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Tender - Change Rules

This tab allows you to control how change should be given to a customer if a transaction is overpaid with this tender.

Figure: Example Tenders Screen

When a customer pays for a transaction and they over tender, for example pay $50 for a $30 sale, you have to give change to the customer. Usually you simply give cash back to the customer. However, depending on how much you owe to a customer, you may choose to take different actions. The action taken can be one of two things.

Firstly, it can be to add a tender code to the transaction. The value of the tender is the amount we owe the customer. Alternatively, POS can add an item to the transaction. The value of the item will be the amount we owe the customer. In both cases, the end result is that the transaction value is now zero and the transaction is finalised.  

Using these two actions you can cover all cases, for example give the customer cash (use the cash tender as the action) or give the customer a credit note (use the Credit Note item as the action).

If you try to specify both a tender and an item, POS will only use the item.

A tender called Forfeit can be set up. When setting up other tenders you say any change is given as the tender FORFEIT. Click the Show forfeit warning option to get a message shown at the POS to the effect that amount X was forfeited. The forfeit change warning can accept the following special fields similar to the way receipts are formatted (values can be inserted multiple times):

<FORFEIT>- replaced with the amount of change to be forfeited

<VOUCHER>- replaced with the amount of the voucher tendered

<TOTAL>- replaced with the transaction total

The default message is unchanged - Change in the amount of <FORFEIT> will be forfeited. It can be overridden using the language support.

Use Change Rules

If this option is checked on, DynaPOS will use the details below to work out how to give the change to the customer.

Rule Type

This determines how the rules will be used by POS. The default option is 'Standard Rules' and the remaining details in this grid describe the other options for these rules. The other option available is 'Korean Rules'. This option will display a slightly different list of options but does basically the same thing. (The Korean options are not discussed further in this help file.)

Change Value

If the amount we owe to the customer is less than or equal to this amount we will take one action. If the amount we owe is more then this amount we will take a different action.

Less Than Tender

If the amount we owe is less than or equal to the Change Value then the POS will automatically add this tender to the transaction.

Less Than Item

If the amount we owe is less than or equal to the Change Value then the POS will automatically add this item to the transaction.

Greater Than Tender

If the amount we owe is greater than the Change Value then the POS will automatically add this tender to the transaction.

Greater Than Item

If the amount we owe is greater than the Change Value then the POS will automatically add this item to the transaction.

Show forfeit warning?

Indicates if warning is shown when the user is forfeiting something that is, not spending the full value of voucher.

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