TAKU Retail
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  • What is TAKU Retail?
  • What is TAKU Pay?
  • Watch how TAKU Retail Works
  • How to Sell on Every Channel with TAKU
  • Pricing Plans
  • How to Get Started
    • ✅Onboarding Checklist
    • ⚙️General Settings
      • Business Details
        • SKU & Account ID Formats
        • Financial Settings
        • Inventory Options Settings
      • Inventory Settings
        • Inventory Doc Formats
        • Units of Measure
        • Inventory Categories
        • Inventory Brands
      • Account Settings
        • Account Groups
        • Privacy Consent Capture
      • Money Settings
        • Currency Denominations
        • Cash Rounding
        • Tender Types
          • Creating / Editing Tender Types
          • Store Credits
      • Taxes
        • How Taxes Work in TAKU
        • Creating Sales Taxes
        • Creating Tax Rules
        • Creating Tax Categories
        • Tax Exceptions
      • Privacy Consent Capture
    • 🗺️Zones Settings (Multi-Store)
      • Adding / Managing Zones
      • Stock Allocations
      • Shippers
      • Inventory Doc Formats
      • Recurring Order Setup
    • 📍Store Settings
      • Salesscreen Settings
        • Sales Doc Formats
        • Sales Doc Settings
        • Store Policies
      • Setting up Picture Gallery
      • Return Settings
      • Store Payment Settings
      • Cashout Settings
      • Receipts
        • Receipt Builders
        • Email Receipts
      • Adding / Managing Stores
    • 🖥️Stations
      • Adding / Managing Stations
    • 🖨️Hardware Setup
    • 🔖Discount Controls
      • Restricting Discounts by Product
    • 👥Users & Access Rights
      • User Roles
      • Access Rights by Role
    • 📤Importing Data
      • 🏷️Importing Inventory
        • Matrix Product Import
      • 🙂Personal Accounts Import
      • 🏢Commercial Accounts Import
      • 📇Commercial Contacts Import
    • 🔁Transaction Recovery
  • Selling In Store (POS)
    • 🛒Sales & Returns
      • How to Make a Sale
        • Selling with Picture Gallery
        • Viewing & Selecting Line Items
        • Deleting a Line Item during a Sale
        • Clearing the Salesscreen
        • How to Park or Suspend a Transaction
        • Re-opening a Suspended or Parked Transaction
        • Creating Accounts during a Sale
        • Creating Products during a Sale
        • Price Editing during a Sale
        • Setting a Future Pickup Date
      • How to Return in the Return Screen
        • How to Return or Exchange in the Salesscreen
        • Offering Store Credit for Returns
      • Creating Pre-Orders (Prepaid)
      • Creating Pre-Orders (Unpaid)
      • Commitments (Recurring Orders)
        • Selling Repeat Products during POS Checkout
        • Managing Commitments
          • Generating Recurring Orders from Commitments
          • Skipping, Pausing or Voiding Commitments
        • Processing Recurring Orders
    • 🎯Discounts & Promotions
      • Manual Discounts
        • Applying Line Discounts
        • How to Apply Bulk Line Discounts
        • Applying Sub-Total Discounts
      • Automated Promotions
        • Price Levels
        • Category Promotions
    • 📦Inventory
      • Adding Inventory Items
      • Editing Inventory Items
      • Editing Inventory Prices
      • Receiving Reordered Inventory
      • Creating Matrix Products (Variants)
      • Editing Matrix Items
      • Creating Usage Detail
      • Printing Barcode Labels
    • 👤Accounts & CRM
      • Adding Personal Accounts (Customers)
      • Editing Personal Accounts (Customers)
      • Adding Commercial Accounts (B2B)
    • 💵Cash Management
      • How to Handle Cash
      • Opening the Till
      • Closing the Till
  • Selling Online
    • 🌐Start Selling Online
      • Online Products
        • Publishing Products Online
        • Re-Sorting Online Products
        • Creating Categories for your TAKU eCommerce store
      • Taxes & Payments
        • Online Taxes
        • Setting up Payments
          • Setting Up Online Payment Options
          • Setting Up Manual (Offline) Payments
          • Sorting Payment Options
          • Setting Your Payment Currency
          • Disabling A Payment Option
          • Mapping All Payments for Reporting
      • Pickup, Delivery & Shipping
        • Store Pickup
        • Scheduled Store Pickup
        • Local Delivery
        • Offering Free Shipping
        • Setting Up Shipper Options
      • Designing your Storefront
        • Designing your Online Store
        • Designing your New-gen Instant Site
        • Adding the "About Us"
        • Adding your Business Number
        • Adding a Logo to your Invoices
        • Adding "Shipping & Payment" Policies
        • Adding a "Return Policy"
        • Adding "Terms & Conditions"'
        • Getting Consent at Checkout
        • Adding a "Privacy Policy"
        • Enable/Disable Your Instant Site
    • 🧾Handling Online Orders
      • Fulfilling Online Orders
      • Buy Online Pickup In Store
      • Buy Online Return or Exchange In Store
      • Buy Online Pay In Store
      • Online Storefront Only
        • Signing into TAKU eCommerce (External)
        • Resetting your Password for TAKU eCommerce (External)
    • 📱Facebook / Instagram Shop
      • Facebook Shop
      • Instagram Shop
  • Marketing
    • 🔎Be Found Online Locally
      • Google My Business
      • Google Product Listings
    • 💬Live Chat
      • Facebook Messenger Live Chat
    • 📈Tracking Online Traffic
      • Facebook Pixel
      • Google Analytics
  • Apps
    • 💳Payments
      • In-Person Payments
        • 👑TAKU Pay
          • Business Verification
          • TAKU Pay Accounts
          • TAKU Pay Locations
          • Pairing TAKU Terminals
          • Unpairing TAKU Terminals
          • Terminal Payments
          • Card-Not-Present
        • Ⓜ️Moneris
      • Online Payments
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On this page
  • Adding a New Tender Type
  • Editing Tender Types

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  1. How to Get Started
  2. General Settings
  3. Money Settings
  4. Tender Types

Creating / Editing Tender Types

This guide will show you how to set and edit tender types in TAKU Retail. You can add or edit tender types according to your business needs.

PreviousTender TypesNextStore Credits

Last updated 2 years ago

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The following steps will guide you through the process of editing and adding tender types.

  1. Go to Settings > Zones > Current Zone

2. Click the Tender Types card.

3. The Zones Tenders page will open. Tender types are preset and enabled for US and Canada.

Adding a New Tender Type

  1. To add a new tender type, click the Add Row icon at the top right hand corner of the Tenders section. This will insert a new empty row in the table.

2. Select the Tender Type from the drop down menu in the Tender Type column.

3. Enter a tender name under the Tender Name column. This name will appear on your sales register, receipts, and invoices.

4. Fill in Currency and Transaction Type.

From the drop down menu select the Currency for this tender type under the Currency column.

Transaction Type is an important field for Tenders in TAKU. It allows you to control what type of transaction is allowed for every tender type. For every tender type, it is possible for a merchant to use it in the following ways:

1) Sales Charge (Receive payment e.g. sales)

2) Sales Payback (Pay out money e.g. petty cash)

3) Sales Returns (Pay out money e.g. refund)

5. Select the Transaction Type for this tender type from the drop down menu in the Transaction Type column. You can select multiple transaction types.

6. Click the cell to enter the Percentage Fee for this tender type under the Percentage Fee column, if not applicable, enter 0.

7. Click the cell to enter the Flat Fee for this tender type under the Flat Fee column, if not applicable, enter 0.

8. Once all details have been correctly added, click the Save All icon to save the new tender type.

Editing Tender Types

  1. To make changes to the tender types, click on the Edit icon at the top left side of the Tenders section.

2. The Tenders section will go into Edit Mode indicated by the yellow (Edit Mode) next to the title in the header of the section. Now you will be able to make changes inline (directly into each row) to the existing tender types inside the table.

Note: For keep proper transaction history, tender types cannot be deleted once they have been used in any transaction. Any used tender type that is no longer needed can be disabled.

3. To enable or disable a tender type, add or remove the checkboxes under the Is Enabled column while you are in Edit Mode.

4. Click the cells in the table to edit the details of a tender type, such as, Tender Type, Tender Name, Currency, Transaction Type, Percentage Fee, and Flat Fee.

5. Once changes have been made, click the Save All icon to save the edits.

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