Opening balance(to customers) is the sum of the amount that the customers have to pay for the business. Opening balance(to suppliers) is the sum of the amount that the business has to pay for the suppliers. Adding an opening balance To add an opening balance, Go to Contacts->customers/suppliers. Either select the add button or click on edit […]
All posts by admin
Advanced balance
Advanced balance(to customers) is the sum of the amount that the business should pay for the customers. Advanced balance(to suppliers) is the sum of the amount that the suppliers should pay for the business. To add an advanced balance, Go to Customers -> customers/suppliers and click on the action button. Here you will find a pay option […]
Adding Opening Balance & Payment
Opening balance: Opening balance is the balance contact (customer or supplier) have at the beginning of using the software. Suppose you’re shifting the data from another software to Vendy POS then the opening balance of the contact will be the balance amount which the contact has to pay/receive to/from you. Opening balance for customer = Amount […]
Customer & Supplier Ledger
To view customer or supplier ledger Go to Contacts -> Supplier/Customer and click on actions button In that you will be able to see Ledger for the customer or supplier. You can select a date-range and use the checkbox filters to show/hide certain transaction type. Adding Discount for Customer/Supplier on Balance due: Discount for balance […]
Using Commission Agent feature
Commission Agent is useful for many businesses. Businesses pay sales agent/commission agent commission on every sale they bring. Enabling & Choosing Commission Agent Type: By default Commission Agent is Disabled. You can enable it from Settings -> Business Settings -> Sales. Sales Commission Agent drop-down. You will see 3 different types: Logged in User: If this option […]
Role Management
Every new business comes with some default roles – Admin & Cashier.Admin have all permissions in the application.Cashier have permission to only POS section. You can create a role by clicking on Add button -> Giving a role name and then selecting the appropriate permission for that role. Sometime you may need to give a user access to […]
Registering a new business
Click on register business link on the welcome page. Registering business involves multiple steps; Business Details, Tax details, and Owner details. Business Details: Fill out the relevant fields; select the appropriate currency & Time zone; click on Next. Time Zone & Currency can be different for different registered businesses. Tax Details: You should fill out […]
Setting Business Multiple Locations or Warehouse or Storefronts
Vendy POS comes with the option to handle multiple business locations or Warehouse or Storefronts for your business. A default location is added to the newly created business. Invoice Scheme: Before creating a new location or storefront, you can define a new Invoice scheme or you can use existing invoice schemes. But having different invoice schemes […]
Adding User & assigning location to a user
Adding users User Management -> Users -> Add New Fill the user details, select user role, give a unique username. Sales Commission Percentage (%): Provide the commission % for this user. This option gets applied if the commission agent feature is enabled. Is active?: Activate/Deactivate the user. You can edit/delete a user. Assing locations Refer to […]