Getting Started with iVendNext: A Beginner’s Guide

Getting Started with iVendNext: A Beginner’s Guide

Overview

Whether you're a small retailer or a multi-store chain, this article will help you set up and navigate iVendNext efficiently. By the end of this article, you’ll understand:
✔ How to set up user accounts and assign permissions.
✔ How to configure your retail store for seamless transactions.
✔ How to process sales, apply discounts, and generate reports.



1. Understanding iVendNext: Key Features

iVendNext offers a range of features to optimize retail operations:


Feature

Description

User Management

Create roles for cashiers, managers, and administrators with customized permissions.

Inventory Control

Track stock levels, manage warehouses, and automate purchase orders.

Sales Processing

Handle quick sales, multi-payment transactions, returns, and exchanges.

Customer Accounts

Support credit sales ("On Account" payments) and track customer balances.

Reporting & Analytics

Generate real-time reports for sales, inventory, and tender collections.



2. Setting Up iVendNext

Step 1: Requesting an Account

  • Contact the iVendNext Onboarding Team to receive your admin credentials.

  • Use the admin account to create additional cashier and manager profiles.


Step 2: Creating a User

  1. Navigate to Home > Users > Add User.

  2. Enter details: Email, First Name, Role (e.g., Cashier).

  3. Enable POS access by checking "Is POS User".

  4. Assign a POS Shift Profile (e.g., "Cashier Default").



Step 3: Configuring Your Retail Store

  1. Set Up a Warehouse (Store Location):

    • Go to Home > Inventory > Warehouse > Add Warehouse.

    • Enable "Is Retail Store" and link a Price List.



  1. Create a POS Profile:

    • Navigate to Home > Retail > POS Profile > Add POS Profile.

    • Select your store, currency, and payment methods.



  1. Configure Hardware (Printers, Scanners, Cash Drawers):

    • Under Home > Retail > Hardware Profile, define connected devices.



3. Processing Your First Sale

Step 1: Launching the POS Terminal

  1. Log in with your cashier credentials.

  2. Select your POS Terminal and enter the Opening Cash Amount.


Step 2: Adding Items to the Sale

  • Scan barcodes or manually search for items.

  • Adjust quantities and prices if needed.


Step 3: Applying Discounts (Optional)

  • Offer line-level discounts (per item) or transaction-level discounts.


Step 4: Levy Surcharges (Optional)

  • Offer line-level surcharges (per item) or transaction-level surcharges.


Step 5: Completing the Transaction

  1. Select a customer (or use the default "Walk-In Customer").

  2. Choose a payment method (Cash, Credit Card, Gift Card, or On Account).

  3. Click "Save" to finalize and print a receipt.



4. Managing End-of-Day Operations

Step 1: Closing the POS Shift

  1. Click "Close POS" to consolidate transactions.

  2. Count cash and verify against the Tender Collection Report.


Step 2: Generating Reports

  • Shift Count Report: Tracks cash flow.

  • Z Tape Report: Summarizes daily sales.

  • Stock Ledger Report: Monitors inventory changes.



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