Tender is the method by which a customer pays the retailer for goods and services. This section explains how retailers can create tenders and associate them with promotional offers in the loyalty system.

• On the left navigation panel, expand Admin and click Tender Management.

  

• The Tender Management screen has Tender Name, Tender Type, Sub Tender Type, Associations, Ellipsis to Edit or Delete the tender, Filters, and Columns.

  • Tender Name: Name given by the retailer to identify the tender.
  • Tender Type: Name of the payment card network, such as Visa or Rupay.
  • Sub Tender Type: Card types, such as Credit or Debit.
  • Associations: Promotions using the tender.
  • Ellipsis: To edit or delete the tender.
  • Filters: To filter the tender by it's Name, Type, and Sub Tender Type
  • Columns: To adjust the column width and manage columns

• Click the icon to search for tenders. Click the icon to customize, reorder, or adjust the columns. Click here to learn more.

• Click on the Tender Name to view the Tender Summary.

  

Add New Tender

• From the Tender Management screen, click Add New Tender on the top right. The New Tender screen appears:

  

• On the Details section, enter the Tender Name, Tender Type, Sub Tender Type, and click Next.

• On the Tender Definition section, if you want the tender to be eligible for the Bank Identification Number (BIN) conditions, select Yes.

  Bank Identification Number (BIN) refers to a payment card's first six to eight numbers. You can set the BIN conditions using 'Equals', 'Between', and 'Starts with' attributes.

• Select the Value Type attribute.

  • Equals: Allows you to enter Min 6 and Max 8 digits. Only numerical inputs with leading 0s are permitted.
  • Starts With: Allows you to enter sequences, like 25, 320, and so on. You can enter Min 1 and Max 8 digits. Only numerical inputs with leading 0s are allowed.
  • Between: Allows you to enter the range. The condition satisfies if the BIN in the transaction falls under the mentioned range, (BIN start - BIN End). You can enter Min 6 and Max 8 digits. Only numerical inputs with leading 0s are allowed.

• Enter the 'BIN value' and click Add.

  

  Note: You can add up to ten BIN conditions with multiple attribute combinations per tender.

• To delete the added BIN condition(s), select one or multiple checkboxes and click Delete.

  

  Click Discard to dismiss any changes made to the tender. No data will be saved.

  Click Back to move to the Details section.

• Click Create Tender. A message Successfully created tender is displayed on the Tender Management screen.

Edit Tender

You can edit the tender in two ways:

On the Tender Management screen, tap on Ellipsis and then click Edit Tender.

or

Click on the Tender Name and then Edit.

On the Details screen, you cannot modify the Tender Name, however you can update the Tender Type and Sub Tender Type.

On the Tender Definition screen, click Update Tender. A message Successfully updated tender is displayed.

Delete Tender

Tenders not associated with the promotions can be deleted.

For any non-associated tenders, tap on Ellipsis, and then click Delete Tender. A message Successfully deleted tender is displayed.

Delete Tender is disabled for all associated tenders.

Associate Tender

For any promotion, go to the Actions & Rewards tab and select Tendered Amount as an Action Type.

To learn more, see Tendered Action