Vend Quickstart Guide


Latest update: - Mikey Jarvis

Ready to get started with Vend? This quickstart guide will help you configure Vend for your store, so can start selling in no time. Run through the three steps below to get started!

Tip: If you don’t recognise a word check out the glossary at the bottom of this page.

Step 1: Configure your Account

a. General settings

b. Setup your register

c. Taxes

d. Payments

e. Users

f. Receipt templates

g. Hardware

Step 2: Add Products

a. Do you have a lot of products? You can import them quickly using a CSV product list - this article explains how.

b. Only have a few products? You can add them directly into Vend.

c. If you want to label all your stock print bulk run of barcodes.

d. Do you have separate tax rates for individual products? Learn how to set them up for tax inclusive or tax exclusive stores.

Tip: While some product information might not seem crucial while setting up, enter as much as you can when first creating each style, such as supply prices (for accurate sales reporting) and tags and types (to filter inventory reports in future).

Step 3: Sell Screen Training

Make sure you and your staff know how to sell up a storm with Vend

a. Selling with PC/Mac: Read or watch

b. Selling with iPad: Read or watch

Tip: Managers make sure to open/close your Vend register every day to check your expected match what your actual takings.

Congratulations!

If you can tick off all the above, you have setup your Vend store and should be ready to trade. Here are some additional features that might interest you:

Customers and loyalty - Import your customer list into Vend and offer a loyalty program to keep customers coming back.

Inventory Management - Order more and control of your stock.

Cash Management - Control your cash drawer.

Price books - Run a sale or apply discounts in Vend.

Reporting - Know how you are tracking against your targets.

User management - Once you’ve created your users and set their permissions and sales targets.

Suppliers - Streamline your ordering process.

Ecommerce - Sell online with Vend

Gift cards - Earn additional revenue for your store


Glossary

Here is a glossary explaining terms we use at Vend, that you might not know yet:

CSV: Stands for "comma-separated values". CSV files can be imported to and exported from programs that store data in tables, such as Microsoft Excel or Open Office. You can use them to quickly import your products, customer lists and stock orders into Vend.

SKU: Stock-Keeping Unit - A number used for tracking inventory. Also known as PLU (Price Lookup Unit) and UPC (Universal Product Code).

Outlet: A brick and mortar or online store where retailers sell their products to the public.

Types: High-level category a product belongs to, e.g. 'Clothing' or 'Accessories' or 'Services'.

Tags: Lower-level categories a product belongs to, e.g. ’Casual, Cotton’, ‘Summer Range’, ‘Men’s'. You can have as many of these as you want.

Price book: A feature in Vend that enables you to offer special pricing (i.e. run a sale) and special loyalty amounts.

On Account Sale: Partial payment of an invoice; a sale or purchase on deferred payment terms (credit).

Layby: Layaway. The process by which a customer can make a deposit to secure their products for later purchase.

Parked Sale: A sale put on hold/reserved for a customer, but not yet paid.

Composite product: A product that is created from the inventory of other items in your store, such as a gift basket. Because composite products rely on the stock of other items, they don’t have their own inventory levels or reorder points.

Variant: A product with different options, such as size, colour, or flavour.

Handle: An ID for your products which have to be unique, except when a product has variants, then the handle needs to be the same across all variations. Also important to note that handles must not contain any numbers or symbols.

Mandatory product fields: When importing a product into Vend using a CSV, there are mandatory fields you must fill in, including the handle, SKU, product name, tax name, retail price. It is also highly recommended that you include a supply price, so your average cost and cost of goods sold are correct going forward.

Register: Your digital register where you process sales in Vend (not to be confused with a payment terminal, which physically processes sales transactions). You need one register per physical cash drawer in your store.

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