POS Training Checklist

Overview

Below is a quick list of general training topics that would help you get started with Tabit POS.

Architecture Knowledge:

1. Understanding the 86 list

2. What is a modifier vs decision vs menu vs menu item vs combo item and how are they used?

Pad Server Functions:

1. Clocking In/Out

2. Logging In/Out

3. How to take your picture/change staff picture

4. How to take and change face capture photo

5. Toggle Between Table Maps

6. How to Begin/Open a Table

7. How to Exit a Table and Re-Enter the Table Map

8. How to View/Edit 86’d items

9. Change number of Guests

10. How to Scroll menus

11. How to Toggle between Menus

12. How to Fire/Hold items (and partial fire held items)

13. How to use Coursing

14. How to move items to another seat (guest), table or tab

15. How to reprint tickets (to the kitchen, and customer signature slips)

16. How to tag Items/Orders and Diners (and how they can be used in auto-promotions)

17. How to split tickets

18. How to print a guest check

19. How to Merge or Transfer an Existing Table to a New Table

20. How to make cash payments

21. How to make credit payments

22. How to send customer an SMS or have customer scan QR code to self pay

23. How to manually type in a credit card number (phone orders/bad cards)

24. How to repeat an item

25. How to sell gift cards/Redeem

26. How to check a gift card balance

27. How to modify an item

28. How to search for an item

29. How to use a special request to modify an item with custom information

30. How to assign tips

31. How to change one's pin code

TD (Takeaway & Delivery) Functions:

1. How to enter a To-Go Order

2. How to schedule future orders

3. How to view future orders

4. Marking orders as taken

Pad Bartender Functions

1. How to find open tabs

2. How to pre-authorize a credit card (Start Tab)

3. How to no-sale the cash drawer

4. How to get a manager to change ownership of all of your tickets to another employee (i.e. day bartender coming off, night bartender coming on)

Pad Manager Functions

1. How to update the 86 list

2. How to reverse/refund/cancel/Void a credit payment

3. How to run end of day

4. How to print reports

5. Adding employees from the pad and in Backoffice

6. How to enable and add Face Capture for employees

7. How to do pay in and pay outs

8. Performing Voids or Discounts or Comps (and what are the difference between) / As a Server

9. Voiding payments

10. How to remove tax

11. How to suspend/unsuspend an order

12. How to edit a time entry from the tablet

13. How to search for open or closed orders on the pad

14. How to unlock a table and how does this happen

15. How to move orders from a previous day to today

16. How to re-route printers

17. How to test printers and their network connectivity

18. How to test speed and quality of connection to the tabit servers

Backoffice Management Functions

1. Adding menu items

2. Ordering the screen menu

3. Changing decision and modifier Options

4. Adding combo items and why are they used

5. Adding employees

6. Changing pay rates

7. Moving tables on the map and changing params of tables

8. Creating discounts

9. Understanding the difference between voids and discounts

10. Running End of Day Report

11. Re-printing shift summaries for employees

12. Modifying shifts (clock in and clock outs)

13. Managing the 86 List

14. Running important reports

15. Changing receipt text