Custom Tenders

Background

Custom Tenders allow a merchant to implement special tenders to be spent on POS orders. Custom Tenders can be utilized as house accounts, coupons, employee meals, and more.

Creating a New Custom Tender

1. Navigate to Canopy 2.0 > Settings > Custom Tenders
2. Select the blue [ + ] button in the upper right-hand corner.
3. Enter in the following:
   • Display Name: This is the name of the Custom Tender that will display in Canopy, on reporting in DataNow, on the POS, and on customer receipts.
   • Revenue Centers: You may define the Revenue Centers in which the Custom Tender is available. Select one or many Revenue Centers and click "Save" to go back to the configuration drawer.
   • Active: Set the toggle to the ON position to activate the Custom Tender. Set the toggle to the OFF position to disable the Custom Tender.
   • Require Manager PIN: Custom Tenders can be restricted to manager approval only. To require a manager PIN for the Custom Tender to be used, toggle this setting to the ON position. 
4. When you have finished entering the Custom Tender details, select "Save".

Note: Existing Custom Tenders will be assigned to all Revenue Centers by default. 

Verify the Custom Tender on POS Devices

You can verify that the new Custom Tender has been created successfully by following either of the steps below:

Physical POS Device

1. Go to a POS device in your venue and log in with your PIN.
2. Add several items to your cart.
3. Select "Other"
4. Verification:
   • Custom Tender Assigned to Revenue Center:
     • Verify the Custom Tender is displaying in the list of options.
     • Verify the Custom Tender is able to close the order in full.
   • Custom Tender is NOT Assigned to Revenue Center:
     • Verify the Custom Tender is not displaying in the list of options.

Browser POS URL

1. Go to the POS URL for your venue and log in with your PIN.
   • Note: You may need to register your device and/or select the menu & printer.
2. Add several items to your cart.
3. Select "Other"
4. Verification:
   • Custom Tender Assigned to Revenue Center:
     • Verify the Custom Tender is displaying in the list of options.
     • Verify the Custom Tender is able to close the order in full.
   • Custom Tender is NOT Assigned to Revenue Center:
     • Verify the Custom Tender is not displaying in the list of options.

If you would like additional assistance, please submit a ticket to help@venuenext.com.