Quick Product Addition, Inventory Management and Customer History in SalesVu iPad POS SystemMake the Difference at JV Skin and Beauty

The Company

JV Skin and Beauty (JVSB) is a skin care and beauty boutique. JVSB was created with the intent to ensure a customized, serious treatment focused on skin health. Each appointment is unique and centers around individual clients’ goals.

“I help clients achieve individual beauty,” said Jen Valdivia. “It is not how we look to the world, but how we feel in it. JV Skin and Beauty is about helping people realize their desired experience.”

The Needs

JVSB needed an mPOS solution to accept payments anywhere, anytime using mobile devices. Valdivia occasionally travels for work and needs the flexibility of a “simple card reader” and a “secure system that is capable of quick transactions.” JVSB includes products and services, so the POS system needs to go beyond a simple solution.

“I need to be able to manage inventory, customers, product costs and taxes on the go,” said Valdivia. “This helps me avoid time-consuming updates and painful reconciliation when I’m back at my desk.”

The SalesVu Decision

JVSB began looking into other POS and ECommerce solutions, including Booker, Intuit, NCR Silver and Shopify, after using Square.

SalesVu allows me to manage product inventory and link customers to their purchases,” said Valdivia. “I have products that I provide for my clients and needed a system that allowed the inclusion of products in the same transaction of an actual client service. I also chose SalesVu because of the easy export feature and customizable features that set it apart, such as: alerts, customer profiles and quick additions at POS.”

The Results

JVSB likes the capability to quickly add a service or product that may have been missed in the initial upload of products. They can quickly type in the service, cost, tax rate, etc when finishing a transaction without disturbing the client. According to Valdivia, this ability has been critical at JV Skin and Beauty.

“One of my customers tends to add on services on-the-spot that are not common, so I absolutely needed to quickly add it at POS,” said Valdivia.

SalesVu has also helped JVSB streamline the ability to view revenue and profits.

“I can pull and save reports when I analyze sales; I get inventory alerts, can customize the type of notifications I receive and use both the mobile and full site to view data,” said Valdivia. “It’s easy to use, looks clean and streamlines, and customer service has been outstanding the few times I’ve called.”

Lastly, JVSB has saved about $50 per month by using SalesVu.

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For more information about JV Skin and Beauty, go to www.jvskinandbeauty.com, like their Facebook or follow them on Twitter @JVSkinandBeauty.

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SalesVu iPad POS System Tip of the Day: Using the Component Feature

Wondering what the purposes of the components feature are? Look no further. The component feature of SalesVu’s POS system is a very powerful tool for tracking your inventory and maximizing it’s effecieny.

The first use: 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. 1. Login to SalesVu.com
  2. 2. Click the ‘Products’ tab or icon
  3. 3. Click ‘Add Product’
    1. a. In the name field enter, ‘Chocolate’
    2. b. A description can be added (optional)
    3. c. Click ‘Select Category’
    4. d. Choose a category by clicking one or create one by entering one at the top and clicking ‘Add’
    5. e. Click ‘Save’
    6. f. Change the field ‘Type’ to ‘Component’
    7. g. Click the check next to ‘Track this component in inventory using the following unit’
    8. 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-
    9. i. Once a unit is selected click ‘Save’
    10. j. Click ‘Finish’
  4. 4. Repeat steps, 3a – 3j above for each component of your product in this case you would repeat for ‘Eggs,’ ‘Flour,’ and ‘Oil’.
  5. 5. Next we’ll create the ‘Chocolate Cake’ product. On the products page, click ‘Add Product’
  6. 6. In the name field type ‘Chocolate Cake’
  7. 7. Next to the ‘Type’ field you will leave this as ‘Product’ for ‘Chocolate Cake’ since you will actually be selling this product
  8. 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.
  1. 9. Fill out remaining fields with necessary information
  2. 10. Click ‘Add Modifiers’
  3. 11. On the next page, click ‘Add Components’
    1. a. Click ‘Select Product’
    2. b. Choose the first product, ‘Chocolate’ and click ‘Next’
    3. 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’
    4. 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’
  4. 12. Repeat steps, 11a – 11d for each component of your product. In this example you would repeat for ‘Eggs,’ ‘Flour,’ and ‘Oil’.
  5. 13. Click ‘Save’
  6. 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. 1. Login to SalesVu.com
  2. 2. Click the ‘Products’ tab or icon
  3. 3. For the product that you do want to track directly in inventory click, ‘Add Product’
    1. a. In the name field enter, ‘House Red – Bottle’
    2. b. A description can be added (optional)
    3. c. Click ‘Select Category’
    4. d. Choose a category by clicking one or create one by entering one at the top and clicking ‘Add’
    5. e. Click ‘Save’
    6. f. Since we are selling all of these products directly to the customer the ‘Type’ for all these will be ‘Product’
  1. 4. 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.
  2. 5. The ‘Unit’ can be left as ‘Item’ or you can create a unit named ‘Bottle’ in the ‘Settings->Unit Conversion’ menu
  3. 6. Once a unit is selected click, ‘Save’
  1. 7. Repeats steps 3a – 3j for each product that you do not want to track directly in inventory
  2. 8. For the products that will not be tracking directly, click ‘Add Product’
    1. a. In the name field enter, ‘House Red – Glass’
    2. b. A description can be added (optional)
    3. c. Click ‘Select Category’
    4. d. Choose a category by clicking one or create one by entering one at the top and clicking ‘Add’
    5. e. Click ‘Save’
    6. f. Since we are selling all of these products directly to the customer the ‘Type’ for all these will be ‘Product’
    7. 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)
    8. h. The ‘Unit’ can be left as ‘Item’ or you can create a unit called bottle in the ‘Settings->Unit Conversion’ menu
    9. i. Once a unit is selected click ‘Add Modifiers’
    10. j. Click ‘Add Components’
    11. k. Click ‘Select Product’
    12. l. Choose the product created earlier, ‘House Red – Bottle’ and click ‘Next’
    13. 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’
    14. 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
    15. o. Click ‘Save’
    16. p. Repeat steps 8a – 8o 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).

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SalesVu iPad POS System at The Candy Wrapper

The Candy Wrapper (TCW) is a bulk custom gift and candy store in Lubbock, Texas. TCW needed an iPad POS to maximize sales and efficiency during the holiday season.

“Being a bulk candy store, we needed to be able to use a decimal point to accurately get people rung up; there were many apps out there, only a few that would incorporate a decimal for us to put in weight for a sales total,” said Tiffany Jablonsky, co-owner of The Candy Wrapper.

In addition to researching SalesVu’s retail POS, TCW also considered using Shopkeep and Imonggo.

“We researched apps for our business knowing we wanted to move to an ipad register,” said Jablonsky. “We found [SalesVu] through online reviews. We were using Square for credit card processing and an old offline register without inventory tracking.”

The Candy Wrapper enjoys the app’s ease of use, employee tracking and the ability to use the POS system in one spot in addition to mobility.

“We like all of the different reports you can look at for the store to track what is selling and when,” said Jablonsky. “We also deliver and it is handy for deliveries.”

For more information about The Candy Wrapper, like their Facebook page or follow them on Twitter.

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Resource Nation’s 8 Industries Transformed by SalesVu iPad POS System

Check out this Resource Nation article on some of the industries that have evolved through mobile point of sales solutions, like SalesVu’s iPad POS! See the perks of going mobile and how it has become effective in a few specific industries. Tell us how the revolution has helped your business or industry!

Click here to view the article.

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