SalesVu Cloud Portal
The new and improved SalesVu web portal
FAQs
- How to purchase and decrease app licenses
- How to add a new card on file or activate failed monthly billing
- What do I do if my Login or Password is invalid?
- How to delete a location?
- How to change the banking information for deposits
- How to change ownership of the account
Orders
- Return/Exchanges from the SalesVu Cloud Portal
- Orders: Overview and Navigation
- Orders Different Actions
- What does each color represent in the orders report?
- Orders: Creating an order on the Cloud Portal
- Orders: Expanding an order - Review and Edit
Reports
- All Reports (Reports Overview)
- Saved Reports
- Report: Sales
- Sales Report broken down by day
- How to see a report that shows sales by product?
- How to hide deleted products & categories in reports
Products and Services
- Can we disable products or categories for a period of time?
- Option to allow variable priced products
- Products and Services Overview
- Adding Products on SalesVu Portal
- Manage Categories on SalesVu Portal
- Adding a Category on SalesVu Portal
Inventory
- Edit Purchase Order Settings
- Export Purchase Orders on SalesVu Portal
- Create/Manage Purchase Order Custom Fields
- How to import and export Vendors
- Purchase Orders Management
- Inventory Overview
Customer Relationship Management
- Link Waiver Form PDF in Customer Profile under CRM on SalesVu Portal
- How to add a new customer
- Option to add customer image in CRM through web portal
- How to delete Customers
- How to delete customers
- How to merge customers
Employee Management
- How to edit employee access levels
- Overview: Employee Web Access Level
- Overview: Employee Device Access Level
- How to hide categories from employees
- View shift information with Manager comments
- Calendar Sync
Accounting
- Quick Books Compatibility
- Accounting: QuickBooks Desktop Setup Guide (PC only)
- Zoho Books Integration
- Accounting
- Accounting: QuickBooks Online Setup Guide
- How to view and add transactions / expenses
Discounts
- Discounts Overview
- Discount: Time Based
- Discounts: Non Time Based
- POS: Apply Non-Time Based Discount
- How to apply a "Runtime Discount" on Orders from the Portal
- Discount: Customer
Gift Card & Loyalty
- How to create electronic Gift Cards
- Overview of SalesVu Loyalty
- Physical Gift Card Format with SalesVu
- Overview of the Gift Card feature
- Gift Card & Loyalty Management
- Loyalty Report
Appointments and Reservations
- Configuring Type 1 (Restaurant Reservations)
- Configuring Type 2 (Appointments for Salons and Spas)
- Configuring Appointments type 3 (Classes for fitness studios or events)
- Send confirmation link to customers for their appointments
- Checkout customer in Web portal
- Weekly view of the Appointment Calendar
Quote & Invoicing
- How to create an Invoice
- How to create a Quote
- Pay the Quote/Invoice on the Cloud Portal
- How to export your Quote/Invoice report
- Track Invoice or Quote
- How to print or export your quote & invoice tracking report
Marketing
- Marketing Overview
- How to create an email marketing campaign
- How to create a template for your marketing campaign
- How to create a rule for email marketing campaigns
- How to create a discount marketing campaign
- How to create rules for your discount marketing campaign
Recurring Billing
- How to add a recurring billing
- Add a comment to a Recurring Billing
- Send a Recurring Billing Agreement
- How to export the recurring billing report
- How to view Historical Data on Recurring Billing
- How to search for a customer on recurring billing
Web Store and Facebook Store (Ecommerce)
- Enable/Disable products for Online Ordering
- How to enable/disable online ordering
- UPS Access Key Guide
- How to enable custom fields for E-Commerce
- How to customize the Ecommerce page
- Web Store General Settings
Account Settings
- Account Settings Navigation
- Location Management
- Edit Owner Information
- Forgot your password?
- Account: Date and Time Setting
- How to create a new location
Location Settings
- Product Mapping with Apps (Assign products to Order Up App)
- Settings: Tips and Tabs (Worldpay)
- Turning on/off optional payment methods
- How do I add a 2nd location to my SalesVu.com account?
- Payment Methods
- Overview: General Settings POS & OrderUp