ShopXpert Help Center
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Step-by-step guides for every ShopXpert portal, from the office to the shop floor.
Browse by portal and topic
Pick the part of ShopXpert you are working in.
Getting Started8
Set up your ShopXpert account: settings, departments, teams, employees, assets, locations and modules.
View all 8 articles →ShopXpert App55
Office and management tasks: jobs, statuses, suppliers, purchase orders, employees, training notes, forms and Academy.
- Timeline Status & Days
- How to remove a user (Employee) from the ShopXpert App
- How To Reset Your Password
Workstation Portal13
Shop floor devices: job view, tasks, prints, 3D models and forms at the machine.
- How to Set up a New Device for Workstation Portal
- Workstation View - How does it work?
- Workstation Listing - How does it work?
Supplier Portal18
For your suppliers: RFQs, bids, purchase orders, forms, files and chat.
- How To Make Use of The Knowledge Tab
- How To Use File Manager
- Supplier Portal Dashboard - Every Section Explained
QuickBooks Integration3
Connect QuickBooks and understand what syncs.
- SX QuickBooks Modules and Data Sync Guide
- Setting Up the QuickBooks Company ID
- QuickBooks Introduction
Common tasks
Guides teams reach for most during setup and day-to-day work.
- How to Set up a New Device for Workstation PortalWorkstation Portal
- SX QuickBooks Modules and Data Sync GuideQuickBooks Integration
- How To Reset Your PasswordShopXpert App
- How To Create And Make Use of Training NotesShopXpert App
- How To Submit a Bid on an RFQSupplier Portal
- How to put a PO on HoldShopXpert App
- How Create Purchase OrdersShopXpert App
- How To Add New EmployeesShopXpert App
- How To Create a FormShopXpert App
- How do Job Statuses WorkShopXpert App
Hardware setup guides
Install and setup guides for ShopXpert hardware.
XpertTrack Installation Guide
Install and connect XpertTrack machine sensors.
Lock Installation Tutorial
Fit XpertLock to a tool cabinet, step by step.
Wireless Lock Setup
Pair and set up wireless XpertLock locks.
Latest Releases
What is new in ShopXpert.
Frequently asked
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