Overview

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 and 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 and monitor via Aging Reports.

3. Advanced Discount Strategies

Move beyond basic % discounts with targeted promotions.

Promotions

- Buy X | Get Y

- Buy X | For a fixed price

- Spend X | Save an amount

Steps 

1. Log in to iVendNext:   

2. Navigate to Promotion List View Screen:  

3. Access the Promotion Creation Screen:  

4. Enter Promotion Details:  

5. Select the Promotion Type: Bonus Buy Promotion | Fixed Promotion.

6. Mark the Promotion as Active 

7. Configure the Buy Side 

8. Configure the Get Side 

9. Set Applicability 

10. Set Duration (Optional) 

11. Set Customer Special Days (Optional) 

12. Define the Exclusion List (Optional) 

13. Save the Promotion 

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.