Working with Tabs

For accounts with the Tabs feature enabled, users can add a customer's name to the order and create a tab by tapping the Send button in the cart.

Article Contents

• Enable Tabs
• Start a Tab
• Access Saved Tabs
• Rename a Tab
• Remove Order Name or Customer

Enable Tabs

To use the Tab feature, you must enable tabs in the Register. 

1. Log into the Register (you may need to open a drawer to access the Home screen). 
2. Tap the hamburger menu in the top left corner to access the fly-out navigation menu.
3. Tap Settings.
4. In the Payments tab, toggle on the Tabs feature.

Start a Tab

You can start a tab at any point in the order process by adding a name to the order or by adding/creating a customer.

Add an Order Name

To add an order name to the order:

1. Tap the Add Order Name button in the screen's top right corner (above the cart).
2. In the "Order Name" field, type the name you want to assign to the tab.
3. Tap Add Order Name to add the name to the order.

Add an Existing Customer

If the Manage Customers feature is enabled (located in Settings under the Register tab), you can add an existing customer to the order or create a new customer and add them to the order.

To add an existing customer:

1. Tap the Add Order Name button in the screen's top right corner (above the cart).
2. Tap the Search/Add New Customer button. 
3. Search for the customer by name or phone number using the search field.
4. Tap the Add to Order button to the right of the customer row to add them to the order.

Create and Add a New Customer

To create a new customer to add to the order:

1. Tap the Add Order Name button in the screen's top right corner (above the cart).
2. Tap the Search/Add New Customer button. 
3. Tap the Create New Customer link located above the search field.
4. Enter the new customer details, such as the first name, last name, address, email, and phone number. Only the name is required to create a customer.
5. Tap the Create button to create the customer and add them to the order.

If the Manage Customers feature is enabled (located in Settings in the Register tab), you can search the customer database by tapping the Search/Add New Customer button. Using the search field, search for the customer by name or phone number, and tap the name to add them to the order. Alternatively, you can create a new customer by tapping the Create New Customer link.

Note that you can create a tab with or without items in the cart. Once the customer's name has been assigned to the order and items are added to the cart, tap the Send button in the cart to create the tab, which will send the items to the assigned tab and send the order to assigned printers (i.e., kitchen printer) for preparation, if applicable.

Access Saved Tabs

To access a saved tab, tap the Tabs button in the top menu. This will display all open tabs. Tap the appropriate tab to open it.

Note that once a saved tab is activated, the user can add new items to the order. Items that have already been sent cannot be removed. Items that have already been sent will have the ORDERED tag displayed above the item name in the cart.

Rename a Tab

Reopen the saved tab (if applicable) to rename or delete an existing tab. To change the customer's name:

1. Tap the name in the "Order Name" field above the cart.
2. In the popup window, edit the name in the name field.
3. Tap the Edit Order Name button to update the name.

Remove Order Name or Customer

To remove the order name or customer from the order:

1. Tap the name in the "order name" field above the cart.
2. Tap the Remove Order Name link above the name field.
3. In the confirmation display prompt, confirm its removal by tapping OK.