Guest tabs by division document list
The guest tabs created in the divisions of the company.
document list is used for displaying, creating, editing and deletingLocation: By division.
-> ->The document list is created using a filter to display guest tabs from selected divisions in a specified date range.
The viewer window is opened by the filter steps
and .The window contains the header
and displays a filter pane and a list of guest tabs from selected divisions. The header contains the icon, which is used to illustrate entries in the list.
Data grid columns:
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Number — guest tab number. The number has an icon that depends on the guest tab status: for Open, for Open for changes and for Closed.
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Date opened — date and time the guest tab was opened.
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Date closed — date and time the guest tab was closed.
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Total (orders) — total value of orders on the guest tab.
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Table — name of the table.
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Table number — number of the table.
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Number of customers — number of customers on the guest tab.
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Division — division of the terminal on which the guest tab was created.
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POS terminal — name of the terminal on which the guest tab was opened.
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Client — name of the client.
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Client name — name of the client who has the privilege.
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External client authorisation device — name of the external client authorisation device.
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ID — customer ID.
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Privilege — name of the privilege applied.
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Employee — user name of the employee who opened the guest tab.
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Guest tab status — status of the guest panel:
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Open — the document has been opened and is available for changes. An opened guest tab is displayed on the terminals of the division. The status is illustrated by the icon.
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Closed — document has been created and and closed, no changes can be made. Illustrated by the icon.
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Open for changes — the document was closed and then opened again for editing. The guest tab that is opened for changes is not displayed on terminals. Editing can only be made in Tillypad XL Manager. The status is illustrated by the icon.
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Notification — automatically inform external systems about their clients' guest tabs. The external client authorisaton device is used to transmit the information on opening and closing of guest tabs in the formats selected for this device.
Context menu commands:
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— create (open) a new guest tab.
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— edit selected guest tabs.
This command is only available in populated data grids.
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— permanently delete guest tabs.
Command is available only for guest tabs with the Open and Open for changes statuses.
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— recalculate discounts for the guest tab.
This command is only available in populated data grids.
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bill.
— generate aCommand is available only for guest tabs with the Open status, if bills have not been created for these guest tabs.
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— view list of orders.
This command is only available in populated data grids.
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— view list of bills.
This command is only available in populated data grids.
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— open the window with the list of operations carried out for the selected guest tabs and select the command for each operation.
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— menu containing commands for selecting guest tab status.
When selecting one or more guest tabs with the same status, their current status will not be available in the context menu. When selecting guest tabs with different statuses, all possible statuses will be available in the context menu.
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— contains commands for clipboard operations.
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— print out.
- — contains additional commands for
Guest tabs are added using the and windows. The and windows are used for editing.
The order closure confirmation prompt is used when generating a bill for orders in the selected open guest tab.
Note
Generating bills from a list of guest tabs is only possible when selected guest tabs are marked as Open, and have orders for which bills have not been generated yet.
Clicking
will cancel bill generation.Clicking
will generate the bill only for closed orders of the selected guest tab.Clicking entry window will open.
will close all unclosed orders of the selected guest tabs and one bill will be generated for them. TheThe permanent delete confirmation prompt with filter is used when deleting guest tabs. Only guest tabs with the Open and Open for changes statuses can be deleted. Guest tabs with the Closed status cannot be deleted, and the command in the context menu is disabled.
When deleting guest tabs, you need to confirm deletion of documents that are related to the guest tabs: orders, bills, receipts and select actions from the list: delete authorisation operations and delete fiscal registration operations.
Note
Guest tabs with unpaid bills cannot be deleted.
All required documents and operations must be specified in the delete confirmation window. Otherwise deletion will not be completed and an error message will be returned.
The window is used to calculate the total sum for the guest tab with all privileges.
Note
If the discount was not recalculated for the guest tab, privileges are not counted when calculating the guest tab total.
The window is used to select guest tabs from form fields in other windows.