Getting Started with Vend in three easy steps.

Watch the videos below to learn how to set up your store, how to make your first sale and how to use some of the management functions. It’s all part of how Vend can help you achieve retail success.

1. Set up your store.

In this video we’ll walk you through setting up a basic store. We will show you how to create a product and how to add variants as well as track your stock across your outlets.

  • Configure outlets and registers
  • Add your first products
  • Set up your tax rates
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Setting tax rates.

The first thing we need to work out is how we treat tax. Woo-hoo! No, really, it’s important to get this done first so that we can then apply the correct tax to products and the rest of your set-up. So either add your tax type from your Getting Started wizard, or from the Sales Taxes setup page.

You’ll be asked if you’re tax inclusive or tax exclusive. If you’re in the USA or Canada you’re exclusive, as you add a tax to the product price you display to a customer. If you’re in the United Kingdom, Australia, South Africa or New Zealand then you’re inclusive, meaning that the price a customer sees includes tax.

With Vend you can also set differing tax rates for the different stores you own, or for different products.

How do I set up tax? (Tax-inclusive Stores)
How do I set up tax? (Tax-exclusive stores)
How do I apply a tax rate to an individual tax inclusive product?
How do I apply a tax rate to an individual tax exclusive product?

Outlets and registers.

In Vend an outlet is your store, and a register is the name we give the device you make the sales from. So if for example you have two iPads in your store making sales on Vend, each of those would be a register. Each trial account comes with one outlet and one free register.

You can easily purchase additional registers and outlets, and name them on the General Settings page under Outlets and Registers.

Learn more about outlets and registers.

Adding products.

There are two ways of creating products in Vend. You can create a new product manually, like Strahan does in the video above, or import a CSV file which we would recommend for creating bulk products.

The CSV file can be created from scratch or by using an export from another POS. CSV import is really important.

This page will help you with everything to do with adding products.

Different kinds of products in Vend.

Here are a few other common product questions answered:

You might want to learn more about variants, well the first link below is the one for you! And the next link here will especially help you if you’re a cafe or bar and want to track products that make up other products — for example a glass of wine and a bottle.

More info about product variants (size, colour, etc).
How to add a product that uses the inventory of other items (like a glass of wine, or a gift basket).

Stock and inventory.

Stock control:

Vend allows you to manage inventory with ease. Make orders, transfers, or do a stocktake, and leave a clear path to follow with every sale. Once you’re up and making sales you can also use Vend’s powerful reporting to see what sold where and when.

Vend’s inventory control allows three key functions:

Ordering stock, including importing a CSV file to populate the required fields.
Transferring stock.
Completing a stocktake.

Barcodes.

Barcodes can make life for a retailer much easier. If a product has a barcode you can use that, or, Vend will generate barcodes from the SKU field if you don’t want to use the Universal Barcode. We recommend printing a bulk run of barcodes when first setting up Vend, this will make it quicker to set up pricebooks and complete stocktakes for retailers not using bluetooth barcode scanners.

Here’s some more information on setting up barcodes:

Printing a bulk run of Barcodes.
Generating a barcode.

2. Make your first sale.

This is what it’s all about. We’ll give you a quick overview of how to make a sale in Vend. Add products to the sale by scanning barcodes or using the search bar. Collect customer details and send email receipts. Then use advanced features like layaway or split payments.

  • Using barcodes and product search
  • Add customers and send email receipts
  • Accept different types of payment
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Selling a product.

Hurray! So now we are ready to make sales. If you go to your Register you can use the search bar to look up a product or you can scan a product’s barcode to enter a product into the register.

When you hit pay, you’ll see the payment types which you’ve specified in Setup, plus ‘On Account’ and ‘Layaway’ which are standard.

There are several key functions of the Sell Screen to become familiar with:

Splitting payment types.
Layaway sales.
On account sales.
How to discount a sale.
Setting up pricebooks.
Refunding and exchanging items.

Discounts, returns, and cashfloat.

There are several ways to discount a sale within the register, with a few handy links selected below.

If you want to run a sale or special, it’s also possible to set up a pricebook which will automatically discount selected products and allows you to target that discount to either all customers or a select Customer Group.

It isn’t all one-way, there are a few ways that you can take items back and into inventory.

Refunding items and exchanging items:

How to discount a sale.
Setting up pricebooks.
Refunding and exchanging items.

Customers.

Vend’s customer management capabilities allow you to track and report on your customers’ activities, including what they’ve spent in the year to date, and monies outstanding. It’s possible to add notes to customers and export details of customers for targeted promotions.

Adding customers.
Importing customers.
Setting up Customer Groups.

Loyalty.

Vend has a powerful built-in loyalty feature, ideal for driving repeat business in your store. Simply set your desired reward ratio and you can be building customer loyalty in no time. We’ve made a video and have a few more helpful bits of information at these links:

Vend Loyalty overview.
Enabling Vend Loyalty.
Adding customers to your loyalty program.

3. Track how your business is doing.

Now that you’ve made a few sales, we’ll show you how you can view reporting and manage your inventory so you can maximize your sales and minimize your costs.

  • Track revenue and view reports
  • View the Retail Dashboard
  • Order stock and manage suppliers
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Creating and viewing reports.

Once you’ve started selling, you’ll want to track how your products are doing. With Vend reporting you can track sales, revenue, profit, margin and many other things to see how your business is doing. You can also add filters to get a more granular view of each individual product or customer.

Creating a report in Vend.
Report filters.
Report groups and types.
Making the most of Vend Reports.

The Retail Dashboard.

If you just need a quick snapshot of your store’s performance, you can view the Retail Dashboard to gain insights with real-time information about your business provided to you instantly, even on your mobile device.

Compare daily, weekly and monthly stats on revenue, profit, discount values, average basket size, popular products and more - available with Advanced and Multi-Outlet plans.

The Retail Dashboard.

Ordering stock

If you notice that your stock is getting low on certain items, you can use the stock control feature in Vend to order some more. Just select your quantity and supplier or upload a stock order directly from a CSV. You can email an invoice directly from Vend to the supplier with all the relevant details. Once the supplier fills the order and sends it in you can click receive, print off our barcode labels and start selling!

Ordering and receiving stock.
Import a stock order from a CSV.

And that’s a quick look at getting started.

Explore the rest of Vend U for more on getting the most out of Vend, and if you need any help, we’re here to help.