To use tabs in the standard selling screen, add the following buttons to your register layout:
Pick Tab
Send
These options let you:
Assign tabs to transactions.
Send orders to the kitchen.
Reopen tabs.
Capture card payments for tabs, enabling tips or gratuity later.
How to Add Buttons:
Navigate to Setup → Register Layout.
Select the desired station number from the Current Station drop-down menu.
Replace any two buttons with Pick Tab and Send.
Click Save to apply the changes.
Tip: Use the "Save As" function to copy settings to multiple stations.
As you can see, these buttons have now changed on the register when we go into the Selling Screen on Station 1.
Using Tabs in Quick Service Mode
Tabs allow you to manage multiple transactions efficiently.
There are two ways to open tabs in this interface.
Option 1: Auto-Prompt Tab Creation
Select an item on the selling screen.
When prompted, enter a name or description for the tab (e.g., table number, seat number).
After naming the tab, the item will be adding to the register along with the name of the tab.
Best Practice: Use consistent naming conventions to differentiate tabs easily.
Complete the transaction or send the order to the kitchen using the Send button.
To reopen the tab, use Pick Tab to find it in the list. Tabs show the time they’ve been open.
Option 2: Start Tab with Card Capture
For this option, you can begin a new tab with a card captured and on file so it can be completed later without the customer needing to interact with the card reader at the time of payment.
Select Pick Tab, then choose Start Tab With Capture.
Name the tab in the prompt.
The customer inserts their card into the reader to attach it to the tab.
Begin adding items to the order. The tab will display the last four digits of the card number.
Closing the Tab
Use Pay Credit to process the transaction with the captured card.
Confirm payment when prompted.
Adding Tips to Transactions
To add a tip to a tab, you must first close the tab by paying with a Credit Card.
This process is designed with enabling Tips on your printed receipts in mind, as it will allow your employees to easily find the Receipt # and the tip amounts to add.
To include tips after closing a tab:
Go to Pick Tab → Enter Tips.
Find the entry by receipt number (not tab name) and select Edit Tip.
Enter the tip amount and click OK.
The tip and the user’s details will appear in the transaction record.
Note: Transactions in this window with a Receipt Number of 0 are unfinished tab transactions.
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