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. Some examples of different rules that apply to an order type:

• For Dine In, the POS requires you to choose the number of guests and a table.
• For Bar, no rules are applied.
• For Pick Up, the POS requires a name on the ticket.
• For Delivery, the POS requires you to assign a customer to the ticket. 

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 payment is not going to be taken immediately, tap the Send button to submit the ticket. The ticket is stored until it needs to be recalled for payment or to add additional items. Items are also sent to any remote printers you have configured, such as a Kitchen Printer.
3. 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 any current changes and allows you to move on to other orders or actions within the system. Once a ticket is created, selecting Send at the top right of the ticket commits the ticket.

When the Send button is pressed and held, POS users are presented with three options:

• Send & Stay: Send existing ticket items and stay within the current open ticket.
  This is most commonly used when an employee wants to send part of an order, such as an appetizer, back to the kitchen to be prepared while the rest of the order is collected and entered.
  
• Send & Continue: Send ticket and exit to Ticket Grid view. This is the current default behavior of the SEND button in the POS.
  This is typically used when the order has been taken and is ready to be prepared by the kitchen.
• Send & Logout: Send the ticket and log the current user out of the POS.
  This is most commonly used on shared stations. It is used to prevent another user from creating a new ticket with 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.