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Tenders

Tenders​

Slide 29

Configuration Topics​

  • Tenders - the core payment method entity, representing cash, card, voucher, and other tender types
  • Card Types - card types used in card-based tenders (e.g. Visa, Mastercard)
  • IIN Ranges - Issuer Identification Number ranges used to identify card types at the POS
  • Menus - TENDER menu configuration to make tender types available at the POS

Objectives​

Objectives

At the end of this session, you will be able to:

  • Understand what Tenders are and how they represent payment methods
  • Understand the key settings on a Tender record
  • Configure a cash tender, a card tender, and a voucher tender
  • Understand Card Types and IIN Ranges and their role in card payment processing

Practical Exercises

  • Exercise 27 - Tender Type
  • Exercise 28 - TENDER Menu
  • Exercise 29 - CREDIT_TENDER Menu

Exercise 27 - Tender Type​

  1. Open Tenders; Filter: Region - UK, Tender ID - CSH; Apply Filters
  2. Copy: Region - UK; Tender ID - TRAINx; Create
  3. Enter: Description - TRAINx Cash
  4. Restrictions 2 tab: Delete Cash Tender from Return Tenders; Select TRAINx tender; Add; Use Arrows to make highest priority
  5. Save

Exercise 28 - TENDER Menu​

  1. Open Menus; Filter: Menu Set - POS; Role - Sales Assistant; Menu Group - Default Standard POS; Menu ID - TENDER; Apply Filters
  2. Copy: Menu Set - POS; Role - ROLE-TRAINx; Menu Group - your menu group; Create
  3. Add Button: Event - Cash Tender; ID - TRAINx-CASH; Button Label - My Cash Tender; Button Message ID - remove; Button Message Base - remove; Position - 6
  4. Data tab: Name - enactor.mfc.TenderId; Value - TRAINx
  5. Save

Exercise 29 - CREDIT_TENDER Menu​

  1. Open Menus; Filter: POS / Sales Assistant / Default Standard POS / CREDIT_TENDER; Apply Filters
  2. Copy: POS / ROLE-TRAINx / your menu group; Create
  3. Add Button: Event - Cash Refund; ID - TRAINx-CASH; Button Label - My Cash Tender; Position - 6
  4. Data tab: Name - enactor.mfc.TenderId; Value - TRAINx
  5. Save

Further Reading​

For additional information and further reading on Tenders, please see the following guides:

DocumentDescription
How to: Configure Tender TypesConfiguring tender types for cash, card, and voucher payments
How to: Configure Cash and Card PaymentsConfiguring cash and card payment settings
How to: Configure Cash PaymentsCash tender configuration, restrictions, refund rules, and menu setup
How to: Configure Card PaymentsCard tender, card types, IIN ranges, EMV/ICC, and menu setup