Settings - Custom Tenders

Background

This article explains how to search for, manage, and create Custom Tenders in Canopy 2.0. 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.

These tenders appear under the “Other” payment options in the POS system. 

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 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 customer receipts.
   • Maximum Amount: The highest amount that may be applied to an order when the Custom Tender is used. Ex:
     
     

     • Custom Tenders set up with a $10 maximum amount will cover an entire order with a total of $5.

     • Custom Tenders set up with a $5 maximum amount will cover only $5 of a $10 order.
       
       

   • 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: Customer Tenders cannot be deleted or renamed as they are saved for reporting purposes.

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 displayed in the list of options.
     • Verify the Custom Tender can close the order in full or for the partial amount.
   • 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 your instance-pos.ordernext.com 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 displayed in the list of options.
     • Verify the Custom Tender can close the order in full or for the partial amount.
   • Custom Tender is NOT Assigned to Revenue Center:
     • Verify the Custom Tender is not displaying in the list of options.

Need Help? We’re Here for You!

For assistance with SkyTab Venue, reach out to our support team:

• 📞 Phone: 877.559.4225
• 📧 Email: venuesupport@shift4.com

Our support team is available to help with any questions or issues you may have.

📢 System Status: Stay updated on service availability and incidents by visiting our Status Page.