Quick Guide for Cashiers (Vend for Mac and PC)


Latest update: - Mikey Jarvis

If you have recently hired new staff in preparation for the holiday period, they may need to learn the basics of Vend before they can start selling. Below are a list of articles and videos that you or your cashiers can access to get started with Vend!


Accessing Vend & Switching Users:

This portion will show you how to log into Vend and access the sell screen. It will provide steps on how to switch between users as well. To see this process, click the article link here.

A video walkthrough can also be found here.


Selling with Vend:

In this article, you will find out how to Adding products to a sale via searching, scanning and quick keys.

For a video walkthrough of this process, click the link here.


Creating Customers:

You’ve learned how to add products to the sale, now it’s time to learn how to create customers. For an article on how to do this, click here. If you prefer a video walkthrough on creating customers, click this link.


Discounting:

Find out how to apply discounts within Vend at the line item and entire sale levels. For line item discounts, click here. For information on discounting an entire sale, check out this link.


Processing On-account and layby sales:

Here’s more information about how to process different types of sales in Vend, including to on-account and layby sales

1. On-account sales

2. Layby sales

3. Video for parked, layby & on-account sales


Payments & Returns:

Find out how to complete a sale and also how to process returns as well.

For information on how to take payments in Vend on Mac or PC check out this article here or watch our video walkthrough on payments.

To learn how to process returns in Vend, check out this article here or watch our video walkthrough on returns.


Store Credit:

Do your customers want store credit instead of refunds? Click here to learn how to issue store credits.


Receipts:

You can issue various types of receipts to your customers. To learn more about these, check out the list of articles below.

1. Printing Receipts.

2. Gift Receipts.

As it’s the holiday season, this one may be particularly important! Refer to the article linked above or check out this video to watch a walkthrough on how to issue gift receipts.

3. Emailing Receipts.


Closing Up & Cash Management:

Find out the best way to close off Vend for the day.

For information on closing up your register, click here and for more on cash management in your store click here.

For a video walkthrough on these processes, click here.


Training Mode:

Vend has a training mode that will allow you to run a few practice sales. Check out the article here to learn how it works or watch this video of it in action.

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