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. 

    • Related Articles

    • Deposits Report

      Deposits Report Overview "Deposits Report" lets you view the deposit records. The store experiences significant traffic on weekends, holidays, and during festivals. Many customers tend to pay in cash during these times, which can lead to the cash ...

    • Media Detail Sales Report

      Media Detail Sales Report Overview The "Media Detail Sales Report" will display tender-based sales data for a specifically entered date range and for each store location. This feature helps identify which tender was used most or least at each store ...

    • Register Z Report

      Register Z Report When the cashiers/employees complete their shifts, they must generate and submit the sales details report from the POS itself, known as "Register Z." They must generate Register Z before leaving the POS to close their shifts. Thus, ...

    • Tenders

      Tenders Overview Tenders refer to the various forms of payment accepted by the store, such as cash, credit cards, and coupons. Each tender type is linked to a reconciliation bucket, which is used during shift and daily reconciliation —the process of ...

    • Media Detail Sales Report - Store Employee

      Media Detail Sales Report Overview In FTx Cloud POS, the "Media Detail Sales Report" provides a breakdown of sales by payment media or tender types. This includes detailed information on how each transaction was paid. This article includes ...