Tender Master
Introduction to Tender Master
Tender refers to the different forms of payment accepted by a retail store for sales and other transactions. TruePOS provides the Tender Master, where businesses can add and manage different payment methods such as Cash, Credit Card, Cheque, Coupon, Wallet, etc.
Process to Add a New Tender Type
Step 1: Navigate to Tender Type Master
Open TruePOS.
Go to Master -> More -> Tools -> Tender Type.
Step 2: Create a New Tender Type
Click on New Tender Type to create a new payment method.
Step 3: Configure the Tender Type
Enter the Tender Name.
Choose the Tender Type you want to map.
TruePOS supports the following Tender Types:
Card: Example – Credit Card, Debit Card, Gift Card.
Coupon.
Wallet: Example – Google Pay, Paytm, PhonePe.
Set the Mode: The mode should be set to Manual.
Mandate refno - Select Yes if the reference number of the selected credit mode should be mandatorily given at the time of credit tender entry.
Choose the Status as Active.
Click on Save to complete the setup.
Checking the Payment Type in Sales Bill
Step 4: Process a Sales Bill with a Tender Type
Navigate to Sales -> Sales Bill.
Load the Item Code and enter the Quantity.
Click on Save.
The Tender Screen will open.
Press 'W' to select Wallet as the payment type.
Enter the Wallet Amount and choose the Wallet Type.
Click OK to complete the transaction.
Tender screen will open. Press ' W' to choose the payment type as Wallet.
Enter the Wallet Amt and choose the Wallet Type .Then click on OK
Click Save Tender.
To choose Credit Tender, press 'B' to select it as the payment type.
Then, select the Tender Type and enter the Amount for the selected tender.
Select the Tender Type value and enter the Amount against the tender type.
Click Save Tender.
Frequently Asked Questions (FAQs)
1) We created a Tender Type as Coupon but cannot find the Coupon field in the Tender screen while saving the bill. Why?
Answer: Check if the configuration "Allow Coupon Bill" is enabled. To verify:
Go to Tools -> Configuration -> Business Configuration.
Ensure that "Allow Coupon Bill" is enabled.
2) Can I edit or delete a Tender Type after adding it?
Answer: Yes, you can edit or delete a Tender Type by navigating to Tender Master, selecting the tender, and making the necessary changes or clicking the Delete button.
3) How do I enable a Tender Type for only specific stores or locations?
Answer: Go to Tender Master and configure the tender type for the required branch under Branch-wise Configuration.
4) Can we set restrictions on certain payment modes?
Answer: Yes, restrictions can be applied through Business Configuration, where you can enable or disable specific payment modes based on store policies.
5) What is the reason of Wallet payment option not appearing in the Sales Bill?
Answer: Ensure that the Wallet Tender Type is correctly added and activated in Tender Master. Also, check if the wallet payment method is enabled in Configuration.
6) Can we configure multiple wallets under one Wallet Tender Type?
Answer: Yes, under the Wallet Tender Type, you can configure multiple wallet providers like Google Pay, Paytm, and PhonePe.
7) Is it possible to generate reports based on different Tender Types?
Answer: Yes, you can generate Tender-wise Reports from the Reports Section in TruePOS to analyze transactions based on payment modes.
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