Tender Verification

Tender Verification ensures that all tender transactions are entered into the POS transaction table. When a tender transaction is performed, the information from that transaction is entered into a temporary POS transaction table.

You can see a list of tender transactions in the temporary table by performing a Tender Verification Search.

With the appropriate permissions you can

• Accept a pending temporary transaction

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  With the appropriate permissions, you can accept a temporary tender record and create a like record in the POS tender transaction table.

  To accept a Pending tender transaction:

  1. From the Tender Verification Search Results window, right-click the tender and select Accept.

     The status of the temporary data record is changed to Reconciled and reconcile type is set to Manually Corrected.

• Void a pending temporary transaction

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  With the appropriate permissions, you can void a pending temporary tender transaction. Orders that have records in the temporary table with any status other than Reconciled will be ignored by the Auto Reconcile Transactions job. If you need these orders to be reconciled, any tender records that are not reconciled must be voided.

  To void a Pending tender transaction:

  1. From the Tender Verification Search Results window, right-click the tender and select Void. A confirmation message is displayed.

  2. Click OK.

     The status of the temporary transaction is changed to Void.

• View the transaction

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  You can view the details of a temporary tender transaction.

  • From the Tender Verification Search Results window, right-click the tender and select View Transaction. This opens the Transaction Detail window for the associated receipt.

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    The Transaction Details form is shown below. The area in the lower right corner lets you add tender to the POStxnTender table for the corresponding transaction.

    

    Adding Tender

    Note

    Tender data that is added manually does not go out to the payment gateway and get authorized. Depending on the scenario this may or may not require a representative to enter the transaction with the payment vendor then add the transaction in CostGuard to keep the systems synchronized.

    To add tender, right-click on the tender amount and choose Add. This displays the Tender form. Enter the amount to be added then click Update.

    

    Removing Tender

    To remove tender, right-click on the tender amount and choose Remove. This displays a confirmation message. Click Yes to confirm or No to cancel.

    

• View the customer

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  You can view the customer record associated with the temporary tender transaction>

  • From the Tender Verification Search Results window, right-click the tender and select View Customer. This opens the customer record.

See also:

Permissions