How to save an item to an existing sale (AKA merge two tabs)

In Air 3.94, if you try to save a tab for a customer account that already has an opened tab, you will be prompted to merge the sales tabs for that customer if you are using the Save to Existing Sale option.  For this to work, you must set it up first on a terminal using POS.

To set up the merge tab function

by enabling the Save to Existing Sale option in Options

  1. On a local terminal using POS, go to Options [F2] | Sales Options | Sales, then on the right-hand side of the screen, click the blue down-arrow of Sale Options. The Sales Options screen drops down to display.
  2. Select the Enable Save to Existing Sale Tab Notification checkbox.

  1. Select Save and then Close from the lower-right part of the screen.

Next time you attempt to save a tab for a customer account that already has an opened tab, the software prompts you with the following window: 

Within CPS Air, a few scenarios could play out depending on the situation:

Situation 1: You have started a tab in F&B and then combined that tab in the Sales screen

 

  1. From the F&B screen, select a table, enter the number of seats.
  2. Start a tab for a Customer Account [you can do a customer lookup or start a new customer].
  3. Add items to this tab, then save the tab.
  4. Go to the Sales screen, start a tab for the same customer, then add items to the tab.
  5. Save the tab.
  6. You name it at this time using the same name as you did in from the Sales screen. The Merge Tab dialog box displays.
  7. Select Yes. The Leave or Sit On box displays.

 

  • If you select Leave, the tab looks like this in the list of tabs:

 

 

  • If you select Sit On, the tab looks like this:

 

 

  1. Go to the Sales screen and select Get Tab.
  2. Select the tab of the customer and the tab displays with all items combined on it.
  3. Finalize the check as you do normally.

Situation 2: You have started a tab in the Sales screen then combined that tab in F&B

  1. From the Sales screen, start a tab for a Customer Account [do a customer look-up or start a new customer].
  2. Add items to this tab, then save the tab.
  3. Go to the F&B screen, select a table, enter the number of seats.
  4. Start a tab for the same customer, then add items to the tab.
  5. Save the tab.
  6. Name it at this time using the same name as you did in from the Sales screen. The Merge Tab dialog box displays.
  1. Select Yes. The table layout screen displays.

Note: If you are already in the table layout, and you've just combined the tabs, you could easily reopen the table from here without going to the Sales screen to pull up the tab again, or if you are in the Sales screen, you could select Get Tab.

  1. Select the tab of the customer and the tab displays with all items combined on it.
  2. Finalize as you do normally.