Tabs as a Payment Method

Tabs as a method of payment for DINE IN and ROOM SERVICE.

Tab Limits

Fixed Limit Tabs

1. 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

2. 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

1. 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: 

1. 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

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

         2. 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

         1. 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

2. 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

3. 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:

1. 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

2. Once confirmed they will be taken to the menu.

Use a Tab as a customer

1. 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

2. 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

1. 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

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

            1. 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

         1. This will list all transactions by tab customer of

            1. Name

            2. Total

            3. date time

            4. order number

      4. invite to the tab

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

      5. close a tab

         1. see below section Close a Tab

Close a tab

1. 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

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

            1. 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

            2. (update closed date time)

         2. 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

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

            1. 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

            2. (update closed date time)

         2. 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

Console and Tab reporting

1. 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)

2. 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)

         1. name of customer

         2. date/time

         3. total

         4. order number (link to order)

      3. close the tab

         1. this allows the admin to close a tab on behalf of a creator

            1. 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)