Tab Accounts

Tab Accounts

The system has built-in support for tab accounts.
Tabs can be used in association with regulars to provide loyalty functionality.


See also:

Regulars

Loyalty

Cached orders can be used to provide tabs via the "Hold" & "Retrieve" function.
The "Find" button enables the search field and shows orders that are retrievable.

Once an order is retrieved the "Hold" button becomes active.
The diagram below shows the basic flow:



Orders can be re-named to non-regular names to identify who owes each tab.
However tabs associated with regulars provide a means to track tab amounts beyond a cleared tab order.

Tracked amounts include:

• Funds Balance
• Visit Count
• Cumulative totals

These amounts are updated / incremented as regular orders are cleared.

Renaming an order to a "Regular", associates that order with the regular and shows it's account information.

Note: Click the orders "Name" for the rename function.

Regulars can be associated with orders either before or after taking the order i.e.

1. Before taking the order.

• Select "Check" - "Regulars"
• Search for the regular customer
• Add order items (optional)
• Make payment (optional)
• Clear the order with automatic deduction from the regulars account

2. After taking the order

• Select the order name (default time-stamp or order number)
• Select "Rename.." - "Regulars.."
• Search for the regular customer
• Make payment (optional)
• Clear the order with automatic deduction from the regulars account

Note: In both cases the user can apply payments to the receipt as normal.

If an order is cleared without taking payment the system automatically deducts outstanding amounts from the regulars account.
Users are presented with this option on clearing the order.

Cached orders can be applied to regular customers simply by tapping on the order name then searching for the regular.
A search may include any regular details e.g. phone number.

See Support for more information and set-up details.