Vital Mobile – Quick Reference Guide

Vital Mobile - Quick Reference Guide

Adding Items

  1. From the home screen, select Items

  2. Select Add Item

  3. Enter the item name and press Next

  4. Enter the unit price and cost (optional), then select Next

  5. Choose the position in the Item Library by selecting the Category (required), Subcategory (optional), and Group (optional) 6

  6. Choose where the item will appear in the app

  7. Review and save changes to finish adding the item

Processing a Card Sale

  1. From the homepage, select Order

  2. Key enter the amount, then select Add to Cart, then select Checkout

  3. Tap the arrow to choose a payment type

  4. Insert or swipe the card. Press Confirm to approve the amount and continue or Cancel to return to the checkout screen

  5. Enter an email address to send a receipt or select Complete Order to finish the transaction

Viewing Transaction History/Processing a Refund

  1. From the homepage, select History
    • The history page is in chronological order, starting with the most recent sale

  2. Select a transaction to show you more information

  3. Press Full Refund to issue a refund

  4. Select Refund to process the refund or Cancel to return to the transaction screen

Closing Batches

  1. From the home screen, select Management

  2. Select End of Day, then press Close Register

  3. Select Yes to close the register. Select No to return to the End of Day screen

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