SalesVu Cloud Portal
the new and improved SalesVu web portal
FAQs
- How to re-name my payment device
- Remove old payment devices
- How to add a new card on file or update payment
- How to remove a location
- How to change the banking information for deposits
- How to change ownership of the account
Products and Services
- Adding images on a product/service
- How to view deleted/inactive products
- How to add subcategories
- How to export the list for the DYMO Label printer (barcode printing)
- How to sort the product list alphabetically
- How to import or export the product list
Employee Management
- Employee PIN vs Employee Password
- Adding tip to a particular employee
- Performance Review: How to Create
- How to edit or add employee hours
- How to setup employees with 2 different job roles and pay rate
- My Employees are not appearing on the POS
Inventory
- Out of Stock Setting
- Barcode Settings
- Product Label Printing
- Profitability Report
- Inventory Adjustment Report
- Manage Purchase Type
Appointments
- How to enable the floor layout on the devices
- How to import appointments
- How to create your SMS / Email templates
- How to retrieve your widget code for appointment booking
- How to set the time increments on the appointment calendar
- How to create a table / room from the web portal
Reports
- 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 view all credit card transactions in a given period
- How to view closed orders for a given period
- Report: Modifier
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 enable credit card processing on the branded app (Stripe)
- How to add customer CSS/Javascript for Ecommerce
- How to access general settings for Ecommerce
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
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
- How to export the recurring billing report
Settings
- Settings: Tessitura Integration
- Settings: Square Integration
- Settings: Cloud Printer Settings
- Settings: Custom Shipping Status
- Settings: Kiosk Screen Saver Images
- Settings: Logo
Discounts
- Removing Discounts on the Web Portal
- Discount: BOGO
- Discount: Run Time Based
- Discount: Customer
- Discount: Coupon Code
- Discount: Time Based
Gift Card & Loyalty
- Overview of the loyalty feature
- How to edit a gift card
- How to view the gift card history
- Deleting a gift card
- Loyalty Report
- Importing your Loyalty Report
Orders
- Bulk Delete Orders
- How to export the orders report
- How to change the status of an order
- How to delete an order
- How to change the customer on an order
- How to assign an employee to an order
Accounting
- Quick Books Compatibility
- Accounting
- Accounting: QuickBooks Desktop PC only
- Accounting: QuickBooks Online
- How to view and add transactions / expenses
- How to add an expense category
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
- How to track your Invoice or Quote
- How to create an Invoice
Account/Owner Information
- 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
Customer Relationship Management
- Customer purchase report
- How to delete a customer
- How to merge customers
- How to add a comment to the customers profile
- How to add custom fields in the customers profile
- How to create and manage customer groups
Refunds
- Square - How to issue a line item refund
- Square - How to issue a full refund
- EVO - How to add tips on a past transaction
- EVO - How to issue partial/custom refunds
- EVO - How to issue a full refund
- EVO - Refunding Line Items