Back-end
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 ...
How do I export my product list?
To export your store's product list, navigate to the 'Products' tab in the sidebar. Your entire product list will be shown here. However, if you only want to export selected items you have the option to filter your product list by Name, SKU, Handle, ...
Reporting in Vend
This article includes: Creating a Report in Vend Report Groups Sales Reports Payment Reports Inventory Reports Gift Card Reports Store Credit Reports Tax Reports Report Types Measure Date Range Filters Advanced Reporting Options The Retail Dashboard ...
Transferring your Account to a New Owner
If you are selling your business or changing ownership, you may wish to transfer your store or some of your store's data to the new owner. For information on how to do this, check out the steps below: Option 1: Transfering Product and Customer Data ...
Cash Rounding in Vend
How it works: Vend's cash rounding feature lets you pick different rounding denominations and rules depending on your country's currency. Once you have selected the smallest denomination of your country's currency and chosen the rounding rule that ...
Customer Management capabilities
Vend has Customer Management functionality available. Functionality includes: Linking sales to a customer account To do this, type the customer name into the 'Customer' field in the current sale screen. You will see the customer name appear. You may ...
Customer Groups
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 ...
How do I delete a customer group?
If you are no longer using a customer group, you are able to delete the customer group. Find the group, and click the 'Delete' link. Any customers who are members of that group will be moved to your 'All Customers' group. When deleting a group, Vend ...
How to use the Customers Page in Vend
Vend's customer page allows you to create and manage customers and track your customers activity in your store. From this screen you can import and add customers, search for specific customers and groups, view a list of the customers in your store ...
How do I export my customer list from Vend?
You can export your list of customers from Vend. This is useful for things like marketing campaigns. To export your customers, go to the Customers Page. You can choose to export your entire customer list, or, a section of your customer list. The list ...
Re-Send Register Closures to Xero
Resending a Register Closure that posted incorrectly to Xero is a simple process: 1. From the menu click Reporting - Register Closures. 2. Click on the date of the closure you wish to resend to Xero. 3. Click the More button then click Resend to ...
How to perform a Register Closure
How to perform a Register Closure Closing your register on a pre-arranged schedule is very important. Most stores do this on a daily basis, and some stores do them based on when the owner is in, but in all cases, they total up their payments based on ...
Lightspeed X Series | Inventory Count
What are inventory counts? Inventory counts (also known as stock takes in some countries) help you to keep track of your inventory. During an inventory count, you and your staff count and record each item in your store. When the inventory count is ...
Inventory Movements View
With the Inventory Movements view in Vend, you can view movements for each individual product as well as its variants, and easily identify potential reasons for discrepancies. Accessing the Inventory Movements View Navigate to your products page and ...
Updating your Billing Information
How do I know if my store is in dunning? If your account has gone into dunning it means that the credit card you use to pay for Vend has been cancelled or is expired and Vend can no longer process your next bill. You will know if your store is in ...
Activating, Billing, and Cancelling Vend
I want to activate my account Awesome! If you've made any trial sales before activating your account, you may want to delete these. Contact our Support Team for assistance completing this, so we can make sure you don't delete the wrong things ...
What are product variants and how do I set them up?
Product variants are made up of a parent product that includes basic information and a set of child products that represent different variations of this parent product. To create a product with variants you will need to turn on "This product has ...
Receipt Templates for the Vend Register iPad App
Receipt Template Sync for Vend Register on iPad What do I need to know if: I also use Vend on my Computer or used to use the old iPad app I've only ever used Vend Register How do I? Set up and edit my receipt template Create a new receipt template ...
How do I set up tax?
Latest update: September 02, 2017 00:45 - Nat Dudley The way you set taxes up in Vend depends on whether your in-store prices are displayed excluding tax, or including tax Stores in the USA and Canada are tax-exclusive. New Zealand, Australian, and ...
How do I apply a tax rate to an individual product in my tax-inclusive store.
How do individual product taxes work? Some products have different tax codes, for example fresh fruit and vegetables in some countries do not attract GST. This can be easily managed within Vend. Set up all required tax codes in Vend Choose the ...
How do I apply a tax rate to an individual product in my tax-exclusive store.
Some products have different tax codes, for example fresh fruit and vegetables in some countries do not attract tax. This can be easily managed within Vend. Set up all required tax codes in Vend Choose the appropriate tax per product When you set up ...
Adding tax number to receipts
To add your companies tax number to receipts, once signed into your Vend account as an administrator: Visit - Setup > Outlets and registers In the Receipt templates section, click to edit the receipt template you want to add the tax number to You ...
Replacing an obsolete tax rate
Before you start, we recommend exporting your product information to a CSV file so that you have a backup of your data. There are two ways to change taxes in Vend. Edit the existing tax - This option is used when all products using the old tax rate ...
Personal Tokens
If you are planning to hire a developer to create a custom script, desktop application or web application integration for your Vend store they will need to gain access to your store's data via the Vend API. You can provide them with this access by ...
What is a Register Closure?
Register Closures are a basic part of retail that allow you to physically check your cash and credit totals against their recorded totals in Vend. A register is opened when you first go to your Vend sell screen, and it checks the date and time on ...
Importing your Products into Vend using a CSV file
What's New? CSVs are often used to bulk import and edit products in Vend. We've made some improvements to make this process even faster and easier to use. SKUs and Handles will now automatically populate if you do not include these as columns in your ...
How to add a single product
From the 'Products' tab, click the button labelled 'New Product'. Complete the fields appropriate for your store(s). Important: You should avoid using commas in fields wherever possible. Do not put commas in your product name or product handle. ...
Selling Weighted Products in Vend
While Vend is best suited for inventory based retail, you may need to sell some of your products based on weight rather than on a per unit basis. You can set up your store to sell weighted goods such as fruit and vegetables by following the steps ...
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