Create a Ticket on SkyTab POS

Description: A transaction in SkyTab POS can begin by selecting a product from the right side of the Order Entry screen. You can also accomplish this by selecting the New Ticket option. 

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• Select an Order Type
• Add Items to an Order
• Add a Customer or Name the Ticket
• Commit a Ticket

For more information on completing a transaction, visit Processing a Transaction.

To watch more how-to videos, visit our video section.

Select an Order Type

Each order requires an Order Type, and you cannot commit or complete an order without one. You receive a dialog box instructing you to select an order type if you forget this step.

Depending on the Order Type chosen, different rules may apply. Order types can also be defaulted by Job role or station. 

Order types can be customized in many different ways and will vary depending on your business type.

Select the Order Type option in the upper left corner and choose the desired order type from the dropdown list (which can be changed any time before ticket completion).

Note: When creating Jobs in the system, you can set default order types that automatically select an order type when an employee logs in. If Force Selection is selected as the default order type when a new ticket is created, the "Select Order Type" screen prompts you to select the order type for the ticket.

For more information on creating or editing Order Types, visit the Orders Settings article for an explanation of the terms.

Add Items to an Order

1. Start an order by selecting an item or scanning a bar code. To search for items, type the item in the search bar on the right.
2. If you are not ready to take payment, tap a Send action to submit the ticket.
   • The default Send action is determined by the Default Send Action assigned to your job (Send & Stay, Send & Continue, Send & New, or Send & Logout). To choose a different Send action, press and hold the Send button to open a menu with the other available options.
3. The ticket is saved and can be recalled later to process payment or add items. All items are also sent to any configured remote printers, such as kitchen printers.
4. After submitting a ticket, you are shown your current open tickets. Select the appropriate ticket, then tap Open Ticket when the guest is ready to pay.

You can also review completed tickets by selecting the Completed tab.

Add a Customer or Name the Ticket

You can create a custom ticket name or add a customer to an order.

To enter a custom ticket name:

1. Press Ticket Name at the top of the Ticket Details pane.
2. Enter a Custom Ticket Name and press Save.

To add a customer:

1. Press the Customer icon in the upper right of the Ticket Details pane.
2. Select an existing customer using the search bar or select New Customer to add a new customer to the database.
   • Enter the customer information into the fields and select Save.

Adding a customer to a ticket allows you to track a full order history for each customer and generates a personalized menu based on past orders. Since certain Order Types require an address, having customer information helps streamline transactions.

Commit a Ticket

Committing a ticket saves all current changes and allows you to continue working on other orders or actions in the system. Once a ticket is created, use a commit action (such as a Send option) to commit the ticket.

When a POS user presses and holds a commit action, a menu appears with the following options:

• Send & Stay: Commits the current ticket items and keeps the ticket open. This is commonly used when sending part of an order (such as appetizers) to the kitchen while continuing to add items to the same ticket.
• Send & Continue: Commits the ticket and returns to the Ticket Grid view. This option is typically used when the order is complete and ready to be prepared.
• Send & New: Commits the ticket and opens a new ticket. This is useful when an employee needs to immediately begin a new order after submitting the current one.
• Send & Logout: Commits the ticket and logs the current user out of the POS. This option is most commonly used on shared stations to prevent another user from creating a ticket under the wrong login.

When committed, the ticket is considered open and is shown on the Open Orders view until paid and closed.

Once committed, any items that have been added are sent to the remote or expedite printers (if applicable). Additionally, after committing a ticket, the Sent timestamp displays near each item, indicating that items were successfully printed at the remote printer.