Quick Service Tabs User Guide

How to Use Tabs on the POS

Start a New Tab

• From the Menu screen add items to the cart.
  • If applicable, select a seat from the location picker
• Tap on “Start a Tab” to open the tab with or without a credit card.
  • By default, there will be the option to authorize a card to start the tab or to start the tab without payment. If you want to require a card auth to start tabs:
    • Go to Canopy 2.0 > Settings > Venue Settings > scroll to “Require Card Payment to Open Tab” > toggle to ON > Save.
    • From the hamburger menu on the POS, tap “Sync Network Data” to get the new setting. Note that it can take up to 10 minutes for the change to reflect on devices. 
• If “Authorize Card Now” was selected in the previous step, the customer is prompted to provide a card on the card reader
• Name the tab to recall the tab later and print the tab name on kitchen chits. If tab is opened with a credit card, the card holder name will pre-populate as the tab name, but can be overridden with a custom tab name
• Observe a confirmation message that the new tab has been opened
• If kitchen printing is being utilized and the device is online, items will print to the kitchen. The kitchen chit will contain the server name and location, if applicable

View Tabs

• From the cart, tap “All Orders” OR from the hamburger menu, tap “Orders” 
• Orders will be displayed in reverse chronological order based on the last updated timestamp
• The list can be filtered by 
  • “My Open Tabs” (default): All open tabs for the current menu belonging to the logged in attendant  
  • “My Closed Orders”: All closed orders for the current menu belonging to the logged in attendant
  • “All Orders”: All open tabs and closed orders for the current menu

Add Items to Tab

• From the Orders screen select the open tab and tap on “Add Items”.  If you do not see your open tabs confirm that the orders filter is set to “My Open Tabs” and not “My Closed Orders”
• When adding items to the tab, the tab name is listed on the top left corner of the Menu screen
• On the Menu screen add items or discounts to the cart and tap “Add to Tab”
• Observe a confirmation message that the tab has been updated
• If kitchen printing is being utilized and the device is online, items will print to the kitchen

Close a Tab

Front Bar

• From the Orders screen select "Details" for the the open tab > tap “Close Order”
• Select the payment tender
  • If a card was authorized when starting the tab, that card is selected by default 
  • An alternative card, loyalty tender, custom tender or cash may be selected instead
  • If the tab is closed to an alternative payment, the initial auth (if authorized online) will be voided

• Tap "Print Check" to present a final check to the guest
• Once the guest has reviewed their check and provided a credit card for payment (or tab is being closed out to a Custom Tender), from the Orders screen select "Details" for the the open tab > tap “Print Slip”
• Select the payment tender
  • If a card was authorized when starting the tab, that card is selected by default 
  • An alternative card or Custom Tender may be selected instead
  • If the tab is closed to an alternative payment, the initial auth (if authorized online) will be voided
  • Note: If the guest is paying with a scan tender (Rich Checkout, QR Pay, Ticket, Gift Card) or splitting across multiple tenders (i.e Custom Tender and Credit Card), the tab would need to be closed on a device in Front Bar mode. We recommend utilizing a handheld device in this case.
• Once the final payment is approved, two copies of the authorization slip will print containing a tip, total and signature line
• After the guest has added gratuity and signed on the authorization slip, the tab can be finalized with the tip
  • From the details screen, tap "Add Tip & Finalize"
  • Enter tip amount > Tap Finalize
  • If the amounts are correct on the confirmation screen, tap "Close Tab". If a correction is needed, tap "Go Back" to return to the tip entry screen

Void Items Off Tab

• From the Orders screen select the open tab and tap on “Void Items”  
• Select the items to void and reason for the void
• A manager PIN is prompted to process the void
• Observe a confirmation message that the tab has been voided

Attendant Sales Report & Device Summary

Attendant Sales Report

• The device summary screen will be updated to show sales totals for the logged in attendant at the top of the report. Attendants may login to any device to view their sales, tips and open tabs for the current day.

Device Summary 

• The transaction summary specific to the device will continue to be displayed at the bottom of the report

Tabs States

Tabs Lifecycle

Frequently Asked Questions

Q: Is Quick Service Tabs functionality available on Freedompay devices?

A: No, Quick Service Tabs functionality will NOT be available on Freedompay devices.  Continue to use Full Service POS on Freedompay devices. 

Q: How long will tabs appear on the Orders screen on the device?

A: The length of time is dependent on the Org Setting “Hide pos orders from user in days” setting on the Org, which defaults to 0.5 days. The user will see orders created within the past 12 hours by default. This value can be increased if needed. However, for optimal performance, it is not recommended to increase it beyond 24 hours.

Q: Can open tabs be auto-closed? 

A: No, open tabs will not be automatically closed after the event.  Users are responsible to ensure that tabs are closed.  It is best practice to have users ensure that all open tabs are closed before the end of day/event.