Weekly Order Edit

Updated Orders
The Weekly Order Edit option in the Orders menu is a useful tool to be able to view and edit customer orders using a weekly view instead of the day by day view in the Order Details screen. Using Weekly Order Edit Updating Customer Orders Top   Using the Weekly Orders…
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Non Standard Orders

Updated 2021-02-02T00:00:00 Orders
The Non Standard Orders option in the Orders menu allows you update customers' Standard Orders when new products are added to a customer order. You can quickly: Find products in customer orders that are not in the customer's Standard Order Optionally adjust the product pricing that applies for that customer…
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Rebates Overview

Updated Rebates
Rebates are amounts paid back to you by your supplier for deliveries you have made to customers. For each customer eligible for rebates, the products attracting rebates are added in the customer's Rebates tab. If your supplier supports receiving rebate claims electronically from EasyVend, the Rebate Claim option in the…
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Statements

Updated Statements
Selecting Statements from the Customer menu enables you to print or email statements for a selected time period. You can send a single statement for one customer, or batch print and/or email for all customers or a group of customers. The Statements List Statement Settings Top   The Statements List When…
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Import/Export Customers and Products

Updated Import/Export Settings Menu
[Work in Progress] In the Settings menu, the Import/Export option enables you to: Import new Customers and Products, 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…
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Table of Contents

Updated _Table of Contents_
Getting Started Overview of Entering Orders in EasyVend Rebates Overview The Payment Gateway, Online Website and Customer Order Portal​ Customer user manual: Using the Online Order Portal and EasyVend Orders App Printing in EasyVend Moving from EasyVend Desktop to EasyVend Web Customers Menu Customers Central Billing Rebate Claims Cut-Off Time…
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My Profile

Updated Getting Started Users Two-Factor Authentication
To access the User Menu, click on your name on the far right of the menu bar. You can then select from the follow menu items: My Profile: View and/or edit your user details such as display name, email address, phone number and password Working Date: Change your Working Date…
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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…
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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…
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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…
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