Tabs will ONLY work with Order Up Payments (stripe connect) as the merchant payment gateway

Tab Limits

Fixed Limit Tabs

Once a Fixed tab is approaching 80% of the tab limit, a SMS will trigger to the creator warning them and a link to the manage tab / increase limit button
Once a Fixed tab has hit 100% of the balance, a SMS will trigger to the creator warning them and a link to the manage tab / increase limit button

Open Ended Tabs

an open ended tab should alert the creator with a SMS every $500 spent on the tab with a link to manage the tab so they can close if required.

Start a Tab:

Once a customer is starting a tab it will open a modal to fill in details with collection of certain information
1. Tab Name eg: Work Xmas Party
2. Name of the creator (required for each order)
3. Email of the creator (required for each order and for the closing email)
4. Phone Number of the creator (required for each order and SMS
5. Budget
  1. Fixed limit
    This will show a slider from 100 - 1000 that the creator can set to the value of the tab
    This will use a pre authorisation to validate funds exist and Order Up will manage the balance remaining and charge the pre auth at the closure of the tab
  2. Open ended
    This will not set a limit but WILL charge each and every order against the token stored
6. Credit Card details / Apple / Google Pay
  1. this will create a preauthorisation in the case of a fixed budget of the total amount
  2. in the case of an open ended Tab it will tokenize the card for future use
After Creation customer will see a screen with a QR code to Join a Tab other customers can scan this to go to the Tab Page
1. There will also be a button to invite people to Join the Tab
  1. This will allow the input of a name / phone number of guests that will SMS to confirm they have joined the tab and a link (with a UUID unique to that customer) that they can then use on subsequent orders
The creator will receive a SMS about the Tab Creation with a link to manage the tab. Tabs will have their own unique UUID also to help reduce risk of intercepting and using the tabs with sequential numbering.

Join a Tab:

If another customer has either scanned the QR or uses the link in the SMS it will take them to a page to Join the Tab. This will allow them to confirm their (may already be filled in from the creator) details are required so the creator can audit Tab usage
1. Name
2. Mobile number
  1. If the customer came via the QR then send a SMS to confirm they have joined the tab and a link (with a UUID unique to that customer) that they can then use on subsequent orders
Once confirmed they will be taken to the menu.

Use a Tab as a customer

If the customer uses the link to access (that they received to confirm they joined the tab) they will be taken directly to the menu
When arriving in the payment section, they will have the normal payment options, but also the ability to pay with a tab, tab payment will appear 2nd in the list (after Liven Pay if available)
1. If the payment was on an open end tab, we use the token to charge on submission
2. if the payment was on a fixed tab, we check the balance first during submission if funds available charge
3. we also validate that the Tab is still open during submission
4. an order of a tab will go under the creator name / email / phone
5. payment will be as credit card (based on the one stored for the tab / pre auth)
6. the notes section of the order will contain the name of the customer that added to the tab
Manage a tab

The tab creator received a link to manage their tab on creation
1. this will take them to a page where they can see
  1. balance remaining (progress bar style) if fixed limit
    if the budget is >80% of the spend a button to increase the budget
    this will create a second pre auth attached to the tab and increase the budget limit of the tab eg: TabTotal = SUM(all pre auth totals)
  2. total spend if an open ended tab
  3. Tab activity
    This will list all transactions by tab customer of
    Name
    Total
    date time
    order number
  4. invite to the tab
    this will go to the QR screen / invite via SMS process
  5. close a tab
    see below section Close a Tab

Close a tab

Closing a Tab can be done in three different ways
1. By the creator in the manage tabs section
  1. this will be a double opt in to close off the tab
    if it is a pre auth tab, the values will be charged to all applicable tabs at this point
    this will require knowing how much is spent in total and splitting it across each pre auth of the tab maximizing the amount taken from each
    (update closed date time)
    if this is an open ended tab, it will simply close it off for future use (update closed date time)
  2. Once closed an email report should be sent to the creator with a run down of the tab, usage and expenses
2. by the admin in the Tab reporting
  1. this will be a double opt in to close off the tab
    if it is a pre auth tab, the values will be charged to all applicable tabs at this point
    this will require knowing how much is spent in total and splitting it across each pre auth of the tab maximizing the amount taken from each
    (update closed date time)
    if this is an open ended tab, it will simply close it off for future use (update closed date time)
  2. Once closed an email report should be sent to the creator with a run down of the tab, usage and expenses
3. automatically at 3 am every day for all open tabs
  1. on creation of the tab it should put an entry into OUQ to come back to an endpoint to close that tab at 3am relative to the store timezone

QUESTIONS	FIXED LIMIT TAB	UNLIMITED TAB
What happens if there is no money on the card? Assuming when card details are put in at the start, there is a check done to confirm funds available based on tab limit set?	A Fixed Limit Tab will put a pre-authorisation on the card for the set amount eg $1000 which can be spent anywhere up to that value, that whole amount is then pending in the customers account (bank) until the final amount is captured. The customer can create a second pre-auth for another amount to continue the tab	The card will be tokenized and used for each transaction, if the amount declines for funds, the other payment methods will become available for the customer to use instead of the tab.
When is the credit card charged – when tab is closed (1 x transaction) or as orders are made with tab payment?	The pre auth is 'captured' once only, this happens when the tab is closed, a total of all usage will be used and captured against any/all pre authorisation on that tab. If the tab was $1000 but only $900 was spent, that $900 will be captured in 1 transaction, the remaining $100 will be released within 3-5 business days as is normal with a pre authorisation.	The tokenized card is charged for each individual transaction, so if 10 orders are placed, their credit card statement will have 10 charges on it.

Is the tab allocated to a table or can it change to different tables if the group stays around and possibly moves to different locations as the group relocates eg if they start in the restaurant and move to the rooftop?

The tab would be locked to the table the tab creator used, this is on purpose so that orders would only be delivered to the required destination, in the off chance that someone outside the tab saw the QR and joined.

Currently the customer would need to close this tab and open another if they moved.

The owner of the Tab should be the only one that will create the TAB by putting an item first in their cart and fill out the Pay by Tab Form then others can join?

After the Tab creation, a QR Code will be generated for this tab and their companies can just scan them. Also a button to invite people. What happens if they accidentally close the tab QR Code? Is there a way to re-open it or save it in the first place.

There is only 1 creator of a tab. The tab creator (owner of the tab) will create it (doesn't have to have anything in their cart) then others can be invited to join

If the tab creator closes the manage tab window they should still see a button to manage the tab on screen.

They would also have received a SMS with a link directly to the manage screen they can access any time. If the tab is still open, they can continue to invite people to the tab/share the QR code

Console and Tab reporting

In a location under payment methods there will be an option for ‘Tabs’ to switch on / off per method (currently dine in and room service)
in the console under reporting there will be a new section for Tab Reporting
1. This is controlled access by a new permission for tab-report
2. Tab Report will list all tabs (with pagination) sorting for newest to oldest
3. there will be a search by
  1. name
  2. mobile
  3. date
4. completed and charged tabs will be green
5. incomplete tabs will be normal grey / white alternating colours
6. columns will be
  1. id
  2. uuid
  3. name of creator
  4. mobile of creator
  5. type (fixed/open)
  6. budget
  7. remaining
  8. date time created
  9. edit
7. edit will take you into the tab details showing
  1. all same information above
  2. list of transactions on the tab (similar to the manage tab)
    name of customer
    date/time
    total
    order number (link to order)
  3. close the tab
    this allows the admin to close a tab on behalf of a creator
    see section on close tab
8. refund on the tab
  1. if the tab was on pre auth, there will be a refund box PER pre auth allowing partial / full refunds up to the value of each pre auth
  2. if the tab was open ended, the refunds section will have a message that refunds are performed on each transaction as part of the tab (as we used token for each)

OU Payments Payout Reporting

How to switch ON or OFF CASH payments - (COD)

Tabs will ONLY work with Order Up Payments (stripe connect) as the merchant payment gateway

Tab Limits

Fixed Limit Tabs

Once a Fixed tab is approaching 80% of the tab limit, a SMS will trigger to the creator warning them and a link to the manage tab / increase limit button

Once a Fixed tab has hit 100% of the balance, a SMS will trigger to the creator warning them and a link to the manage tab / increase limit button

Open Ended Tabs

an open ended tab should alert the creator with a SMS every $500 spent on the tab with a link to manage the tab so they can close if required.

Start a Tab:

Once a customer is starting a tab it will open a modal to fill in details with collection of certain information

Tab Name eg: Work Xmas Party

Name of the creator (required for each order)

Email of the creator (required for each order and for the closing email)

Phone Number of the creator (required for each order and SMS

Budget

Fixed limit

This will show a slider from 100 - 1000 that the creator can set to the value of the tab

This will use a pre authorisation to validate funds exist and Order Up will manage the balance remaining and charge the pre auth at the closure of the tab

Open ended

This will not set a limit but WILL charge each and every order against the token stored

Credit Card details / Apple / Google Pay

this will create a preauthorisation in the case of a fixed budget of the total amount

in the case of an open ended Tab it will tokenize the card for future use

After Creation customer will see a screen with a QR code to Join a Tab other customers can scan this to go to the Tab Page

There will also be a button to invite people to Join the Tab

This will allow the input of a name / phone number of guests that will SMS to confirm they have joined the tab and a link (with a UUID unique to that customer) that they can then use on subsequent orders

The creator will receive a SMS about the Tab Creation with a link to manage the tab. Tabs will have their own unique UUID also to help reduce risk of intercepting and using the tabs with sequential numbering.

Join a Tab:

If another customer has either scanned the QR or uses the link in the SMS it will take them to a page to Join the Tab. This will allow them to confirm their (may already be filled in from the creator) details are required so the creator can audit Tab usage

Name

Mobile number

If the customer came via the QR then send a SMS to confirm they have joined the tab and a link (with a UUID unique to that customer) that they can then use on subsequent orders

Once confirmed they will be taken to the menu.

Use a Tab as a customer

If the customer uses the link to access (that they received to confirm they joined the tab) they will be taken directly to the menu

When arriving in the payment section, they will have the normal payment options, but also the ability to pay with a tab, tab payment will appear 2nd in the list (after Liven Pay if available)

If the payment was on an open end tab, we use the token to charge on submission

if the payment was on a fixed tab, we check the balance first during submission if funds available charge

we also validate that the Tab is still open during submission

an order of a tab will go under the creator name / email / phone

payment will be as credit card (based on the one stored for the tab / pre auth)

the notes section of the order will contain the name of the customer that added to the tab

Manage a tab

The tab creator received a link to manage their tab on creation

this will take them to a page where they can see

balance remaining (progress bar style) if fixed limit

if the budget is >80% of the spend a button to increase the budget

this will create a second pre auth attached to the tab and increase the budget limit of the tab eg: TabTotal = SUM(all pre auth totals)

total spend if an open ended tab

Tab activity

This will list all transactions by tab customer of

Name

Total

date time

order number

invite to the tab

this will go to the QR screen / invite via SMS process

close a tab

see below section Close a Tab

Close a tab

Closing a Tab can be done in three different ways

By the creator in the manage tabs section

this will be a double opt in to close off the tab

if it is a pre auth tab, the values will be charged to all applicable tabs at this point

this will require knowing how much is spent in total and splitting it across each pre auth of the tab maximizing the amount taken from each

(update closed date time)

if this is an open ended tab, it will simply close it off for future use (update closed date time)

Once closed an email report should be sent to the creator with a run down of the tab, usage and expenses

by the admin in the Tab reporting

this will be a double opt in to close off the tab

if it is a pre auth tab, the values will be charged to all applicable tabs at this point

this will require knowing how much is spent in total and splitting it across each pre auth of the tab maximizing the amount taken from each

(update closed date time)

if this is an open ended tab, it will simply close it off for future use (update closed date time)

Once closed an email report should be sent to the creator with a run down of the tab, usage and expenses

automatically at 3 am every day for all open tabs

on creation of the tab it should put an entry into OUQ to come back to an endpoint to close that tab at 3am relative to the store timezone

QUESTIONS

FIXED LIMIT TAB

UNLIMITED TAB

What happens if there is no money on the card? Assuming when card details are put in at the start, there is a check done to confirm funds available based on tab limit set?