SalesVu Cloud Portal
The new and improved SalesVu web portal
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FAQs
- How to purchase and decrease app licenses
- How to add a new card on file or activate failed monthly billing
- How to subscribe with SalesVu
- How to re-name my payment device
- How to remove a location
- How to change the banking information for deposits
Products and Services
- Managing Modifiers
- Products and Services
- Adding Products on Portal
- Manage Categories
- Add a category
- Tax Management
Inventory
- Hosted Event Mode
- Cash Event Mode
- Return Products in Purchase Orders in Inventory
- Quantity and Cost Adjustment in Purchase Orders in Inventory
- Inventory Transfer Report
- SalesVu Portal Inventory Setup
Employee Management
- Overview: Employee Web Access Level
- Overview: Employee Device Access Level
- How to edit employee access levels
- Admin - Employee Type
- Creating Job Roles
- Employee PIN vs Employee Password
Orders
- Deleting Orders
- What do each color represent in the orders report?
- How to view deleted orders in a given date range
- How to view all cash transactions in a given period.
- How to export the orders report
- How to Change the Status of an order at SalesVu Portal
Refunds
Discounts
- POS: Apply Non-Time Based Discount
- How to apply a "Runtime Discount" on Orders from the Portal
- How to delete discounts at the backend portal
- Discount: BOGO
- Discount: Customer
- Discount: Coupon Code
Customer Relationship Management
- Adding External ID to The Customers
- Customer Detail and Advance Options filter
- How to create a new location
- Customer purchase report
- How to delete a customer
- How to merge customers
Reports
- Manage Email Report
- How to save Sales report
- Sales by Vendor Report
- Employee Device Login Report
- Customer Retention Report
- Scheduled Sales Report
Gift Card & Loyalty
- Overview of SalesVu Loyalty
- Activate Loyalty Account
- Activating Customer Phone Numbers for Loyalty
- How to redeem loyalty via online ordering
- Viewing how much gift cards were redeemed
- Viewing the total sales of Gift Cards
Quote & Invoicing
- How to view orders or invoices processed from the portal on the POS
- How to print your quote & invoice report
- How to export your Quote/Invoice report
- Pay the Quote/Invoice on the Cloud Portal
- Track Invoice or Quote
- How to create an Invoice
Recurring Billing
- Automatically Refill Gift Cards using Recurring Billing
- Do customers get a notification for a failed billing?
- Do customers get an email receipt?
- How to view historical data on recurring billing
- How to view all failed billings
- How to add notification emails for recurring billings
Marketing
- How to view discount coupon report
- How to unpromote a coupon code
- How to edit a coupon code
- How to view Facebook coupon code usage
- How to make coupons that will be advertised on Facebook
- How to track the usage of the coupon codes from marketing module
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
Account Settings
- How to input your VAT Number
- Forgot your password?
- Account: Referral/Reseller Code
- Account: Date and Time Setting
- Account: Credit Card Batch Settings (Vantiv/Non-EMV)
- Account: Referral Program
Settings
- Automatically Close out the Employee Shift
- How to hide products from apps
- How to Connect Square Payment Processor on SalesVu.com portal
- Configuring Device Groups (Venue configuration)
- Proof of Purchase
- Tessitura Integration Settings
Web Store and Facebook Store (Ecommerce)
- UPS Access Key Guide
- How to enable custom fields for Ecommerce
- How to customize the Ecommerce page
- How to access general settings for Ecommerce
- How to change the translations/text on Ecommerce
- How to configure the delivery preference and prices
Appointments and Reservations
- Configuring Type 1 (Restaurant Reservations)
- Configuring Type 2 (Appointments for Salons and Spas)
- Configuring type 3 (Classes for fitness studios)
- How to run service report
- How to run time booked report
- QR Code for Tables