Tender Report Group


				

Contents

Overview

A Tender Report Group is a way to group your sales by specific Tender Types. You must configure your Tender Report Groups BEFORE you configure Tender Types because you must select a report group during the Tender Type setup process.

The following are examples of Tender Report Groups:

  • Cash & Checks
  • Billing - Credit Cards, Bank Drafts (NACHA & CPA005)
  • Cash Accounting - Cash, Checks, Credit Cards
  • Non-Cash Accounting - Gift Cards, Club Accounts

Configuring a Tender Report Group

Adding a Tender Report Group is a simple two (2) entry process that is done in a row editor.

To Add an Tender Report Group:

  1. From the Launch Pad, click the System Configuration icon in the left navigation panel.
  2. In the Financial section, select Tender Report Group.
  3. Click Add. The row editor displays.
  4. Enter a Name for the Tender Report Group.
  5. Enter a Description for the Tender Report Group.
  6. The Inactive check box defaults to cleared. If you would like to make this Tender Report Group inactive, select the Inactive check box.
  7. Click the Update button.
    Configuring a Tender Report Group
  8. To edit a Tender Report Group, double-click the desired record. The row editor will display. Make the necessary edits and click the Update button.

Next Step?

NEXT STEP: Adding Staff & Users..........Previous Step: Work Department Setup

And remember to set your Screen Security when you get to the next page!

Technical Information

Related Information

Financial

AR Management Configuration
Billing Schedules
Commission Batch Management
Commission Groups
Decline & Reversal Reasons
Decline & Reversal Reason Mappings
Holidays


Invalid Credit Cards
Tender Types
Target Entry
Tender Report Group
Payroll Schedules
Performance Schedules
Performance Schedules


System Configuration
The MosoMRM User Interface
The MosoMRM Glossary
Setting Up Your MosoMRM System
The MosoMRM Modules
Operation Security
Feature Security


Rentals Configuration | Enterprise & Location Setup | Inventory, Activities & Related Settings | Data Management | Financial | Sales & Prospecting | Workstations & Devices | Employees & Staff | Tax | Scheduler | Childcare Configuration & Settings | System Maintenance |