Overview

Amigo Pos includes the ability to two types of bar tabs:

1.	Enter the customer name and (optionally) set a limit

2.	Pre-authorize the customer's credit card for a pre-set limit

All bar tab configuration settings are located in Back Office >> Configuration >> by clicking the Order Entry - Bar and Lounge tabs. Read this entire help topic before using this feature.

Bar Tab Settings

To start a new bar tab, enter the initial drink order and press the new tab button.

Bar tab management on the order entry screen

To start a generic tab where only the customer's name is entered, press the Enter Name Only button. Enter the customer's name using the on-screen keyboard, confirm that the limit is correct and press Continue.

Starting a new bar tab

The preset bar tab limit appears on the LIMIT button. Press the LIMIT button to change the amount, if required. A name must be entered before pressing the green CONTINUE button to start the new tab.

Manual bar tab entry

To start a new bar tab using the customer's credit card, press the Pre Authorize button. The credit card screen will appear. Confirm that the preset limit is correct, press the Pre Authorize button and swipe the customer's card. If the transaction is successful, the new bar tab will be created using the name on the card and no further action is required.

Preauthorizing a new bar tab

If you wish to increase the preauthorized limit on the bar tab, press the Cancel button followed by the green Amount To Charge button and enter the new amount using the on-screen numeric keypad BEFORE swiping the customer's card. The press the PREAUTHORIZE button and swipe the card.

Changing the bar tab limit before preauthorization

The preset limit will prevent the server from entering a new item on the ticket if the item will cause the ticket total to exceed the limit. This limit can be disabled for name only bar tabs, but must be enforced for pre authorized bar tabs, since the payment processor only guarantees the pre-authorized amount. If the preset limit has been reached, the ticket should be settled and a new tab started.

Alert informing the server that the bar tab limit cannot be exceeded

When the customer is ready to settle the bar tab, reopen the ticket on the order entry screen by pressing the OPEN TABS button.

Closing an existing bar tab

Press the Close Tab button to continue.

Closing an existing bar tab

Press the Print Signature Slip button. at this point the customer will enter the gratuity amount and sign the slip. This transaction must then be post-authorized (captured) by pressing the Gratuity button on the start screen. The ticket will remain open until the gratuity is added.

Printing a signature slip

Important Notes:

•	External credit card machine users should use the first method to start a new bar tab. Pre-authorized bar tabs are available only when integrated credit card processing is used.

•	The credit card processing type must be set up as Pre Authorize / Capture, not Sale/Add Gratuity. Credit card processing is configured in Back Office >> Configuration >> Main Settings by clicking the Credit Cards tab.

•	Regardless of which method is used to start a new bar tab, the initial drink order is submitted immediately when the Enter Name Only or Pre Authorize button is pressed. Cancelling the new bar tab after this point will not cancel the initial drink order.

•	Bar tabs are generally used for tickets that will be settled the same business day. For long-term bar tabs, it is preferable to use House Accounts.

•	Bar tabs can be started for any order type, but the bar tab functions are accessible only through the Bar menu.

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