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Tab Item Groups

The Tab Item Group register in the User Settings module contains various options that determine how each till or cash machine will behave.

Unlike most settings and registers in the User Settings module, Tab Item Groups are stored in the database on the server. You should enter a separate record to this register for each till or cash machine.

Note that the Tab Item Group register is not synchronised. So, it will not be sent to any tills with live-sync connections that you may have in your network. You will therefore need to fill in this register separately on each live-sync client.

To edit the Tab Item Group register, ensure you are in the User Settings module and open the list of registers from the Navigation Centre. Then double-click (Windows/Mac OS X) or tap (iOS/Android) 'Tab Item Groups' in the resulting list. The 'Tab Item Groups: Browse' window opens, listing the records that are already in the register:

Double-click or tap an item in the list to edit, or add a new record by selecting 'New' from the Create menu (Windows/Mac OS X) or + menu (iOS/Android). When the record is complete, click the [Save] button (Windows/Mac OS X) or tap √ (iOS/Android) to save it.

Machine
Paste Special    Local Machines setting, Point of Sales/Restaurant/Technics module
Enter the Local Machine Code of the till or cash machine to which the Tab Item Group record is to apply. Only one record can be entered for each till.

Comment
Enter a descriptive comment for the Tab Item Group record, to be shown in the 'Item Groups for Machines: Browse' window.

Tab Item Code
Paste Special    Item register
If you have added an "On Hotel Guest Account" button to the POS Invoice and/or Bar Tab windows, cashiers and waiters will be able to charge a POS Invoice and/or a Bar Tab to a Hotel Reservation. The value of the POS Invoice or Bar Tab will be added to the room account, and from there to overall Invoice for the room.

By default, the "On Hotel Guest Account" button will copy the Items from a POS Invoice or Bar Tab to the Hotel Reservation, so that they are listed individually on the room account. However, if you specify an Item in this field on a particular till or cash machine, the "On Hotel Guest Account" button will add a single line to the room account with the Item Number and Name and the total value of the POS Invoice or Bar Tab.

Invoice Tag/Object
Paste Special    Tag/Object register, Nominal Ledger/System module
If you specify a Tag/Object here, it will be copied to all Sales Ledger and POS Invoices entered on the till or client machine. You can only specify one Tag/Object for each till.

When Nominal Ledger Transactions are generated from Sales Ledger Invoices, the Tag/Object specified here will be assigned to the credit postings to the Sales and VAT/tax Account(s), the debit posting to the Cost Account (if you are using cost accounting), and the debit posting to the Debtor Account (if you are using the Tags/Objects on Debtor Account option in the Account Usage S/L setting).

When Nominal Ledger Transactions are generated from POS Invoices (through POS Balances), the Object specified here will be assigned to the credit postings to the Sales and VAT/Tax Account(s) and the debit posting to the Cash or other Account (i.e. the Account from the Payment Mode).

Require Open Session
Default taken from    POS Settings
You can organise your POS work into work sessions. Usually, a work session will be a working day, but it can be any period up to the next time you need to run your cash up routines.

The first time you use a Till Drawer, you must open a work session. This will lock the Drawer to the till, so that the Drawer will be assigned to each POS Invoice entered on the till. If you do not lock the Drawer to the till, POS Invoices entered on the Machine may be assigned to the wrong Drawer or may not be assigned to a Drawer at all and so will not be included in the cash up routines.

After the initial opening and closing of a work session for each Till Drawer, it is not then necessary to continue opening and closing sessions on all tills. If you intend to use work sessions, you should select the Require Open Session option, in order to make sure that sessions are used on all tills. You will then be prevented from saving Sales Ledger and POS Invoices and Cash Events if you have not opened a session. If you intend to use work sessions but do not select this option, you risk saving Invoices and Cash Events when tills are not in open session, and these Invoices and Cash Events may excluded from the cashing up routines.

You can choose whether to use the Require Open Session option at a global level in the POS Settings setting. If you would like to override this option on a particular till or client machine, use this check box in the Tab Item Group record for that till.
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Settings related to Point of Sales:

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