Sales History for Vend on Mac or PC


Latest update: - Admin

UPDATE: Improvements to your Sales History.

We have made improvements to your Sales History to make it easier for you to manage your sales at the same time you're selling in another tab. These improvements will be available on Vend on Mac or PC.

What's changing?

There are two main changes that you will notice with this update.

1. Sale Actions from Sales History

The continue sale button will now be greyed out and 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.

  • The continue sale button will now be greyed out if your user account does not have permission to continue the sale. For example, if your user account permissions do not have Continue sales permissions enabled.
  •  To check this, go to Setup -> Users -> Roles, where you will see a toggle to turn on/off sale continuing.

  • Sales history is now accessible for sales management actions like receipt printing in another browser tab. However, even though this allows you to operate with multiple tabs open on your we browser, you will still be unable to perform actions that affect your Sell Screen such as continuing sales.

    To continue sales from Sales History you will need to close the "Sell" tab (as before).

    With the update, you will notice that the continue sale button will be greyed out, but you will still be able to perform sales management tasks such as issuing receipts. You will now also be able to see customer information attached to the sale. 

2. Switching Registers will not be possible from Sales History

We are removing the option to switch registers from the Sales History. However, you will still be able to switch registers if you click into any other options in the side bar including the Sell option

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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.

How is the Sales History different from the Sales Ledger?

The Sales History is a screen in Vend that allows you and your store staff to quickly retrieve lay-by and on account sales, return sales as well as reprint and email sale receipts. Unlike the Sales Ledger, Sales History does not allow you to conduct some administrative functions like editing or voiding sales.

Finding your way around the Sales History:

The Sales History is made up of three main sections; the tabs, the search filters and the list of sales. For more information on these three sections read on below:

Sales History Tabs:

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

Filters:

The search filters can prove beneficial in further narrowing your search for a particular 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.

Here, 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.

List of Sales:

Below the filters are the list of sales. Here you will see a list of sales 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.

For a more detailed look at the sale, click on the column header.

Clicking on the column header 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.

From here you can edit the sale, reprint and resend receipts or void the sale if required. For more information on these actions, when to use them, and how the actions impact your sale, check out the section below:

1. Viewing sale details

In Vend, you can see more detailed information about every sale you make.

To find these details head to the Sales History tab and locate the sale you would like to view.

Once located, hover over the sale line and click. This will expand the sale, revealing a line item breakdown of the products and payments involved in this sale as well as options to return or continue the sale, issue a gift receipt and email or print the standard sales receipt.


2. Returning a Sale

Tip: Different retail stores have different rules about what items can be returned. It is useful to check in with your supervisor about this before processing any returns.

Before beginning, it is important to note that you may only complete a return on fully paid sales (including fully paid account and layaway sales) and not on open on account or layaway sales OR existing return transactions.

To process a return from the Sales History:

1. Navigate to the Sales History screen in the side menu 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.

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

Important: If a cashier user is unable to process returns in your store this reverse arrow will be greyed out and unclickable.

For more information on returns, check out this article here.

3. Retrieving and Continuing 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.

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

  • Parked sales
  • Account sales
  • Layby Sales

To retrieve a parked sale:

1. Click Sales History from the side menu.

2.  In the Sales History screen, choose the Continue Sales tab along the top

3. Next, 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.

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

To retrieve an account 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 an account sale:

1. Click Sales History from the side menu.

2.  In the Sales History screen, choose the Continue Sales tab along the top

3. Next, 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.

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.

To retrieve a layby (layaway) sale:

1. Click Sales History from the side menu.

2.  In the Sales History screen, choose the Continue Sales tab along the top

3. Next, 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, check out this article here.


4. 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

If you need to print a receipt from a historic sale:

1. Open Sales History from the side menu.

2. Select the All Sales tab along the top.

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

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

5. Once here, you will see an expanded view of the sale. On the right of this expanded view is a print receipt button. Clicking this button will bring up the print preview screen from where you can print out your receipt.


Gift receipts

You can also print off a gift receipt if your customer is purchasing your products 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.

If you need to print a gift receipt from a historic sale:

1. Open the Sales History tab from the side menu.

2. Select the 'All Sales' tab along the top.

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

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

5. Once here, you will see an expanded view of the sale. On the right of this expanded view is a gift receipt button. Clicking this button will bring up the print preview screen from where you can print out your receipt.


Email receipts

If your store has email receipts enabled, you will be prompted to enter the customer's email address (If you have already added a customer to the sale, and Vend has their email address, this will automatically be filled in.)

Email receipts turned off?

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

1. Open the Sales History tab from the side menu.

2. Select All Sales along the top.

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

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

5. Once here, you will see an expanded view of the sale. On the right of this expanded view is an email receipt button.

6. Click the email receipt button and enter the customer's email in the popup box that appears.