How to Open and Close an F&B Ticket or Tab

Overview

This article will go over how to open and close tickets or tabs in the foreUP Food & Beverage module.

• Part One: Opening an F&B Ticket or Tab.
• Part Two: Closing an F&B Ticket or Tab.

Preconditions:

Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.

• Access to the F&B Module.

Steps: Part One

Follow the below steps to open an F&B ticket or tab: 

1. Using the top-left module dropdown menu, select the Food & Beverage module.
2. Click on an Open Table or click on "+New Tab" if the ticket doesn't need to be associated with a table (e.g.: To-go orders, bar orders, etc.)
3. OPTIONAL: 
   • Customers - Attach customers from your foreUP Customer Database to the ticket or tab.
   • Table Name - Assign a custom table name to more easily differentiate different orders.
   • Guest Count - Assign a table count which could be tied to auto-gratuity.
4. Add F&B Items to the ticket or tab by clicking Items on the Menu or "Search food & beverage items..."

Steps: Part Two

Follow the below steps to close an F&B ticket or tab: 

• Option 1: Closing Individual Tickets or Tabs.
  1.  Click on "Print Receipt" to print a receipt for the customer prior to completing the transaction.
  2. After the payment method has been taken, click on one of the green Quick Pay buttons to process the transaction.
  3. After completing the transaction you will be taken back to the main Food & Beverage module screen. (Optional: If you have a foreUP purchased receipt printer setup with your F&B terminal a receipt will print with a tip line)

1.  

• Option 2: Closing Split Tickets or Tabs.
  1. In the F&B module, select on Open Ticket and click the "Pay Now/Split" button.
  2. Click on "Print" on each receipt to print a receipt for the each customer prior to completing the transaction.
  3. After the payment method has been taken, click on either "Cash" for cash payments or click "Pay" for other payment options to process the transaction.
  4. If only one receipt has been processed you will see this in the Pay Now/Split Screen. (Optional: If you have a foreUP purchased receipt printer setup with your F&B terminal a receipt will print with a tip line for the first transaction)
  5. After completing all transactions you will be taken back to the main Food & Beverage module screen. (Optional: If you have a foreUP purchased receipt printer setup with your F&B terminal a receipt will print with a tip line for the last transaction)

FAQ:

Q: How do I send F&B items to kitchen printers?

A: Please see the article How to Send Items to Kitchen Printers.

Q: How do I split and move items on a ticket or tab?

A: Please see the article How to Split an F&B Ticket or Tab.

Q: How do I add a tip?

A: Please see the article How to Add a Tip.

Q: Can I set up auto gratuity, including auto gratuity based on a headcount?

A: Yes! Please see the article How to Setup Auto Gratuity.

For further assistance, please contact our Support Team at [e-mail] or 800-929-5737