What Is The Tab Management Tool?

Prerequisites

• To access the Tab Management Tool, you must be an Arryved Portal Super Admin or an Admin with the TAB_MANAGEMENT_TOOL Permission.
  

Limitations

• If using the Tab Management Tool to close tabs at a later date, there’s no guarantee that the card on file will have sufficient funds at that time. 

• Be mindful of charging cards from a long time ago, this may lead to a confusing charge on the guest’s bank statement and possible chargeback risks.

• If using the tool today, be careful not to close or manipulate any active tabs of guests that may still be in your establishment. 

• The ‘Keep Open’ operation does not prevent staff from closing the tab in Arryved Service. It simply provides a visual indicator on the tab to remind staff to keep it open. 

• Using the Comp button will comp the entire tab at 100% and close it out, regardless of the value of the Comp Type selected. 

• Only one tab operation can be performed at a time.

• Only the ‘Change Date’ operation is available to perform on closed tabs. All of the operations are available to perform on open tabs.

How It Works

1. Head to your Arryved Portal. 

2. From the left navigation menu, click Operations.

3. Click Tab Management Tool. 

Using the Tool

Here is the order of events to perform a tab operation:

1. Select whether you’re searching for tabs that are currently open or closed. 

• Please note, that there’s only one operation available for closed tabs, the ‘Change Date’ operation. 

2. Use the calendars to select a date range to search for tabs. 

3. Click the Search button. 

4. From the table that appears, use the checkboxes to select the tab(s) you need.

5. Select an operation to perform from the Tab Management Operations options. Then, follow the steps to complete the operation (keep reading to learn more about each operation). 
   

Tab Management Operations

Choose an operation to be applied to the tab(s) that were selected from the chart. 

Add Tip & Close

The Add Tip & Close operation will apply a tip % of your choice to the tab(s) you’ve selected and then close them out. This operation can only be applied to tabs that are still open. 

1. Select one or more open tabs from the chart.

2. Select Add Tip & Close from the Tab Management Operations.

3. Enter a percentage number in the Tip Amount field. 

4. Click Apply.

5. Review the changes in the popup that appears, then click Proceed.
   

Keep Open

The Keep Open operation will keep the tab(s) you’ve selected open in Arryved Service indefinitely. They can be manually closed at any time, but there will be an indicator labeled “(keep open)” both in Arryved Service and on the chart in the Tab Management Tool. This operation can only be applied to tabs that are still open. 

1. Select one or more open tabs from the chart.

2. Select Keep Open from the Tab Management Operations.

3. Click Apply.

4. Review the changes in the popup that appears, then click Proceed.
   

Comp and Close

The Comp and Close operation will close out the selected tab(s) and comp the remaining balance at 100%. This operation does not apply a tip and can only be performed on tabs that are still open. 

1. Select one or more open tabs from the chart.

2. Select Comp and Close from the Tab Management Operations.

3. Select a Comp Type from the dropdown options.
   

1. This will pull up a list of all the Comp Types created in your Arryved Portal. Selecting a Comp Type is for reporting purposes only. No matter what amount the Comp Type is set to, this operation will close the tab(s) with a 100% comp. 
   

1. Click Apply.

2. Review the changes in the popup that appears, then click Proceed.
   

Void

The Void operation will delete the tab(s) from records and replenish the inventory of Items ordered on the tab(s). This operation can only be applied to tabs that are still open. 

1. Select one or more open tabs from the chart.

2. Select Void from the Tab Management Operations.

3. Click Apply.

4. Review the changes in the popup that appears, then click Proceed.
   

Change Date

The Change Date operation will change the date that’s associated with the selected tab(s), to a date of your choice. This is the only operation that can be performed on closed tabs. You can change the date on open tabs too. 

5. Select one or more tabs from the chart.

6. Select Change Date from the Tab Management Operations.

7. Select a date from the calendar that appears below. 

8. Click Apply.

9. Review the changes in the popup that appears, then click Proceed.
   

Results

Just after you perform an operation, you can view a record of it in the Tab Operation - Results section. 

• Please note that when you perform your next operation, this record will disappear and the next record will replace it. 

• If you re-do your tab search, the info in the chart will reflect the changes made to the tab(s). 
  

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