Sales History in Vend

What is Sales History?

The Sales History is where your store staff can perform point of sale functions, such as sales retrieval and sales returns.

Your store staff can use the Sales History to view sale details, return completed sales, reprint and email receipts or retrieve and continue On Account, Layby and Parked Sales. Admins and managers can also make changes to payments made on sales.

Your stores Sales History is accessible on both Vend for Mac or PC and Vend on iPad. For more information on how to use the Sales History, choose the platform relevant to you below.

Vend for Mac or PC Vend on iPad

Screen_Shot_2020-09-10_at_11.26.13_AM.pngTo access the Sales History in Vend for Mac or PC, navigate to Sell -> Sales History.

Finding your way around

The Sales History is made up of three main sections

  • Tabs
  • Search filters
  • List of sales

Tabs

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Along the top of the Sales History page, you will see three tabs; All, Process return and Continue sale. These three tabs provide you with quick access to view all the sales you have made to date, processing returns or continuing sales (such as laybys, on account sales and parked sales).

Filters
The search filters are a great way to further narrow your search for a specific transaction in the Sales History. Depending on the number of transactions you have processed in your store, you may want to use the search filters to make finding an entry easier.

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You can filter by a specific date or date range, by sale status, outlet the sale was made on, the receipt number of the sale, the Vend user who processed the sale, or the name of the customer who was attached to the sale. If all filters aren't visible, click More Filters.

List of Sales
Below filters is the list of sales. Here you will see a list of sale records based on the tab you have selected and the filters you have specified. By default, the list will show the most recent sales transaction first and will show basic information about your sales.

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For more information on these actions, when to use them, and how the actions impact your sale, read on to the drop-downs below.

Viewing sale details

In Vend, you can see more detailed information about every sale you make. To find these details, navigate to Sell -> Sales History and locate the sale you would like to view.

Once located, click on the column header for a more detailed look at the sale. This will expand the sale and provide you with a detailed breakdown of the products involved in the sale and the payments that were applied. Expanding the sale will also reveal some sale management options.

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From here you can process returns, edit the payments on a sale, reprint and resend receipts, and continue open sales such as on account, layby and parked sales.

Returning a Sale 

Before beginning, it is important to note that you may only complete a return on fully paid sales, including fully paid On Account and Layby sales. You cannot process a return on an open On Account or Layby sale, or existing return transactions.

To process a return from the Sales History:

1. Navigate to Sell -> Sales History and find the sale you would like to return.

  Tip

Click on the process returns tab then search for the receipt number of the sale.

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2. Once the sale is located, click the reverse arrow to begin the return.

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  Important

If a cashier user is unable to process returns in your store this reverse arrow will be greyed out and unclickable. To check your account permissions, navigate to Setup -> Users -> Roles.

For more information how to process a return as an Exchange or Refund, please see the full Returning a Sale in Vend guide

Editing the Payments in a Sale

Admin and Manager user roles are able to edit payments made on sales through the Sales History. You can edit the payment type, date and time and amount for payments, as well as make new additional payments to sales.

1. Navigate to Sell -> Sales History and find the sale you would like to edit.

2. Hover over the sale line and click the column header to expand the sale.

3. Click Edit.

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4. A dialogue box will open where you can edit the information you want to. This includes the Sale Date, Payment Type, Date, Time and Amount. You can also Add Another Payment.

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  Important

  • Cannot be used for payments using Loyalty, Store Credit, or Gift Cards
  • Cannot be used to edit Cash Rounding
  • Existing Integrated Payments cannot be corrected
  • A non-integrated payment may be edited into an Integrated Payment
Retrieving and Continuing Sales

There are three types of sales that you might need to find and continue:

  • Parked sales
  • Account sales
  • Layby Sales

  Important

You can only retrieve and continue a sale if you are logged into the outlet that the sale was first initiated in. For example, if a sale was parked at the Melbourne outlet, you will not be able to continue this sale from the Auckland outlet.

The continue sale button will also be greyed out if your user account does not have permission to continue the sale. If you hover your cursor over it, you will be able to press the button which will open a dialogue box that will identify what the issue is.

To check your account permissions, navigate to Setup -> Users -> Roles. Here you will see a toggle to turn on/off sale continuing.

To retrieve a parked sale:

1. Navigate to Sell -> Sales History.

2. Click the Continue sale tab along the top

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3. Select Parked from the Status dropdown and click the search button. This will filter your list of sales by Parked only.

4. Locate your sale from the list of parked sales below and click the continue sale icon.

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5. The sale will load to the sell screen where you can continue processing it as normal.

To retrieve an account sale:

1. Navigate to Sell -> Sales History.

2. Click the Continue sale tab along the top

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3. Select On Account from the Status dropdown and click the search button. This will filter your list of sales by On Account only.

4. Locate your sale from the list of On Account sales below and click the continue sale icon.

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5. The sale will load, and you can then take payment by clicking the Pay button.

If the customer is not paying the sale off entirely, take the payment and click the On Account button to put the sale back onto account.

Issue the customer with an updated receipt for their sale.

  Important

You will not be able to remove items from an account sale or cancel an account sale in progress. If you are using the Xero integration, it is also important to not add additional items to an existing sale, as the invoice in Xero will not be updated.

 To retrieve a layby (layaway) sale:

1. Navigate to Sell -> Sales History.

2. Click the Continue Sales tab along the top

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3. Select Layby from the Status dropdown and click the search button. This will filter your list of sales by layby only.

4. Locate your sale from the list of layby sales below and click the continue sale icon.

5. The sale will load, and you can then take payment by clicking the Pay button.

If the customer is paying off the sale entirely, you will need to give them the items in the layby and a final, updated receipt.

If the customer is not paying off the sale entirely, click the layby button to put the remaining balance back onto layby.

For more information on Layby sales and how they work in Vend, you can find more here.

Reprinting or resending your customer's receipt

Depending on your store settings, once the sale is completed, you will be prompted to provide the customer with a receipt. This may be either a printed receipt or an emailed receipt.

Printed receipts

Printing a receipt from a historic sale:

1. Navigate to Sell -> Sales History.

2. Locate the sale to find the receipt you wish to print.

3. Hover over the sale line and click to expand the sale information.

4. On the right of this expanded view, click Print Receipt. This will bring up the print preview screen where you can print out the receipt.

Gift receipts

You can also print off a gift receipt if your customer is purchasing as a gift for someone else. The gift receipt is a simplified version of the standard receipt that does not include any payment or loyalty information.

Print a gift receipt from a historic sale:

1. Navigate to Sell -> Sales History.

2. Locate the sale to find the receipt you wish to print.

3. Hover over the sale line and click to expand the sale information.

4. On the right of this expanded view, click Gift Receipt. This will bring up the print preview screen where you can print out the receipt.

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Email receipts

If your store has email receipts enabled, you will be prompted to enter the customer's email address Customers that are already added to the sale, and Vend has their email address, will automatically be filled in.

Email receipts turned off?

You can still email a receipt to a customer from the Sales History, even if it is turned off by default.

1. Navigate to Sell -> Sales History.

2. Locate the sale to find the receipt you wish to email.

3. Hover over the sale line and click to expand the sale information.

4. On the right of this expanded view, click Email Receipt.

6. Enter the customer's email (if not already populated) in the popup box that opens.

Order Fulfillment
In Store Orders allow you to process an unfulfilled sale for product(s) may be out-of-stock at the time a customer is in store, or for customers ready to receive the product(s) (where they want to have them delivered or to pickup later).

If your Vend store is integrated with your BigCommerce, Shopify, or WooCommerce store, Online Orders from those platforms will sync through to Vend.

Sales History
is where all In Store Orders and Online Orders are recorded.

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Here you can manage and edit orders, including marking unfulfilled orders as fulfilled when complete.

Refer to our Online Orders and In Store Order Fulfillment guides for more on how to set up, process and fulfil these orders.

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