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
- Easily Accessing Sub-Sections via the SalesVu Landing Page
- SalesVu Training Portal: Overview
- Initiating Sync of your apps from SalesVu.com
- How to change a business Name or Address (Edit Location)
Products and Services
- Product and Services Import/Export File (Guidelines)
- 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
Orders
- Adding Tracking Numbers to Online Orders & Email Notifications
- How to Change Logo position on printed & emailed receipt
- How to Review Orders by Order Source
- How to partially refund/exchange a product that was sold multiple times
- Return/Exchanges from the SalesVu Cloud Portal
- Orders: Overview and Navigation
Reports
- Quick Reformat: Save & Reuse Custom Layouts in the All-in-One Sales & Profitability Report
- Vendor Revenue Share in All-in-one Profitability Report
- Understanding Seasonal Data in All-in-one Master Profitability Report
- Exporting the All-in-one (Master) & Profitability Reports
- All Reports (Reports Overview)
- The Scheduling Reports Feature: Overview
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
Inventory
- Inventory Management FAQ
- How to Automate Orders and POs During Inventory Transfers
- How to Perform a Manual Stock Count in SalesVu
- Automatic Purchase Order Creation in SalesVu
- How to Use the Merge Modifiers Feature in SalesVu
- How to Use the 'Days on Hand' Stockout Forecast
Employee Management
- How to edit employee access levels
- Overview: Employee Web Access Level
- Overview: Employee Device Access Level
- How to Create Employee Groups
- Employee Management Overview
- How to hide categories from employees
Accounting
- Quick Books Compatibility
- Accounting: Overview
- Accounting: QuickBooks Desktop Setup Guide (PC only)
- Zoho Books Integration
- Accounting
- Accounting: QuickBooks Online Setup Guide
Customer Relationship Management
- Marking Customers as Tax Exempt in SalesVu
- Customer Management (CRM): Overview
- Link Waiver Form PDF in Customer Profile under CRM on SalesVu Portal
- Physical Customer Card Format with SalesVu
- How to add a new customer
- Option to add customer image in CRM through web portal
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)
- How to Enable Resource-Based Scheduling
- Adding Different Services in Booking
- How to Allow Customers Make Group Bookings for Classes
Quote & Invoicing
- Quote/Invoice Overview
- How to Create, Send and Manage Invoices
- How to create a Quote
- Pay the Quote/Invoice on the Cloud Portal
- How to export your Quote/Invoice report
- Track Invoice or Quote
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
- Recurring Billing: Overview
- 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
Web Store and Facebook Store (Ecommerce)
- Enable/Disable products for E-Commerce
- Setting Up Time Durations for Pickup and Delivery Time Slots
- How to Enable Payment Page Timeout
- Web Store: Overview
- Wishlist on E-Commerce Website
- How to enable/disable online ordering
Account Settings
- Account Settings Navigation
- Location Management
- Edit Owner Information
- How to Reset 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)
- Integrating Zettle by PayPal with SalesVu for Payment Processing
- How to Automatically Deduct Inventory When Items Are Added to Orders in SalesVu
- How to Limit the Number of Items Sold Per Day on SalesVu POS
- Apply Tip Based on Undiscounted Total Setting
- How to Hide the Address on Email and Printed receipts