Open Tab App User Guide - Commonwealth Bank of Australia
Contents
1. tap Tab nam alance context 2 Search for the customer tab by either ide Tapping Enter customer name and using the key pad to search for name Swiping up or down the screen Using the alphabet at the right of the screen to pick a letter to jump to the customer name 3 Tapto select the tab then press the Merchant Context button or 2 finger swipe down the screen to open the Merchant Context Menu UT 4 Tap Generate Customer Report to show all tab SPOR transactions for the customer 5 Use the buttons at the top to choose the sort order for the list Tap once for ascending order twice for descending order Tap Print to print a report Tap Email to send the report by email Key in the email address either the customer email or your email then tap Email again Tips The report is emailed as a jpeg attachment from the email set up in the Albert device settings The subject of the email is OpenTab Transaction Details Emailing reports Purpose To email a customer report to the customer or email a merchant report as a csv file for your own use Email a report 1 Tap Email when viewing the report on screen 2 Tapthe Enter email address and key in the email address Email entry 3 Tap Email when ready screen Once the email has sent the screen will return to the on screen report 18 Open Tab User Guide Help with Albert App bank and CBA Apps Help with third party apps Need help W2. Managing tabs Whether you want to check a tab s balance add a new tab or accept payment for a tab the Open Tab app makes managing your tabs simple In this section Checking tab balances Finding a customer tab Opening a new tab Adding to a tab Accepting payment for a tab Deleting a tab Checking tab balances Purpose To view a list of all open tabs Tab balance 1 From the Open Tab home screen tap Tab Balance A list of all open tabs displays Tip Customers are listed in alphabetical order by first name Open Tab User Guide Finding a customer tab Purpose Locate a specific customer s tab and check the amount owing Find a customer tab 2 From the Open Tab home screen tap Tab Balance 3 Search for the customer tab by either List of active tab Tapping Enter customer name and using the balances key pad to search for name Swiping up or down the screen Using the alphabet at the right of the screen to pick a letter to jump to the customer name Tip If itis a recent tab you can find a tab by tapping Recently Viewed Haase Ralf g Hadley Richard Henry Cilento Hossem Ashraf 10 Open Tab User Guide Opening a new tab Purpose To open a new tab for a customer Open new tab 1 From the home screen tap Open New Tab MM 2 Tapin each field and use the keypad to enter the Mandatory mandatory tab details tab details First name Key in the customer
3. CommBank Open Tab App User Guide Version 2 0 Updated Wednesday 11 March 2015 Open Tab User Guide Open Tab User Guide Contents intr d cing Open Tab NER IEEE ETE EET 4 Manage tabs in four easy steps uueeesnsennnnennnennnnnnnnnennnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnennnnnn nnn nnns 4 12 GELUNG Ei lar e SEE 5 Downloading TAS ADD aaa 5 Getting to know the Open Tab app cccccccccsssseeeecceeseceeeceeaececeeseaeeeeessseaeeeeessaaeeeess 5 2 Customising the Open Tab app u22annn000nonnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 7 Accessing Open Tab settings cccccccccsseseeeeceeeeeceeeeeeeceeeeessaeeaseeeeeeessseaaeeeeeeeessaaageess 7 Open Tab app ODOM S NERO RETE 8 3 rrr SS X 9 Checking tab balances don er nn IN tapa a REESE ERR Upn cx dua EXON sape FREE ea RSE 9 Finding a customer dom 10 Opening a new tab 222222 oh dn Rs ninia kd ebdre in kr an Rn fee din hader kd 11 PRANI O tM o ee E eee ee nee see 12 Accepting payment for a tab ccccccssccccesseeecesececceseeeseeseeessaseeeeeeceeseseeessageesssaeees 13 BYE SUT ele A WA t 14 A Creanng tab reports sosonoan anaa cee Uus c a nasus a a a a a 15 Generating deleted history reports sseeeesssessssssseeee eene nnne 15 Generating tab repor en m uu e 16 Generating reconciliation r
4. com au To download the app on more than one terminal go to the App bank website directly Getting to know the Open Tab app The home screen m When you launch the Open Tab app the home screen displays The home screen provides a graphical view of The amounts owing on all open tabs The total of all tabs The amount exceeding tab limits Open Tab User Guide Merchant Context The Merchant Context Menu gives you access to Menu some of Open Tab s functions To open the Merchant Context Menu tap the Merchant Context button on the Open Tab home screen or swipe down the screen with two fingers To exit the Merchant Context Menu tap the bottom bar swipe upwards with two fingers or press the Merchant Context button Tip You can use the Merchant Context Menu to access the Payment app or to exit the app and go to the Albert Home screen The buttons Clear Tap once to clear one digit Back Tap to go back to the previous screen This will clear any unsaved data Note The buttons are disabled until you enter data Abigail Thompson Adam Towmsend Alex John Benjamin Abell David Aroa Open Tab User Guide A CAN 2 Customising the Open Tab app We ve designed Open Tab so it can be tailored to your business needs You can control tab limits and security In this section Accessing Open Tab settings Setting tab limits Setting your password Reset
5. e re here to assist whenever you need us 1800 230 177 Commonwealth Bank Business Service Centre 24 hours a day 7 days a week 1 On Albert tap the App bank app or visit piappbank com au 2 Select Apps then search the relevant app name Click into the app to see App Details and expand Support to see the contact details for the responsible developer 19
6. eports essssssseessseeeeeeeeeenn nennen nnne 17 Generating customer reports ssssessssessssssseseeee nennen nennen nnns nnns 18 Emailing reports RR REI 18 Neca NEID SEE EET een 19 Open Tab User Guide A CAN Introducing Open Tab Open Tab app makes managing customer tabs easy Manage tabs in four easy steps 1 Get started Open Tab is available for fast download from App bank 2 Customise Choose your settings to suit your customers and your business 3 Manage open tabs Open new tabs add to a tab and pay tabs in a few simple taps 4 Create reports Create instant tab reports that put information at your fingertips We re here to help If you need help using Open Tab call1800 230 177 24 hours a day 7 days a week Open Tab User Guide A CAN 1 Getting started In this section Downloading the app Getting to know the Open Tab app Downloading the app Download the app 1 from App bank Tips E On the Albert device tap the App bank icon This will direct you to the App bank website Tap the Apps tab to show a list of available apps Search for Open Tab in the search box Tap the Open Tab icon to open the App details page Select Install to install the app Follow the prompts on screen and tap Install to download the app to your device Your Open Tab app is now ready to use You can also access the App bank store online directly at http www piappbank
7. f this setting is turned on in Open Tab settings If there are three failed attempts the Reset password option will appear go to Section 2 List of tabs s Add amount here Customer password screen 12 Open Tab User Guide Accepting payment for a tab Purpose To accept payment for a tab Pay tab 1 From the Open Tab home screen tap Pay Tab Abigail Thompson 300 00 2 Search for the customer tab by either Poy Ta 300 00 Tapping Enter customer name and using the key pad to search for name Swiping up or down the screen Using the alphabet at the right of the screen to pick a letter to jump to the customer name The amount of the tab displays 3 Tap Full to settle the total amount or Partial to settle part of the amount Use the keypad to enter the partial amount 4 Choose the payment method f paying by cash tap Cash and confirm by tapping Pay f paying by card tap Card Payment app will then open Enter the payment amount tap OK Tap swipe insert the card and choose the account type After the PIN or signature is accepted the receipt will display Open Tab will then reopen to account for the tab payment oe CARD PAYMEN MERCHANT 001 E Open Tab T iD PAYMEN 20 06 NEW BALANCE 280 00 Once the payment is accepted the receipt will mias wen display in Open Tab S 5 Tap Email or Print to give the customer a copy of the receipt or tap F
8. inish for no receipt Tips The receipt is emailed as a jpeg attachment The Payment app will generate a separate receipt for the payment The subject of the email is Open Tab Receipt and the body content of the email is Thank you If you want to change your outgoing email settings see the Albert User Guide 13 Open Tab User Guide Deleting a tab Purpose Delete tab To waive payment by deleting a tab 1 From the Open Tab home screen tap Tab Balance Search for the customer tab by either Tapping Enter customer name and using the key pad to search for name Swiping up or down the screen Using the alphabet at the right of the screen to pick a letter to jump to the customer name Tap on the tab to delete then press the Merchant Context button or 2 finger swipe down the screen to open the Merchant Context Menu Tap Delete Tab Name You will be prompted to confirm the deletion and enter a manager password Tap Delete Tab 14 Open Tab User Guide CAN 4 Creating tab reports Keep track of your tabs and outstanding payments and have reports sent directly to your inbox In this section Generating deleted history reports Generating tab reports Generating reconciliation reports Generating customer reports Emailing reports Generating deleted history reports Purpose Deleted history Tips To view a list of any tabs that were previo
9. pen Tab User Guide O CAN Generating reconciliation reports Purpose To be used as a tool when reconciling across all terminals at the end of the day Create a report of all tab inflows and outflows across all terminals Reconciliation reports 1 From the Open Tab home screen press the Merchant Context button or 2 finger swipe down the screen to open the Merchant Context Menu Sydney Chickens 2 Tap Reconciliation Reports to view a list of all active terminals and the amount that has been added to customer tabs paid off in cash or paid off on card for the selected time frame 3 To select the time frame to view all terminal tab inflows and outflows tap a tab at the top of the list to choose the reporting period or use the Select Date Range tab to create a report for a specific period Use the and buttons to enter dates then tap OK 4 To email the report tap Email key in the email address and tap Email again Tips Use this report to reconcile all terminals with inventory cash card payments and customer tabs You can report on a period up to 13 months which is how long Open Tab stores tab data The report is emailed as a csv attachment The subject of the email is OpenTab Reconciliation Report date range 17 Open Tab User Guide Generating customer reports Purpose To create a report of a customer s tab activity and balance Customer reports 1 did the Open Tab home screen
10. s first name Surname Key in the customer s last name Phone Enter a contact number for the customer Tab limit Enter the maximum amount allowed III I I I I la for this tab 3 If required tap More Details to add a photo email address customer password or additional users of the tab To take a photo tap Add Photo point the Albert camera at the customer and tap the photo icon You can scroll through the customer details pages by tapping Next or swiping left and right _ i Photo icon 4 When you are finished entering tab details tap Register Tips E Tap Next to move between fields when entering customer details You can edit or delete a tab at any time Open Tab User Guide Adding to a tab Purpose Add to tab Tips Add an amount to an existing customer tab 1 From the Open Tab home screen tap Add to Tab The Tab list will display 2 Search for the customer tab by either Tapping Enter customer name and using the key pad to search for name Swiping up or down the screen Using the alphabet at the right of the screen to pick a letter to jump to the customer name 3 Tapthe required tab to select it then use the key pad to add an amount 4 Tap OK Enter the customer password if prompted f the customer is over the limit a notification will appear You can go ahead by tapping Add to tab anyway and entering the Manager Password to override the limit i
11. ting the customer password Accessing Open Tab settings Purpose My Settings To set tab limits and set passwords for the app In the Merchant Context Menu from Open Tab tap i 36 in My Settings to change the default preferences n tal From the Open Tab settings you can set tab limits and set passwords for the app Open Tab User Guide O CAN Tab limits Tab limit Passwords Password to override limit Password to unlock Open Tab Reset customer password Open Tab app options The tab limit for each tab is automatically set to O by default To change the default setting tap the Tab Limit field and choose from a drop down selection You can change this limit for each individual tab when you set it up or at a later time You can choose to allow a tab to go over its limit when a Manager Password is entered To enable the override password tap or slide the bar to ON To disable the override password tap or slide the bar to tap OFF You can choose to lock the Open Tab app and functions with a password To enable password tap ON To disable password tap OFF You can reset the password a customer uses for their tab To do this tap Reset Password and enter the Manager Password Have your customers key in a new password in the Enter Last active 28 Oct 2013 Total owing 280 00 new password and Confirm new password fields then tap Reset Password Open Tab User Guide O CAN 3
12. usly deleted You may need to do this for a customer or the merchant 1 From the Open Tab home screen press the Merchant Context button or 2 finger swipe down the screen to open the Merchant Context Menu Tap Deleted History to open a list of all deleted tabs Use the buttons at the top to choose the sort order for the list Tap once for ascending order twice for descending order Tap a row to view the customer s details Tap Email to send the report of all deleted tabs Key in the email address then tap Email again The report is emailed as a csv attachment The subject of the email is OpenTab Deleted Tabs Report Customer Merchant context menu details screen 15 Open Tab User Guide Generating tab reports Purpose Tab reports Tips To create a report detailing all active tabs 1 From the Open Tab home screen press the Merchant Context button or 2 finger swipe down Deleted the screen to open the Merchant Context Menu history report Tap Tab Reports to open a list of all active 2 customer tab accounts and details Use the buttons at the top to choose the sort order for the list Tap once for ascending order twice for descending order Tap a row to view the customer s details To email the report tap Email key in the email address and tap Email again The report is emailed as a csv attachment The subject of the email is OpenTab Tab Report 16 O
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