Tab Management
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      1. Union Support
      2. POS
      3. Tab Management

      Perform Tab, Table, or To-Go POS Functions

      Follow these steps to open, close, or reopen a Tab, Table, or To-go order.

      IMPORTANT

      • An employee can add an adjustment to a tab (e.g., discount, void, comps, tax-exempt, spills, gratuities, service charges, and pricing event prices) but the adjustment must be approved on the Union POS terminal by a Manager in order to apply. See the Reference section (below) for definitions of types of adjustments.
      • There are POS permissions for each type of adjustment in the Manager Portal, to give employees the ability to bypass Manager approval. Refer to Configure Employee POS Permissions for further information.
      • Consider reviewing our many Learning Videos for visual walkthrough of the many tab-related functions the Union POS has available.

      Options

      Open a Tab

      1. In the Union POS app, toggle the filter at the top of the screen to Tabs view.
      2. Select the blue "New Tab" button.
        > Note: There is another permission for when the view is set to All Tabs, the POS will log in an employee directly to a New Tab screen, ready to have items added. 
      3. Add items to the Tab order.

      Assign a Table

      1. In the Union POS app, toggle the filter at the top of the screen to Tables view.
      2. Toggle the Mode filter to "Assign".
      3. Select the Table(s) you want to assign to an employee.
      4. On the right, select the employee's name to assign the Table(s).

      Unassign a Table

      1. In the Union POS app, toggle the filter at the top of the screen to Tables view.
      2. Toggle the Mode filter to "Assign".
      3. Select the Table(s) you want to remove an employee from.
      4. On the right, select the employee's name to unassign them from the Table(s).
        > Note: To unassign ALL tables from an employee, long press on the employee's name on the right, and select "Unassign All Tables".

      Open a To-Go

      1. In the Union POS app, toggle the filter at the top of the screen to To-Go view.
      2. Select the green "New To-Go" button.
        ⇒ Result: A popup window displays.
      3. Fill in the applicable fields: Customer Name, Pick Up Date & Time, Phone Number, and/or Address.
      4. Add items to the To-Go order.

      Close a Check

      1. In the Union POS app, select the Tab, Table or To-Go to display the check.
      2. Select the "Pay" button at the bottom of the Check screen.
      3. Select the Payment Type.
        > Note: See the Reference section (below) for a defined list of payment types.
      4. Process the Payment.
        ⇒ Result: Once the Payment has processed, the Check will show a Balance Owed of $0.
      5. Select the "Close" button at the bottom of the Check screen.
        > Note: Using the Fast Payment option will automatically close a check after payment has been successfully applied to the check. 

      Reopen a Check

      1. In the Union POS app, toggle the filter at the top of the screen to All Checks view.
      2. Toggle the Status filter to "Closed".
      3. Toggle the Employee Filter to the name of the employee that closed the check.
        > Note: If the employee assigned is unknown, toggle to "All Employees".
      4. Select the closed Check that needs to be reopened.
      5. Select the "Reopen" button at the bottom of the Check screen.
        > Note: If the "Reopen" button is missing, the employee who is logged in to the POS does not have the POS permission to reopen a check and a manger will have to reopen the check. 

        Reference

        The following lists provide detailed definition of each available payment and adjustment type.

        • Payment Types

          • Cash: Process a payment with cash
            > Note: If a cash drawer is attached to the POS terminal, it will automatically open for use.
          • Dip: Process a credit card transaction by inserting a card into the Dip slot (to read the card's chip)
          • Swipe: Process a credit card transaction by sliding a card along the slot on the top of the reader (to read the card's magnetic strip)
          • Enter Card: Process a credit card transaction by manually entering the credit card information on the POS terminal
          • Gift Card: Process a Payment by swiping a Gift Card along the slot on the top of the reader
          • House Account: Process a payment with a House Account
          • Pay At Table: Allow the customer to process the payment
            > Note: Once this option is selected, the screen is to be turned to the customer to either dip, tap, or swipe their credit card or to scan the QR code and pay with their phone.
          • Fast Cash: Process a cash payment by automatically applying the full payment to the Check and closing it 
          • Fast Card: Once a card is dipped/swiped/tapped and the payment processes successfully, the check automatically closes
          • Fast House Account: Process a House Account payment by selecting an account, which automatically applies the full payment to the Check and closes it 
          • Fast Gift Card: Once the Gift Card is swiped and the payment processes successfully, the check automatically closes

        • Adjustment Types

          • Discount: Reduce an item price by a percentage or dollar amount
          • Void: Remove the price of an item from a Check
            > Note: A void is used when NO product was used/wasted.
          • Comp: Remove the price of an item from a Check
            > Note: A comp is used when product was used/wasted.
          • Spill: Remove the price of an item that was spilled in-venue from a Check
          • Tax Exempt: Remove any tax from the Check
            > Note: A tax exempt ID must be entered to add the Tax Exempt adjustment.
          • SVC Charge: Add a percentage or dollar amount to a Check, by the venue
          • Gratuity: Add an extra charge (tip) for the server/bartender, by the venue
          • Pricing: Apply a Pricing Event price for an item outside of scheduled Pricing Event times