Business Configuration[Tender]

Business Configuration[Tender]

Purpose:- Tender Configuration is used to define and control the payment methods available in the system. It allows you to select which payment options (such as cash, card, UPI, etc.) can be used by customers and distributors during billing. The main purpose is to ensure correct and consistent payment selection, avoid confusion at the billing counter, and manage payments smoothly based on business requirements.

Steps to access Tender Business Configurations:-

1. Navigate to Tools → Configuration → Business Configuration

 

2. Under the Configurations tab, click on the Tender tab and all the configurations under this tab will be listed.

Q 1. What does the “Allow Compliment Tender in Sales Order” option do?  

Purpose → This option is used to record sales that are given free of cost to customers. When the Allow Compliment Tender in Sales Order checkbox is selected, the system enables the Complimentary option during Sales Order.

Note - To enable (Allow Compliment Tender in Sales Order ) Configuration Kindly Reach Support

1. If you tick this checkbox: the system enables the Compliment Tender during Sales Order save.

2. If you untick/clear this checkbox:  the system Disable the Compliment Tender during Sales Order save.

Q 2. What does the “Allow Complimentary Bill” option do?  

Purpose → This option is used to record sales that are given free of cost to customers. When the Allow Complimentary Bill checkbox is selected, the system enables the Complimentary option during billing. This helps staff mark items as free without affecting regular sales records. The purpose is to track complimentary items for reporting properly, stock management, and audit purposes while maintaining clear sales data.

1. If you tick this checkbox: the system enables the Complimentary Tender during billing

2. If you untick/clear this checkbox:  the system Disable the Complimentary Tender during billing



Reports To Track The Complimentary Bill
1. Billwise Itemwise Sales Detail
Report Path - Report → Sales → Sales → Billwise Itemwise Sales Detail

2.  Daily Sales Report ( Bill No Wise )
Report Path - Report → Sales → Sales → Daily Sales Report ( Bill No Wise )

Q3. What does the “Allow Due Bill in Sales” option do?  

Purpose → This option allows you to create due bills for customers. When this checkbox is selected, the Due Bill option appears during sales, enabling you to record unpaid or partially paid bills. It helps track customer dues clearly and manage outstanding payments effectively.

1. If you tick this checkbox: the system enables the Due Bill Tender during billing.


2. If you untick/clear this checkbox:  the system Disable theDue Bill Tender during billing



Reports To Track The Due Bill
1. Billwise Itemwise Sales Detail
Report Path - Report → Sales → Sales → Billwise Itemwise Sales Detail


2.  Daily Sales Report ( Bill No Wise )
Report Path - Report → Sales → Sales → Daily Sales Report ( Bill No Wise )

 

Q4. What does the “Allow Credit Card Bill” option do?  

Purpose - This option is used to enable credit card payments in the sales process. When the Allow Credit Card Bill checkbox is selected, the Credit Card option appears on the tender screen, allowing users to record credit/Debit card payment details against sales bills. The purpose is to provide customers with a convenient payment option, ensure accurate recording of card transactions, and help businesses track and reconcile credit card sales properly in reports and accounts.

1. If you tick this checkbox: the system enables the Card Tender during billing.



2. If you untick/clear this checkbox:  the system Disable the Crad Tender during billing




Reports To Track The Card Bill
1. Billwise Itemwise Sales Detail
Report Path - Report → Sales → Sales → Billwise Itemwise Sales Detail


2. General Ledger In accounts and finance you can track the Card Bill in Credit Card Reimbursement Ledger.
 

Q5. What does the “Allow Cheque Bill” option do?  

Purpose - This option enables cheque payments during billing. When the checkbox is selected, the Cheque option appears on the tender screen, allowing users to record cheque payment details. It helps businesses accept cheque payments and maintain proper records for tracking and reconciliation.

1. If you tick this checkbox: the system enables the Cheque Tender during billing.



2. If you untick/clear this checkbox:  the system Disable the ChequeTender during billing




Reports To Track The Cheque Bill
1. Billwise Itemwise Sales Detail
Report Path - Report → Sales → Sales → Billwise Itemwise Sales Detail


2. General Ledger In accounts and finance you can track the Cheque Bill in Cheque in hand Ledger.

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Q8. What does the “Allow Coupon Bill” option do?  

Purpose - This option enables coupon payments during the billing process. When selected, the Coupon option appears on the tender screen, allowing users to accept and record coupon payment details from customers. It helps manage promotional offers properly and ensures accurate tracking of coupon-based sales in reports.

1. If you tick this checkbox: the system enables the Coupon Option in Tender during billing.



2. If you untick/clear this checkbox: the system Disable the Coupon Option in Tender during billing.


Reports To Track The Coupon Bill
1. Daily Sales Report ( Bill No Wise )
Report Path - Report → Sales → Sales →Daily Sales Report ( Bill No Wise )


2. General Ledger In accounts and finance you can track the Coupon Bill in Coupon Reimbursement(116) Ledger.

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Q9. What does the “Allow RRN in Sales Bill” option do?  

Purpose: RRN is used when you want to exchange any item while doing sales return.

1. If you tick this checkbox: the system enables the RRN Option in Tender during billing.

Steps to proceed for RRN

1. Go to Sales --> Sales Bill and do a new Sales Bill and Save the bill.

2. Go to Sales --> Sales Return and enter the Bill number column and choose the Bill No that you want to return.

3. Choose the Return mode as 'RRN'


4. Enter the item which you have sold and enter the quantity that you want to return. and click on Save.


To make the payment through RRN In Sales Bill.
 5. Go to Sales ->Sales bill and make a Bill and click on Save button.

6. Tender screen pop up will appear choose N for making payment through RRN

7. Enter the Return number as RRN No and Enter the adjusted amount

 

8. After making the payment click on OK


Reports To Track The RRN Bill
1. Daily Sales Report ( Bill No Wise )
Report Path - Report → Sales → Sales →Daily Sales Report ( Bill No Wise )


2. General Ledger In accounts and finance you can track the Coupon Bill in Coupon Reimbursement(116) Ledger.

 

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Q10. What does the “Allow Wallet” option do?  

This option enables wallet payments during the billing process. When selected, the Wallet option appears on the tender screen, allowing users to accept and record payments made through digital wallets. It helps provide convenient payment options and ensures accurate tracking of wallet transactions in sales reports.

1. If you tick this checkbox: the system enables the Wallet Option in Tender during billing.

2. If you untick/clear this checkbox:  the system Disable the Wallet Option in Tender during billing.

Reports To Track The Wallet Bill

1. Daily Sales Report ( Bill No Wise )

Report Path - Report → Sales → Sales →Daily Sales Report ( Bill No Wise )

2. General Ledger In accounts and finance you can track the Wallet Bill in Credit Card Reimbursement(100) Ledger.

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Q11. What does the “Calculate service charge for Tender” option do?  

Purpose : This option allows the system to apply a service charge for selected payment types like wallet or cash Etc. You can choose which tender requires a service charge, and the system will automatically calculate and add it during billing.

1.Through DropDown You can select for which Tender Service Charges Required : the system enables the Service Charge Option in Tender during billing after selecting the Required Tender In Configuration.

2. If you Select None Option: the system Disable the Service Charge Option in Tender during billing.

Reports To Track The Service Charge Amount In Bill

1. Daily Sales Report ( Bill No Wise )

Report Path - Report → Sales → Sales →Daily Sales Report ( Bill No Wise )

2. General Ledger In accounts and finance you can track the Service Charges Bill in Service Charges(222) Ledger.

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Q12. What does the “Mandate Cheque Detail” option do?  

Purpose - This option ensures that cheque payment details are compulsory during billing. When enabled, the system does not allow saving the bill unless required cheque information (such as cheque number, bank name, and date) is entered, helping maintain accurate payment records and audit compliance.

Prerequisites - If You want Mandate Cheque Details then you need to enable the Configuration (Allow Cheque Bill) 

1. If you tick this checkbox: the system will Not Allow To save the Bill Without Cheque Details.

 

After Entering the Cheque Details You Can save the Bill

2. If you Untick/ Clear this checkbox: the system Allow To save the Bill Without Cheque Details.

Note: If the Mandate Cheque Details option is disabled, the Cheque Date will be saved as the current date (transaction date) by default.

Reports To Track The Cheque Details In Bill

1. Daily Sales Report ( Bill No Wise )

Report Path - Report → Sales → Sales →Daily Sales Report ( Bill No Wise )

2. General Ledger In accounts and finance you can track the Cheque Bill in Cheque in hand Ledger.

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Q14. What does the “Show EMI Calculation” option do?  

Purpose - The Show EMI Calculation option allows the system to calculate and display EMI amounts based on the total bill value. This helps electronics and similar businesses offer EMI payment options to customers, making high-value purchases easier and more affordable.

Note - Dealer Buydown is Default Feature which will be available in all the edition.

Prerequisites - If You want Show EMI Calculation Configuration then you need to Add the Dealer BuyDown.
Path to create the Dealer BuyDown - Master → Dealer BuyDown → Create New

1. If you tick this checkbox: the system will Allow To save the Bill In EMI Option.

When You will Click on Buy EMI Option than New Screen Will open There Enter the Finance EMI Investment Details and click on save.

2. If you untick/clear this checkbox:  the system Disable the Buy EMI Option in Tender during billing.

Reports To Track The EMI In Bill
1. Daily Sales Report ( Bill No Wise )
Report Path - Report → Sales → Sales →Daily Sales Report ( Bill No Wise )

2. Finance EMI Investment reports  
Report Path Reports -> My report -> Finance EMI investment

3. The amount received from the finance institute is saved as a credit entry and can be viewed in the Day Book report under the Finance & Accounts module.
When the customer pays the EMI amount, it can be adjusted using the Bill-wise Receipt screen available under Receivables/Payables in the Finance & Accounts module.

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