Sync Pay - Reopen Closed Tabs

Overview

With the release of Sync Omnis 4.0 Service Pack 1, customers with Sync Pay credit card processing now have the ability to reopen previously closed tabs.


Note

This new functionality is NOT possible for centers with credit card processing systems other than Sync Pay.

Additionally, this functionality is NOT available for centers in regions or countries with certain regulatory requirements (i.e. centers with the Financial Regulatory Data Control and/or Quebec Counter Service Mode/Quebec Table Service Mode) features.



Re-Opening a Closed Tab

Permissions Needed

To follow this procedure, you must have the following permission(s) in Sync.

For additional guidance on permissions, see Managing Roles & Permissions in Sync.

  • Point of Sale > General > Reopen Closed Tabs

  1. Open 

    Sync Desk icon

     Sync Desk and log in.

  2. Click Receipt/Total to expand the Receipt Menu.

    Sync Desk - Receipt Menu

  3. Click Reopen Closed Tabs.

    SyncDesk_ReopenClosedTabs-menu-01.png

  4. Click the transaction you want to reopen, then click Reopen Selected Receipt.

    SyncDesk_ReopenClosedTabs-menu-02.png


Sync Desk will re-open and display the receipt for this transaction. You can add or remove line items, including discounts or products in the re-opened transaction.

It should be noted that at this point, no changes have been made to the authorization to the customer's card.

SyncDesk_ReopenedTransaction-01.png


If the transaction is modified, there are two transaction processes that can occur:


Closing the Modified Transaction - Negative Total

If the transaction has had any discounts or line items voided, than the total amount owed may now show a negative balance.

In this example, we've voided the Hunter Style Sandwiches that were on the transaction, therefore the balance owed is now ($10.57).

  1. Click Pay Now.

    SyncDesk_ReopenedTransaction-02b.png

  2. Click OK on the prompt that appears.

    mceclip1.png

This will reduce the authorization made to the customer's card to the new total of the transaction.


The alternate route to achieve the same objective would be to select line item in the transaction with the validated card amount and then the void button.

mceclip0.png


Closing the Modified Transaction - Positive Total

If the transaction has had any surcharges or line items added, than the total amount owed will show a positive balance due as the total of the transaction has increased.

In this example, an additional Hunter Style Sandwich has been added to the transaction, therefore the balance owed is now $5.29.

  1. Click Pay Now.

    SyncDesk_ReopenedTransaction-02a.png

  2. Click Pay with Credit Card.

  3. Click Increase Authorization.

    SyncDesk_ReopenedTransaction-04ae.png



POS Policies

In order to be able to reopen a closed tab, your user role must have the permission to do so.

  1. Open the 

     Sync Office application and log in.

  2. Navigate to Security > Roles.
  3. Double-click on the role you need to edit.
  4. Click Permissions.
  5. Click the Category drop-down , then select Point of Sale.
  6. Filter for the permission or find it in the General subcategory.

mceclip0.png



Audit Log

The use of re-opening closed tabs is tracked in the Audit Log.

  1. Open the 

     Sync Office application and log in.

  2. Navigate to Admin > Administration Reports > Audit Log.

  3. Find and click Transaction Reopened under the Audit Actions filter.

    SyncOffice_AuditLog_fltr-Reopen.png

  4. Click View.

    SyncOffice_AuditLog_fltr-Reopen-view.png