Good day, in this article we’ll be looking into the Vend POS software and how to integrate this into Xero. Why are we looking at this software? Well, you can’t go wrong having access to a software that will help you make sales easily, manage your inventory and attract new customers. Throw in an integration that will help do some of your bookkeeping work, and you know you are on to a winner. So with that in mind, let’s look a little bit closer.
What Is Vend?
As previously mentioned, Vend is a point of sale software that will help you run your business by making sales easier to handle. Not only does it do this, but you can create a customer loyalty scheme via Vend and reward the customers that keep coming back.
You also have the inventory management system. Vend has taken the time to focus on inventory-based retail so it can help you keep what you need on the shelves and make profitable business decisions.
If you’re already using a different POS system, Vend has you covered with the ability to import CSV files of your products so you can add them all in one bulk file instead of manually entering each of the products in turn. All you need to do is download this file from your previous POS system.
Vend even offers reporting functionality to help keep track of sales and assign tasks to your staff. These tasks will show up on your employee’s dashboards so they can get to work right away. This system will even show you who your best selling employees are so you know who to reward and where to improve.
A system this in-depth is not easy to find outside of having one tailor-made so it might be worth having a look at it yourself.
How to integrate with Xero?
Integration of Vend into Xero is easy. The first thing you will need to do is open up your Vend software. Next, go to ‘set up’ and then ‘Add-ons’ and finally click ‘Connect to Vend’ under the Xero icon.
Then you’ll need to click to enable Xero.
You will be asked to log into your Xero account and select the Xero business you want to connect to. We’ll be using the Xero demo account for this example. Once done, this will take you back to the Vend Xero integration page. Here you will need to make sure the settings are correct by going through them all and making sure you sync the accounts in Xero with Vend. There is a button to do this on the top right of the settings. If you need help mapping the information in this section to the Xero Accounts, call us, and we’ll be happy to go through this with you.
Once you’re finished here, it’s just a matter of working as usual. The Vend software will send all the relevant data to Xero to be included in your accounts.
These are the main transactions that you’ll be dealing with on a day to day basis, but if you have any questions regarding how the two software applications integrate, please do not hesitate to contact us.
If you need further help, feel free to contact us. We are specialist Xero Accountants in London focused on helping businesses grow through providing value-added services such as process standardisation and automation.