To create a tab you don't need to create a customer record. However if you intend to extend credit and create an invoice from the tab you must create a regular customer record.
If you don't wish to maintain regular customers then you need to create a walkin customer by clicking the Customer name button. Their name will appear on the tab.
Note - you can include any items on tabs. Not just bar items.
To create a tab do the following:
1. Select or create a regular customer - click Regular customer. Or enter a walkin customer's name - click Customer name.
2. Add items to the docket.
3. Click Manage tabs
4. Click New Tab
To manage tab click/press Manage tabs on the hospitality buttons. The following form opens:
If setting up a new tab click New tab. The following form displays:
If the customer is a walkin their name displays. If you have selected a regular customer their name, and code, displays. If you want to create a new customer record click the button beside the Customer field and then the "New" button on the bottom left of the selection list. If you are going to regularly create new customers it is a good idea to make sure the terminal you use to do so has a keyboard attached.
Enter the identification method for the customer. For example drivers license or other id. Then an identifying number or code from that id. Optionally set a maximum on the tab. Those fields don't have to be filled in. If the tab is given a Max. level of $0 the customer can go to any amount.
When you click Create tab a tabs ticket is printed. This needs to be kept by the customer and presented when making further purchases. You have the option of printing out a receipt for the tab. The tabs ticket is printed automatically. This enables easy identification of the customer when additional items are added to the tab.
Once the tab has been created you can select it every time the customer wants to add to it. Add the item(s) to the docket list as usual. Then click Manage tabs and Add to Tab. The following form activates:
Select the correct customer first as there may be multiple tabs open. Enter their name into the search field at the top.
If the customer's purchase takes them over their set limit you will be warned. You can still process the addition. When you click Add to tab you are prompted to print the receipt. Doing so may be a good idea so the customer then has a record of what has been put on their tab. If you don't do this you can still print the tab's details at any time. That printout includes the relevant docket numbers and the items on each docket.
When you select Close tab the normal payments form activates. Select the payment method and print the receipt if you wish. The receipt has a code of TAB and a description of "Payment of tab". This is another reason why it is a good idea to print the other receipts as items are added to the tab. You may wish to print out your own copies of those receipts so they can be clipped to the final receipt.
You can also print out the details of the tab at any time while processing tab details.
Note - you don't have to use the tabs facility. You can create a normal docket, add items to it and put it on hold then release it to add more items. But you can't print it out until it is paid for. If you have a large number of dockets on hold it could become difficult to find the correct ones to release.
To close a tab select Manage tabs. The select Close tab. You can close a tab at any time. There must not be anything on the current docket. If there is first select Add to tab to clear the docket and add the items to the existing tab.
The close tabs form is as follows:
As with the Add to tab option first select the tab required.
You can print out the details of the tab.
Click Close and pay. The following form activates:
All payment types are available. In the above Generate Invoice is disabled as the tab is not for a regular customer.
Select the payment type. The normal payment processing form appears. Enter the relevant amount(s) if the payment is split between two payment methods.
To carry out tabs-related tasks (including invoicing unpaid tabs) exit the POS and click the Tabs lookup button. The following form activates:
You can display all tabs, open only, or closed tabs. If the open tabs list is getting long then you need to rethink your tabs policy. Most tabs should be closed on the day they were opened. Exceptions would be tabs for regular customers.
The order can be by customer (name) or date opened.