SalesVu Launches the First AI-Powered Automated Restocking Platform for Small & Medium Retail Organizations

Creating products correctly in SalesVu is essential for accurate inventory management. You can add new products using two methods:

1. Through SalesVu.com Portal:
   • General Overview: Log in to your SalesVu.com account to create and manage products. This method allows you to configure detailed settings, including inventory tracking options, directly from the web portal.
   • Inventory Settings: When creating or editing a product on the portal, pay special attention to the 'Inventory Setting' section to configure how the product will be tracked in inventory. The options are:
     • Track this item in inventory in another unit:
       • Use this option to track items by custom units such as 'bottles', 'cases', or 'packs'.
       • You can create and assign these custom units to your products.
       • Click here to learn how to create custom units.
     • Track this item in inventory by weight:
       • Select this option to track items based on weight measurements.
       • Choose existing units of weight or create new ones to suit your needs.
     • Do not track this item in inventory:
       • Use this option if you don't need to track the product's inventory (e.g., services, digital products).
2. Directly on the POS App:
   • General Overview: Use the SalesVu POS app to add products on-the-go. This method is convenient for quick additions or updates while at your business location.
   • Inventory Settings: While you can create products on the POS app, inventory tracking options may be limited compared to the web portal. For comprehensive inventory settings, it's recommended to use the SalesVu.com portal.

By properly configuring the inventory settings when creating products, you ensure accurate stock tracking and efficient inventory management within SalesVu. This helps maintain real-time inventory levels, streamline reordering processes, and enhance overall operational efficiency.

For detailed step-by-step instructions on creating products and configuring inventory settings, click here.

In SalesVu, distinguishing between sellable and non-sellable products is crucial for accurate inventory tracking:

• Sellable Products: These are items sold directly to customers and appear on your POS app, kiosks, and E-commerce platforms. For example, a bottle of ketchup sold individually in your store.
• Non-Sellable Products: These items are not sold separately but are used as components or modifiers of other sellable products. They help track the inventory of parts that make up a final product. For instance, 'Ketchup' used as an ingredient in a meal or as a condiment option. Non-sellable products do not appear on sales platforms for direct purchase but are essential for inventory management.

When creating or editing a product:

• Locate the 'Type' Section: In the product details, find the 'Type' field.
• Select the Product Type: Choose either 'Sellable' or 'Non-Sellable' based on how you plan to use the product in your inventory system.

Understanding this distinction ensures that your inventory records reflect actual stock usage and sales.

For detailed instructions on setting product types, click here.

Modifiers allow you to offer variations of a product, such as different sizes or colors, and are essential for detailed inventory tracking.

• Create Modifier Groups: Group similar modifiers together (e.g., Sizes, Colors).
• Add Modifier Items: Within each group, add specific options (e.g., Small, Medium, Large).
• Assign Modifiers to Products: Link the modifier groups to relevant products to offer these options at the point of sale.

Modifiers can be configured to adjust inventory levels when selected. For example, choosing a size may deduct a specific quantity or adjust the inventory of a particular variant.

For detailed instructions on creating and managing product modifiers for inventory tracking, click here.

For detailed information on the merge modifier feature for inventory management, click here.

Components in SalesVu represent the ingredients or parts that make up a product. Managing components is vital for tracking the inventory of items that are not sold individually but are used to create sellable products.

Examples:

• Food Items: A hamburger may have components like bread, beef patty, lettuce, etc. Selling a hamburger will automatically deduct these ingredients from inventory.
• Packaged Goods: A case of wine containing multiple bottles. Selling a case reduces the inventory count of individual bottles.

To create and manage components:

• In the Product Details, locate the 'Select Component' section
• Add Components: Search for and select the non-sellable products or ingredients that make up the sellable product.
• Specify Quantities: Indicate the quantity of each component used per unit of the sellable product.

By accurately setting up components, you ensure that inventory levels of both sellable products and their constituent parts are correctly managed.

For detailed steps on creating and assigning components, click here.

In SalesVu, each product can only be assigned to one category. However, you can organize your inventory effectively by:

• Using Modifiers: Apply modifiers to products to represent variations or classifications within a category.
• Utilizing Tags or Custom Fields: Add tags or custom fields to products for additional filtering and reporting capabilities.

While direct assignment to multiple categories isn't possible, these alternative methods allow for flexible organization and inventory management.

In SalesVu, you can assign vendors to your products for streamlined inventory management. To do this, you'll first need to create a vendor profile under the Inventory tab. For detailed steps on creating vendors, click here.

Once the vendor is created, you can assign products by selecting specific categories or individual items.

To assign products to vendors:

• In the Inventory tab, locate the Vendors tab and select the vendor's name.
• In the Vendor tab: Select 'Assign Products'.
• Choose categories (right side) or individual items (left side) to assign to the vendor.

For detailed steps on assigning products to vendors, click here

You can adjust inventory quantities in SalesVu through several methods:

1. Manual Adjustment via SalesVu.com Portal and POS App: You can manually adjust inventory quantities directly from the SalesVu.com portal or the POS app. This allows you to update stock levels for individual products as needed from either platform.
   
   • For detailed instructions on how this feature works on the SalesVu.com portal, click here.
   • For detailed instructions on how this feature works on the POS app, click here.
2. Creating and Receiving Purchase Orders: Adjust inventory quantities by creating purchase orders (POs) and receiving them. When you receive a PO, the quantities of the products are automatically updated in your inventory.
   
   • To learn more about creating and receiving purchase orders, click here.
3. Using Count Sheets to Recount Inventory: You can create count sheets to perform physical inventory counts. This process adjusts existing quantities based on the actual stock levels you record during the count.
   
   • For detailed steps on how this feature works, click here.