Setting up your Outlets and Registers

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Whether you're a single location, single register business; have multiple locations with multiple registers; or anything in-between, Vend can be customised to suit your set up!

This allows you to accurately track what has been sold, inventory levels, and at different locations, making reconciliation and reporting easy.

Outlets (locations)

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The amount of outlets you require is determined by the amount of fixed physical locations your business has. For example, if your business has stores in Auckland, Wellington, and Christchurch, this would equate to 3 outlets. 

In order to accurately track sales information and inventory data, each location requires an outlet that these can be assigned to.

This is especially important for inventory movements (stock orders, transfers, and stock levels), or if you have a stock warehouse — which would require its own outlet. Read more about Inventory Tracking in Vend here.

  Important

Retailers on the Lite plan are restricted to 1 outlet; retailers on the Pro and Enterprise plans can purchase additional outlet licenses through the Billings page.

To set up your outlet(s), choose the drop down that is most relevant to you. 

Single outlet setup

Follow the steps below to set up a single outlet:

1. Click Setup
2. Click Outlets and Registers
3. Click Add Outlet
4. Enter the new outlets Address
5. Select the Time Zone from the drop-down
6. Click Next
7. Enter the Outlet Name
8. Click Next
9. Select the Tax Rate
10. Click Next
11. Enter the Registers name

  Note

You must create a register when creating an outlet. Here there is an option to add additional registers,  however these can only be added once the register licenses have been increased.

If you have not increased the registers license, we recommend adding the first register and then referring to the Registers section below for information on how to add additional registers.

12. Click Save New Outlet

Multi-outlet setup

Follow the steps below to set up multiple outlets:

Increase outlet licenses

1. Click Setup
2. Click Billing
3. Click Manage Licenses
4. Increase the number of outlet licenses
5. Click Save Changes

You will be prompted to confirm the changes to your billing and this will reflect the cost of the additional outlet(s).

Add additional outlet(s)

1. Click Setup
2. Click Outlets and Registers
3. Click Add Outlet
4. Enter the new outlets Address
5. Select the Time Zone from the drop-down
6. Click Next
7. Enter the Outlet Name
8. Click Next
9. Select the Tax Rate
10. Click Next
11. Enter the Registers name

  Note

You must create a register when creating an outlet. Here there is an option to add additional registers, however these can only be added once the register licenses have been increased.

If you have not increased the registers license, we recommend adding the first register and then referring to the Registers section below for information on how to add additional registers.

12. Click Save New Outlet

Registers

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Attached to each outlet are registers — the points of sale. These can differ between outlet and will depend on how many devices you have selling in one location.

Each outlet will have 1 register attached to it by default, which is created when creating an outlet. Follow the steps below to increase the register licenses and add additional registers to your outlet:

Add additional registers

Increase register licenses:

1. Click Setup
2. Click Billing
3. Click Manage Licenses
4. Increase the number of register licenses
5. Click Save Changes

You will be prompted to confirm the changes to your billing and this will reflect the cost of the additional register(s).

Add additional register(s):

1. Click Setup
2. Click Outlets and Registers
3. Identify the outlet you want to add a register to
4. Click Add Registers
5. Enter the Registers name
6. For additional registers, click Add Another Register
7. Click Save Register

Register settings

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There are a few features that can be enabled at the register level which allow you to customise the cashier and customer experience. Select what worst best for you:

  1. Receipt template: Determines what receipt template is generated after each sale. Choose from Vends standard receipt template or customise your own to tailer what information is displayed on the customer facing material.
  2. Email receipt: With Email Receipt enabled, the cashier will be prompted to enter an email address for the receipted to be sent to after each sale, but is not mandatory. If you would like to email receipts to your customers, select Yes

  3. Print Receipt: With Print Receipt enabled, a receipt will be printed after each sale. If you have a receipt printer connected to your device and wish to print receipts, select Yes. Alternatively you can disable receipt printing for a paperless operation.

  4. Select user for next sale: Prompts the cashier after each sale to select the next user. This is helpful for multi-user retail environments, where you want sales to be recorded against individual users. Select Yes to enable.

  Important

For stores in New Zealand, Australia, United Kingdom, Singapore and South Africa, a tax rate will be automatically assigned based on the outlets location and skip to step 10.

For tax exclusive stores in the United States and Canada, a tax rate will be suggested based on the outlets location, or you can use the drop down menu to select an alternative tax rate.

To assign a tax rate that has not been used in your store before, navigate to Setup -> Sales Taxes using the sidebar. Find more detail on how to do this here.

Additional Information

Switching Outlets in Vend
Switching Registers in Vend
What is a Register Closure?
Setting up your Quick Keys

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