Perks Point of Sale (POS) allows you to view and manage orders in the Vendor Portal. You are able to manage your point of sales, such as mobile orders, through the Vendor Portal too.
- Accessing Vendor Profiles the Vendor Portal POS
- Password Reset for Vendor Portal
- Accessing the Vendor Portal
- Viewing Mobile Orders
- Creating an Order
- Issuing a Refund
- Adding Images to Vendor Portal
- Adding a Map to Vendor Profile
- Adding Products
- Adding Services
- Adding a Stripe Account to Vendor Profile
Access your Vendor Portal
Once the vendor form has been submitted, allow 24 hours for the profile to appear on your property's app. You will receive an email when this has been completed.
Step 1
Navigate to the Vendor Portal. Sign in with the email address listed on the Property Vendor Request Form that was submitted to create a vendor. The login used here will be different from the login used to access the Admin Portal.
Reset your Password
Step 1
Go to the Vendor Portal. Enter your email.
Step 2
Select Forgot password?
Step 3
Enter your email address and select Send.
| 💡 If your email isn't associated with an account you'll see an Email is not registered with us error message. Please contact vendors@vts.com for support. |
Step 4
| 💡 Check your Spam Folder if you don't receive the email within an hour. |
Accessing the Vendor Portal POS
Step 1
Log into the Vendor Portal. The login used here will be different from the login used to access the Admin Portal.
Step 2
Search for the Vendor you wish to view the POS for.
Step 3
To view the Vendor's POS, select the POS button in the upper right. The icon is a credit card.
Viewing Mobile Orders
Step 1
Once in the Vendor Portal POS, select Mobile Orders in the upper right. This will open a drop-down with Mobile Orders.
Step 2
Select View Details to see the order information.
| 💡 Items ordered are exactly as they appear in the item's title. There is no customization of orders through the Perks POS. For example, a large black coffee will be a large black coffee. If the customer wanted a large coffee with cream, they would need to order that specific product. |
Creating an Order
Step 1
Once in the Vendor Portal POS, select the item(s) you wish to create an order for. This will pull the item up under Current Order and allow you to charge for the item.
Step 2
When you are ready to complete the order, select Charge.
Issuing a Refund
Step 1
Locate the order you wish to issue a refund for. Under View Details, there is an option for a refund.
Step 2
This action will open a window to process the refund. You are able to either process for the full amount or to enter an amount. Select Submit to process the refund.
Add Images to Your Vendor Profile
Step 1
In the Vendor Portal, select the profile you would like to edit.
Step 2
Select the settings gear in the top-right corner.
Step 3
Select the Media tab, then select Add Media. Your file manager will open. Select the photos you would like to add to add them to your media library. Once uploaded, they can be used as profile images or for products/services.
| 💡 The recommended sizing for Vendor Profile Photos is a 1:1 ratio. The recommended sizing for Vendor Hero Images is a 16:9 ratio. |
Step 4
Select the settings gear in the top-right corner.
Step 5
Select Edit at the bottom of the settings page.
Step 6
Select Add Media to select the images you just loaded into your media library.
| ⚠️ Don't select Upload Image. This is where the company logo is uploaded. |
Step 7
Select the check mark next to the images you would like to display and then select Add.
Step 8
Finally, select Save.
Step 9
Your images are now viewable in your Perks listing.
Adding a Map to Your Vendor Profile
A map can be added to a Vendor that will then appear on the Perk in the app or web portal.
Step 1
Log into your Perks profile through the Vendor Portal.
Step 2
Select the profile you would like to edit.
Step 3
Select the settings gear in the top-right corner.
Step 4
Under General Info, select Edit towards the bottom of the page.
Step 5
Ensure the Address for the Vendor is filled out. The map will reflect the input address. Select Save when complete.
Step 6
The map will appear in the perks listing in both the app and web portal.
Add a New Product
Step 1
Log in to the Vendor Portal and locate the company by typing the business name in the Filter box.
Step 2
Select the business.
Step 3
To add a new product, select View Products.
Step 4
Select the Add New button.
Step 5
Next, add an image with the Add Media button as well as any product information and price. Then select Save.
Step 6
The product is now viewable in the Products section.
Add a New Service
Step 1
Log in to the Vendor Portal and locate the company by typing the business name in the Filter box.
Step 2
Select the business.
Step 3
To add a new service, select View Services.
Step 4
Select the Add New button.
Step 5
Next, add an image with the Add Media button as well as any product information and price. Then select, Save.
| The unit for allowed time can be in hours or minutes. Select the drop-down arrow to change. |
Step 6
The new service is now viewable under Services.
How to Add a Stripe Account to a Vendor Profile in the Partner Portal
For Vendors that sell products or services through the Rise Perks platform, a Stripe account needs to be added to the Vendor Profile in order to receive payments. In this article, you will learn how to add a Stripe account to a Vendor Profile.
Step 1
Log into your Perks profile through the Vendor Portal.
Step 2
Select the profile you want to connect to a Stripe Account.
Step 3
Select the Settings Gear in the top-right corner.
Step 4
Select Payment Settings.
Step 5
Select Link Stripe Account.
Step 6
Log in with an existing Stripe account by selecting Sign in with Stripe to connect towards the bottom of the screen or create an account by selecting Sign up in the upper right.
Your account is linked when the red Unlink Stripe Account button is shown.
If more of your Vendors sell products or services, each Vendor Profile must be linked to a Stripe account.