How to Enable Bar Tabs on POS

Process for Setting Up Bar Tabs in the SoftPoint System

1. Log into the SoftPoint Dashboard:

   • Access the system’s main interface by logging into the SoftPoint Dashboard.

2. Go to Configuration Settings:

   • Navigate to the Configuration section in the dashboard to begin setup.

3. Enable Bar Tabs:

   • Scroll down to the Bar Tabs section and click Edit to enable the feature.

4. Set Authorization Amount:

   • Choose to start with a specific authorization amount (e.g., $20) or base it on the ticket amount.

5. Set Retry Limits:

   • Determine the number of retry attempts allowed if a card authorization fails (e.g., 2 retries or 0 retries, which requires a new card if the authorization fails).

6. Set Minimum Check Amount:

   • Configure the minimum check amount before the tab can be checked and reauthorized.

7. Enable Bar Tabs for POS and Reservation Check-ins:

   • Note that bar tabs are available exclusively for POS sites and reservation check-ins.

8. Choose Increment Method:

   • Select the increment method:
     • Manual Increment: Requires manual adjustment on the device.
     • Auto-Increment: Automatically increases the tab when the authorized amount is exceeded.

9. Enable Bar Tab Tender:

   • Go to the Payments Tenders section, select Bar Tab Tender, and ensure it is activated for POS use.

10. Complete Setup:

• After configuring all settings, bar tabs will be ready to use within the SoftPoint system.