Tender Procedures

This section describes the Ordering application tender procedures. Below the order item listbox on the Order Entry screen, select Total to tender the current order.

If necessary, the cashier can return to the Order Entry screen to add/remove order items or perform other functions.

To return to the Order Entry screen:

  • From the order item listbox, select an order item. The modifier menu for the selected item opens.

  • From the System Navigation menu, select Order Entry.

  • From the menu list at the top of the screen, select a menu.

Apply the Pay Type

Apply the pay type to tender an order.

Application configurations put in place by the system administrator determine if the pay type or the currency amount is entered first. Both methods are described below:

Select the Pay Type First

  1. From the pay type list, select the pay type.

  2. Use the numeric keypad to enter the currency amount for the pay type.

Specify the Currency Amount First

  1. Use the numeric keypad to enter the currency amount for the pay type.

  2. From the pay type list, select the pay type.

Additional Pay Types

  • More button appears at the bottom of the pay type list if more pay types are available.

  • Select More to open the Payment Types screen and view the additional pay types.

Specify the Currency Amount for the Pay Type

The following table describes the methods to specify the current amount for an applied pay type.

Method

Description

Exact Change

  • The currency amount matches the order total.

  • Select the pay type to tender the order. The keypad on the Tender screen is automatically populated with the balance due.

Manual Entry

  • Use the numeric keypad to type the currency amount for the pay type.

  • The balance due displayed on the keypad is replaced with the specified currency amount.

Quick Tender Keys

  • If available, select a "quick tender" key to quickly apply a specific currency amount to the balance due.

  • For example, if a $10 bill is provided, select the $10 "quick tender" key to apply $10 cash to the balance due.

Give the Change Due

When the Cash pay type is used to tender an order, the Change Due screen is displayed, and the physical cash drawer opens.

The Change Back value is the amount of money due back to the customer.

To complete the transaction:

  1. Give the customer the specified Change Back.

  2. Close the physical cash drawer.

  3. Optionally print a receipt and select Close to close the Change Due screen.

After the Change Due screen closes, the Order Entry screen opens and a new order starts.

One-Touch Tender

The One-Touch Tender feature provides the ability to quickly tender an order with the Cash pay type with a single tap of a button.

Below the order item listbox, select the applicable button based on the currency amount:

  • Amount due rounded up to the nearest dollar

  • Amount due rounded to the nearest $5 increment

  • Amount due rounded to the nearest $10 increment

  • Amount due rounded to the nearest $20 or $50 increment

Capture Check Information

When a personal check is used to pay for an order, an Add Check Details popup prompts to capture the following details:

  • Check Number

  • Routing Number

  • Account Number

Capture Gift Certificate Information

When a gift certificate is used to pay for an order, a prompt is displayed to capture the serial number of the gift certificate. The serial number is tracked for reporting purposes.

To capture a gift certificate serial number:

  1. From the pay type list, select Gift Certificate.

  2. In the Serial Number field, use the numeric keypad to type the gift certificate serial number.

  3. Select Apply.

Split Payments

Accept multiple pay types for an order. For example, split the balance due between the Cash and Credit Card pay types.

Apply a Split Payment - Two Pay Types

Use the quick split payment buttons on the Tender screen to split the order total between two pay types.

Application configurations put in place by the system administrator determine if the pay type or the currency amount is entered first. Both methods are described below:

Select the Pay Type First

  1. To the left of the pay type list, select the 1/2 icon.

  2. From the pay type list, select the first pay type.

  3. Use the numeric keypad to enter the currency amount for the first pay type.

  4. From the pay type list, select the second pay type.

  5. Use the numeric keypad to enter the currency amount for the second pay type.

Specify the Currency Amount First

  1. To the left of the pay type list, select the 1/2 icon.

  2. Use the numeric keypad to enter the currency amount for the first pay type.

  3. From the pay type list, select the first pay type.

  4. Use the numeric keypad to enter the currency amount for the second pay type.

  5. From the pay type list, select the second pay type.

Note

To revert to single payment, select the 1 icon.

Apply a Split Payment - Three or More Pay Types

Use the quick split payment buttons on the Tender screen to split the order total between three or more pay types.

Application configurations put in place by the system administrator determine if the pay type or the currency amount is entered first. Both methods are described below:

Select the Pay Type First

  1. To the left of the pay type list, select the 1/N icon.

  2. From the pay type list, select the first pay type.

  3. Use the numeric keypad to enter the currency amount for the first pay type.

  4. From the pay type list, select the second pay type.

  5. Use the numeric keypad to enter the currency amount for the second pay type.

  6. From the pay type list, select the third pay type.

  7. Use the numeric keypad to enter the currency amount for the third pay type.

Specify the Currency Amount First

  1. To the left of the pay type list, select the 1/N icon.

  2. Use the numeric keypad to enter the currency amount for the first pay type.

  3. From the pay type list, select the first pay type.

  4. Use the numeric keypad to enter the currency amount for the second pay type.

  5. From the pay type list, select the second pay type.

  6. Use the numeric keypad to enter the currency amount for the third pay type.

  7. From the pay type list, select the third pay type.

Note

To revert to single payment, select the 1 icon.

Remove a Pay Type

The cashier can remove an applied pay type during the tender process.

Remove a Single Pay Type

To remove a single pay type during the tender process:

  1. From the Summary section of the ticket footer, select the pay type to remove.

  2. Below the pay type list, select Remove Selected Payment.

Remove Multiple Pay Types

To remove multiple pay types during the tender process:

  1. From the Summary section of the ticket footer, select the pay types to remove.

  2. From the pay type list, select the checkbox on each pay type to remove.

  3. Below the pay type list, select Remove Payments by Type.

Add a Pay Type to Another Cashier's Order

Cashiers with sufficient permissions may add a pay type to orders owned by other cashiers. This enables cashiers to assist one another and improve speed of service during high volume hours. This is also useful in store environments where orders are entered by an order taker and tendered by a cashier.

Note

If the cashier does not have sufficient permissions, the manager would have to transfer ownership of the order to allow the cashier to add a pay type.

Access Another Cashier's Order

To access another cashier's order:

  1. From the upper-left of the screen, select the hamburger icon hamburger_menu_icon to open the System Navigation menu.

  2. From the System Navigation menu, select Open Orders.

  3. From the menu bar below the order list, set the Order View / List View toggle to List View.

  4. From the upper-left of the screen, select View All from the dropdown menu to view all Open orders.

  5. From the order list, select the order.

Tax Exempt Orders

To exempt an order from tax:

  1. From the Tender screen, select Tax Exempt.

  2. When prompted, use the numeric keypad to type the tax exempt ID.

    Note

    The tax exempt ID is saved with the order to research cases where fraudulent information is provided for tax exemption.

  3. Select Apply.

  4. When prompted, select the reason for the tax exemption (if applicable).

Re-Tender an Order

If corrections to an applied pay type are needed, re-tender the order.

To re-tender an order:

  1. From the upper-left of the screen, select the hamburger icon hamburger_menu_icon to open the System Navigation menu.

  2. From the System Navigation menu, select Order History

  3. Select the order to re-tender.

  4. From the lower-right of the screen, select Options.

  5. From the Options menu, select Re-Tender to open the Tender screen.

  6. Apply the pay type.

Note

Re-Tender is only available if re-tendering is allowed for the related order source.

Reprint a Receipt

To reprint a receipt:

  1. From the upper-left of the screen, select the hamburger icon hamburger_menu_icon to open the System Navigation menu.

  2. From the System Navigation menu, select Order History.

  3. From the order list, select the order to reprint.

  4. From the order details pane on the right, select Re-Print Receipt.

  5. When prompted to confirm the operation, select OK.

No Sale Transaction

A No Sale transaction opens the physical cash drawer without performing a Sale transaction.

This transaction is typically performed to make change for a customer. For example: exchanging paper currency for coin.

The following information is recorded about each No Sale transaction:

  • The amount of time the physical cash drawer remained open.

  • The ID of the employee who performed the transaction.

  • The ID of the manager who approved the transaction (if applicable).

  • The terminal number.

  • The drawer number.

To perform a No Sale transaction:

  1. From the upper-left of the screen, select the hamburger icon hamburger_menu_icon to open the System Navigation menu.

  2. From the System Navigation menu, select Functions.  

  3. From the Drawers column of the Functions screen, select No Sale. The physical cash drawer opens enabling the employee to take the necessary action.

  4. Close the physical cash drawer.