Tender Setup: General

Use the fields in the General tab to define up to 99 tender types and modify basic information for a tender.

Structure

Screen Element	Description
Tender ID	Identifies the tender. It is a unique number from 1 to 99. Tenders are listed in sequential order. The first Tender ID (ID #1) should always define the local currency.
Description	Description of the tender (for example, cash, check, or Visa). The description can be up to 20 alphanumeric characters in length and is displayed at the terminal and printed on receipts and terminal reports.

Note Note

To support a fiscal printer, a tender must be configured to match its counterpart tender setting on the fiscal printer. For example, if Tender 3 on the fiscal printer is Mastercard then the POS also must have Tender number 3 configured as Mastercard.

End of the note.

General Options
Screen Element	Description
Quick Menu	Provides a list of the types of quick menus to which you assign this tender type. You assign the tender type to a key on the keyboard or to a menu option at the POS terminal.
Keyboard Description	Describes the tender that you are defining. The first seven letters of the tender description are used to determine the position of the tender in its category on the tender report. The Store Manager application sets the order of tenders by identification number on reports. Note If no description is entered in this field, the default description from the Tender Description field is used. End of the note.
Report Category	Represents the report category into which this tender is grouped. The category is represented by a value from 1 to 9. This allows similar tender types to be grouped together.
Itemizer ID	Identifies the itemizer definition that applies to this tender. You can also assign itemizer identification numbers to individual PLUs. A match between the PLU itemizer and a tender itemizer indicates that the tender can be used to purchase the PLU item. This is useful in situations where certain tenders can only be used for certain items (for example food stamps). For more information, see PLU File: Taxes and Itemizers and Configuring Food Stamps as a Form of Tender. Note Using the Itemizer ID parameter is a standard way to support food stamps tenders You cannot enable the Back Out Tax parameter and the Itemizer ID parameter for a tender. If Back Out Tax is enabled, the Itemizer ID will automatically be set to 0. For more information about the Back Out Tax settings, see Tender Setup: Back Out Tax. End of the note.
Minimum/Maximum Amount	Defines the minimum and maximum value that can be accepted for this tender in a single transaction. A value of 0 in both fields indicates that any amount can be accepted. The HALO function can be used at the POS to override any minimum or maximum value set.
Currency Exchange Type	Provides a list of the types of exchange rates that can be used. The available options are: Local currency: This is the default. Euro: Use for all Euro tender types. Euro Triangulation: Use for tender types that must be converted to the Euro standard for exchange purposes. Foreign Currency
Exchange Rate	Defines the applicable exchange rate. Use up to four digits before, and six digits after the decimal place.
Auto Disc	Specifies the discount the system automatically applies when this tender is used.
Max Over Tender Amt	Allows you to control the largest acceptable tender amount for a transaction by setting the maximum difference between the transaction value and the tender amount. Example If you want to ensure that a tender is not more than $15.00 greater than the value of the transaction, you set the Max Over Tender Amt value to $15.00. This allows a customer with a $5.00 transaction to pay with a $20.00 bill. The amount tended by the customer ($20.00) minus the value of the transaction ($5.00) is not greater than the Max Over Tender Amt setting ($15.00). This, however would not work for a customer using a $20.00 bill to pay for a $3.00 transaction. Here, the value of the tender ($20.00) minus the value of the transaction ($3.00) equals $17.00, which is greater than the Max Over Tender Amt setting of $15.00. The customer could not tender more than $17.00 for a $3.00 transaction. End of the example.
Allow In Suspend	Currently not supported.
Currency	Provides a list of base currency codes for the store. Used to indicate the currency code for the tender in the transaction TLOG record.

Tender Behavior
Screen Element	Description
Allow Over Tender	Allows over-tendering.
Allow Under Tender	Allows under-tendering. Under-tendering occurs when more than one tender is used in a transaction. For example, a customer might pay a portion of the amount due by cash and the remainder by credit card. In such cases, the transaction is considered under-tendered by the first tender entered. This setting controls whether the tender can be used to partially settle the transaction, or whether it can only be used to settle the transaction in full.
Under Tender On Refund	Allows under-tendering on a refund. Used for refunding transactions that were settled with split tenders.
Refund Only	Limits a tender for use in refund transactions only. For example, a credit note is an example of a tender that can only be used in refund transactions. When this option is disabled, the tender can be used in any type of transaction.
Tender Default Total Amt	Enables default tendering. Default tendering means that during the tendering stage of the transaction, the cashier can press the tender key and the system enters the total amount due as the tender amount. If default tendering is not enabled, the cashier must manually enter the tender amount for every transaction.
Whole Amount	Restricts a tender to whole number amounts. This is frequently used for travelers checks that are only available in whole number tender amounts.
Disallow Item Exchange Tendering Out	Does not allow change to be issued for the tender in an exchange transaction.
% of Purchase	Sets the minimum value of the transaction for which the tender can be used. For example, if this is set to 50%, then this tender can be used for no less than 50% of the total transaction value.
Minimum Tender %	Defines the minimum amount of the tender that must be used in the transaction. This is designed to prevent a large amount of the tender from being issued back to the customer as change.
Rounding Rule ID for Purchase/Return	Specifies the identification number for rounding rules for this tender.
Return Maximum	Specifies the maximum amount of this tender that can be given back to a customer in a single return transaction.

Cash Drawer
Screen Element	Description
Open Drawer	Opens the cash drawer when a tender amount is entered. You can select `1`, `2`, or `Both`. Leave this field blank to keep the cash drawer closed when the tender amount is entered.
If Split Tender, Open Drawer	Opens the cash drawer when more than one tender is used in the tendering process.

Security
Screen Element	Description
Supervisor Required	Indicates that a supervisor override is required to accept the tender and allow the tender process to continue. This is commonly used for check tenders.
Supervisor Reissue	Specifies a supervisor controls a reissuing of the tender.
Authority Level	Allows a cashier to accept a tender based on their authority level. Type an authority level number from 1 to 5. Type a zero in this field if no authority level is required.

Denomination
Screen Element	Description
Balance Denomination	Provides a list of denomination sets available for balancing.
Tender Denomination	Provides a list of denomination sets available for safe management transactions.
Cash Back Denomination	Provides a list of denomination sets available for cash back transactions.
Payment Schedule ID	Specifies the identification number of the payment schedule for this tender.

Cash Management
Screen Element	Description
Pick up	Allows the tender to be picked up during the day. Type an authority level from 1 to 5. Only tenders that have been defined as pickup tenders are valid for the pickup function.
Loan	Allows the tender to be used in loans to a cash register, a cashier, or in the opening float for the day. Type an authority level from 1 to 5.
Float	Allows the tender to be used in the float. Type an authority level from 1 to 5. Typically cash tenders are used in the float.
POS Balance	Indicates that the tender can be used in the balance function.
If No Pickup, Lockout at	Sets the maximum amount of this tender that a register or cashier (depending on the balance type selected) can have before the POS blocks further processing. Note You must set the Balance Type field in the Register Parameter screen to `Balance by Register` or `Balance by Cashier` to activate the lockout feature. End of the note.
Pickup Threshold	Defines the maximum amount of this tender that can be present in the cash drawer. A maximum of $9999.99 can be entered for each tender. A pickup prompt is issued at the register when the threshold is reached.
Allow Safe	Allows the tender to be used in the safe management functions. Cash management for this tender is controlled by the authority level of the cashier.
Verify for Bank Deposit	Activates verification of the tender during a bank deposit or safe withdrawal transaction. When this option is enabled, a second person is required to check the tender type and amount of the deposit and withdrawal transactions.
Bank Deposit	Indicates that the tender can be used in the deposit function.
Safe Deposit	Indicates that the tender can be used in safe deposit transactions.

Policies
Screen Element	Description
On Usage	Provides a list of policy messages to display at the POS when the tender is used.
Threshold Amt	Defines the amount at which the policy is displayed.
At Threshold Amt	Defines the policy to display when the threshold amount is reached.

Barcode
Screen Element	Description
Get Amount From Barcode	Allows the POS to accept the input of a barcode (as through a coupon) at the tendering stage. This allows the POS to use the amount contained in the coupon barcode as part of the tender amount. You use when entering the barcode configuration for the Coupon Amount Recognition.
Barcode Profile Prompt	Provides a list of prompts available for display when a coupon barcode is scanned as a tender.