Tessitura Integration Overview

Integrating Tessitura with SalesVu allows you to seamlessly apply membership discounts, track transactions, and enhance customer management by linking member information between the two systems. This guide will walk you through the steps to:

• Connect your SalesVu account with Tessitura
• Configure discount settings for specific products
• Search for Tessitura customers on the SalesVu POS
• Apply membership discounts during transactions

Part 1: Connecting Your SalesVu Account with Tessitura

Step 1: Log in to SalesVu

1. Open your web browser and navigate to SalesVu.com.
2. Enter your credentials and click "Login".

Step 2: Access Location Settings

1. Once logged in, click on the "V" drop-down menu next to your owner name at the top left corner.
2. Select "Location Settings" from the menu.

Step 3: Navigate to Tessitura Integration Settings

1. In the Location Settings, click on the drop-down arrow at the top right corner.
2. Select "Tessitura Integration" from the list.

Step 4: Enter Tessitura Credentials and Customize Settings

1. In the Tessitura Integration page, enter your "Client Access ID" provided by Tessitura.
2. Customize the integration settings as needed. This may include options like applying discounts, setting up customer synchronization, etc.
3. Note: You can select specific products for the Tessitura discount to apply. If no products are selected, the discount will apply to all products by default.

Step 5: Save Your Settings

1. After entering your information and customizing settings, click on "Save".
2. A confirmation message should appear indicating that the integration is successful.

You're All Set!

Your SalesVu account is now connected with Tessitura. Transactions involving Tessitura membership discounts will be properly recorded and reflected in both systems.

Part 2: Configuring Tessitura Discounts for Specific Products

If you wish to apply Tessitura discounts only to certain products, follow these steps:

Step 1: Access Tessitura Integration Settings

1. Log in to SalesVu.com.
2. Go to "Location Settings" as described earlier.
3. Click on the drop-down arrow at the top right corner.
4. Select "Tessitura Integration".

Step 2: Choose Discount Application Method

Under the "Apply Discount On" section, you have three options:

1. All Products:
   • The Tessitura discount will apply to all products in your database.
2. Only Products:
   • The discount will apply only to selected products.
   • Upon selecting this option, a window will display your categories and products.
   • To include an entire category: Check the box next to the category name.
   • To include specific products: Expand the category and check the boxes next to individual products.
3. Exclude Products:
   • The discount will apply to all products except those you exclude.
   • To exclude an entire category: Check the box next to the category name.
   • To exclude specific products: Expand the category and check the boxes next to individual products.

Step 3: Save Changes and Sync POS

1. After making your selections, click "Save".
2. On your SalesVu POS app:
   • Open the app on your iPad.
   • Tap the gear icon to access settings.
   • Select "Sync with SalesVu.com" to apply the changes.

Part 3: Searching Tessitura Customers on SalesVu POS

You can search for Tessitura customers on the SalesVu POS by scanning their membership cards or searching manually.

Option 1: Search via Scanning

Enable Scanning for Tessitura Customers

1. Log in to SalesVu.com.
2. Go to "Location Settings".
3. Click on "General Settings" at the top.
4. Scroll down to "POS Settings".
5. Find and enable "Search Tessitura customers as default when scanning on home screen".
6. Click "Save".
7. Important: Sync your SalesVu POS after making these changes.

Scan Customer Membership Card

1. Open the SalesVu POS app on your iPad.
2. Scan the customer's Tessitura membership card.
3. The customer's information will be retrieved from Tessitura and displayed on the POS.
4. Proceed with the transaction; the Tessitura membership discount will be automatically applied.

Option 2: Manual Search

1. Open the SalesVu POS app on your iPad.
2. Tap on the "Customers" icon.
3. Choose the search method:
   • Customer ID
   • Customer Email
   • Customer Phone Number
4. Enter the customer's information based on the selected method.
5. Tap on "Select" to add the customer to the order.
6. The Tessitura membership discount will be automatically applied if applicable.

Part 4: Applying Tessitura Membership Discounts During Transactions

1. Add Products to the Order:
   • Use the POS app to add the desired products to the customer's order.
2. Add Customer to the Order:
   • Use one of the methods above (scanning or manual search) to add the Tessitura member to the order.
3. Automatic Discount Application:
   • Once the customer is added, the Tessitura membership discount will be automatically applied to eligible products in the order.
4. Complete the Transaction:
   • Proceed to checkout and process the payment as usual.
5. Transaction Recording:
   • The transaction, along with the discount applied, will be recorded in SalesVu and synced to Tessitura.
   • For members, the purchase record will appear under their constituent record in Tessitura.
   • Transactions not linked to a specific customer will be recorded under "customer 0" in Tessitura, allowing for reporting on non-member sales.

Additional Notes

• Discount Settings in Tessitura:
  • All settings and conditions related to Tessitura discounts need to be created and edited directly in your Tessitura account. This information will sync to SalesVu.
• Accurate Tracking:
  • This integration allows for accurate tracking of membership discounts and provides a comprehensive view of transaction records in Tessitura for both members and non-members alike.
• Customer Display Screen:
  • On the POS, you can enable the Customer Display Screen to allow customers to enter their phone number, linking their Tessitura account to the order.

Troubleshooting and Support

• Sync Issues:
  • If changes are not reflecting on the POS app, ensure that you have synced the app with SalesVu.com.
• Membership Verification:
  • If a membership discount is not applying, verify that the customer's membership is active and that the products are eligible for discounts.
• Contact Support:
  • For any issues or questions, please contact SalesVu support or consult the detailed articles linked within this guide.