Removing Outlets and Registers - VEND

Removing Outlets and Registers - VEND

MANDATORY: Please read the following before deleting an outlet or register:

Things you should know about deleting outlets and registers

**If you have registers assigned under an outlet you need to delete the registers first then move on to deleting the outlet.

Sales Report

Although you may have deleted the outlet or register, you will still be able to use generate reports on the deleted outlet and register.

To do this, type in the name of the outlet or register in the filter bar and the date range on the reports you wish to run.

Sales Ledger/Sales History

Once you have deleted the outlet or register, you will not be able to filter for this outlet or register on the Sales Ledger or Sales History.

If you would like to export data for the deleted outlet or register, amend the Date from and Date to sections, on your Sales Ledger or Sales History, to the time before deleting the outlet or register.

You will then be able to export data for the outlet and register prior to deletion.

To access a sale from the deleted register, please refer to your exported CSV and type in the sale or invoice number on Sales Ledger or Sales History.

It is a good practice to keep multiple backups of the data.


Register Closures

We recommend, that prior to deleting your outlet or register, you save the register closure summary as a PDF. This is because the register's closures will be deleted from the register closure reporting page and you will not be able to access this after deletion.


Third-party add-ons linked to Vend

You may not be able to delete the outlet or register if the third-party integration you have is live. Please speak with the third party themselves to see if you need to unlink the integration from the outlet or register you plan to delete.

Deleting a Register

Before deleting a register

Before you delete a register, we recommend that you follow the steps below:

1. Close any open sales (parked, on-account, and layby sales), open consignments (stock orders), and any in-progress inventory counts. To do this:

  • Navigate to the Sales Ledger.
  • Look for any open sales such as; parked, layby, or on-account sales.
  • Expand each of these open sales and select Void.

2. Close the register you wish to delete. To do this:

  • Make sure you are on the outlet associated with the register you want to delete.
  • Close the register by navigating to your Sell Screen -> Open/Close > Close the register.

Please Note: Deleting the last register associated with an outlet will delete the outlet as well.

3. Cancel any Stock Orders. To do this:
  • Navigate to Products > Stock Control.
  • Look for any open/sent orders linked to the outlet you want to delete.
  • Click on the open order.
  • Click on Cancel Order.

4. Cancel any open Inventory Counts. To do this:

  • Navigate to Products > Stock Control > Inventory Count > Due.
  • Click on the inventory count for the outlet you plan to delete.
  • Select Review -> Abandon.
  • A Warning message will pop up informing you about your inventory levels.


Delete the Register

Important: Deleting a register cannot be undone.

To delete a register, navigate to Setup -> Outlets and Registers and click on the name of the register you would like to remove.

From here, click the Delete Register button in the right-hand corner of the page.

While you'll no longer be able to make sales using this register, you will still be able to report on all the past sales data attached to this register.


Deleting an outlet

Before deleting an outlet, we recommend that you follow the steps below.

1. Close the register. In order to delete an outlet, the register must be closed.

2. Assign user(s) to an outlet you wish to keep except the primary admin which by default will have access to all outlets and cannot be changed.

3. Transfer any inventory from the deleted outlet to the outlet you wish to keep. This is because deleting an outlet will delete any inventory associated with the outlet as well. 


Delete the Outlet

Important: Deleting an outlet cannot be undone.

To delete an outlet, navigate to Setup -> Outlets and Registers and click on the name of the outlet you would like to delete.

From here, click the Delete Outlet button in the right-hand corner of the page.

While you'll no longer be able to make sales using this register, you will still be able to report on all the past sales data attached to this register.



    • Related Articles

    • 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 ...
    • Switching Outlets and Registers in Vend

      Switching Register on the Vend sell screen for Mac or PC: To switch to a different register on the Vend sell screen, click on the register/outlet name in the top left of the sell screen and click Switch Register. Once you've done this, you can view ...
    • Syncing aggregated inventory from multiple Vend outlets to Shopify

      When setting up Vend with Shopify, you can now combine and sync inventory from multiple Vend outlets and surface this on your Shopify store. You can select the inventory from one or more Vend outlets and make this available online for your customers ...
    • Vend Integration Guide

        Important notice These details are accurate at the time of writing this Help file. However, from time to time Vend may make further changes that are unknown to Unleashed.When importing products from Vend, Unleashed will also pull across Stock On ...
    • Cash Management in Vend

      Before Getting Started There are a few important things to know about Vend's Cash Management feature. Cash management is automatically enabled for each of the registers you want to use it on. If you integrate with Xero and are looking to set up cash ...