Tenders are the payment options that will be accepted. This module will allow the user to create new and edit existing tender templates, and assign them to specific locations.

• Tender Code - The unique identifier for the Tender.
• Tender Description - The Description on the Tender. This should be clear and concise to fit on receipts, tender screens, etc.
• Tender Types:
  • Cash
  • Check
  • Credit Card
  • Account (OpSuite Accounts Receivable)
  • Food Stamp
  • EC Cash Card
  • Voucher (gift cards)
  • Debit Card
  • Multi-Tender (utilizes multiple credit card types at once with an integration to a payment provider)
  • Discount 
  • Other
• Voucher Provider - Who is the integrated payment provider / merchant services
• Validation Mask - Used for any tender requiring an input of a card or account number. Allows validation of the data input. An example of what the user would put in this field is: 4*************** which tells the system that on the specific tender type, the card or account number MUST start with 4 and contain 16 characters. This is the proper validation mask for a Visa credit card. The result would be that if a cashier selects the Visa tender type, but then swipes a MasterCard (which all start with a 5) the point of sale would stop the transaction and require the cashier to select the correct tender type for the card.
• Maximum Amount - Maximum amount allowed for the tender (i.e. Maximum Amount of $1,000.00 will not allow an employee to input a value greater than $1,000.00 for this tender).
• Display Order - The order in which the tender is displayed in the Tender List when completing a transaction at the point of sale. Example: Display order 1 appears at the top of the list, followed b 2, etc. The user generally will want to put the most commonly used tenders at the top of the list.
• Scan Code - Used to automate tender selection by barcode or other input method. This identifier will be used to find the correct tender when the code is scanned at the point of sale.
• Currency - Currency Type, such as US Dollar, or Euro (coming soon)
• Round to Value - If the tender should be rounded.
• Require Manager - Tender can only be accepted with a manager's approval or login code.
• Refund Not Allowed - Tender cannot be refunded, but you can select an alternate tender to allow for a refund.
• Donations Allowed - The tender can be used to make a Donation.  

Next you will enter additional Tender Type Options

• Prevent Order Tendering - When checked, prevents cashier from accepting any amount over the total of the transaction. This is commonly used for Credit Cards, Gift Cards, etc. where the user does not want to give change back to the customer on the particular tenders.
• Require Signature - This will print a receipt with a signature line, or if the point of sale station has a signature capture device attached, this will enable the device to request a signature from the customer.  Commonly used for Credit Card tenders.
• Do Not Pop Cash Drawer - When checked, the cash drawer attached to the point of sale station will NOT open automatically. Most commonly used for Credit Card tenders.
• Customer Required - Used with OpSuite Accounts Receivable, when customer must be selected to use the tender.
• Allow Multiple Entries - This is most commonly used on the credit cards when the user allows for split tenders and a customer presents two different Visa cards, as an example, to pay of the transaction.
• Perform Verification Via EDC - When checked, the system will require that an account be scanned, swiped or entered into specific fields, which will then be verified using merchant’s account information (setup on the location tender). If approved the transaction will complete, if not approved the transaction will require another tender type. This option is only available on Credit and Debit Tender Types.
• Support Cash Back - Enables cash back options for debit tender types.
• Debit Surcharge - Will apply an extra charge for the use of debit tender type. The user must check with the proper authorities to verify if this is allowed in the user’s area before using.
• Cash Back Limit - Used for the Debit tender types, this limits the amount of cash that can be requested for cash back on a single transaction.
• Cash Back Fee - Used for the Debit tender types, this applies an additional fee to the transaction when a customer selects cash back.
• Check Franking - When checked, the point of sale will require that the check be placed in the receipt printers franking slot, where it will be marked with the information the user inputs in the three validation lines. This is used for stamping deposit information on the back of a check at the time of the transaction. A special receipt printer is required for this feature.
• Check Verification - This option requires Microsoft RMS at the point of sale:
  • Do not perform verification of account information.
  • Closed: Only accepted checks listed in the database.
  • Open: Accept checks not listed in the database.

Assigning Tenders to Locations

Once the tender has been created, it must be assigned to locations.  Start by searching for your tender in the tender lookup.  Then select the location button in the left hand column.

When the new screen appears, select the Update Location button.

Select the location(s) or location group(s) you want to assign the tender to.

Once assigned, you can make changes to the tender at individual locations.  For instance, at one location you want to allow cash back, and another location you do not.  You can make those changes by selecting the Edit button next to the location in the Tender Template Locations table.