Tender Management
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.
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On the left navigation panel, expand Admin and click on Tender Management.
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The Tender Management screen has the following fields: Tender Name, Tender Type, Sub Tender Type, Associations, and Ellipsis to Edit or Delete the tender.
- 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: Shows the promotions that use this tender.
- Ellipsis: Let you edit or delete the tender.
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You can use the search bar to search for a specific Tender Name.
Adding New Tender
To add a new tender, follow the steps below:
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From the Tender Management screen, click on Add New Tender. A New Tender screen is displayed:
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On the Details section, enter the Tender Name, Tender Type, and Sub Tender Type and click Next.
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Under the Tender Definition section, select Yes if you want this tender to be eligible for the Bank Identification Number (BIN) conditions.
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.
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Choose the attribute from the Value Type dropdown.
- Equals: This option allows you to enter Min 6 and Max 8 digits. Only numerical inputs with leading 0s are permitted.
- Starts With: This option 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: This option 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.
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Enter 'BIN values' for the selected attribute and click Add.
[!NOTE] You can add up to ten BIN conditions with multiple attribute combinations to this tender.
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If you want to delete the added BIN condition(s), select one or multiple checkboxes and click Delete.
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Click Discard to discard the tender. No data will be saved.
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Click Back to move to the Details section.
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Click Create Tender. A new tender is created and displayed on the Tender Management screen.
Editing Tender
Click on Ellipsis on the Tender Management screen, then select Edit Tender. While you can't edit the Tender Name, you can change the Tender Type and Sub Tender Type under Details.
After making changes, click on Update Tender. A message saying Successfully updated tender will be displayed.
Deleting Tender
Tenders not associated with promotions can be deleted.
Click on Ellipsis on the Tender Management screen, then select Delete Tender. A message Successfully deleted tender is displayed.
Delete Tender is disabled for associated tenders.
Associate Tender
For a promotion, go to the Actions & Rewards tab and select Tendered Amount under Action Type.
You can use the tendered action alone or with other conditions and create multiple tendered actions for one promotion.