OVERNIGHT TABS - although your not ment to we do offer locals short term tabs, by defult all entities need to be closed to end work period, my thought was to somehow enable cutomer accounts/entities to remain open overnight/through work periods (leaving an unpaid balance on EOD), I have looked but couldnt see a solution to this?
I have this very setup in my bar tabs and parked sales setup you can set the ticket to be pre order, any tickets set as preorder will allow work period to close and will be there when you open a new work period
I cant remember the exact action it might be called ticket properties i cant remember off too if my head, but in the action is an option to select “is preorder”
When i press my park sale button it automatically turns the ticket into preorder
Have a look through the ticket actions and youll find it or search pre order in the forum search i think emre did a tutorial
thanks, i couldnt find anything but wasnt sure on terminology - per order is what i need then.
out of curiosity how does work period repord handle these tickets?
do sales do though and remain unpaid or are sales held back until paid?
Sales only recorded if payment is received. Cant have a sale without selling the item 
You can either accept money, Use customer accounts aka Tabs. or other means.
If you use customer accounts or Tabs… it will record sales when you process that payment as Tab or customer account.
I think the setting just allows samba to close work period, the ticket will show as unpaid. It was a way originally made for a reservation system i think so tables could be reserved on different days which would need sone sort of bypass to work period end to allow the tickets to remain open and work oeriod to end
fair enough,
was just curious if it worked on a ledger style where the sale would go though but on a credit basis
that is how i imagined samba would handle it.
either way is fine.
is sales are counted i would just need to add a holding/ledger balance to my cash reconciliation spreadsheet to account for the credit/ledger account
You can configure samba to handle sales however you want. I just mentioned the most traditional setup.
You can create Tabs… if that is what your asking.
i would personally prefer the unpaid route as would make very clear to manager cashing up at end of night how much is on credit/balance of tabs
You want to just leave tickets unpaid is that what your saying? Still close WP though right?
the plan would be to leave tables as ‘have to be closed’ but allow manager to setup customer entities (for regular locals) which can carry forward for say locals to have a few late night beers but if they forget wallet or something can pay next day or later in the week
Ok you could just setup an account for this. It can be setup to work like a credit account. It will keep building up until balance is paid. You can set limits even. This will still record sales but the account will show balance so you know how much each person owes.
im sure there will be post about this, whats the key search term?
There are a TON lol. VIP is a good one. Look up Customer Accounts you wouldnt have to set it up exactly as a customer account if you didnt want too but it would give you good idea on how to build it.
By using an account for this you can close out tickets and record you sales. It would give you an account with balance they have to pay. You can also set a cap so if they reach their tab limit for example they cant order anymore until they pay on their tab. I mean you can automate this so Samba knows their tab and if waiter tries to add order to their account it will not allow it and could even prompt that customer needs to pay on tab first.
sounds exactly whats needed.
thanks
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