The Tenders page displays all polled Tenders and associated Tender Types. 

Tenders are imported as part of the POS sales data during the nightly poll. A new Tender used at any polling Location will be added automatically to the Tender list. 

• Important Note: Tender names are controlled at the POS level and cannot be added or edited directly in Radar
• Note: Once a Tender has been polled from the POS, it is not removable and will remain available for historical reporting

All Tenders must be assigned a Tender Type to be included on all Tender reports. Tenders that are assigned the ‘Unknown’ Tender Type will not be included in most Tender reports.

Security

Users with one of the following User Privileges can configure Tenders: 

• Full Access (Radar Superadmin)
• Company Configuration with added Tenders access

Navigation

The Tenders page is in the Company Configuration Module.

Accessing the Tenders page can be done via the alphabetical list or the 'POS Data' drop-down.

• Note: You may not have access to the Company Configuration Module or Tenders page. For additional assistance, please contact your Superadmins.

Overview

1. ID – Radar-specific Tender ID
 

2. Tender – Name of Tender polled from the POS
 

3. Number – POS Tender ID 

            Note: Not all POS systems provide this data point

4. Export ID – ID used for some custom exports
 

5. Is Cash? – Indicates if Tender is tagged as 'Cash' in the POS data
 

6. Sort Order – Order Tender will appear on reports and in drop-downs within Radar
 

7. Tender Type – Radar-specific Tender Type
 

8. Pencil Icon – Clicking the icon opens Tender for editing of Sort Order or Tender Type

Tips & Tricks: Clicking on any column heading sorts the table by that column in descending order. Click the same column heading again to sort in ascending order.

Tender Types:

Tender Types are used throughout Radar to group Tenders together. Depending on how payment methods are configured in the POS, Radar may import different spellings for the same Tender from different Locations. For example, Visa activity could be picked up under the Tender names Visa, V/MC, and Visa/MC. Assigning the same Tender Type to all the spelling variations will group all the Visa Tenders as one entry for reporting purposes.

All Tenders must be assigned a Tender Type to be included on all Tender reports. Tenders that are assigned the ‘Unknown’ Tender Type will not be included in most Tender reports.

• Note: All Tenders that do not belong to any other Tender Type should be assigned to ‘Co Specific’

• Important Note: Tenders that are assigned the ‘Unknown’ Tender Type will not be included in most Tender reports and will generate a Database Maintenance Alert
  
  

Editing a Tender’s Information 

1. Click the pencil icon for the desired Tender

2. Enter desired adjustments

• Sort Order - The number entered in this field will be the order in which the Tender is sorted on reports and in drop-downs
  
  
• Tender Type- Select the Tender’s Tender Type in this drop-down field 
  • Important Note: Tenders that are assigned the ‘Unknown’ Tender Type will not be included in most Tender reports and will generate a Database Maintenance Alert
     
  • Note: All Tenders that do not belong to any other Tender Type should be assigned to ‘Co Specific’

3. Click to commit any changes, or click  to negate any changes