How To Start a Tab on Admin

Venue Admins have the ability to create new tabs for events on the Tapin2 Admin portal.

Orders can be added to the tab, and customer accounts can additionally be added in order to use available saved payment methods and account functionality.  

Enable Settings

This functionality requires a setting to first be enabled on the venue: Create Tabs in Admin

• • This setting can be found on the Application Settings page on the Tapin2 Admin site under Order Management Tools.

    

Create the Tab

1. On the Tapin2 Admin Portal find the event where your tab should be created and click on its Orders link.
2. Click the Start New Tab button to start a new tab

   

3. On the Create Tab page fill out the tab's customer information
   1. If the tab will have a Customer Account assigned:
      1. Enter the customer's name in the Account field
      2. Select the customer's account when it appears on the list of accounts
      3. After selecting the account the Name, Phone, and Email fields will autofill using the guest's information
      4. Select if the tab will have additional event day orders
      5. Select a Seat and click Save to start the tab
   2. If the tab will not have a Customer Account assigned:
      1. Enter the guest's Name, Phone, and Email into each field
      2. Select if the tab will have additional event day orders
      3. Select a Seat and click Save to start the tab

Create and Add Order to Tab

1. On the Tab Detail page that appears after creating a tab, click the Add Order button to add an order to the empty tab.
2. On the Create Order page, you can add an Order to the tab using 3 separate methods:

Method 1: Explore the List by Location

Use this method when you know the location of all products in your order

1. Use the Location drop-down control to select a venue Location
2. Click inside the empty Product field to display a list of products that can be scrolled or searched through
3. Click on a product name to select the product
4. Click the Add button to add the product to the order

Method 2: Search the Venue by Product

Use this method when you know the product is available but unsure of the Location

1. Click inside the empty Product field and type the name of a product
2. If the product is found in the venue, its name will appear on the list 
3. Click on a product name to select the product
4. Click the Add button to add the product to the order

Method 3: Create a New Product

Use this method to add a new product to the menu. The product will be available for purchase immediately and for future events. 

1. Click inside the empty search field and click the Create New Product link
2. In the modal window that appears fill out the new item's information. The following fields are required: 
   • Product Name
   • Product Price Per
   • Menu Category
   • Location
3. Click Save when finished to create the new product
4. Click the Add button to add the product to the order

After adding all products to your order, click Save to finish your order and add it to your Tab.