Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the Tender Type master set up options.
Before we begin, let us understand about the need of Tender Type master and the usage of this particular activity.
In the modern digital world, the easiest way to accept customer payments through digital payments, although traditional ways like cash will always remain but In Make in India model is encouraging Digitalisation and nowadays there are many types of tenders available in which you can accept the payments.
Alignbooks have provided fifteen different types of tender to manage your business needs and you can even create multiple masters of same type of tender.
You can edit and delete an already created set of information with required authorisation.
The key functions of a POS Tender Type Master Module are:
· Creation of a New POS Tender Type Record;
· Modification of an existing POS Tender Type Record;
· Deletion of an existing POS Tender Type record.
We will be going through the each of these set of information in detail.
New POS Tender Creation–
You can create a “POS Tender Type” click 
under “Point of Sale Module” 
from menu of AlignBooks and the screen which appears looks like this;
You can see the 
option at top right of the screen. Click on this option and you will be directed to the relevant Tender creation screen.
Here you will have basic information section where all the required data pertaining to a new Tender can be captured.
 Description : Here you input the name with which you are used to identify your Tender. |
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 Code: This is a system generated automated code to uniquely identify a Tender. |
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 Type : Select the relevant tender type from the drop down list to identify from which payment mode you have received the payment. |
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 Posting GL : Select a Cash / Bank / Tender account from the dropdown menu. If your desired tender ledger does not exist in the menu, you can create a New ledger by clicking on  option within the dropdown menu. You can also Edit or Delete a ledger from Here. Select a ledger to be edited/deleted and then click on  . The ledger will be opened in Edit mode and you can edit it and save by click on  . You can delete it by click on  . |
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 Posting GL Master Card : Select a Cash/Bank account from the dropdown menu. You can Add, Edit or Delete a Cash Bank A/c by following the process described under Posting GL Tab. |
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 Posting GL Visa Card : Select a Cash/Bank account from the dropdown menu. You can Add, Edit or Delete a Cash Bank A/c by following the process described under Posting GL Tab. |
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 Inactive: Select “ON” if you want to make a Tender type inactive. During any business transaction such inactive Tender type names will not appear in your Tender list. You can reactivate it again by selecting “OFF”. |
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Save : Click on 
to Save the values.
Clear : Click on 
to Clear the values.
Delete : Click on 
to Delete the existing master.
Exit : Click on 
Or 
to Exit from the New Tender Type Form.
We are now back to the main screen for the POS Tender Type Master.
Edit: If you wish to Edit a POS Tender Type detail, click on 
. The POS Tender Type details will be opened in edit mode, can make the required changes and click on 
to save the changes made by you. If you think that this record is no more required, you can delete the record by clicking on .
Delete : If you wish to delete a POS Tender Type data, Click on 
and confirm the deletion.
It is advisable not to delete a POS Tender Type if some data are already entered against that Tender Type. Note that the System will not allow you to delete this record unless you delete all transactions with the POS Tender Type.
Bulk Delete : If you wish to delete Tender Type data in bulk then enable the check box 
against each Tender Type and Click on 
and confirm the deletion. All POS Tender Type data will be removed which are not used in any transaction.
Refresh : Click on 
to refresh the list with the changes made by you.
Export : Click on 
to Export the data as visible in the list to an Excel Sheet.
Search : Type a text to search a particular record.
Sort : If you want to sort data on a particular field, click on the label of that field, your data will be sorted on that field. You can reverse the order of sorting by just Double click on the label of that particular field.
Click on 
to Exit from the Tender Type master.
We hope you enjoyed this tutorial. Please give us a call for further help. Happy Aligning!
