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
- SalesVu Training Portal: Overview
- Initiating Sync of your apps from SalesVu.com
- How to change a business Name or Address (Edit Location)
- What do I do if my Login or Password is invalid?
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
- 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
- Orders Different Actions
Reports
- Exporting the All-in-one (Master) & Profitability Reports
- All Reports (Reports Overview)
- The Scheduling Reports Feature: Overview
- How to schedule All-in-One Report
- Saved Reports
- Report: Sales
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
- How To Export Label Sheet For A Label Printer
- Inventory: View & Adjust Tab Overview
- Importing Inventory
- Choosing Purchase Order (PO) Payment Status
- Assigning Vendors to Products
- Edit Purchase Order Settings
Employee Management
- How to edit employee access levels
- Overview: Employee Web Access Level
- Overview: Employee Device Access Level
- Employee Management Overview
- How to hide categories from employees
- View shift information with Manager comments
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
- 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
- How to delete Customers
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)
- Appointments and Reservations: Overview
- Send confirmation link to customers for their appointments
- Checkout customer in Web portal
Quote & Invoicing
- Quote/Invoice Overview
- 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
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
- Web Store: Overview
- Wishlist on E-Commerce Website
- How to enable/disable online ordering
- How to set the cart limit for products
- How to setup payment options for Ecommerce
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)
- Introduction to Spektrix + SalesVu Integration Setup
- Transaction Syncing to Tessitura Portal and Presentation in Tessitura
- Overview: General Settings POS & OrderUp
- Location Settings Navigation
- How To Accept Cash Tips