Performing a Sales Edit

Overview

iVendNext provides retailers with flexible sale edit options to accommodate pricing adjustments, inventory tracking, and transaction modifications. These edits ensure accurate sales processing while allowing real-time changes to meet customer needs and operational requirements.

The entire sale procedure can be broken down in the steps below:

1. Add Item(s) to the sale transaction

2. Add the Customer to the sale transaction (Recommended)

3. Perform a sale edit

   1. Adjust Item Quantity

   2. Change Unit of Measure

   3. Change Price

   4. Change Batch Number

   5. Change Serial Number

   6. Apply Discount (Optional)

   7. Levy Surcharge (Optional)

4. Conclude Sale

   1. Take payment

   2. Print Transaction Receipt

For the purpose of this article, we will focus on: Sale Edit Functions

Sale Edit Functions

Some of the prominent sale edit functions are summarized below:

1. Adjusting Item Quantities

Retailers can modify the quantity of items in a sale transaction to reflect customer preferences or correct errors. This is essential for managing bulk purchases, correcting input mistakes, or updating inventory availability.

2. Change Unit of Measure (UOM)

This feature allows retailers to modify the unit of measure (UOM) for a product, ensuring sales are recorded accurately in different units such as pieces, cartons, or kilograms.

3. Change Price

Retailers can adjust product prices within a transaction to apply special promotions, manual discounts, or corrections due to pricing discrepancies. This supports dynamic pricing strategies and customer-specific offers.

4. Change Batch Number

For batch-tracked inventory, retailers can update the batch number associated with an item. This ensures proper stock rotation and compliance with expiration tracking for perishable or regulated products.

5. Change Serial Number

Retailers selling serialized items, such as electronics or luxury goods, can modify the serial number of a product to ensure proper identification and warranty tracking.

Sale Level Adjustments

6. Line-Level Edits

Line-level edits allow modifications to specific items within a transaction:

• Discount: Apply item-specific discounts based on promotional offers or customer entitlements.

• Surcharge: Add extra charges applicable to individual items, such as service fees or customization costs.

7. Transaction-Level Edits

Transaction-level edits apply adjustments to the overall sale:

• Discount: Apply a global discount across the entire transaction, such as seasonal promotions or bulk purchase incentives.

• Surcharge: Include additional charges at the transaction level, like delivery fees or payment processing charges.

Conclusion

These sale edit functions enable retailers to enhance transaction accuracy, accommodate customer requests, and maintain efficient inventory and pricing control within iVendNext. By leveraging these tools, businesses can optimize their point-of-sale operations while ensuring flexibility in sales processing.