Back-end
Lightspeed X Series| Editing Sales
Editing sales is essential when you need to correct mistakes, update customer information, or adjust transaction details. This guide will help you efficiently modify existing sales, ensuring your records are always accurate. Editing sales in the ...
Lightspeed X Series | Setting receipt templates
A well-designed receipt not only serves as a proof of purchase but also enhances the customer experience by reflecting your brand’s identity. By the end of this guide, you'll be able to easily customize the receipt template to include your logo, ...
Lightspeed X Series - Negative inventory warning
Negative inventory warnings can indicate discrepancies between your physical stock and what is recorded in your system. Addressing these warnings promptly ensures accurate stock levels, prevents overselling, and maintains customer satisfaction. By ...
Lightspeed X Series | Promo Codes
Promotion codes can be a powerful tool to attract customers and boost sales. By offering discounts or special deals through promotion codes, you can encourage customers to make purchases and increase customer loyalty. This article will guide you ...
Lightspeed X Series | Advanced Promotion
In this article, we'll guide you through the process of creating advanced promotions to attract and retain customers. Advanced promotions offer flexible and powerful ways to incentivize purchases and drive revenue. Promotions like BOGO, spend 500 & ...
Lightspeed X Series | Creating Basic Promotion
In this knowledge base article, we will guide you through the process of creating a basic promotion in Lightspeed X Series. Promotions are a great way to attract customers and boost sales. By offering discounts or special offers, you can incentivize ...
Using the payments report
Using the payments report The payments report provides data on all payment types in your Retail POS store, along with the total amount of payments taken for each over the specified period. It is important to note that all payments include tax. Date ...
Removing store credit
How to remove manually issued store credit from a customers' balance, rather than as part of a return. There is no function in Vend to remove manually issued store credit. You will need to create a product and then 'spend' the store credit. Create a ...
Merging Customers in Vend
To merge the customers, all sales from one customer need to be reallocated to another customer. Once all sales are reassigned, the customer with no associated sales can be selected. Reallocating sales: 1. Click Sell 2. Click Sales History 3. Find ...
Re-sending the Register Closure report to Xero
To resend the reports, Void the invoice in Xero. Void Xero invoice: Open invoice in Xero Remove all payments from the invoice, click on the Payment > Options > Remove and Redo Click Invoice options > Void Resend the Vend register closure: Open Vend ...
Negative Inventory Warning on the Vend Sell Screen
Enable Negative Inventory Warning: To enable or disable the negative inventory warning in your store head to Setup -> Outlets & Registers and click Edit Outlet against the outlet(s) where you'd like the warning to appear. Once here, navigate to ...
Setting up Gift Cards
Turning on the gift card feature: To activate gift cards head over to Setup -> Gift Cards and click the switch next to Enable Gift Cards so that it displays a green tick. Turning on Gift Card expiry: On the Gift Card setup page, locate the Expiry ...
Selling Gift Cards
Selling your Gift Cards: Now that you've enabled Gift Cards you are all ready to start selling! Note: You do not need to prepopulate Vend with your Gift Card codes. You will input your unique Gift Card codes when you come to sell the Gift Card to ...
Redeeming Gift Cards
When a customer comes in to redeem their Gift Card, add their chosen products to the sale as you normally would. Once the customer is happy with their selection, click pay. This will take you to the payment screen. To accept payment using a Gift ...
Reporting on your Gift Cards
Vend's Gift Card Reporting feature gives you a breakdown of your gift card totals for a quick overview of your gift card sales. It also contains a list of all gift cards sold, allowing you to bring up a single gift card to view its current balance ...
Taking Consignments in Vend
Consignment Orders - In consignment shops, it is usually understood that the consignee (the seller) pays the consignor (the person who owns the item) a portion of the proceeds from the sale. Payment is not made until and unless the item sells. ...
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 ...
Maximum Number of Variants
When adding a variant to a product, if the product already has three variant attributes attached to the product, you will not be able to add any additional attributes. In addition, the maximum number of variants you may have must not exceed 200.
Syncing of Purchase orders with Xero
Purchase orders inside Vend do not get sent to Xero automatically. You will need to go into Vend and manually push them by clicking the orange Xero button next to the order.
Putting your Vend Plan on Hold ("On Ice")
Putting your Vend Plan on Hold ("On Ice") Vend’s pricing plans have been updated Please note that Vend’s pricing plans have been updated. If you’re looking to reactivate your account that was On-Ice, you will need to upgrade to one of our latest ...
Why can't I delete a product?
Why can't I delete a product? Question Cannot delete a product or the edit product page give an error "A problem occurred while saving. Please fix the errors and try again" when you try to delete a product? Setup Vend for Mac and PC Answer The ...
Setting up Store Promotions in Vend for PC and Mac
To add and edit your promotions: 1. Navigate to Products -> Promotions. Here will be a page listing all current promotions. If you already have a promotion setup, you can click on this promotion in the list below to expand and edit it. 2. To add new ...
Setting up promo codes for Basic promotion in Vend
Vend's new Promo Codes feature is an extension to their Promotion's feature which will let you set up Promo Codes to offer your customers discounts on all or selected products in your store. Important: Promo Codes are only available for retailers ...
Setting up Promo Codes for Advanced Promotions in Vend
Setting up Promo Codes for Advanced Promotions Note: Advanced Promotions are only available for retailers who are on vend's latest Pro, Enterprise, Advanced or Multi-Outlet pricing plans. For more information on the types of advanced promotions you ...
Basic Vend troubleshooting checklist
If Vend or any hardware is not working as intended, you should first perform these simple troubleshooting steps: Check if you have a working internet connection and your device is connected to it by going into the iPad settings > WiFi. Check if your ...
User cannot see sales history in Vend Register
If you come across an issue wherein a particular user cannot see sales history on the iPad application, please complete the following steps as part of troubleshooting Please navigate to Dashboard -> Setup -> Users and untick the outlet that the user ...
User Targets
The Home screen shows the targets for the user currently signed in. This can be a very useful tool for identifying top performing cashiers or sales reps, for example, and setting goals for each team member. The admin user can set these targets for ...
Adding widgets to your dashboard
Do you use third-party applications with Vend? With widgets you can add information from third-party apps to your Vend dashboard. Widgets appear as charts, graphs, calendars and lots of other useful formats, depending on the application. Widgets can ...
Product Performance Report
What is the Product Performance Report? The Product Performance Report is a hybrid between a sales report and an inventory on hand report. It allows you to compare your inventory data for a product with sales data such as item's sold per month, cost ...
Gift Card Reports
Vend's gift card reports feature gives you a breakdown of your gift card totals for a quick overview of your gift card sales. It also contains a list of all gift cards sold allowing you to bring up a single gift card quickly to view its current ...
Store Credit Reports
Vend's Store Credit Reports feature gives you a breakdown of your Store Credit totals for a quick overview of the total store credit value issued, redeemed and outstanding. It also contains a list of all store credit issued and redeemed by your ...
Retail Metrics on the Vend Retail Dashboard
If you are currently on a Vend store plan that has access to the Retail Dashboard, you will be able to take full advantage of a range of advanced retail metrics. In addition to the Sales Performance section, you will have a choice of 9 different ...
Using the Vend Sales Ledger
What is the Sales Ledger? How is Sales Ledger different from Sales History? States of Sales in the Sales Ledger Finding your way around the Sales ledger Filters List of sales Sales Ledger and Training Mode Best Practices for using the Sales Ledger ...
User Roles and Permissions in Vend
User roles Viewing user permissions Customising your user roles with advanced user permissions Available customisation options In Vend, you have three different roles to assign to your users. The admin, the manager and the cashier. By default, the ...
Running Sales and Promotions using Price Books
Price books are a feature in Vend that enable you to offer special pricing and loyalty amounts. These can be restricted to certain customer groups or outlets, enabling you to have sophisticated pricing strategies for your store. You can also automate ...
How to Bulk Edit Product Tags in Vend
Sometimes you may need to update the tags on multiple products, and while you can always go to each unique item in Vend and add the tags there, it can be helpful to do it all in one go. The fastest way to do this is to use a CSV import. Important: If ...
Managing Variants in Vend
Product Variants are an important part of working with Vend for many retailers. Many products work best as variants. A blue t-shirt, for example, might have variants of Small, Medium, Large and X-Large. If you have questions about how to create ...
How do I edit my products using a CSV file?
Sometimes, you might need to edit a lot of your products at once. This might be because you're changing pricing, or it's the end of a season and you need to deactivate products, or you want to update your tags or product types. What do I need to know ...
Generating barcodes within Vend
A barcode is a unique identifier for a stock item. Most manufactured items come with a universal barcode which can be scanned into the SKU field within the product page. When this barcode is scanned, the product will appear in the current sale. Vend ...
Printing bulk run of barcodes
When setting up Vend, you may wish to print a bulk run of barcodes. Do this through creating a 'mock' stock order of all of your products. There are three ways to do this. 1. Manually entering stock items and quantities into new stock order Create a ...
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