Tenders List Report

Tenders List Report

Tenders List Report Overview 

Tenders are payment methods created in the Control Center and used in the POS for transactions. They include cash, cards, gift cards, and more. Each tender has a unique ID and specific rules, including refund eligibility and usage restrictions.
This report lists all tenders, their IDs, and assigned rules for reference. It helps you manage payment options, ensure compliance, and optimize operations.

1. Reaching the "Tenders List Report" 

To reach the "Tenders List Report," follow the steps below:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose List Reports
  5. Step 5: Choose Tenders  
Figure 1.1 below will help you understand the navigation better.






                                                                                           
Figure 1.1

2. Understanding "Tenders List Report" 

See Figure 2.1. You will see many types of list reports that will be useful to your retail business. By clicking the drop-down selection, you will see the different types of list reports. Select "Tenders" from the list to get started with the report.  

Figure 2.1

3. Generating the "Tenders List Report"

For generating the "Tenders List Report," you don't have to click on the "Generate Report" button explicitly. The system will display the list automatically upon selection.

                                                                                                Figure 3.1
Fields:
  1. Name: This column gives you the name of the tender that is used for the payment method.
  2. Allow Over Tendering: This button will allow the tender to accept more than the transaction total, it is generally only used for cash or debit if offering cash back. 
  3. Open Drawer: Here, the Open Drawer flag value is displayed for the tender, which is set during the creation of tenders.
    See Figure 3.2.

                                                                     Figure 3.2
  1. Allow Pay-Ins: This column displays the Allow Pay-Ins flag value for the selected tender.
  2. Allow Pay-Outs: This column displays the Allow Pay-Outs flag value for the selected tender.
  3. Allow Safe Drops: This column displays the Allow Safe Drops flag value for the selected tender.

4. Scheduling a Report

FTx Cloud POS supports report automation. You can configure a report and schedule it. The system will send the scheduled report to the indicated email IDs at the defined frequencies (daily, weekly, bi-weekly, monthly, quarterly, etc.). 

Please refer to Scheduling a Report to learn how to schedule a report.

5. Printing/Exporting a Report 

You can print or export any report according to your requirements. When you use the Print function, the system creates and opens the report's PDF file in a new tab. You can download the soft copy or print the paper copy according to your requirements. 

Please refer to Printing a Report to learn how to print or export a report. 

6. Manage Favorites 

FTx Cloud POS allows quick access to the reports you need to view frequently through "Favorite Reports." You can save a report as a favorite and manage all your favorite reports from any of the report screens using the "Manage Favorites" button. 
Please refer to Managing the Favorite Reports to learn how to manage or export a report. 

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