Setup in CheckfrontBack to top
To begin setup in Checkfront, navigate to Manage > Add-ons in your Checkfront account. Look for the Vend tile, hover over it with your mouse cursor and click on the Setup button.
A pop-up window will appear with some information on the Vend add-on, including some recommendations on how to add your products to Vend. At this time, it's recommended you create the products manually in Vend as the current import system is very limited in the data it can transfer over.
Next, you need to give Checkfront permission to connect to your Vend account. Click on the Activate button to continue. Enter your store name and click the Next button.
Enter your username and password, then click on the blue Allow Access button. Assuming the credentials you entered are accepted, you will now have the opportunity to create some default settings. Each option consists of a drop-down menu from which you can make your selections.
Choose the default register to which your bookings will be applied. We created a register specifically for Checkfront bookings in an earlier step, so we'll make that selection here.
If you have any taxes configured in your account, you can select the default one here.
Default Payment Type:
In a previous step, you had the opportunity to create acceptable payment types in Vend. Choose the default one here.
In this menu, you can choose more than one of the available options if you like. Simply click each one you would like to include and a checkmark will appear to the right of it. The options are as follows:
• Automatically import unmapped Checkfront items into Vend:
When your Checkfront items are mapped to your products in Vend, a new booking on one of those Checkfront items will be applied against the matching product in Vend. If the item booked in Checkfront does not already have a matching product in Vend, then Vend will automatically create a new product based on the information received from Checkfront and link the booking to it. What's more, an automatic map will be created. So, if you now return to Checkfront and view the Advanced tab for the item, you'll see that the item is now linked to the new product in Vend. If this option is left unchecked, a booking on a Checkfront item that doesn't have a matching product in Vend, will not create a new product in Vend automatically.
• Automatically create register sales for staff bookings:
If checked, Vend will automatically apply sales to the registers that have been mapped from your Checkfront staff members to a user in Vend. If this option is left unchecked, the sales will not be recorded in Vend automatically. Instead, you'll need to click on the Open Sale link in the left sidebar of the invoice in Checkfront. This will open the sale in the Vend register where you can go ahead and complete it.
• Automatically create register sales for paid web bookings:
If checked, Vend will automatically apply online customer bookings to the default register you chose during setup. If this option is left unchecked, the sales will not be recorded in Vend automatically. Instead, you'll need to click on the Open Sale link in the left sidebar of the invoice in Checkfront. This will open the sale in the Vend register where you can go ahead and complete it.
• Automatically synchronize new customers:
If checked, Vend will automatically create a new customer file when a booking comes in from Checkfront for a customer that does not already exist in the system.
• Do not trigger Checkfront notifications on Vend payments:
If you have a receipt notification setup in Vend and do not wish for a notification to be sent from Checkfront also when a payment is made via Vend, check this option. When finished, click the blue Update button to continue. The add-on is now active and your Checkfront account is integrated with Vend.