MANAGE PAYMENT METHOD (I.E., TENDERS)

The Manage Tender feature enables retailers to create custom payment methods for use at the RICS POS to finalize a transaction. Selecting the correct payment methods allows retailers to compare RICS POS deposits to a bank statement.

This document is a resource for retailers to understand how to:
Create a Tender
Edit a Tender
Delete a Tender
Exclude a Tender

 


CREATE A TENDER
Follow the steps below to create a tender.

1. In the RICS Back Office, go to Setup :: Manage Store :: Tenders Setup

2. To select a store, enter or search the store number in the Store Number field

Note: Unless a store-specific tender is required, RICS recommends creating tenders at the Store Owner level.

3. After a store is selected, click the Edit/Create tab

4. Use the Type dropdown menu to select a tender type

5. Enter the tender name in the Description field

6. If necessary, select the Can Open Drawer and/or Is Cash Deposit checkboxes

Can Open Drawer – Select to open the cash drawer after ending a transaction of this tender.

Is Cash Deposit – Select to include this tender in the daily bank deposit.

 

Note: If required by the store’s state or providence, click the Round cash tenders to nearest 5₵ checkbox.

 

7. Click Add

8. Click Save

 


EDIT A TENDER
Follow the steps below to edit a tender.

1. In the RICS Back Office, go to Setup :: Manage Store :: Tenders Setup

2. To select a store, enter or search for the store number in the Store Number field

Note: After a store is selected, all existing tenders will display.

 

3. Click the Edit/Create tab

4. Locate and click Edit next to the tender to be edited

5. As needed, edit the tender #, Description, Can Open Drawer and Is Cash Deposit fields

 

Note: If a tender is currently in use on an open batch, the batch must be closed prior to editing the tender. A tender type cannot be edited; therefore, a new tender must be created by referencing the Create a Tender section.

6. Click Update

Note: The tender will update on the tender list but the edit will not save until Step 7.

7. Click Save

Note: For changes to take effect at the RICS POS, close and reopen the RICS POS.

 

 

DELETE A TENDER

Follow the steps below to delete a tender.

1. In the RICS Back Office, go to Setup :: Manage Store :: Tenders Setup

2. To select a store, enter or search for the store number in the Store Number field

Note: After a store is selected, all existing tenders will display.

 

3. Click the Edit/Create tab

4. Locate and click Delete next to the tender to be deleted

Note: If a tender is currently in use on an open batch, the batch must be closed prior to deleting the tender. If a tender is in use on an open batch, the following alert will appear:

 

Note: The tender will be deleted from the tender list but the delete will not save until Step 5.

5. Click Save

Note: For changes to take effect at the RICS POS, close and reopen the RICS POS.

 

 

EXCLUDE A TENDER

Follow the steps below to exclude a tender.

1. In the RICS Back Office, go to Setup:: Manage Store:: Tenders Setup

2. To select a store, enter or search for the store number in the Store Number field

Note: After a store is selected, all existing tenders will display.

3. Select the tender specific checkbox to exclude a tender at the RICS POS

 

Note: A tender will not be excluded from the tender list on the RICS POS until Step 4.

4. Click Save

Note: For changes to take effect at the RICS POS, close and reopen the RICS POS.

 

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