Register Training Video

We'll walk you through the basics!

Video Transcript

Welcome to the VMX Register Training video. In this video, we will show you how to use VMX to add items to a sale, manage customers, process returns, and tender tickets. By the end of this video, you should have a good understanding of how to use VMX to complete the most common sales transactions.

Let's get started.

To access the Register page, click Register in the header bar. On the Register page, you can see which register you are working on, the search bar, and the Register buttons. You will use the search bar to:

1. Unlock the Register.

2. Search for and add items to your sale.

3. Enter discount amounts and quantities.

4. Search for customers.

5. Enter tender amounts.

To unlock the register and begin a sale, follow these steps. Type your employee ID into the register search bar and press the dash or minus key on your keyboard or click the employee number button. The keyboard shortcut can be configured to a different key if you prefer. The register must be unlocked in order to complete a sale. To lock the register again, simply press the dash or minus key with no input in the search bar.

Adding items. There are five different ways to add items at the register.

The first way is to scan a barcode. As long as the barcode scanned matches an item in VMX, you will hear a beep and see the item appear on the screen.

The second way to add an item is to search for it. The register has a smart search function. So even if you search partial words or enter your search parameters out of order, you will still get results. You can search by name, variety, color, size, department, part number, extended description, item number, or memo.

Let's use a Holly as an example. As you can see, we have many items to choose from. So to narrow our search down, you can specify the size you're looking for. Here you can see item number, description, extended description, price, quantity, primary vendor, and department. To find the correct item, you can use the up and down arrow keys and press enter or double-click to add it to the sale. To find items that may be out of stock, simply add a space and a zero anywhere to your search terms.

The third way to ring up an item is by typing the item number and hitting Enter. For example, at Hannah's, the item number for a bag of soil conditioner is 3208.

The fourth way to add an item is to duplicate an existing item on the sale. Simply highlight any item or multiple items and type enter to duplicate them. You can also duplicate from a completed transaction. Use the left arrow on your keyboard to view the most recent transaction. You can highlight and duplicate items from here or from any completed sale.

The fifth and final method of adding items to a ticket is by choosing an item from the hot buttons.

To add items with a quantity other than one, type the quantity in the search bar and then type the @ symbol, shift + 2, or use the star key on a keyboard with a number pad. Once you have the quantity entered, you can ring up the item using any of our five methods. You can also edit the quantity after the item has been added to the sale by clicking quantity and adjusting from there.

To manually discount an item, first select it and type in the dollar amount or percent discount desired. Then select either the dollar discount button the percent discount button. You may also type the percent sign on your keyboard and apply a percent discount. Certain customers may also receive automatic discounts based on their customer type, item price rules, or other promotions.

To add a customer to the sale, simply search for their name, email, address, or phone number in the register search bar. Once the system no longer finds matches to your search from your inventory, it'll switch over to searching your customers. If the customer is already in the system, you will simply type in their name and double-click or press enter to select it. Now this landscaper has been added to the sale and they are receiving their discount. To search customers exclusively, start your search with C:.

Adding a new customer. Type the customer's name in the designated field and click "Account Number" on the right. This will take you to the "Customers" tab. Click "Add New Customer" and open the customer form. In the customer form, enter the customer's phone number, email, and any other relevant information such as tax ID or credit limit. When you're finished, click "Save and Sell" to return to the register page and continue with the current sale.

The green buttons at the top of the register page are different tender types.

To tender a cash sale, simply type in the received cash amount. You can choose to include a decimal point or leave it out. Then press the cash button and VMX will determine the change to be given back to the customer.

This process is similar to accept a check. Just type in the check amount and select check. Then you will be prompted to type in the check number.

If the customer is paying with a credit card, simply select the credit card button and have them follow the prompts on the credit card machine.

You can issue, redeem, and check the history of a gift card, all from the register screen in VMX.

To issue a gift card, type in the dollar amount and select the gift card button and then the sell/return option. Then you will be prompted to enter the gift card number. You can enter, scan, or swipe the card.

To redeem a gift card during a sale, select the gift card button and then the "Pay With" option, and enter the number from the presented card.

To process a return, you have two options.

The first option is to start on the original transaction. Begin by locating the original transaction in the system and selecting the option to process a return. If the customer provides the original receipt, you can scan the barcode at the bottom to recall the sale.

The second option is to add a return to a pending sale. If you are currently in the middle of a sale and need to process a return for a previous transaction, you can select the Return Item button and add the return to a pending sale. This will allow you to process the return without losing any information or progress on the current sale.

At the end of each transaction, VMX will automatically print a receipt and prompt you to email it, provided the customer has an email address associated with their profile. You can also email or print an unfinished sale or quote. Simply click "In Progress" in the top left side of the register and click either "Print Quote" or "Email Quote".

You should have a good understanding of how to use the VMX register. Now you should be able to add items and customers to a sale, process returns, and tender transactions. We hope this video has been helpful and that you feel confident using VMX to efficiently and accurately complete sales. Thank you for watching and happy selling!