What Is Tab Search?

In your Arryved Portal, Tab Search is your tool for viewing a detailed history of all tabs created through any of your Arryved POS modalities. Use the advanced search feature to find any tab you’re looking for. You can then see the tabs’ transaction history and make any necessary adjustments. Keep reading this article to learn all about Tab Search. 

Tab Search’s main ingredient is its ability to refund tabs that’ve already been processed. You can read How To Refund Tabs In Arryved Portal to get straight to the point. Or, If you want to learn about all the ingredients Tab Search has to offer, keep reading this article and you’ll learn about refunds too!

Prerequisites

• To access the Tab Search tool, you must be an Arryved Portal Super Admin or an Admin with one of the following Portal Permissions:

• TAB SEARCH
  

• REFUNDS
  

• ALL ACCESS

• FULL ADMIN

• You must have the REFUNDS Permission to issue a refund on a tab in Tab Search. The other 3 Permissions mentioned above will only grant access to the basic tools in Tab Search, but not the refund capability.

Limitations

• The itemized receipt of a tab can only be sent to the email address that’s currently logged into your Arryved Portal. 

• The amount entered for a refund doesn’t consider tax and tip. 

How It Works

1. Head to your Arryved Portal.

2. From the left side navigation, click Operations. 

3. Click Tab Search. 

Calendar Selection

At the very least, you must select a range of days to search for a tab using the calendars on the top left. Click Search when you’re ready. 

Advanced Search

To the right of the calendars, you can further narrow your search with these advanced search fields: 

• Employee Name who owns the tab.

• The Venue the tab was closed in.

• The table number the tab was closed in.

• A minimum tab total.

• A maximum tab total.

• The check number.

• The last 4 digits of the card that was accepted as payment.

• The tab name. 
  

Tab Details 

Once you’ve hit that Search button, the results appear in a list below. Each tab is separated into rows. Here are the details that appear for each tab,

1. Check Number

A unique number is assigned to each tab by Arryved.

2. Tab Name

If a card was left on file, the tab name is likely the first and last name on the card. Otherwise, the tab name is whatever was manually entered, or the table number by default. 

3. The name of the employee who owns the tab

By default, tabs belong to the employee who closed the tab. If you prefer tabs to be owned by the employee who created the tab, reach out to Arryved Support to change that preference for you. 

4. Timestamp 

The time when the tab was closed or the time of the last action placed on tabs that are still active.

5. Tab Status

Either ACTIVE or CLOSED. If the status is DELETED, then this tab was either merged or split.

6. Tab Total

 Includes tax, tips, comps, RSF, and Donations. 

7. Payment Details

Status

• CAPTURED → Payment successfully process after batch time. 

• AUTHORIZED → Payment authorized, but not yet captured. Likely this tab was closed in the present day before batch time.

• FAILED → The payment has failed. 

• CANCELLED → The payment was refunded through Tab Search.

Payment

• CASH, GIFT CARD, CREDIT, DEBIT, or CHECK.

• If there were multiple partial payments, they’ll be listed out. 

Bill Amount (subtotal)

Tip Amount

Total Amount (tip, tax, comps, RSF, and donations are included)

More Details

Click the More button to expand even more helpful clues to investigate this tab including the full itemized order history. 

1. Discount Details
   

This includes the name of the Comp and the total amount of the Tab Comp or Item Comp. 

2. Tab Total Details 
   

Includes the Subtotal, Sales Tax (add-on and inclusive combined), Tips, and Total (comps, RSF, and donations are calculated in the total). 

3. Order Details
   

Each order placed on the tab is separated with its own details.

On the left, you’ll see the Venue, Employee, Subtotal, and Timestamp info for the order. 

On the right, each item from the order is listed with the following information: 

• Position (Seat Number)

• Item Description (Inventory Item name) 

• Cost (price of the item)

• Quantity ordered

• Quantity Cost (quantity x cost) 

• Item Comp amount (if any) 

• Comp name (if any)
  

Tab Search Actions 

Now that you have all the necessary information on the tab, you can decide to make any adjustments. Here’s what’s available in Tab Search,

Email Receipt

Click the Email Receipt button to send an itemized copy of the receipt to yourself. It’ll send to the email that’s currently logged into your Arryved Portal. From your inbox, you can forward the email to your guest if needed. 

Update Venue

If you’d like this tab to be owned under a different Venue, you can update it here. Select the new desired Venue from the dropdown list, then click Update Venue. This is helpful if you do nightly closeouts by Venue or use the Venue Stats. report. 

Refund

Good news! Card payments can be refunded, including credit, debit, and gift cards. If there were partial payments, they’ll need to be refunded separately. 

1. Click the More button and the Refund Options button will appear.

2. Click Refund Options.

3. Enter a Cancel Amount. You can refund a partial amount, but it can’t exceed the total. 

4. Enter a Reason for the refund to remind yourself later. 

5. Click Process Payment Cancel. 
   

Related Articles

How To Refund Tabs In Arryved Portal

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