Using tabs in POS

Modified on Fri, 1 May at 3:20 PM

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.

A cart is not a tab until you explicitly save it. To learn about carts, click here.
After saving a tab, you return to a blank cart unless you tap Save + Open.

Create a tab

A new tab can be created one of three ways:
1. From an empty cart
  1. At the bottom of the empty cart, tap Create Tab.
2. From cart with items
  1. At the bottom of the cart, tap Save to Tab.
  2. Then select Create Tab.
3. From the tabs list:
  1. Tap the tabs icon (rectangle with number of open tabs).
  2. Tap the plus (+) button in the top left corner.
Name the tab.
- The name of the tab will default to the time the transaction is created.
- If a credit card is added, the tab will be named the card type (Mastercard, VISA, etc) and the last four digits of the card.
- If a customer is added, the tab will be named the customer name, overriding the card.
- If you have added a custom name, and then change the customer or card, the custom name will persist.
- Edit the name in the tab details or if the tab is open, tap on the Tab Summary. Tap the Edit button in Tab Name, name the tab and tap the check mark, then Done.
Add a credit card, if applicable. There is a chance to change the payment card before checking out.
Add service notes. These are internal notes only and can be seen by all team members.

Add items to an existing tab

There are two methods for adding items to an existing tab:

From Products
1. Add items
2. Tap Save to Tab, then select an existing tab.
3. To add an item and open the tab, swipe left on tab to choose Add + Open. This will merge the items in the current cart with the items in the existing tab. Then the tab will open on the screen.
From tab list
1. When you have no items in the cart, open the list of tabs by tapping on the tab icon (rectangle with number of tabs).
2. Tap the applicable tab, this will open the tab.
3. Add items to the cart. They will be added directly to the tab.

Add a customer to an existing tab

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

Tap on Guest Customer at the top of your cart. You can then search for an existing customer, add a new customer or scan ID.
Tap on the Tab Summary section. This will bring up the Edit Tab detail modal and you can search for the customer.

Add a payment card

Tap on the Tab Summary.
This will bring up the Edit Tab detail modal, tap the method you would like to use to add a card.
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.
Tap Set up. The card information will be added to the tab.

Add notes

You can add an internal service 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.

If you are not already on the tab you want, tap on the Tabs icon.
Tap on the tab you would like to add a note to.
Tap on the Tab summary.
The Edit Tab detail sheet will open, tap Add Service Note.
Enter your note, tap the check mark, then Done.

View tabs/filter

Tap on the Tabs icon.
You can see all tabs by tapping the filter button (at the top right of the tabs sheet).
Filter tabs by All Tabs, My Tabs (specific to team member), On this Device and In this Location.

Change tab owner

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

From the list of tabs:

If you are not already on the tab you want, tap on the Tabs icon.
Swipe left on the tab you would like to change the team member for, then tap the Details/Edit icon.
Tap the Edit button next to Team Member.
Tap on the current team member's name, select the team member you would like to change to from the drop down list.
Tap Done.

From an open tab:

Tap the More icon at the top right of the cart.
Go to Team Member and tap Change Team Member.
Choose the correct team member.

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.

Tap on the Tabs icon to open the list of tabs.
Tap the filter button (at the top right of the tabs list).
Tap All Tabs to see all open tabs across all devices.
Tap on the tab you would like to take over, Tap Take Over. This will move the tab to your device and change the team member associated with it to the one currently logged in.
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 Tap open tab, it will open the tab on your device but will not change the team member associated with it.

Delete tab

Tap on the Tabs icon to open the list of tabs.
Swipe left on the tab you would like to delete.
Tap the Delete icon.
Tap Delete Tab to confirm this action.

Important notes

Swipe actions: When viewing all tabs, sightly swipe on a tab to Delete or View Details. If the tab has products in it, you will be asked to confirm the deletion. This action cannot be undone once confirmed.
If a tab is open, the name of the tab, associated card, and team member will be in the Tab Summary at the top of the cart. If you tap on the Tab Summary, you can edit the tab details.
Carts are lost when switching users, but preserved when re-entering same PIN.
If you switch to a tab with unsaved cart items, you’ll see a warning.
When deleting a tab, you will have to confirm this action as it is cannot be undone.
There is no limit on number of tabs.
Tabs will be deleted after 24 hours of inactivity.