General Setup


Latest update: - Team Vend

General setup allows you configure your Vend account to suit your retail operation.

Store Settings

Store Name

This is where the full name of the store should be added for receipt printing and emails from the system.

Private URL

This is your store URL. This cannot be edited.

Default currency

This is the currency you trade in. You can use one currency per Vend account.

Time zone

This field is one of the most important here. Your POS uses the local time on your iPad to record the payment time and date of sales, and this needs to be set to the correct time zone for your store. This can be found easily online by searching your city or state and ‘time zone’ to find it.

Time zones can impact your register closures and integrated services. You should make sure the time zones are set to the same zone for all integrations, and that the time on your computer or tablet is set correctly.

Display prices

This menu allows the how taxes are displayed to be chosen, ether Tax Exclusive, or Tax Inclusive. Generally, your store will default to the correct setting for your country. This MUST be set when you are first setting up your store, and should not be changed once you're set up.

Default tax

This only applies if you're displaying prices inclusive of tax. If you're tax exclusive, you'll set this for each outlet.

Select the tax rate you would like to apply as the default tax. You can choose any tax that you have set up under  Payments and Taxes. This can be customised for an individual product when you set the product up.

Label printer format

This is the format used by label printers to print barcodes.

If you print labels, you will need to pick the correct format for your label printer and paper. Vend has options for continuous labels, and label sheets. Dimensions are provided for the label sheets are Y x Z: Y labels across, by Z labels down.

Screen_Shot_2013-02-20_at_3.54.12_PM.png

SKU generation

When you create a product manually in Vend, a SKU will automatically be created for you. You can override this SKU if you want to use another number, like the universal barcode).

You can choose whether the SKU created is based on the name, or a sequence number. If you plan on printing barcodes, we recommend you choose sequence number. Otherwise, your barcodes may be too long and may not be able to be printed.

Current sequence number

If you choose the sequence number option, you can pick the number we'll start assigning SKUs from - we'll count up from there.

Note: You cannot choose a number you've already picked - the sequence number you input MUST be a larger number than the largest number assigned to an existing product.

Automatic SKU generation will not apply for products imported from a CSV file. You must set up the SKU before importing the file.

2-SKU_Generation.png

User Switching Security

This setting is important for the security conscious around how changing users is handled. Three choices can be made:

  • ‘Never require a password when switching between users,’ which does not restrict users from switching.
  • 'Require a password when switching to a user with greater privileges’, i.e. when switching from cashier to manager.
  • ‘Always require a password when switching between users,’ which will require a password on any user switch.

Cashier Discounts

Checking this option prevents Cashier-level users from being able to give discounts from the sell screen. This requires a manager or admin to sign in to apply a discount if needed.

Sales made by cashiers will still reflect any price books pricing you have set.

Contact Information

These fields are for standard contact information, Contact Name, Email, and Phone, as well as Website and Twitter.

These fields are optional, except for email and name, which will be populated when creating your account so that there is information to get in contact with you via support tickets.

Address

These field are fairly straightforward, allowing for a full record of the address of your store or other selling location, and a separate record for a postal address for businesses that are run out of a separate location, or that use a PO Box or similar from a smaller area.

If your physical and mailing addresses are the same, you can use the blue ‘Same as Physical Address’ link to copy the information from the Physical address into the Postal.

Powered by Zendesk