In this article we'll cover our new tab pass optimizations where we have improved the speed of adding tab passes, as well as now having the ability to immediately prompt for a credit card authorization when starting a tab.
Authorize Credit Card on All New Tabs
Our new tab pass optimization and with the ability to immediately authorize a credit card on a new tab allows for much faster creation and assigning of passes to tabs. This is particularly beneficial for our self-pour beer wall locations, though anyone that routinely authorizes credit cards can utilize the immediate credit card authorization without utilizing the pass optimization portion of our improvements.
Authorize Card on Every New Tab
Navigate to More--Settings--Payment--Authorize Card on New Tab to toggle the setting on.
If you do not use tab passes and simply want to utilize the credit card authorization when starting a new tab, you can toggle "Authorize Card on New Tab" on but also then toggle off "Scan Tab Pass".
We also want to choose whether we want it to Apply To New Tab & Quick Order, New Tab or just Quick Order. Generally speaking, it is unlikely we would want to do it for both New Tab and Quick order as that would mean every tab started on a POS would require a credit card authorization. Most will choose one or the other of New Tab (+Tab) or Quick Order (lightning bolt icon).
Tab Pass Optimization
For our self-pour beer wall locations to see the full benefit of the tab pass optimizations, we will also want to toggle on Scan Tab Pass.
This allows us to tie tab pass scanning with our cover count. This does require having the zone setting turned on to prompt for the cover count on your POS. With the cover count on, and with both our authorize card on new tab and scan tab pass settings on, when we start a new tab we are immediately dropped into credit card authorization.
Now that we are authorized, we need to select a spot in a zone where we have our setting turned on for our POS to prompt for a cover count. We are then prompted to choose the number of guests. To fully utilize the pass optimizations, we want to leave Scan Tab Pass toggled on in the upper right and simply choose the number of guests.
Now that we've chosen the number of guests, we are brought to the brand new screen whereby we can immediately scan one pass after another without having to click any additional buttons. Previously passes would have to be added individually, which is significantly slower than our optimized flow here where you can quickly do them in succession.
Please note that our optimized flow for adding tab passes is only compatible with our GoTab Pass external RFID readers. If utilizing the S1F2 for reading RFID cards, the optimized flow is unavailable.
Turn on Cover Count in POS
Navigate to Zones in your manager dashboard and click settings on the desired zone--Prompt Cover Count on POS. This will turn on the cover count modal where we can select how many guests are on a tab and now prompts us with the optimized modal for significantly faster adding of passes to a tab.
