional Contact Form Integration Automatically sync leads from your website with your shopVOX account. Click here to learn more.
Bulk updates of customers Tools that help you clean up the old data easily
Customer Search Search for customer by name, contact name, city, state, zip , sales rep etc.,
PMS Color and Fonts Pre-define PMS Color and Fonts per customer which are shown on work orders.
Customer Assets Ability to add assets at the customer level. Save company logos and other customer files.
Role Based Grant permissions based on their role. Add or remove permissions to see pricing, costs, reports and more.
Security Static IP Based and Time based access control
User Dashboard myVOX – A bird’s eye view of what a person is responsible for in the store. If it is a salesperson – shows all their sales leads/quotes/orders/invoices, if it is a designer/production shows all their production jobs in different states.
Task Management Assign responsibilities with a task that, when created will notify the specific employee of the responsibility. See assigned, past due and completed tasks per employee.
Signatures User level customizable email signatures.
Inside/Outside Sales Commission Inside and Outside sales commission on Cost, Profit, Gross Price
Accounting Map and Create your chart of accounts to be exported, either on a per item basis or bulked together.
Quick Access Buttons Easy to use and identify buttons (Create quote,order, add customer, add vendor, add sales lead, add task, add PO, quick quote, quick order, and material requisition) on the top in a floating bar.
Data Migration If you are migrating from a previous POS – we can migrate all your customers’ information for a one time fee of $250