Adding a customer to Vend
We offer three ways to create new customers from within Vend, via the Sell Screen, via Customers or via a CSV Import. We'll cover off creation via the Sell Customers Screen in this article. For more information on importing customers check out this article.
Add a customer via the Customer Screen:
A customer can also be added via the Customer screen in Vend. The customer screen is a great way to collect lots of extra information about your customers including Date of Birth, Gender, Website, Address & Twitter Handles
1. From the side menu, select Customers
2. Click Add Customer
3. Enter in the Customer Details
4. Click Save
If you integrate with Xero these customers will be sent over when you make your first on account sale linked to the customer.
Adding Customers to a Sale in Vend for Mac or PC
To record a customer on a sale, follow the steps below: 1. In the right-hand search box, type the customer's name, phone number, email, company or customer code. 2. A drop-down will show matching customer names. You can keep typing more letters until ...
Adding Sales Order
The Add Sales Order page enables you to enter sales orders for customers. This page provides you with the flexibility to edit sales orders at line level. If you want the ability to create multiple shipments, multiple invoices, and purchases, you ...
Adding and Removing Registers
If you want to use Vend on an additional device, you'll need to add a new register. To do this, navigate to the Setup tab and click on Outlets and Registers. Once here, click on the Add a register button within an existing outlet or create a new ...
Customers can be assigned to groups in Vend. This is useful for Price Books and reporting. Customer groups can be imported via CSV by specifying the customer group name under the column heading customer _ group _ name. They can also be created within ...
Roles in Vend
There are 3 types of user roles in Vend with different levels of permissions - Cashier: The cashier is a great user level to assign to your non-management staff. They are able to do things like process sales, transfer stock and ...