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Table/Tag Assignment

This feature allows you to assign a table or custom tag to each ticket.  If you choose to use the tag option, you can create your own custom label that fits your business needs.  For example, you could use Invoice #, Claim #, or Work Order.  With either option, you also have the ability to pre-configure values that you use often, as well as to create temporary values for each ticket.

 

Turning on Table/Tag Assignment

This setting is off by default, but if you want to use this feature:

  1. Open the slide out menu and go to Settings.

  2. Scroll down and tap the Table/Tag Assignment section and then:

  • Tap None to not use this feature.

  • Tap Table to set up tables.

  • Tap Custom Tag to create your own tag/label.

  1. Once you've selected Table or Custom Tag, you will see a new Pre-configure tables or Pre-configure tabs option based on what you selected in step 2. Tap this option to open the table/tab setup screen.

  2. To add a new table or tag, tap User-added image .

User-added image

IMPORTANT:  Whatever you type for the table assignment will be shown on the customer receipt, so be careful to remain polite and professional when setting up your tables and assigning temporary table names to tickets.

  1. Use the on-screen keyboard to enter a name or number for the table/tag and do one of the following:

    • Tap the Next button on the keyboard to continue entering tables/tags, or

    • Tap the Done button in the top-right corner to close the screen.

    • Once you have created or changed the pre-configured values on one device, they will be shared on other devices in the store when the Table/Tag assignment setting is turned on.  
    • With this feature enabled, the system will prompt you to assign a table or tag to the ticket at checkout or when tickets are held.


After you have turned the function on, there are a few different ways to assign table/tags to a ticket:

  1. Make sure either Tables or Tags are enabled

  2. From the Ticket Screen, tap the Table or Tag tab

  3. Select from the list of pre-configured options, or type a custom option to be used for this single transaction.

    User-added image

  4. Once you select your table or tag, you will be returned to the ticket screen. The option you selected will show in place of the table/tag tab.

    User-added image

IMPORTANT:  Remember, whatever you type for the table assignment will be shown on the customer receipt. Be careful to remain polite and professional when setting up your tables and assigning temporary table names to tickets.

 

Customer Support Article

How to Assign a Table or Custom Tag

  • January 9, 2017
  • ·
  • Like
  • 1

Summary

Table/Tag Assignment

Description

Table/Tag Assignment

This feature allows you to assign a table or custom tag to each ticket.  If you choose to use the tag option, you can create your own custom label that fits your business needs.  For example, you could use Invoice #, Claim #, or Work Order.  With either option, you also have the ability to pre-configure values that you use often, as well as to create temporary values for each ticket.

 

Turning on Table/Tag Assignment

This setting is off by default, but if you want to use this feature:

  1. Open the slide out menu and go to Settings.

  2. Scroll down and tap the Table/Tag Assignment section and then:

  • Tap None to not use this feature.

  • Tap Table to set up tables.

  • Tap Custom Tag to create your own tag/label.

  1. Once you've selected Table or Custom Tag, you will see a new Pre-configure tables or Pre-configure tabs option based on what you selected in step 2. Tap this option to open the table/tab setup screen.

  2. To add a new table or tag, tap User-added image .

User-added image

IMPORTANT:  Whatever you type for the table assignment will be shown on the customer receipt, so be careful to remain polite and professional when setting up your tables and assigning temporary table names to tickets.

  1. Use the on-screen keyboard to enter a name or number for the table/tag and do one of the following:

    • Tap the Next button on the keyboard to continue entering tables/tags, or

    • Tap the Done button in the top-right corner to close the screen.

    • Once you have created or changed the pre-configured values on one device, they will be shared on other devices in the store when the Table/Tag assignment setting is turned on.  
    • With this feature enabled, the system will prompt you to assign a table or tag to the ticket at checkout or when tickets are held.


After you have turned the function on, there are a few different ways to assign table/tags to a ticket:

  1. Make sure either Tables or Tags are enabled

  2. From the Ticket Screen, tap the Table or Tag tab

  3. Select from the list of pre-configured options, or type a custom option to be used for this single transaction.

    User-added image

  4. Once you select your table or tag, you will be returned to the ticket screen. The option you selected will show in place of the table/tag tab.

    User-added image

IMPORTANT:  Remember, whatever you type for the table assignment will be shown on the customer receipt. Be careful to remain polite and professional when setting up your tables and assigning temporary table names to tickets.

 

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