Skip to content
  • Go to Shelvz Portal

Welcome to the Shelvz Help Center & Knowledge Base

Explore How-to’s and find the best way to get what you need done!

Managing your Company Settings

Managing your Company Settings

8
  • How to add and manage Countries
  • How to add and manage Regions, Cities, and Banks
  • How to add and manage Currencies
  • How to add and manage Currency Conversion Rates
  • How to add and manage Units
  • How to add and manage Visit Types
  • How to add and manage Skip Reasons
  • How to add and manage Cancel Reasons
Setting up your Portfolio

Setting up your Portfolio

13
  • How to add and manage Brands
  • How to add and manage Brand Groups
  • How to add and manage SKUs
  • How to add and manage Competitor Brands
  • How to add and manage Competitor SKUs
  • How to link SKUs to a Competitors’
  • How to add and manage Categories & Subcategories
  • How to add and manage Placements
  • How to manage a Placement’s Settings
  • How to manage an SKU’s Shelf Price & Units
  • How to add and manage SKU Types
  • How to add and manage SKU Groups
  • How to manage your Portfolio Listing
Adding your Point of Sales

Adding your Point of Sales

10
  • How to add and manage Stores
  • How to add and manage Branches
  • How to manage a Branch’s Settings
  • How to add and manage SKU Retailer Codes
  • How to add and manage Store Groups
  • How to view and export your Branch Data Bank
  • How to add and manage Branch Additional Info
  • How to add and manage Branch Routes
  • How to add and manage Branch Classifications
  • How to add and manage Branch Segments
Managing your Human Resources

Managing your Human Resources

10
  • How to add and manage Working Shifts
  • How to add and manage Public Holidays
  • How to add and manage Leave Types
  • How to add and manage Leaves
  • How to add and manage Users
  • How to add and manage Teams
  • How to add and manage User Access Modules
  • How to add and manage User Access Rights
  • How to add and manage Group Access Rights
  • How to add and manage Group Access Rights Settings
Assigning your Logistics & Third Parties

Assigning your Logistics & Third Parties

7
  • How to add and manage Warehouses
  • How to add and manage Salesperson
  • How to add and manage Signatories
  • How to add and manage Drivers
  • How to add and manage Distributors
  • How to add and manage Branch Manager Types
  • How to add and manage Branch Managers
Asset 1@3x
Facebook Linkedin Instagram