Frequently Asked Questions

Support FAQs

• Connect SalesVu POS with PayPal
• SalesVu + PayPal Integration
• Deposit and funding schedule for Vantiv/WorldPay
• Editing a closed shift
• Can I pay for my account annually?
• Is there a setup fee?

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Compatible Hardware

• Where to buy compatible hardware?
• Recommended Printers
• APG Vasario Cash Drawers
• Barcode Scanners Socket Mobile 700
• UPC Code Label Printing
• Star Micronics mPOP (Cash Drawer and Printer Combo)

Hardware Setup and Troubleshooting

• Networking Requirements
• How to reset your Square EMV contactless reader
• Configuring the ethernet printers (Star Micronics 143LAN)
• Configuring the Bluetooth printer (Star Micronics 143iiib)
• Configuring the cash drawer (APG Vasario)
• Configuring WiFi Printers (Star Micronics 143iiiw)

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Products and Services

• Transferring Inventory to another location
• Enable products for E-commerce
• Option to allow variable priced products
• Video: Inventory and Supply Chain Management Demo
• Tax settings ("Tax included" or "Tax not included" in price).
• Is it possible to see a report for the modifier items?

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Employee Management

• How to hide categories from employees
• Locking the Employees POS & Drawer
• Individual Employee Reports
• View shift information with Manager comments
• Calendar Sync
• Employees can manage their own schedule

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Reports

• Option to Hide deleted products in reports
• Exporting a Z-report
• Loyalty Cash in Z-report
• Exporting a Z-Report
• Profitability Report
• Sales Report broken down by day.

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Customers

• Save Customer CC info on file
• Upload a cutomer's image through the POS
• Option to add customer image in CRM through web portal
• Video: Customer Relationship Management Demo
• How do I run a report that shows what has been purchased by customer during a certain period?
• How to delete Customers

Accounting

• Video: Accounting and Bookkeeping Demo
• The QuickBooks integration has stopped working. What are the steps to correct this issue?
• How does QuickBooks Integration work?
• QuickBooks (QB) syncing problem?

Discounts

• Customer Discount
• Removing a discount on the POS
• Video: Discount Management demo
• How to apply coupon code in the SalesVu app?

E-Commerce and Online Ordering

• SalesVu Web Services API Doc 1.0

Recurring Billing

• Video: Recurring Billing Demo

Pricing

• Pricing (Individual Module Pricing or discount bundles)

Invoicing

• Video: Invoice Management Demo

Appointments

• Notifying the Customer (Waitlist)
• Assigning the customer a table
• Setting up the average wait time
• Waitlist SMS Text Message System
• Send confirmation link to customers for their appointments
• Allow appointment scheduler to work as widget on merchant website

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SalesVu Gift Card

• Where to purchase physical gift cards?

Orders

• Return/Exchanges from the SalesVu.com Cloud Portal
• Delivery status change
• New tabs added in the Orders report
• Updating the pick up time of an order
• How to verify all or part of Orders / Receipts generated by one location?

Table Reservations

• Waitlist on reservation
• Table And Reservations Management
• How can I activate Table Management on iOS device?

Settings

• How to apply the status to the order
• How to configure the status with an email/SMS notification
• Improved Tip Screen
• Re-design of "Tipping Screen"
• Re-designed table layout format
• New "transaction completed" page

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