Vori

Downloading TeamViewer

An overview of our onboarding approach to ensure a smooth transition, equipping your team with the tools and knowledge needed for success.

Vori Onboarding Guide

Kayla Jew

Ellery Fink

Abi Moogk

Guided training documents on using tools across the Vori OS

Guides & First-time Setup

Sam Gooding

Overview of the cashier facing POS functionality

POS Overview

Learn some best practices and tips for 24-hour operations.

Best practices for 24/7 operations

How to add Vori Dash to the Mac Mini Desktop

Logging in and out of the POS

Getting started

How to manage tare containers connected to sold by weight items at the register.

Tare Containers at the POS

How to scan, manually enter, and remove coupons at the POS.

Manage Coupons on the POS

How to use Store and Forward to accept payments during internet outages

Offline Payments

Steps to process a bottle deposit refund at the POS.

Bottle deposit refund

How to Complete Setup for Offline Payments

Offline payment setup

Marking Items EBT eligible at the POS

How to process an Inline Refund

How to process a third-party coupon

POS Workflows

How shoppers and cashiers interact with loyalty

Redeeming loyalty rewards at the POS

How to activate and send gift cards to your shoppers.

Digital Gift cards at the POS

How to Update a Loyalty Member's Point Balance

How to interact with Gift Cards at the POS

Physical Gift Cards at the POS

This article explains how to manage house accounts in the back office and use them on the POS for payments.

House Accounts

Creating rewards and redeeming points at the POS

Loyalty

Vori Operations

Backoffice

How to find and export tax reports

How to search for orders using Add Filter and Search by Order ID

Searching and Filtering Orders

Overview of the End of Day report and steps on how to print at the POS

End of Day reporting

Reporting Page

Scheduled Reports

Tipping report

Change starting balance, max cashback, option to turn on/off till counting at closing.

Till Settings

Viewing Tills in the Back Office

Follow the steps of this guide to provide documentation against a chargeback dispute from a customer.

Chargebacks: Providing Evidence

How to access and download CardConnect Monthly Statements

How to customize and saved reporting views

Reporting: Saved Views

View orders placed via the VoriOS Ordering App in the back office.

Reporting: Purchase Orders

How to track individual item sales in the back office

Individual Item Sales

How to view/print individual cashier reports at the end of shift

End-of-Shift Cashier Reporting

Reporting

Setting up forwarding rules for Vori to ingest your invoices for processing

Setting up invoice inbox for Cost Changes

Creating links between items that have been found on the invoice and your product list

Mapping unauthorized products

Setting up the document scanner for Cost Changes.

How to Connect the Brothers Document Scanner to your Computer

How to Download UNFI invoices from the website to upload to Vori

Downloading UNFI Invoices

How to Download Supervalu invoices from the website to upload to Vori

Downloading Supervalu Invoices

How to add new items to your product file through the Invoices workflow

Invoices: New Items

How to identify cost changes through the Invoices workflow

Invoices: Cost Changes

Invoices

How to use bulk edit feature in My Products to adjust large dataset of items

Bulk product updates

How to Activate and Deactivate items

Creating an open code/manual item

How to add new items to your product catalog

Creating a Product in the Back Office

How to edit an existing item in your product catalog

Edit a Product in the Back Office

Creating Type 2 UPCs

Quick Search helps you quickly find products by barcode or description from anywhere in the back office.

How to use Quick Search

How to export product catalog to a CSV file.

Exporting My Products

Products

Creating promotions and deals for your products

Creating a promotion

Creating a ruleset across your products to easily create deals

Dynamic product promotions

Promotion Import

Promotions

View embedded metrics within the Loyalty Program

Loyalty Insights

How to check loyalty members, point balance, and order history.

Viewing Loyalty Members in the Back Office

Managing gift cards outside of POS transactions

Gift cards in the Back Office

Ordering Physical Gift Cards

Creating Loyalty Rewards

How to activate and create campaign messages to send to your loyalty shoppers.

Campaigns

Campaigns Reporting

Creating, editing, and managing your vendors for item management

Creating vendors

Vendors

How to create, edit, and modify taxes and bottle deposits on Vori

Creating taxes and bottle deposits

Taxes

How to configure department level settings

Creating a Department

Departments

Creating and editing cashiers and mangers for the POS. Setting up manager approval settings.

Setting up cashiers

Cashiers

Mobile/ Sales Floor

How to Export Price Book from MyUNFI

This article outlines the methods for uploading new invoices:

Uploading New Invoices

Help guides and articles for POS customers using the Order tool

VoriOS Ordering

How does Vori work and why is it better than my current paper system?

Introduction to Vori

Legacy Ordering

How to connect the Linea Pro hand scanner to the iPhone

Connecting the Linea Pro to the VoriOS App

Creating a product on the VoriOS App

Editing Products on the VoriOS App

How to bulk print tags from recent updates or from bulk actions.

Bulk Printing Tags on the VoriOS App

How to create promotions directly through the VoriOS app.

Mobile Promotions

How to clear promo tag queue on the VoriOS app

Clearing Tag Updates Queue

Store Handheld

How to set up your Zebra printer and print tags from the VoriOS handheld device

Connecting the Zebra printer to the VoriOS App

Switching between Promotional and Retail printed labels

Setting up the VoriOS Handheld for Promotions

Links to purchase thermal labels for the Zebra printer

Printed Shelf Tags

This guide will show how to link an ESL to an on-file product in the store

Vusion Link: Linking a Product to an ESL

This guide will show how to quickly register a new box of ESLs to a store, as opposed to waiting for automatic pairing.

Vusion Link: Registering a Case of ESLs

This guide will show how to install Vusion Link on a new device and link to the store's account using Vusion Link on a separate device.

Vusion Link: App Login - Using a Separate Vusion Link App

This guide will show how to install Vusion Link on a new device and link it to the store's account using Vusion Manager on a computer.

Vusion Link: App Login - Using Vusion Manager

First time sign-in to Vusion Manager requires a password to be set for a pre-registered email address

Vusion Manager: First Time Sign-in

This guide will show how to manually register one or more ESLs to a Vusion account through Vusion Manager.

Vusion Manager: Manually Registering ESLs in Vusion Manager

This guide will show how to register an access point's AP-ID within a store's Vusion Manager page. This is a key step when installing ESLs.