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“To know I can check and see how the store is doing even without being there is very helpful.”
Reveille Joe Coffee, Coffee Shop


Table Service Overview 

TABLES AND TABS 

Touching Point of Sale takes you to a floor plan of your restaurant. 

• Use the floor plan to seat customers at a table and enter orders. You can also move customers from one table to another, from a table to a tab, and from a tab to a table. 

  • Use ADD TAB to start a tab for a customer, such as in a bar environment, without seating a customer at a table. 

  • Use ‘Sort by’ on the TABS screen to sort tabs by name or time. Name sorts tab orders A-Z according to first name, and Time sorts orders from oldest to newest. 

• Use QUICK MODE to quickly enter customer orders and take payment from the customer. 

• For takeout and delivery orders, tap Takeout/Delivery. Refer to the Takeout and Delivery Quick Reference Guide for more information. 

NAVIGATING TABLES AND TABS 

Use the following to navigate tables and tabs on your floor plan: 

• To see all rooms within the floor plan, pinch two fingers together on the device screen. 

• To select a room, tap the room on the floor plan screen. 

• To move from one room to another on the device, swipe right to left or left to right. 

• To mark a table as inactive, press and hold the selected table, and then select Mark as inactive from the menu that appears. The color of the inactive table changes to dark gray. 

• Tap the magnifying glass icon to search for specific tabs. 

STARTING A TABLE 

When you start a table, you become the owner, which makes you financially responsible for that table. 

1. Tap the table at which the guest is sat. The order entry screen appears with a new open guest check, ready for you to enter items for the first seat. 

2. Add items to the check for each seat.  To do so, tap on the table, and then tap on the seat and add items to the seat’s respective ticket.: 
 

 

You must add at least one item to the check for the system to lock down that table as being owned by you. Your tables appear in green; tables assigned to other servers appear in blue. 

 

TAKING OWNERSHIP OF A TABLE 

You can take ownership of a table you do not own, and another employee can take ownership of a table currently owned by you. When you take ownership of a table, you assume financial responsibility for the table. 

1. Tap a table you do not own. 

2. Tap Take ownership from the menu that appears. If your user role allows you to take ownership of a table, you 

now own the table. 

-OR 

If your user role does not permit you to take ownership of a table, the ‘Supervisor’s approval needed’ screen appears. It is necessary for you to obtain manager approval. 

STARTING A GUEST CHECK AS TAB 

1. Tap the room labeled TABS

2. Tap ADD TAB

3. Enter the items for the order. 

When you finalize the order, a prompt to assign a customer to the ticket appears. 

ADDING SEATS TO A TABLE 

You can add additional seats to a guest check. For example, if a party of five is sat at a four-top table, add one more seat for 

the fifth guest. 

  1. Tap the table to which you want to add another seat. The order entry screen appears. 

 

  1. Tap to add a seat to the table. 

TRANSFERRING A PARTY TO ANOTHER TABLE 

1. Press and hold the table at which the party to transfer is sat. 

2. Tap Transfer order from the menu that appears. All tables on the screen begin flashing. 

3. Swipe right or left to locate another room, if necessary. 

4. Tap the table to which to transfer the party. 

If you are transferring the table to another occupied table, you must first own both tables. 

TRANSFERRING A TABLE TO A TAB 

1. Press and hold the table at which the party to transfer is sat. 

2. Tap Transfer to a tab from the menu that appears. 

3. Type a name for the tab and tap OK. 

TRANSFERRING A GUEST TO ANOTHER TABLE OR TAB 

When a guest moves to another table after you have entered their order you can transfer the order for that seat to the 

guest check at another table or to a tab. 

1. Tap the table at which the guest to transfer is sat. 

2. In the guest check, press and hold the seat for the guest you are transferring. 

3. Tap Transfer seat from the menu that appears. The floor plan screen appears with the tables flashing. 

4. Swipe right or left to locate another room, if necessary. 

5. Tap the table to which are transferring the guest, or tap ADD TAB to transfer the guest to a tab. 

TRANSFERRING A TAB TO A TABLE 

1. Press and hold the tab for the party you wish to transfer. 

2. Tap Transfer tab from the menu that appears. 

3. Locate and tap the table in the room to which to transfer the tab. All tables on the screen begin flashing. 

4. Tap the table to which to transfer the tab. 

TRANSFERRING A SPLIT CHECK TO ANOTHER TABLE OR TAB 

After splitting a check for a table, one party decides to join another table. You can transfer the open ticket to the other 

table. 

1. Press and hold the table for the party you wish to transfer. 

2. Tap Transfer order from the menu that appears. All tables on the screen begin flashing. 

3. Locate and tap the table in the room or the tab to which to transfer the order. The ‘Select tickets to transfer’ screen appears. 

 

4. Tap the ticket you want to transfer, and then tap OK. 

Customer Support Article

Table Service Overview

  • December 17, 2021
  • ·
  • Like
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Summary

General information about table service orders and usage.

Title

Table Service Overview

URL Name

Table-Service-Overview-1

Summary

General information about table service orders and usage.

Article Record Type

0120W000001QFNF

Publication Status

Online

Validation Status

Not Validated

Last Modified By

0056T000007tD1G

Description

Table Service Overview 

TABLES AND TABS 

Touching Point of Sale takes you to a floor plan of your restaurant. 

• Use the floor plan to seat customers at a table and enter orders. You can also move customers from one table to another, from a table to a tab, and from a tab to a table. 

  • Use ADD TAB to start a tab for a customer, such as in a bar environment, without seating a customer at a table. 

  • Use ‘Sort by’ on the TABS screen to sort tabs by name or time. Name sorts tab orders A-Z according to first name, and Time sorts orders from oldest to newest. 

• Use QUICK MODE to quickly enter customer orders and take payment from the customer. 

• For takeout and delivery orders, tap Takeout/Delivery. Refer to the Takeout and Delivery Quick Reference Guide for more information. 

NAVIGATING TABLES AND TABS 

Use the following to navigate tables and tabs on your floor plan: 

• To see all rooms within the floor plan, pinch two fingers together on the device screen. 

• To select a room, tap the room on the floor plan screen. 

• To move from one room to another on the device, swipe right to left or left to right. 

• To mark a table as inactive, press and hold the selected table, and then select Mark as inactive from the menu that appears. The color of the inactive table changes to dark gray. 

• Tap the magnifying glass icon to search for specific tabs. 

STARTING A TABLE 

When you start a table, you become the owner, which makes you financially responsible for that table. 

1. Tap the table at which the guest is sat. The order entry screen appears with a new open guest check, ready for you to enter items for the first seat. 

2. Add items to the check for each seat.  To do so, tap on the table, and then tap on the seat and add items to the seat’s respective ticket.: 
 

 

You must add at least one item to the check for the system to lock down that table as being owned by you. Your tables appear in green; tables assigned to other servers appear in blue. 

 

TAKING OWNERSHIP OF A TABLE 

You can take ownership of a table you do not own, and another employee can take ownership of a table currently owned by you. When you take ownership of a table, you assume financial responsibility for the table. 

1. Tap a table you do not own. 

2. Tap Take ownership from the menu that appears. If your user role allows you to take ownership of a table, you 

now own the table. 

-OR 

If your user role does not permit you to take ownership of a table, the ‘Supervisor’s approval needed’ screen appears. It is necessary for you to obtain manager approval. 

STARTING A GUEST CHECK AS TAB 

1. Tap the room labeled TABS

2. Tap ADD TAB

3. Enter the items for the order. 

When you finalize the order, a prompt to assign a customer to the ticket appears. 

ADDING SEATS TO A TABLE 

You can add additional seats to a guest check. For example, if a party of five is sat at a four-top table, add one more seat for 

the fifth guest. 

  1. Tap the table to which you want to add another seat. The order entry screen appears. 

 

  1. Tap to add a seat to the table. 

TRANSFERRING A PARTY TO ANOTHER TABLE 

1. Press and hold the table at which the party to transfer is sat. 

2. Tap Transfer order from the menu that appears. All tables on the screen begin flashing. 

3. Swipe right or left to locate another room, if necessary. 

4. Tap the table to which to transfer the party. 

If you are transferring the table to another occupied table, you must first own both tables. 

TRANSFERRING A TABLE TO A TAB 

1. Press and hold the table at which the party to transfer is sat. 

2. Tap Transfer to a tab from the menu that appears. 

3. Type a name for the tab and tap OK. 

TRANSFERRING A GUEST TO ANOTHER TABLE OR TAB 

When a guest moves to another table after you have entered their order you can transfer the order for that seat to the 

guest check at another table or to a tab. 

1. Tap the table at which the guest to transfer is sat. 

2. In the guest check, press and hold the seat for the guest you are transferring. 

3. Tap Transfer seat from the menu that appears. The floor plan screen appears with the tables flashing. 

4. Swipe right or left to locate another room, if necessary. 

5. Tap the table to which are transferring the guest, or tap ADD TAB to transfer the guest to a tab. 

TRANSFERRING A TAB TO A TABLE 

1. Press and hold the tab for the party you wish to transfer. 

2. Tap Transfer tab from the menu that appears. 

3. Locate and tap the table in the room to which to transfer the tab. All tables on the screen begin flashing. 

4. Tap the table to which to transfer the tab. 

TRANSFERRING A SPLIT CHECK TO ANOTHER TABLE OR TAB 

After splitting a check for a table, one party decides to join another table. You can transfer the open ticket to the other 

table. 

1. Press and hold the table for the party you wish to transfer. 

2. Tap Transfer order from the menu that appears. All tables on the screen begin flashing. 

3. Locate and tap the table in the room or the tab to which to transfer the order. The ‘Select tickets to transfer’ screen appears. 

 

4. Tap the ticket you want to transfer, and then tap OK.