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Getting Started 101

Get started with a full step by step guide

Bryan Grasso avatar
Written by Bryan Grasso
Updated over 2 months ago

Setting Up Vending Ops: A Step-by-Step Guide

Setting Up Vending Ops: A Step-by-Step Guide

1. Start with Customers 0:00

  • Begin by setting up your customers in Vending Ops.

  • Enter the customer's address and any relevant notes.

  • Click 'Save' to store the information.

  • Repeat this process for all customers.

2. Create Locations 1:07

  • Navigate to 'Locations' in the left menu and click 'New Location'.

  • Name the location specific to the site (e.g., 'Detroit Department Store').

  • Assign the location to the appropriate customer and enter the address.

  • Click 'OK' and then 'Save'.

  • Repeat for all locations, ensuring they are assigned to the correct customers.

3. Set Up Routes 2:46

  • Go to 'Routes' in the left menu and click 'New Route'.

  • Name the route as desired.

  • Assign one or multiple locations to the route.

  • Click 'Save' and repeat for each route you want to create.

4. Add Suppliers 3:37

  • Navigate to 'Suppliers' in the left menu and click 'New Supplier'.

  • Name each supplier you purchase from.

  • Repeat this process for all suppliers.

5. Create Products 4:14

  • Select 'Products' in the left navigation menu and click 'New Product'.

  • Use the master catalog to search for a specific item.

  • Select the desired product, which will auto-populate the category.

  • Assign a supplier and enter the SKU (preferably the supplier's SKU).

  • Optionally rename the product and enter additional data (e.g., barcode).

  • Set the default price and cost for the item, then click 'Save'.

  • Repeat for all products.

6. Import Products Manually (Optional) 5:39

  • If you wish to import products, click the 'Import' button at the top of the window.

  • Download the template with preset columns.

  • Format your product list to match this template.

  • Select the file to import it back into the system.

7. Set Up Machines and Markets 6:11

  • Machines are often created automatically after mapping and connecting to VendingOps.

  • Refer to the guides included in the video for assistance.

  • Locate the machine by its telemetry number and select it to access the details page.

  • Click 'Edit Details' to name the machine, assign a location, and enter other details (e.g., mission type, make, model).

  • Click 'Save'.

8. Edit Product Mapping 7:11

  • Navigate back to the product map page.

  • Click into a product and select 'Edit'.

  • Click 'Add Product' to select the product.

  • Adjust the part based on known information (ideal inventory).

  • Set the capacity (maximum number of products) and update the price and quantity as needed.

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