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How To Navigate POS Tenders

Introduction​

This guide is part of the POS Functionality series, which documents the standard behaviour of the Enactor Point of Sale (POS) in Standard Configuration (SC) for Version 2.7.747.RC2.

Tenders are the payment methods used to complete transactions on the Enactor POS. The Tender menu provides access to all available payment methods, including cash, card, cheque, voucher, credit note and gift card. Each tender type follows a guided procedure that prompts the operator to enter the relevant payment details before completing the transaction.

The purpose of this guide is to demonstrate the steps to perform the following tender functions on the Enactor POS:

  • Cash - entering a cash amount and receiving the calculated change
  • Card Payment Service - processing a credit or debit card payment via the PED
  • Cheque - entering cheque details including type, amount, cheque number and bank details
  • Voucher - scanning or entering a voucher code to apply as payment
  • Credit Note - scanning or entering a credit note serial number to apply as payment
  • Gift Cards - swiping or entering a gift card number and tendering an amount
info

This guide covers the POS as experienced by the operator at the till. It does not cover Estate Manager configuration. All screens shown are POS terminal screens.

Overview​

This guide covers the following sections:

  1. Cash - Processing a cash payment by entering the tendered amount and receiving the calculated change.
  2. Card Payment Service - Processing a credit or debit card payment via an integrated PED, supporting contactless and chip-and-PIN transactions.
  3. Cheque - Processing a cheque payment by entering the cheque type, amount, cheque number, sort code and account number.
  4. Voucher - Applying a voucher as a payment method by scanning or entering the voucher code, or selecting from a list.
  5. Credit Note - Applying a credit note as a payment method by scanning or entering the serial number.
  6. Gift Cards - Processing a gift card payment by swiping or entering the card number and specifying the tender amount.

Tenders​

Tenders are payment methods used to complete transactions and can be found in the Tender menu.

The available Tenders are:

  • Cash
  • Card Payment Service
  • Cheque
  • Voucher
  • Credit Note
  • Gift Cards

Path: Enactor POS > Sale > Tender

Enactor POS Tender menu showing the available payment method options including Cash, Card Payment Service, Cheque, and Vouchers.

Tenders - Tender Menu - the Tender menu provides access to all available payment methods. Select the required tender type to begin the payment process.

Cash​

The Cash function enables operators to use cash as a payment method.

This function prompts the operator to enter the tender amount.

The POS also offers related amount options to be selected for the current transaction.

This functionality provides a convenient way for operators to process cash payments and calculate change.

Path: Tender > Cash

Cash Procedure​

  1. From the Sale screen, add items to the basket as normal and proceed to tender.
  2. Select Cash from the Tender menu. The POS displays the cash tender entry screen with the transaction total.
  3. Enter the cash amount tendered by the customer, or select one of the suggested amounts displayed on screen.
  4. Press OK or Enter to confirm. The POS calculates the change due and displays it on screen.
  5. The transaction is completed and a receipt is printed.

Enactor POS Cash tender entry screen showing the transaction total and a numeric keypad for entering the cash amount tendered. Suggested cash amounts are displayed for quick selection.

Cash - Cash Tender Entry - enter the cash amount tendered by the customer or select a suggested amount. The POS will calculate the change due.

This completes the Cash procedure.

Card Payment Service​

The Card Payment Service function enables operators to process card payments from customers using credit or debit cards.

The POS is integrated with card payment service providers to securely process the transaction.

The operator is prompted to enter the payment card tender amount and press the OK button on the PED (Pin Entry Device) to begin the payment transaction.

Upon confirmation, the payment is carried out on the PED, where the customer is prompted to present the card or perform a contactless transaction (subject to contactless limits).

If the card is inserted, the customer is prompted to enter PIN for the card. The payment is then carried out and verified via service payment providers.

Once authorised, the customer is asked to remove the card and a confirmation message "Approved" is shown on the PED.

Finally, the operator can select one of the printing options for the customer receipt and a receipt slip is printed with a copy for the customer and one for the store.

note

Additional configuration is required to enable test card payment service.

Path: Tender > Card Payment Service

Card Payment Service Procedure​

  1. From the Sale screen, add items to the basket as normal and proceed to tender.
  2. Select Card Payment Service from the Tender menu. The POS displays the card tender amount entry screen.
  3. Confirm or adjust the tender amount and press OK on the POS screen to send the amount to the PED.
  4. The PED activates. The customer presents their card (contactless) or inserts their card (chip-and-PIN).
  5. If chip-and-PIN: the customer enters their PIN on the PED keypad.
  6. The PED processes the payment and displays an Approved confirmation message. The customer removes their card.
  7. The operator selects the required printing option on the POS. A customer receipt slip and a store receipt slip are printed.

Enactor POS Card Payment Service tender amount entry screen showing the transaction total and a numeric keypad for confirming or adjusting the card tender amount.

Card Payment Service - Tender Amount Entry - confirm or adjust the tender amount and press OK to initiate the card payment on the PED.

Enactor POS screen showing the card payment is being processed, indicating that the PED is active and awaiting the customer's card presentation.

Card Payment Service - Processing - the POS waits while the PED processes the card payment. The customer presents or inserts their card on the PED.

PED screen showing a contactless payment prompt, instructing the customer to tap or present their contactless card or device to complete the payment.

Card Payment Service - PED Contactless Prompt - the customer presents their contactless card or device to the PED to complete the payment.

PED screen showing a card inserted prompt or chip-and-PIN entry screen, instructing the customer to insert their card into the PED chip reader.

Card Payment Service - PED Card Inserted - the customer inserts their chip card into the PED. The PED will prompt for PIN entry.

PED screen showing the PIN entry prompt, instructing the customer to enter their four-digit PIN using the PED keypad.

Card Payment Service - PED PIN Entry - the customer enters their PIN on the PED keypad. The PIN is masked and sent for verification.

PED screen showing the payment authorisation in progress, with a processing or connecting message displayed while the payment is being verified by the payment service provider.

Card Payment Service - PED Authorising - the PED processes and authorises the payment with the card payment service provider.

PED screen showing the Approved confirmation message, indicating that the card payment has been successfully authorised. The customer is prompted to remove their card.

Card Payment Service - PED Approved - the PED displays the Approved message confirming the payment is authorised. The customer removes their card.

PED screen prompting the customer to remove their card after the payment has been approved.

Card Payment Service - PED Remove Card - the customer removes their card from the PED after the payment is approved.

Enactor POS printing options screen showing the available receipt printing choices for the completed card transaction, such as printing a customer receipt, a store receipt, or no receipt.

Card Payment Service - Printing Options - select the required receipt printing option for the completed card transaction.

Enactor POS customer receipt slip printout for the card payment transaction, showing a narrow printed slip with the transaction details and card payment confirmation.

Card Payment Service - Customer Receipt - the customer receipt slip is printed for the card payment transaction.

Enactor POS store receipt slip printout for the card payment transaction, showing a narrow printed slip with the transaction details for the store's records.

Card Payment Service - Store Receipt - the store receipt slip is printed for the card payment transaction. Retain this for the store's records.

This completes the Card Payment Service procedure.

Cheque​

The Cheque function enables operators to use cheques as a payment method.

This function prompts the user to select the cheque type, enter the tender amount, the cheque number, and the sort code and account number on the cheque.

This functionality provides a convenient way for operators to process cheque payments and ensure accuracy.

Path: Tender > Cheque

Cheque Procedure​

  1. From the Sale screen, add items to the basket as normal and proceed to tender.
  2. Select Cheque from the Tender menu. The POS displays the cheque type selection screen.
  3. Select the cheque type from the available options.
  4. Enter the tender amount for the cheque payment.
  5. Enter the cheque number as printed on the cheque.
  6. Enter the sort code from the cheque.
  7. Enter the account number from the cheque.
  8. Confirm the entry. The POS processes the cheque payment and completes the transaction.

Enactor POS Cheque tender screen showing the cheque type selection options for the operator to choose from.

Cheque - Cheque Type Selection - select the cheque type from the available options to begin the cheque payment procedure.

Enactor POS Cheque tender amount entry screen showing a numeric keypad for the operator to enter the cheque payment amount.

Cheque - Tender Amount Entry - enter the cheque tender amount using the numeric keypad.

Enactor POS Cheque number entry screen showing an input field for the operator to enter the cheque number as printed on the cheque.

Cheque - Cheque Number Entry - enter the cheque number as printed on the cheque.

Enactor POS sort code entry screen showing an input field for the operator to enter the sort code from the cheque.

Cheque - Sort Code Entry - enter the sort code from the cheque.

Enactor POS account number entry screen showing an input field for the operator to enter the account number from the cheque.

Cheque - Account Number Entry - enter the account number from the cheque.

Enactor POS cheque payment confirmation screen showing the completed cheque details entered by the operator, ready for final confirmation.

Cheque - Confirmation - review the cheque details and confirm to complete the cheque payment.

Enactor POS customer receipt slip printout for the cheque payment transaction, showing a narrow printed slip with the transaction details.

Cheque - Customer Receipt - the customer receipt is printed for the cheque payment transaction.

Enactor POS store receipt slip printout for the cheque payment transaction, showing a narrow printed slip with the transaction details for the store's records.

Cheque - Store Receipt - the store receipt is printed for the cheque payment transaction. Retain this for the store's records.

This completes the Cheque procedure.

Voucher​

The Use Voucher function enables operators to use vouchers as a payment method.

This function prompts the operator to scan or enter the voucher code.

Alternatively, the operator can use Select Voucher to select the voucher type from a list.

This functionality provides a convenient way for operators to process voucher payments and apply discounts.

Path: Tender > Vouchers > Use Voucher

Voucher Procedure​

  1. From the Sale screen, add items to the basket as normal and proceed to tender.
  2. Select Vouchers from the Tender menu, then select Use Voucher.
  3. The POS prompts the operator to scan the voucher barcode or enter the voucher code manually. Alternatively, select Select Voucher to choose the voucher type from a list.
  4. Scan the barcode or enter the voucher code and confirm.
  5. The voucher value is applied to the transaction. If the voucher covers the full amount, the transaction is completed. If a balance remains, the operator selects an additional tender to complete the payment.

Enactor POS Voucher tender screen showing a voucher code entry field prompting the operator to scan or manually enter the voucher code.

Voucher - Voucher Code Entry - scan the voucher barcode or enter the voucher code manually. Use Select Voucher to choose from a list if no code is available.

Enactor POS basket screen showing the voucher applied as a payment line in the tender area, reducing the outstanding balance.

Voucher - Voucher Applied - the voucher value is applied to the transaction. If a balance remains, select an additional tender to complete the payment.

Enactor POS Sale screen showing the completed transaction with the voucher payment applied and the basket totals updated.

Voucher - Transaction with Voucher Applied - the basket is updated with the voucher payment. Proceed to complete the transaction.

Enactor POS customer receipt printout for the voucher payment transaction, showing the voucher as a payment line on the narrow printed receipt slip.

Voucher - Customer Receipt - the customer receipt is printed showing the voucher as a payment line.

Enactor POS store receipt printout for the voucher payment transaction, showing the voucher as a payment line on the narrow printed receipt slip for the store's records.

Voucher - Store Receipt - the store receipt is printed showing the voucher payment. Retain this for the store's records.

This completes the Voucher procedure.

Credit Note​

The Credit Note function enables operators to use credit notes as a payment method.

This function prompts the user to scan or enter the serial number of the credit note.

This functionality provides a convenient way for operators to process credit note payments and apply refunds.

Path: Tender > Vouchers > Credit Note

Credit Note Procedure​

  1. From the Sale screen, add items to the basket as normal and proceed to tender.
  2. Select Vouchers from the Tender menu, then select Credit Note.
  3. The POS prompts the operator to scan the credit note barcode or enter the serial number manually.
  4. Scan the barcode or enter the serial number and confirm.
  5. The credit note value is applied to the transaction. If the credit note covers the full amount, the transaction is completed. If a balance remains, the operator selects an additional tender to complete the payment.

Enactor POS Credit Note tender screen showing a serial number entry field prompting the operator to scan or manually enter the credit note serial number.

Credit Note - Serial Number Entry - scan the credit note barcode or enter the serial number manually to apply the credit note as payment.

Enactor POS tender screen showing the credit note applied as a payment line, reducing the outstanding balance on the transaction.

Credit Note - Credit Note Applied - the credit note value is applied to the transaction. If a balance remains, select an additional tender to complete the payment.

Enactor POS receipt printout for the credit note payment transaction, showing the credit note as a payment line on the narrow printed receipt slip.

Credit Note - Receipt - the receipt is printed showing the credit note as a payment line.

This completes the Credit Note procedure.

Gift Cards​

The Gift Card function enables operators to use gift cards as a payment method.

This function prompts the operator to swipe or enter the gift card number and tender amount.

Once completed, the gift card will have its remaining balance updated.

This functionality provides a convenient way for operators to process gift card payments and deduct the amount from the card.

Path: Tender > Vouchers > Gift Card

Gift Cards Procedure​

  1. From the Sale screen, add items to the basket as normal and proceed to tender.
  2. Select Vouchers from the Tender menu, then select Gift Card.
  3. The POS prompts the operator to swipe the gift card or enter the gift card number manually.
  4. Swipe the card or enter the gift card number and confirm.
  5. Enter the tender amount to be charged to the gift card.
  6. The specified amount is deducted from the gift card balance. The transaction is completed if the gift card covers the full amount. If a balance remains, the operator selects an additional tender.

Enactor POS Gift Card tender screen showing a gift card number entry field prompting the operator to swipe or manually enter the gift card number.

Gift Cards - Card Number Entry - swipe the gift card or enter the gift card number manually to begin the gift card payment procedure.

Enactor POS Gift Card tender amount entry screen showing a numeric keypad for the operator to enter the amount to be charged to the gift card.

Gift Cards - Tender Amount Entry - enter the amount to be charged to the gift card. The remaining balance will be updated on completion.

Enactor POS Sale screen showing the gift card payment applied to the transaction, with the deducted amount visible in the tender section.

Gift Cards - Payment Applied - the gift card payment is applied to the transaction. If a balance remains, select an additional tender to complete the payment.

Enactor POS receipt printout for the gift card payment transaction, showing a narrow printed slip with the gift card as a payment line and the updated remaining balance.

Gift Cards - Receipt - the receipt is printed showing the gift card as a payment line. The updated gift card balance is shown on the receipt.

This completes the Gift Cards procedure.