Substitute Standard Orders

Updated Orders
If a product is discontinued, you may need to remove that product from existing standard orders. The Substitute Standard Orders option allows you to: Remove the product from customer Standard Orders without replacing it, or Replace the the unavailable product with a substitute product If you have created customer orders…
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Suppliers

Updated Suppliers
The Suppliers option in the Stock menu allows you to manage the list of suppliers from whom you purchase the products that you sell. Suppliers may be Standard Suppliers, who are set up by the JealTech support staff when you subscribe to EasyVend, or Other Suppliers added by you. A…
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The Payment Gateway, Online Website and Customer Order Portal

Updated Orders Receipts Website
The payment gateway and online website/customer order portal can be used independently, or together: If  you have a merchant account approved and activated by JealTech staff, the payment gateway will be enabled and you will be able to automatically debit trade customers when their invoices fall due, or include a…
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Tips and Posts

Updated Account Menu Getting Started
These screens keep you up-to-date with what's happening in EasyVend: Tips are helpful hints on how to accomplish things in EasyVend, or information you may not otherwise know about. Posts let you know what's new in EasyVend and give explanations of new features. Viewing Tips and Posts If there are…
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Users

Updated Users Two-Factor Authentication
The Users option in the Account menu allows users with an Administrator role to control who has access to EasyVend. You can assign a role to each user and control which restrictions apply to each user. Create New: allows you to add a new user to access EasyVend Search: search…
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Using the Online Order Portal and EasyVend Orders App

Updated Website Online Ordering Manual
V1 Portal/Website:  V1 Portal/WebsiteDownload PDF version for your customers The EasyVend online orders portal and app allow you to place your orders via your vendor's website. Depending on the vendor's setup, you may also be able to securely make payments for invoices and orders. Getting StartedMain MenuNew OrderExisting OrdersInvoicesAccountPasswordVendorSwitch AccountLogoutEasyVend…
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Volume Pricing

Updated Products and Prices Orders Customers
The Volume Pricing option in the Stock menu allows you to set up automatic discounts for products when a customer orders a specified minimum quantity. It is useful when you want to offer quantity-based discounts, such as a percentage or dollar discount once a customer orders a certain number of…
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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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Xero

Updated Xero
By integrating EasyVend with Xero, you get a business system that handles your all your accounting. Once you have set up EasyVend and created your Xero Company File, you can link the two together. When you synchronize with Xero: Invoices and receipts created in EasyVend will be added to your…
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