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Tender

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By default, POSitive assumes that you will be using Cash, Checks, Credit Cards and Store Account for tendering invoices.  You may also want to use Coupons, both your own and those from manufacturers, and sell, recharge, and redeem Gift Cards or certificates.  POSitive can also tender an invoice with foreign currency.

MANAGERS: Advance Setup

Normally there is no Advance Setup required.  However, you may want to review the following.

1)  Maintenance: Definitions: Tender Definitions and remove tender types which you will not be using in your store such as Store Account and Finance Company.   You may choose to re-sequence the options.  If you only accept credit cards, then move it to the top.

2)  Consider two options affecting the Invoice Tender screen.  Maintenance: System Setup: System Setup: Transactions

    Under Invoicing tab: "Automatically Add Decimal Point When Entering Tender" Details

    Under Tender tab "Tender Screen Always In Edit Mode" Details

3)  If you plan to accept foreign currency as tender, for additional setup information see Foreign Currency.

 

THINGS TO DO, to simplify invoicing

remove unwanted tender types such as credit cards which will not be honored. (see Tender Definitions)

remove unnecessary monetary denominations (see Currency Definitions)

(optional) define foreign currencies (see Foreign Currency)

(optional) activate Food Stamps option (see Food Stamps)

 

THINGS TO UNDERSTAND

How to review end of day reports for each workstation.  (see Daily Balance History)

How to search for a specific payment made on a specific day.  (see Tender History Filter)

How payments made on open layaways, orders, service orders, and internet orders are handled as Deposits.  (see Deposits)

How to determine the source of checks received in tender.  (see Checks Tendered and Customer Checks)

How Gift Certificates are sold, recharged, and redeemed.  (see Gift Certificate Manager and Gift Certificates)

How to tender an invoice with multiple individuals wanting to make separate payments by credit card or check (see Invoice Tender)