How to close a table/order

This document will detail how to close a table/order from a terminal

To see how to close a table/order from a handheld please click the link

To close a table or an order you will need to locate the order you would like to close. Once it has been located, pay it out in the manner the guest chooses in order to close the table. This document will go into detail on how to accomplish these steps and note any necessary details along the way. 

 

Terminal

From Outside the order

1. First you must locate the order.
   
   

   1. An order can be located in either the Tables or Orders screen.

      

      
      

       

   2. To close an order from outside of an order select fast cash otherwise you will need to open the order and select payments.

      

      

       

      

       

2. As seen above there are several places in the system to select fast cash in order to close out an order with cash. Fast cash is the quickest and easiest way to close an order. Fast cash will not calculate change for you.

   

   
   

    

   1. Selecting fast cash on any page will create a prompt. If you press and hold fast cash it will skip the prompt.

      

      
      

       

   2. Once you have selected fast cash if there is a cash drawer on your terminal it will open. Select ok, add the cash to your bank, and the order will be closed.

      

   
   

    

 

 

From Inside the Order

1. If the customer is not paying with cash or if you want the system to calculate change for you open the order and navigate to the payments screen.

   

   
   

   1. Once you have opened the order you have another chance to select fast cash.

   2. Any coupons or charges applicable to a transaction will need to be applied before the payment is made.

       

2. On the payments screen there are several options to select in order to run a payment. Select the payment option that matches what the guest has chosen as their payment type. See How to Process a Payment for more specific information on payments.

   

   
   

    

3. Once the payment has been entered the table will be closed.

   

   
   

   Reopen a closed table

1. To reopen a table or order after it has been closed, navigate to the orders screen and select the middle showing button to toggle it to closed orders.

   

   • NOTE: If it is a credit transaction the customer will need to provide their credit card to process the payment after the table has been reopened. Sail does not have access to previously ran credit card information. If you need to re-run the card without having it available you will need to contact your credit processing company for further information.
     
     

2. Locate the order you would like to reopen then double click it or select it and press the open order button.

   

    

3. After you have opened the order select the payment that was made and void it.

   

    

4. If the void payment button is grayed out you will need to add manager rights in order to void the payment. Fore more information see how to add manager rights to an open screen. Once you have added manager rights to the screen the void button will become available. Select the void payment button.

   

    

5. Once the button is selected you will be prompted to be sure you did not void the payment in error.

   

    

6. Now that the payment has been voided the total balance is now due again.

   

    

7. The order has been reopened.