Tabs allow you to start and manage open orders for multiple customers, adding items over time and closing out the sale when they’re ready to pay. You can create as many tabs as necessary, assign them to team members, link a payment card at any point, and view or manage all tabs across your users, devices, and/or locations.

On this page

Create a tab

  1. Navigate to Cart.
  2. A tab will be created as a Guest Customer. The name of the tab will default to the time the transaction is created. 
  3. Edit the name the tab by clicking on the name of the tab (in blue) underneath Cart.
  4. Click the Edit button in Tab Name, name the tab and click Save.
  5. Exit the Edit Tab sheet.
  6. Tap to add product in the cart.
  7. The product details sheet appears with the current quantity in the cart.
  8. Adjust the quantity. You can do so by entering the quantity directly into the quantity field or by tapping the +/- buttons next to the quantity field to increase/decrease the quantity.
  9. Tap Update Cart.
  10. The cart is updated to reflect the new quantity for the product.

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Add a customer to tab

Looking at your cart you can add a customer to the tab two different ways. 

  1. Click on Guest Customer at the top of your cart. You can then search for an existing customer, add a new customer or scan ID. 
  2. Click on the name of the tab (in blue) under Cart. This will bring up the Edit Tab detail sheet and you can search for the customer.

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Add a payment card

  1. Click on the name of the tab (in blue) under Cart. 
  2. This will bring up the Edit Tab detail modal, click Enter Card. 
  3. You can manually add the card information, Scan Card, Tap to Pay (on iPhone), use the card reader or use the card on file if a customer has been added to the tab.
  4. Click Set up. The card information will be added to the tab.

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Add notes

You can add an internal note to a tab for other team members to see. This note will only be seen in the tab and will not be saved to the customer's profile. To add a note that saves to the customer profile use  Add producer note.

  1. If you are not already on the tab you want, click on Tabs (square button to the left of Cart).
  2. Click on the tab you would like to add a note to.
  3. Click on the name of the tab underneath Cart.
  4. The Edit Tab detail sheet will open, click Service Note. 
  5. Enter your note and click Save.

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View tabs/filter

  1. Click on Tabs (square button to the left of Cart).
  2. You can see all tabs by clicking the filter button (at the top right of the tabs sheet).
  3. Filter tabs by All Tabs, My Tabs (specific to team member), On this Device and In this Location.

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Change tab owner

You can change the team member the tab is associated with.

  1. Click on Tabs (square button to the left of Cart). 
  2. Click on the tab you would like to change the team member.
  3. Click on the name of the tab underneath Cart.
  4. The Edit Tab detail sheet will open, click the Edit button in Team Member.
  5. Click on the current team member's name, select the team member you would like to change to from the drop down list.
  6. Exit the Edit Tab detail sheet.

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Take over tab

You can take over a tab from a separate registered device, this will also change the team member that it is associated with.

  1. Click on Tabs (square button to the left of Cart).
  2. Click the filter button (at the top right of the tabs sheet).
  3. Click All Tabs to see all open tabs across all devices.
  4. Click on the tab you would like to take over, click Take Over. This will move the tab to your device and change the team member associated with it.
  5. If the tab is still open on the previous device, they will be notified that the tab has moved. It will also specify which device it moved to.
    Note: If you click open tab, it will open the tab on your device but will not change the team member associated with it.

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Delete tab

  1. Click on Tabs (square button to the left of Cart).
  2. Choose the tab you would like to delete.
  3. Click on the name of the tab underneath Cart.
  4. The Edit Tab detail sheet will open. Click Delete Tab at the bottom.
  5. Click Delete Tab to confirm this action.

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