Introduction

While basic sales transactions form the core of retail operations, iVendNext offers powerful tools for handling complex scenarios like multi-tender payments, fulfillment orders, batch/serial items, and advanced discounting. This guide provides a step-by-step breakdown of these advanced features to help you maximize your retail efficiency.

1. Multi-Tender Transactions

Accepting multiple payment methods in a single transaction improves customer flexibility.

Steps to Process:

1. Add items to the sale as normal.

2. At checkout:

• Click Cash → Enter partial amount

• Click Credit Card → Enter remaining balance

• (Optional) Add Gift Card redemption

3. Click Save to complete.

Key Notes:

• Split payments are common for high-value purchases.

• All tender types are recorded separately for reconciliation.

2. On-Account Payments & AR Management

Sell now, collect payment later by leveraging customer credit limits.

Processing On-Account Sales

1. Select a customer with approved credit.

2. At payment, choose On Account.

3. The system automatically checks available credit.

Collecting AR Payments

1. From POS: Click Customer Operations → Advance Payment.

2. Select outstanding invoices.

3. Apply full/partial payment via cash, card, etc.

Pro Tip: Set credit limits cautiously.

3. Advanced Discount Strategies

Move beyond basic % discounts with targeted promotions.

Buy 1 Get 1 Free (BOGO)

1. Navigate: Pricing Rule List → New

2. Set conditions:

• Apply to specific items

• Select "Same Item" or specify free product

3. Save – rules auto-apply at POS.

Tiered Pricing

• Configure in Price Lists for bulk discounts.

• Example: 10% off 5+ units, 15% off 10+ units.

4. Handling Special Item Types

Serialized Items

1. Scan/select serialized items (e.g., electronics).

2. System prompts to select a specific serial number.

3. Complete sale – auto-updates inventory.

Batch Items

1. Add batch-tracked items (e.g., medicines).

2. Choose the batch number (FIFO auto-suggested).

3. Verify expiry dates if enabled.

5. Fulfillment Orders

Process orders for pickup/delivery directly from POS.

Pickup Orders

1. Add items → Select customer.

2. Click Fulfillment → Pickup Plan.

3. Set pickup date/time.

4. Customer collects later – mark as fulfilled.

Delivery Orders

1. After item selection, choose Delivery Plan.

2. Enter:

• Delivery address

• Shipping charges (if any)

3. The system generates a tracking workflow.

6. Suspending & Recalling Transactions

Pause sales and resume later without losing data.

Suspend a Sale

1. Click the Suspend/Recall button.

2. System saves cart – assign reference # if needed.

Recall a Sale

1. Click Suspend/Recall → Select transaction.

2. Modify items/payment as required.

3. Complete sale.

Use Case: Customer steps away to get wallet.

7. Manager Overrides

Authorize exceptions like price changes or voids.

Steps:

1. Cashier clicks Customer Operations → Start Manager Override.

2. Manager logs in to approve:

• Price adjustments

• Restricted discounts

• Voided transactions

3. Audit trail recorded.

8. End-of-Day Reconciliation

Closing Process

1. Count Tender: Verify cash vs system totals.

2. Generate Reports:

• Z-Tape: Summary of all transactions

• Tender Collection: Payment method breakdown

3. Close Shift: Finalizes accounting entries.

Conclusion

Mastering these advanced features unlocks iVendNext's full potential:

✅ Flexible payments with multi-tender & credit options
✅ Smart promotions via BOGO/tiered pricing
✅ Special inventory handling for batches/serials
✅ Seamless fulfillment for modern retail demands

By implementing these advanced techniques, you ensure faster transactions, happier customers, and tighter operational control.