Start a Tab Configuration Settings | SpotOn Restaurant BOH

1. From the BOH, select Payments

2. For all SpotOn Counter, handheld, and EMV devices, select Edit Specific Locations under the General section

3. Ensure that the device has been enabled with valid TransIT credentials

4. Ensure that all PAX devices have the Payment Terminal Credit Card Processor set to PAX/TransIt

5. From the Main BOH screen, select Locations

6. From the General section, screen down to Start A Tab Settings to view the available configuration options as described below:

Allow Start a Tab

1. Check/uncheck the checkbox to enable or disable Start a Tab

Allowing Start a Tab by Job Function

1. Users can enable specific job functions to Start a Tab by going into BOH and selecting Job Positions

2. Locate the job position(s) needed and scroll down to Cash Management

3. Enable Can Start Tabs by using the Check Box on the right

Default Tab Amount

1. Enter a default minimum amount to Start a Tab for when a new order is started

Allow Default Tab Adjustments

1. Use the checkbox to enable the tab adjustments pop-up modal to to display default when a new order is started in FOH

Limiting Default Tab Adjustments by Job Position

1. To limit the Default Tab Adjustment option to only specific job functions, to go Job Positions in BOH

2. Choose the desired job position and scroll down to the Cash Management section

3. Enable Can Approve Default Tab Amount Adjustments by using the Check Box on the right

Increment as Tab Increases

Enabling Increment as Tab Increases

1. To authorize items by the payment processor as items are added to a tab, use the check box to Enable Increment as Tab Increases

Disabling Increment as Tab Increases

1. When an item is added to Start a Tab, users can continually add items to a tab without pre-authorizing the card

2. The card will not be authorized again until the Apply Payment button is selected to close the total tab

3. The Closed Ticket will display with the successful authorization confirmation