Course curriculum
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1
Introduction
- Sample Workflow Chart
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2
Quoting customers
- Creating your first Quote
- Sending quote to your customer
- Using Our Starter Products - Yard Signs
- Using Our Starter Products - RTA Vinyl
- Using Our Starter Products - Vehicle Magnets
- Using Our Starter Products - Digitally Printed Vinyl
- Using Our Starter Products - Misc. Charges and Fees
- Using Our Starter Products - Installation
- Customizing Your Bill of Materials
- Adding Shipping Charges
- Handling Pre-Sale or Conceptual Design
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3
Getting the order
- Convert your Quote to a Sales Order
- Creating Jobs for production
- Printing a Work Order
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4
Purchasing
- Purchasing in shopVOX
- Adding Vendors
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5
Production
- Job Board basics and proof approvals
- Managing your jobs
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6
Invoicing and payments
- Creating an invoice
- Sending Statements
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7
Next Steps
- Talk To Us
Instructor(s)
Director of Sales and Marketing
Kevin from shopVOX