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Lesson 1 · 1 min 13 sec

Set Up Your Vending Business and Import Your Spreadsheets

Set up MyVendbook in minutes: fill in your business profile, import your machines, stock, prices and contacts from a spreadsheet, or add your first vending machine by hand.

Free lesson from MyVendbook training. Plans covered: Basic and Professional.

What you will learn

Step by step

  1. Your details. Start in Profile and settings. Add your business name, your name and your email so forms fill in for you.
  2. About your business. Tell us how you run things. Vendy uses this to make tips and suggestions that actually fit you.
  3. Already have a spreadsheet Use the Import button and your locations and routes come right in. No retyping.
  4. Import stock and prices. Stocking and Inventory has its own imports for machine stock counts and for your products and prices.
  5. Import contacts. Contacts and prospects import the same way, so your outreach list never gets typed twice.
  6. Or add one by hand. No spreadsheet? Tap Add equipment and add your first machine. One machine is plenty to start.

Jump to a part of the video

Video transcript

Module 1. Set Up Your Business. In this lesson: fill in your profile, import a spreadsheet, and add your first machine.

Start in Profile and settings. Add your business name, your name and your email so forms fill in for you.

Tell us how you run things. Vendy uses this to make tips and suggestions that actually fit you.

Use the Import button and your locations and routes come right in. No retyping.

Stocking and Inventory has its own imports for machine stock counts and for your products and prices.

Contacts and prospects import the same way, so your outreach list never gets typed twice.

No spreadsheet? Tap Add equipment and add your first machine. One machine is plenty to start.

Now it is your turn. Pause here and try each one yourself. Then come back for the next one.

Next up: module 2, Machines and Equipment. See you there.

Ready to try it on your own route?

Start your 14-day free trial and follow along in the app. Vendy, your AI assistant, is included.

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