How to open a tab and send orders

Before you start: Ensure tabs are enabled for your site location

Opening a new tab

To open a new tab on Zeller POS:

1. Tap the sale name at the top of the cart (e.g., New Sale).
2. Tap Tabs.
3. Tap New Tab.
4. Enter a Tab Name (e.g., the customer's name or table number).
5. (Optional) Tap Customer to link a contact profile from your contact list.
6. (Optional) Enter an amount under Spend Limit.
7. Tap Save.

The new tab opens in the cart, ready for its first order. If you already had items in the cart when opening a new tab, that active order will be preserved under Open Sales so you can easily switch back to it later.

Sending an active sale to a tab

If you have already added items to the cart, you can route them straight to an existing or new tab:

1. Tap Send in the cart. (The badge count indicates how many unsent items will be routed.)
2. Under Send to, select an existing tab or tap New Tab to create one.

The items are added to the tab, routed to the bar or kitchen, and the cart clears for the next transaction.

• Note: A sale that already has a partial payment applied cannot be sent to a tab.

Adding items to an open tab

To add additional items to an active tab:

1. Tap the sale name at the top of the cart.
2. Tap Tabs, then select the required tab.
3. Add the new items to the cart.
4. Tap Send.

Only the newly added items will be sent. A confirmation message will appear displaying the tab name, and the cart will clear for the next order. When re-opening the tab, items that were previously sent will be listed under Sent.

• Note: Every time you tap Send, the newly added items will print on your kitchen printer and display on your Kitchen Display System (KDS) according to your configured Item Routes.

Switching between tabs

To view and switch between active tabs:

1. Tap the sale name at the top of the cart.
2. Select Tabs.

Each listed tab displays the time it was opened, its current balance, and the remaining balance available if a spend limit is set. Tap any tab to open it in the cart.

Editing tab details

To update the details of an open tab:

1. Open the target tab in the cart.
2. Tap the three dots (more options icon) at the top of the cart.
3. Tap Edit Tab.
4. Modify the tab name, linked customer, or spend limit, then tap Save.

• Note: Once items on a tab have been sent to the kitchen/bar, or a partial payment has been taken, the Discard Sale option will no longer be available for that tab.

Need further assistance?

If you experience any difficulties with your tabs, please contact our Support team for assistance.