How to add a Sale from my previous POS System

Andrea Montes
Updated


Objective

Recreate a sale from a previous POS system in Vend.

Setup

  • Vend for Mac or PC
  • Vend on iPad

Steps

  1. Navigate to Sell
  2. Add the products, discounts etc to mirror the previous sale
  3. Click Park Sale
  4. Add a note if required, then click Park Sale
  5. Navigate to Sales Ledger
  6. Locate the sale
  7. Click to expand
  8. Click Apply payment/refund
  9. Select the payment type from the drop-down
  10. Type the amount (for a refund type -X)
  11. Select a date/time for the payment
  12. Click Save
  13. Back on the Sales Ledger, locate the sale again
  14. Click to expand
  15. Click Edit Sale
  16. Enter the correct sale date and time 
  17. Click Save

Additional Information

  • When manually applying a payment to a sale, the payment will be contained in the current open Register Closure.