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Bar Tab Classes

This page describes the Bar Tab Classes setting in the Restaurant module.

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The Bar Tab Class is a means of classifying and organising Bar Tabs. This can be useful for reporting purposes, and it can also help ensure that a Bar Tab has the correct Tag/Object and Price List.

If you need a default Bar Tab Class to be assigned to each new Bar Tab, specify that Class on the 'POS' card in the Local Machine setting. You will need to do this individually on each till, cash machine and device (or, for devices that have live-sync connections to the server, in the records for each device in the Local Settings setting in the Technics module). If you will need waiters and bar staff to be able to assign Bar Tabs to Classes or to change the Class in a Bar Tab, add a "Set Tab Class" button to the Bar Tab window.

When a Bar Tab is assigned to a Bar Tab Class (either by default from the Local Machine setting or through the use of the "Set Tab Class" button), the Tag(s)/Object(s) and the Price List in the Class will be brought in to the Bar Tab. Any prices in the Bar Tab will be recalculated to agree with the Price List. Note however that the VAT or tax status of the Bar Tab (whether prices in the Bar Tab include or exclude VAT or tax) will not be changed, even if that status in the Price List is different. Also, the dated Price Lists feature will not be used, so the Price List specified in the Bar Tab Class will not be replaced by one that is valid on the Bar Tab date.

To open the Bar Tab Classes setting, first ensure you are in the Restaurant module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'Bar Tab Classes' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Bar Tab Classes' in the 'Settings' list. The 'Bar Tab Classes: Browse' window will open, listing the Bar Tab Classes that you have previously entered.
To enter a new Bar Tab Class, select 'New' from the Create menu (Windows/macOS) or the + menu (iOS/Android) in the Button Bar. The 'Bar Tab Class: New' window appears. Enter details as described below the illustration and click [Save] (Windows/macOS) or tap √ (iOS/Android) to save the new record.

Code
The unique code that identifies each Bar Tab Class. It can consist of up to five alphanumeric characters.

Description
Assign a descriptive name to the Bar Tab Class. This will be shown in the 'Bar Tab Classes: Browse' window and the 'Paste Special' list, so it should be descriptive enough to make the selection of the correct Bar Tab Class easy for all users.

Price List
Paste Special    Price List register, Pricing module
Specify here the Price List that is to be used in Bar Tabs when they are assigned to the Class. This will overwrite any Price List that is already in the Bar Tab, and any prices already in the Bar Tab will be changed accordingly. Note that changing the Customer in a Bar Tab through a "Customer Search" or "Loyalty Card" button will also change the Price List in the Bar Tab.
Please refer to the 'Items and Pricing' manual for details about Price Lists.

Tags/Objects
Paste Special    Tag/Object register, Nominal Ledger/System module
If you specify a Tag/Object here, it will be copied to Bar Tabs when they are assigned to the Class. You can specify more than one Tag/Object, separated by commas.

When Nominal Ledger Transactions are generated from Bar Tabs (through POS Balances), the Tag(s)/Object(s) 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).
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