Delivery Sequence

Updated Invoices Dockets Run Sheets Settings
The delivery sequence is used to manage the order in which you deliver to your customers on each day for each round. Consider a run with several rounds and a driver for each round. On a Saturday or Sunday, many customers are bypassed because they don’t require a delivery. Under…
Read More

Depot Orders

Updated Depot Orders
Select Depot Orders from the Stock menu to generate a list of products from a particular supplier that will be needed to fulfill your customer orders. The depot order quantities needed can be calculated from customer orders, or from the average of past depot orders with the same pickup day…
Read More

Foodstuffs Integration Settings

Updated Settings
Foodstuffs Integration allows EasyVend to import Purchase Orders straight from Foodstuffs eXchange and create Orders from them. It also allows the user to update the Order and send updates back to Foodstuffs eXchange, such as Accepting or Rejecting the Order, as well as Invoicing it. Enable Foodstuffs Integration To enable…
Read More

General Settings

Updated Settings
In the Settings menu, General Settings enables you to create look-up lists, configure settings, and update options. Click an option in the menu on the left side of the screen to view the settings screen for that option. Many of the options in General Settings are lists of items that…
Read More

Getting Started

Updated Getting Started
Working Date Home Page Menu Bar Setting Up Top    Working Date Each time you log into EasyVend, you are asked to enter a Working Date. This is the date that will be used most activities. It defaults to today's date, but if, for example, you are planning to enter orders…
Read More

Import/Export Customers, Products and Orders

Updated Import/Export Settings Menu
In the Settings menu, the Import/Export option enables you to: Import new Customers , Products, and Orders or update existing ones from a CSV file Export your existing Customers and Products in CSV file format Both importing and exporting are done via comma-separated values (CSV) files, where the first line…
Read More

Import Standard Orders

Updated Orders
Standard Orders are lists of products that a customer orders regularly. These are setup in the Standard Orders tab of the Customer Details screen. Once standard orders are set up for your customers, you can use the Import Standard Orders option in the Orders menu to import them and generate…
Read More

Invoices and Credit Notes

Updated Invoices Credit Notes
The Invoices option in the Customer menu is where invoices are generated and is the main screen for printing, emailing and viewing invoices for all customers. This option can also be accessed by clicking the Print Invoices button on the Dashboard.   When this option is chosen, a list of Invoices…
Read More

Kudosity

Updated Kudosity Burst SMS Text
Kudosity, previously known as Burst SMS, is used in EasyVend to send SMS cut-off time notifications to customers who have not yet placed an order before the cut-off time. SMS notifications can be sent manually from the Cut-Off Time Notification screen, or automatically if automatic cut-off notifications are enabled in…
Read More

Lookup Entity

Updated Settings Settings Menu
The Lookup Entity option in the Settings menu is used for managing lookup lists for specific fields in EasyVend. Currently the only lookup list that is managed here is the Asset Type list for Rental Asset Management. To add a new lookup value: Click Create New Enter the value Mark…
Read More