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Lightspeed X Series | Training mode
Training mode is perfect for training new employees or experimenting with the system's functionalities without affecting live data. Training Mode allows retailers to: Safely train staff on the POS system without impacting actual sales or inventory. ...
Lightspeed X Series | On-account return
On-account returns are crucial for businesses that offer credit accounts to their customers. They allow you to manage returns or exchanges while keeping track of any adjustments to the customer’s account balance. This ensures that your records remain ...
Lightspeed X Series | Removing Store Credit Manually
In the Lightspeed X Series, store credit can be a valuable tool for managing customer transactions. However, there may be situations where you need to manually remove store credit from a customer's account. This KB article will guide you through the ...
Lightspeed X Series | Issuing store credit manually
Store credit can be a useful tool for retaining customers and managing returns or exchanges. Issuing store credit manually in Lightspeed X Series is a straightforward process that can help you maintain customer satisfaction and loyalty. By following ...
Lightspeed X Series | Layby Sale
Layby sales, allow customers to reserve items with a deposit and pay the balance over time. In Lightspeed X Series, you can easily set up and manage layby sales to provide this convenient option to your customers. Layby sales can be a valuable tool ...
Lightspeed X Series | Gift Card
Gift cards are a valuable tool for businesses, offering customers a convenient way to purchase products or services while also promoting loyalty and driving sales. In Lightspeed X Series, managing gift cards is straightforward, allowing you to ...
Layaway Sales in Vend
What are Layby (Layaway) Sales - A layby is a sale that allows you to take a deposit from a customer for a product, set that product aside, and let the customer pay it off at a later date. Creating Layby (Layaway) Sales - To place a sale on layby: ...
On-Account Sales in Vend
What are On-Account Sales in Vend? On Account sales are sales are used to track product purchases that the customer intends to pay off at a later date. To place a sale On Account: Ensure the customer is added to the sale. Click Pay. Click On Account. ...
How to void a 'Parked Return' sale transaction?
Video on the steps to be followed in order to void a 'Parked Return' sale transaction.
Can I change a Layby sale to an On Account sale?
Question: Can I change a Layby sale to an On Account sale or vice versa? Answer: No - once a sale has been processed as a Layby or On Account sale, it cannot be changed to another type of sale. You need to void the sale and recreate it as the correct ...
Redeeming Promo Codes in store
Redeeming Promo Codes in store Important: You will need to be on Vend on iPad version 3.0.1 and above to redeem promo codes whilst using Vend on iPad in store. 1. Once you have set up your promo codes and promotions, you will be able to redeem them ...
Switching Users After a Sale
If you have users using the same device and want to save some time with logging in, you can enable the "Ask for user on Sale" setting. With this option enabled, each time a sale is processed, you will be prompted to select the user for the next ...
Vend's Home Dashboard
What's New? Exploring the Home Dashboard Navigating to the Home Dashboard Filtering by Time Period Filtering by Outlets Filtering by Users Outlet Sales Sales Targets Products Sold Inventory Notifcations What's New? For those who have used the ...
Sales History for iPad
In your sales history on Vend's iPad app, you can view previous sales, load an open sale onto the sell screen, and reprint receipts. To access the Sales History: Tap the menu button on the top left. The sidebar will open. Select 'Sales History'. ...
Sales History for Vend on Mac or PC
What is the Sales History? How is the Sales History different from the Sales Ledger? Finding your way around the Sales History Sales History tabs Filters List of sales Viewing sale details Returning a Sale Retrieving and Continuing Sales Retrieving a ...
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 ...
Will the cash drawer open after credit card sales?
Answer On iPad, the cash drawer will only open for cash sales. On Mac or PC, it will open every time a receipt is printed.
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 ...
Vend Register Basics
How do I train my staff to use the sell screen? The easiest way to get your staff up and running with the new Vend sell screen is to enable training mode. To enable training mode, head to Sell -> Settings in the sidebar and select Enable Training ...
A video tour of Vend's sell screen
What is Training mode?
Training mode is an option available that allows you to try out Vend without affecting any of your store data. This is a useful feature if you want to train new staff or try out new features as all sales processed in Training Mode will not be ...
What is Offline Mode?
Offline mode in Vend will allow you to continue processing sales if you lose your internet connection while trading. Important: Vend will not operate without an internet connection if you have not completed an initial sync. You also won't be able to ...
What is the difference between On-Account/Layby?
Answer On Account sales are registered in the sale report at the time of creation regardless of if a payment is taken or not Layby sale will not be registered in the sale report at the time of creation and will only appear once paid in full. LAYBY ...