How to use Tab2Pay Application

7steps to set up your shop and manage your product

7

Steps

to set up your shop and manage your product

let’s set up your shop (free trail version 60 days)

let’s set up your shop (free trail version 60 days)

1Register and setting

   when login to website first time the system will automatically create 1 branch that you can change and add branch information such as Tax setting, Service change setting, Promotion setting, Set up days and time and shift opening, setting daily report via email and bill setting and you can add another branch in this menu

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2Download form to manage product file

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   download manage form and create product management and upload in product menu click import > select your product information file > upload to the system when the product has successfully Check out the list in the category

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   products were uploaded Up to the store If add the other branches in the system. It will download its products from the whole can import each branch (Where each branch is not the same product. Can be set up in. Settings menu, However, products in the system must have a list of all the living. And upload each branch separately, again in the field> In-Store> Import Store or import) on the menu this category. Can see the complete list, photos, letters, and can modify the product description of each item.

step1_2.2

3Create Administrator

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   when click in manage user menu you will see all user can add user by click in creating user and fill information you can set user in 3 type that is an admin – can manage all in the system (as the owner user),a manager for see the system only and when setting user as manager an email will be sent to users The user can set a password to log in

Admin or Owner = can do everything in the system
Manager / Retailer = can do everything in the system in branch was set only
Viewer = can see the information in the system in branch was set only

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4Set branch to user

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   in user branch selects user who manages branch, the user will be added to the branch you can see the branch that who exists

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5Add the terminals in the branch

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   In the first time you log in in the system, the system will automatically set 1 terminal in the shop, if you want to add another the terminals in the shop you should select the branch and click add the terminal filed information any pay service fee per month per 1 terminal and when you accept the term of payment you can enable to use the terminal.


   You can set disable in case of broken or change the machine just click that information of the terminaland inactive when you want to change to other the machine.

6Add the Cashiers

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   Branch manager can create or add cashier in branch menu and click select branch fill the cashier information include set staff PIN and set the license for the cashier who exists can log in for sales in the terminal

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7Setting the service payment fee when to add other the terminals or renewal the system after 30-day trial version end

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8Setup Successful !

6steps easily to set up the terminal

6

Steps

easily to set up the terminal

Let’s set up the terminal

Let’s set up the terminal

1Downloaded Tab2Pay application forms the app store

step2_1

2Open the application and sign in

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step2_2

3Selected the branch and the Terminal

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4Waiting for sync information in the website to the terminal

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5Open the shop fill opening password and staff PIN who be an administrator

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6Setting the printer/bills and check printer status before selling

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7Set up the payment point successfully !

6 steps easily to selling

6

Steps

easily to selling

Began open the shop and selling!

Began open the shop and selling!

1How to open day / open shift

1. cashier got a staff pin from branch manager (4 characters) and the shop opening password 4 characters.
2. open Tab2Pay Application.

step3_1.2

3. slide the button to the left for open the shop and enter the opening password (Open day/ Shop) that is 4 character every day when opening the shop.

step3_1.3

4. selected cashier and enter the staff PIN for open shift.

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5. fill cash in the drawer and save before selling.

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6. back to front mine and waiting for selling.

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2Sales transactions and Payment

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1. selected the product, the product will move to the right on the display.

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2. tap “Pay”

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3. Payment
  • Cash > enter the automatic cash or enter cash for customer in the numbers field.
  • Credit card > tab credit card button after sliding credit card enter credit card number in the number field and tap pay.
  • mPOS > tab mPOS enter customer email and phone number in the field tab pay the application will open sliding application the connected mPOS with iPAD enter password and Insert the customer credit card in the mPOS waiting for signal send to the customer display customer sign and tap next to send the bills to the customer email.
  • enter discount or coupons product price will discount but the actual price that customers pay (in case customer used a discount, not as the product price the system does not change.

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4. tap to start new payment.

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3Record the bills and send to the kitchen

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in the case of the restaurant, you can record the bills by select product and tab “record bills” or hold and record table number or customer name for reference when billing in this menu the restaurant can painting the orders or product to the kitchen if you add a printer in the kitchen when billing select bills by the record and tap pay

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4Refund

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1. tab refund menu or Bill management.

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2. fill Bill number or select bill from bill management and tab refund.

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3. select the item or select all in case refund all but have to discount select refund all only.

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4. enter the staff PIN who can refund for confirming cash back.

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5. tap confirm cash back and cash back as show on cashier display.

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6. Bring the receipt to refund the customer a receipt and keep a copy refund.

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5Information management when the internet has to disable and sync information when product has update

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observe menu upper the left that have outstanding items or not? if have red alert icon will show tap cloud management for sync the data before closed or close day shift waiting for the data download successful and the red alert icon has to disappear.

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step3_5.1

6Close shift / close day

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1. observe menu upper the left that have outstanding items or not? if have red alert icon will show tap cloud management for sync the data before closed or close day shift waiting for the data download successful.

step3_6

2. tab staff name the function sign out / close shift / close day will show.
– the system will ask cash in the drawer before close application / close shift / close day.
– in case close shift the system will send shift report by automatically printing after tap close.
– in case the last cashier do not tap close shift the system will print the report and close day report together after tab close already.

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7Selling today completed. Start again tomorrow !