Tender Master

Documentation Table of Contents

The tender master window is used to define tenders that will be used in a customer invoice and at a Quasar point of sale terminal.

Name

The name of the tender.

Type

• Cash

  Select "Cash" for cash tenders.

• Cheque

  Select "Cheque" for cheque tenders.

• Card

  Card is currently not available, select "Cash" for card type tenders.

• Gift Card

  Select "Gift Card" for redeeming Quasar gift cards. When this is chosen you must also enter a linked Gift Card item.

Limit

Conversion Rate

The conversion rate required to convert foreign exchange to the base currency.

Menu Number

Defines the positioning on the Quasar Point-of-Sale menu.

Control

This section is used to set flags for Quasar Point-of-Sale.

• Over Tender

  Toggle on or off. Toggle on to allow an over tender. Toggle off not to allow the tender to be over tendered. For example, at the point of sale, if you do not allow a personal cheque to be greater than the amount of the purchase you would set the over tender flag to off.

• Open Drawer

  Toggle on or off. Toggle on if the cash drawer will open when a transaction is tendered using this tender. Toggle off if the cash drawer will not open.

• Force Amount

  Toggle on or off. Toggle on to force the cashier to always enter the amount being tendered. Toggle off if the cashier is not forced to enter the amount being tendered.

• Second Receipt

  Toggle on or off. Toggle on if a second receipt is required. For example, many organizations wish to print a second receipt for charge type transactions.

Accounts

This section is used to define ledger accounts linked to the tender.

• Transaction Account

  The ledger account into which debits and credits from transactions will be posted.

• Rounding Account

  If the tender is rounded up or down at the point-of-sale to eliminate smaller denominations the amount rounded is posted to the rounding account. This is required for the transaction to balance when rounding occurs.

• Over/Short Account

  The ledger account that overages and shortages will be posted to during the cash reconcile process.

• Safe Account

  During the cash reconcile process tenders are transferred from the station to the safe. Enter the ledger account for the safe.

• Bank Account

  During the cash reconcile process tenders are transferred to the bank. Enter the ledger account for the bank the that the tender will be deposited to.

• Count Method

  The count method determines how you will enter a count during the cash reconciliation process.

  • Denominations

    Select denominations if you wish to count by denomination name. For example in Canadian dollars you may wish to count pennies, nickels, dimes...etc..

  • Single Amount

    Select single amount if you will be enter a single total amount for the tender. For example, you may wish to total a tender by using an adding machine and just enter one single total.

  • Multiple Amounts

    Select multiple amounts if you wish to have multiple entries for a tender. For example, you may wish to enter each cheque individually or you may wish to enter each debit card transaction individually.

• Deposit Time

  Select deposit manually, deposit at reconcile or deposit at day-end to determine when your bank deposit is done during the bank reconciliation process.

  • Deposit Manually

    Select deposit manually if you will do your bank deposits manually as needed.

  • Deposit At Reconcile

    Select deposit at reconcile if you will do the bank deposit directly from each employee/station when they are reconciled.

  • Deposit At Day-end

    Select deposit at day end if one consolidated bank deposit for each tender will be made after all employee stations have been reconciled.

Rounding

Many countries are doing away with smaller denominations due to the fact that the cost to produce the coins is greater than their value. This rounding table is used to set the rounding rules to round up or down at the point-of-sale.

• Ends In

  Enter the number(s) the transaction ends in.

• Round Amt

  Corresponds to the "Ends In" entry. Enter a positive number to round up. Enter a negative number to round down. For example, a tender total of "1.02" ends in "2". In Canada, when cash is tendered, the rule is the retailer must round down to "0" cents from "2" cents therefore "-.02" would be the round amount.

Denominations

Denominations are used to count cash at the point-of-sale during the cash reconciliation process. A tender may have multiple denominations. For example, Canadian cash has pennies, nickels, dimes, quarters, loonies, toonies, etc.... The denominations defined are sent to the point-of-sale and create a matrix for counting. For example, you would count 7 dimes and Quasar would calculate that this equals 70 cents or .70 of a dollar.

• Name

  The name of the denomination. For example, Pennies, Nickels, Dimes and Quarters.

• Multiplier

  Defines the value of the denomination. For example a Canadian Quarter = .25 of one dollar.

Gift Card Items

If the type is set to "Gift Card" then you must enter at least one gift card item. All gift card items must be linked to the tender.

• Item

  Enter only valid gift card item(s).

• Description

  Quasar displays the description of the item.

Action Icons

Inactive?

Toggle on or off. Toggle on to set the tender to inactive. Toggle off to re-set the tender to active.