| An account customer's purchase order number, an insured patient's policy number or a contractor's project required at Pay, and nothing asked of other customers |
Ready, with limits (8) |
Check before payment |
| After a sale the customer gets our message asking how the visit was, taps an answer, and we see the answers by store |
Ready, with limits (5) |
Desk action |
| An answer for the cashier during the sale: a message, or a seal number, a reference or a warranty card number added to the sale |
Ready, with limits (3) |
Till key |
| The approver must give a reason when rejecting a purchase order, and it is kept on the document |
Ready, with limits (4) |
Desk action |
| A beep and a yes-or-no question when the cashier scans an item we flagged |
Ready, with limits (2) |
Capture on an event |
| Block a recalled batch at every till and store at once, find its stock and the customers it reached, dispose of it with the regulator's visit recorded, and refuse short-dated deliveries |
Ready, with limits (6) |
Desk action |
| A button on a record that rechecks stock in our ERP or assigns a pick route |
Ready, with limits (1) |
Desk action |
| Change the limits and who is told in one settings page, not in each rule |
Ready, with limits (3) |
Event feed |
| Check a limit (an item's maximum discount, say) against the ceiling only when someone sets or changes it, not on every edit of the record |
Ready, with limits (3) |
Event feed |
| Check a product's warranty at the till |
Ready, with limits (3) |
Till key |
| Click and collect — the store sees which web orders to pick and which customers are coming to collect |
Ready, with limits (7) |
Manifest |
| A code must follow our pattern |
Ready, with limits (1) |
Save rules |
| A coloured row in the Desk product list for the products on promotion |
Ready, with limits (4) |
Manifest |
| Contact lenses and prescription spectacle lenses are sold only to a customer whose eye prescription is on file and still valid |
Ready, with limits (5) |
Check before payment |
| A coupon for Supplements should cover every supplement, Protein and Vitamins included |
Ready, with limits (5) |
Event feed |
| A coupon only a new customer may use, or only customers of one group |
Ready, with limits (6) |
Check before payment |
| A coupon or a loyalty points balance pays no more than part of the sale |
Ready, with limits (1) |
Check before payment |
| A customer's shopping history or trend on the till: recent visits, the store, who served and the discount on each |
Ready, with limits (5) |
Partner page |
| Customers spend their cash back, store credit or loyalty points balance at the till |
Ready, with limits (2) |
Wallet |
| Delivery-platform customers paying only by the platform's method, no on-account for a cash customer, a method only from a minimum sale, and methods that may not be combined |
Ready, with limits (6) |
Check before payment |
| A discount above a set limit needs a manager's approval |
Ready, with limits (2) |
Check before payment |
| Donated goods taken in with the donor's details, by kind and condition, and a donor receipt given at intake |
Ready, with limits (3) |
Manifest |
| Each consignor's share of the pieces sold, worked out from the till and Desk sales, returns taken off, and each sale paid once |
Ready, with limits (4) |
Desk action |
| Each repair, test and spare part kept against the unit's serial number, from intake to hand-over, with the unit's whole service history in one place |
Ready, with limits (4) |
Manifest |
| Every new customer must give a phone number or an e-mail |
Ready, with limits (2) |
Field rules |
| Extra fields on a purchase order and its lines, a goods receipt, a stock transfer, an expense or the till close |
Ready, with limits (1) |
Manifest |
| A field filled in from other fields when the record is saved |
Ready, with limits (3) |
Save rules |
| A field must be filled when another field holds a value |
Ready, with limits (2) |
Save rules |
| Fields cannot be changed once the document is approved |
Ready, with limits (1) |
Save rules |
| Find what a customer bought before by typing their phone number |
Ready, with limits (3) |
Partner page |
| A garment's alteration or made-to-measure order taken at the counter, with its fitting, due date and hand-over |
Ready, with limits (2) |
Manifest |
| Insurance co-payment: the insurer pays part of a prescription and the customer the rest |
Ready, with limits (5) |
Payer |
| Keep each customer's prescriptions in iVendNext |
Ready, with limits (2) |
Manifest |
| Keep our own records, such as a warranty register, in iVendNext with their own screens and print formats |
Ready, with limits (2) |
Manifest |
| Keep the controlled-drug register the law asks for (or the liquor, tobacco or duty-free register) |
Ready, with limits (8) |
Register books |
| A layout of its own for each of a few distributors' invoices |
Ready, with limits (5) |
Manifest |
| A liquor store's excise return figures, volume and pure alcohol per duty class, per store and period, from its own stock, kept as filed |
Ready, with limits (3) |
Desk action |
| The list of stock counts showing the quantity, the difference and the stock value |
Ready, with limits (5) |
Manifest |
| Loyalty points redeemed only on a sale of at least a set amount; a payment method offered only from an amount |
Ready, with limits (8) |
Check before payment |
| A manager must approve a sale over a set amount |
Ready, with limits (2) |
Check before payment |
| Mark down perishable stock automatically as its expiry date nears, by our own steps, so it sells before we throw it away |
Ready, with limits (11) |
Desk action |
| A member rate that multiplies with a promotion, taken after it |
Ready, with limits (5) |
Sandboxed function |
| The member reads out a code we text them before their loyalty balance, credit or account can be used at the till |
Ready, with limits (6) |
Capture on an event |
| Merge several stock counts into one |
Ready, with limits (5) |
Desk action |
| No line at a placeholder price such as 0.01 |
Ready, with limits (1) |
Check before payment |
| No more than 50 of one item on a line |
Ready, with limits (1) |
Check before payment |
| No more than a set number of lines on one sale |
Ready, with limits (1) |
Check before payment |
| No more than so many manager discount approvals per store per day |
Ready, with limits (5) |
Save rules |
| A notification a number of days before a date on a retailer's own record, such as a batch's expiry |
Ready, with limits (5) |
Manifest |
| One builder's job kept as a project, with its quotes, orders, deliveries in stages and invoices named to it and listed together |
Ready, with limits (3) |
Manifest |
| One coupon for each so much spent; a coupon only on a sale above a minimum |
Ready, with limits (6) |
Check before payment |
| One entry for every 200 spent during the campaign, then a fair draw of the winners |
Ready, with limits (8) |
Desk action |
| A one-time code sent to the customer before a new customer is made at the till |
Ready, with limits (2) |
Capture on an event |
| Only the pharmacist may see a patient's ID number, and only the manager may change a supplier's bank details |
Ready, with limits (5) |
Manifest |
| Only the receiving store receives a transfer; only a supervisor cancels it |
Ready, with limits (4) |
Save rules |
| Optical lab orders tracked in iVendNext and sent to the lab |
Ready, with limits (2) |
Manifest |
| Our address, tax number and returns policy on the receipt |
Ready |
Receipt settings |
| Our airport stores sell only to passengers with today's boarding pass, and only up to each passenger's allowance |
Ready, with limits (9) |
Check before payment |
| Our app gets its own queue of what changed, with business labels |
Ready, with limits (1) |
Event feed |
| Our call centre takes orders by phone; each order should go to the store that serves the customer's district |
Ready, with limits (7) |
Desk action |
| Our kitchen screen shows each station what the tills sent, the cooks tap a dish started, ready and bumped, and a board tells the guests whose order is ready |
Ready, with limits (8) |
Station ticket |
| Our own screen, a pop-up or a new step on the till, in your design; a delivery partner's screen opened from a key |
Ready, with limits (5) |
Partner page |
| Our reservations app seats a table and opens its order; guests order from a QR menu or a kiosk onto that order, and the till takes the payment |
Ready, with limits (7) |
Open check |
| Our tills must show the cashier the customer's minimum age on alcohol, tobacco and vapes, and never let one be paid without an ID check |
Ready, with limits (9) |
Capture on an event |
| A partner's voucher or PIN made when the sale is paid and printed on the receipt |
Ready, with limits (5) |
Fulfil at sale |
| A prescription number is required before a prescription item is paid for |
Ready, with limits (5) |
Check before payment |
| A price list as a document with a photo for each item |
Ready, with limits (4) |
Manifest |
| Print shelf labels from the till |
Ready, with limits (3) |
Label layout |
| A purchase order blocked by data our ERP holds; a goods receipt checked against the supplier's terms |
Ready, with limits (5) |
Document check |
| A QR code on each table that opens the menu on the guest's phone, a self-order kiosk at the counter, and the orders on the till for staff to send and take payment |
Ready, with limits (4) |
Open check |
| A question or a check when the cashier picks an existing customer for the sale |
Ready, with limits (6) |
Capture on an event |
| A question when the quantity of a line changes, before Pay |
Ready, with limits (5) |
Capture on an event |
| Read a pharmacy pack's 2D code at the scan, and refuse an expired pack |
Ready, with limits (2) |
Scan source |
| A receipt with our logo, tax number and address, a line per VAT rate, in a second language |
Ready, with limits (5) |
Manifest |
| Refuse a batch whose remaining shelf life is below our minimum, unless a named role accepts it |
Ready, with limits (4) |
Save rules |
| A restaurant's bookings and walk-ins kept by the host, a table never booked twice, a text when a table is ready, and seating that opens the table's order on the till |
Ready, with limits (3) |
Open check |
| A rule that depends on which terminal the sale is on, beyond its POS profile |
Ready, with limits (4) |
Check before payment |
| A sale paid by card refunded to the card, never in cash; a return without its receipt only to store credit |
Ready, with limits (6) |
Check before payment |
| The same item or code may not appear twice in one document |
Ready, with limits (1) |
Save rules |
| Scan a unit's own barcode or a handset's tag, and refuse a unit already sold |
Ready, with limits (3) |
Scan source |
| See what sold, who sold it and when in the day (breakfast, lunch, dinner) across stores |
Ready, with limits (2) |
Manifest |
| Sell a dish at the till and have its ingredients (the bun, the patty, the coffee beans, the milk) come off the kitchen's stock by its recipe, without counting each one by hand |
Ready, with limits (4) |
Desk action |
| Sell mobile plans from our telecom company with the phone: show the plans and prices, confirm at Pay, activate after payment |
Ready, with limits (6) |
Check before payment |
| Selling below the minimum price needs a manager's approval |
Ready, with limits (2) |
Check before payment |
| Send the customer the receipt on WhatsApp |
Ready, with limits (2) |
Receipt settings |
| Show a dish's allergens to the cashier on the sale and print them on the receipt, and make sure the dish lists every allergen its ingredients carry |
Ready, with limits (5) |
Field rules |
| Show more of the item's own details on the receipt |
Ready, with limits (1) |
Field rules |
| Show or relabel the discount price or the total including tax on the till |
Ready, with limits (5) |
Field rules |
| Show our own fields on the till, call them by our words, hide the ones we never use |
Ready, with limits (1) |
Field rules |
| Show the member's tier and status when the cashier asks |
Ready, with limits (2) |
Till key |
| Show what the food should have cost by the recipes against what it really cost after waste and the stock count, as a percentage of sales |
Ready, with limits (2) |
Desk action |
| Take card or mobile-money payments through our own provider |
Ready, with limits (1) |
Payment connector |
| The tax authority's result, QR code and seal on each sale and receipt |
Ready, with limits (1) |
Fiscal reader |
| A tax number on one customer only |
Ready, with limits (5) |
Save rules |
| The till asks every new customer for their ID number and date of birth |
Ready, with limits (5) |
Field rules |
| A warning when an item is scanned (another batch has less shelf life), with the cashier tapping to carry on |
Ready, with limits (5) |
Capture on an event |
| When a new item is first saved, the user confirms that batch and expiry are on and the item is linked to its parent |
Ready, with limits (5) |
Save rules |
| Which sizes and colours of each style sell out and which sit, in each store, against the stock still there |
Ready, with limits (4) |
Desk action |
