SalesVu put together a short and basic slideshow on how an iPad POS can help your business achieve its goals!

• Column A (item number) – This field must always be blank when importing. This column is only for the purposes of assigning a field in our database.  It is also necessary to have numbers there if you are trying to clear your database or update your inventory.
• Column B (product name) –The product name must be entered in this field, as it will appear in the online management portal and the SalesVu app (iPad, iPad Mini, iPhone, iPod Touch and Android).
• Column C (Product Image URL) – http://yourwebsite.com/abc.jpg
• Column D (Status) –User should set this field to a “Yes” when importing products. If you want to delete all or some of your products after you have exported them, then put in this field a “No” and do another import.
• Column E (Description) – This is just a descriptor for your purposes as the user.  A description does not show up on the device. Otherwise, this field can be blank.
• Column F (Category) – Categories is essentially folders for your products.  This category field is where you want the item to be placed. You can enter new and existing categories into this field.  If you want to create or use an existing category and a subcategory, then you would enter for example “Dessert;Pie” into that field. Any additional subcategories would need a “;” entered.
• Column G (Category Image URL)- http://yourwebsite.com/1.jpg;http://yourwebsite.com/2.jpg
• Column H (Product/Component) – User must enter in the field “product” or “component”. A product is an item that you sell and has a price.  A component is an entity that makes up a product. A component is generally seen in restaurants, but can be used many different ways. For example, a cheeseburger’s components would be the bun, beef and a slice of cheese.
• Column I (Price) – This is the retail price of your product that will be charged to customers.
• Column J (Tax bracket name) – This field is the tax bracket name, which can match an existing one or you can create a whole new name.  When using an existing tax bracket name, make sure the next column, ‘Tax Percentage’ is the same.
• Column K (Tax Percentage) – This is the numerical value of the tax rate.  For example, 8.25% would be entered as ‘8.25’.
• Columns L (Inventory Multiple) – This is the numerical amount that is deducted out of the inventory when you sell an item. A “1” is almost always used.
• Column M (Inventory Unit) – This is the amount in units that is deducted from the inventory when items are being sold. For example, a “cup” or “liter” is being deducted.  The unit “Item” is almost always used.
• Column N (Inventory deduct) – You must input either a “Yes” or “No” value. If you want to remove products as they are being sold then this field should be a “Yes” if not, then “No”
• Column O (Unit) – The unit of measurement will need to be entered when setting up inventory for your products.  This will need to match the unit in column M.
• Column P (Quantity) –This will be the quantity that you have on hand.
• Column Q (Cost Per Unit) – This will be the unit cost of your products.
• Column R (Color) – The colors in this field should be “Default”. However there are alternative colors that will show up on the iPhone and iPad apps.  They can be used to sort certain items.
• Column S (UPC Code) – You will want to enter UPC codes for your products if you intend on using a Bluetooth Bar Code Scanner. Otherwise, this field can be blank.
• Column T (SKU) – You will want to enter an SKU for your products. The SalesVu POS app currently has a feature to allow you to search for products by name or SKU.

In SalesVu there are two uses of the component feature:

The first use for this feature is when you need to track inventory: “Chocolate,” “Eggs,” “Flour” and “Oil” as products. Since we do not sell these products to customers as standalone products, when creating them we would change the field ‘Type’ to ‘Component’. This denotes that it is only sold as a part of another product. A single product such as “Chocolate Cake” can have several components (or ingredients) that make up that product for inventory tracking purposes. For example the components of a product, “Chocolate Cake,” might be “Chocolate,” “Eggs,” “Flour” and “Oil.”

• To complete the product setup for the example above you would need to do the following,

1. Login to SalesVu.com
2. Click the ‘Products’ tab or icon
3. Click ‘Add Product’

• A- In the name field enter, “Chocolate”
• B- A description can be added (optional)
• C- Click ‘Select Category’
• D- Choose a category by clicking one or create one by entering one at the top and clicking ‘Add’
• E- Click ‘Save’
• F- Change the field ‘Type’ to ‘Component’
• G- Click the check next to ‘Track this component in inventory using the following unit’
• H- The default unit is ‘Item,’ which is good for retail, etc. but will likely be changed in situations like this example. Click ‘Select Unit’ and choose the unit that you want to track “Chocolate” in. In this example I will choose ‘kg’ for kilogram. (note: if you need to create a unit of measurement that is not there please see ‘Settings->Unit Conversion’ or the support article here-
• I- Once a unit is selected click ‘Save’
• J- Click ‘Finish’

4. Repeat steps, 3A – 3J above for each component of your product; in this case,
you would repeat for “Eggs,” “Flour” and “Oil.”
5. Next, we’ll create the “Chocolate Cake” product. On the products page, click
‘Add Product’
6. In the name field, type “Chocolate Cake”
7. Next to the ‘Type’ field, you will leave this as ‘Product’ for “Chocolate Cake,”
since you will actually be selling this product
8. Do not click the box next to ‘Remove the following number of units from
inventory every time this item is sold’ unless you plan to track how much cake you have in inventory as well as the ingredients.
9. Fill out remaining fields with necessary information
10. Click ‘Add Modifiers’
11. On the next page, click ‘Add Components’

• A- Click ‘Select Product’
• B- Choose the first product, “Chocolate” and click ‘Next’
• C- Choose the unit that you want to use to have as a part of this product (the inventory will be tracked in the unit that the ‘chocolate’ component product was setup with and will convert automatically) and click ‘Next’
• D- Enter a quantity. When we set the inventory up for the “Chocolate” component product we choose to track in kilograms (kg). If each “Chocolate Cake” product uses .10 kg of “Chocolate” per cake you would enter .10 and click ‘Next’

12. Repeat steps, 11A – 11D for each component of your product. In this example you would repeat for “Eggs,” “Flour” and “Oil.”
13. Click ‘Save’
14. You now have created the product “Chocolate Cake.” Each time that it is sold
the component products, “Chocolate,” “Eggs,” “Flour” and “Oil” will be removed from inventory.

The second practical use for components: components can be considered as ingredients in the example above, but they can also be used when you sell products in various quantities and only want to track one product in inventory. For example, if you have a wine tasting room or wine bar where you sell by the glass, bottle, or case, but you only want to track your inventory in terms of bottles you can use the components feature.

• For example, if you sell a product called, “House Red – Glass,” “House Red – Bottle ” and “House Red – Case,” but you only want to track it in inventory by the bottle you would do the following:

1. Login to SalesVu.com
2. Click the ‘Products’ tab or icon
3. For the product that you do want to track directly in inventory click, ‘Add
Product’

• A- In the name field enter, “House Red – Bottle”
• B- A description can be added (optional)
• C- Click ‘Select Category’
• D- Choose a category by clicking one or create one by entering one at the top and clicking ‘Add’
• E- Click ‘Save’
• F- Since we are selling all of these products directly to the customer the ‘Type’ for all these will be ‘Product’
• G- Click the check box next to the field ‘Remove the following number of units from inventory every time this item is sold’ for this product since this is the product unit that we want to track.
• H- The ‘Unit’ can be left as ‘Item’ or you can create a unit named ‘Bottle’ in the ‘Settings->Unit Conversion’ menu
• I- Once a unit is selected click, ‘Save’

4. Repeats steps 3A – 3J for each product that you do not want to track directly in inventory
5. For the products that will not be tracking directly, click ‘Add Product’

• A- In the name field enter, “House Red – Glass”
• B- A description can be added (optional)
• C- Click ‘Select Category’
• D- Choose a category by clicking one or create one by entering one at the top and clicking ‘Add’
• E- Click ‘Save’
• F- Since we are selling all of these products directly to the customer the ‘Type’ for all these will be ‘Product’
• G- Do not click the check box next to the field ‘Remove the following number of units from inventory every time this item is sold’ for the product(s) that you do not want to track in inventory (in this example it would be the “House Red – Glass” and “House Red – Case” since we want to track by bottles)
• H- The ‘Unit’ can be left as ‘Item’ or you can create a unit called bottle in the ‘Settings->Unit Conversion’ menu
• I- Once a unit is selected click ‘Add Modifiers’
• J- Click ‘Add Components’
• K- Click ‘Select Product’
• L- Choose the product created earlier, “House Red – Bottle” and click ‘Next’
• M- Choose the unit that you want to use to have as a part of this product (the inventory will be tracked in the unit that the “House Red – Bottle” component product was setup with and will convert automatically) and click ‘Next’
• N- Enter a quantity and click ‘Next’. When we set the inventory up for the “House Red – Bottle” product we choose to track it as an ‘Item’ or ‘Bottle’. In this example we will say that each glass of red wine is 1⁄4 of a bottle we would enter 0.25 or for a case if there were 12 bottles in a case we would enter 12
• O- Click ‘Save’
• P- Repeat steps 5a – 5p for each product that applies (in this example you would repeat with the case product’.

You have now created 3 products (glass, bottle, case of wine) that pull inventory from 1 product (bottle of wine).

The Component feature of SalesVu iPad POS is a very powerful tool for tracking your inventory and maximizing its efficiency.

Do you have a business in the hotel and hospitality industry? SalesVu iPad POS may be the perfect addition to your company! Check out this short slideshow

Happy March, SalesVu nation! You know what this means…Easter is coming! Don’t wait until the last minute to make this year’s celebration extra special. SalesVu wants to hear your plans and ideas for the day; we’ll even share the best ones!

Coloring eggs, visits with the Easter bunny, egg hunts, family gatherings, whatever it is you’re doing, we know the weekend will be busy! Well, we have a tip to spice things up and take a little bit off your plate: Ali’s Sweet Treats (AST). Ali’s is offering hand-decorated cookies, cake, cupcakes, cake pops and gift baskets for Easter. Based out of Miami, AST can ship your custom order anywhere in the U.S. with a two week lead minimum (three ideally), though rush orders can be made.

Visit Ali’s website to look through an assortment of Easter options, place your order and be one step ahead of everyone else this Easter!

“There’s nothing better than a good friend, except a good friend with chocolate.”
-Linda Grayson