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How to control tables using Nex

See how to use Nex to control your customers' consumption by registering tables.

Important

This feature is available to Nex subscribers. Learn more about our program's subscription plans.
This tutorial is an alternative for businesses that need to control tables in their establishments.

What will we learn in this tutorial?

Here you will learn how to control tables through the program, registering tables as customers and leaving sales on debit until the customer finishes their consumption and makes the payment.

Let's set up table control?

1. Table registration

1.1. Access the Customers screen and click on the PLUS (+) icon to register a new customer.

1.2. Fill in the NAME field with the table number and click on SAVE - F2.

Follow this same procedure to register the number of tables required.

1.3. Still on the Customers screen, click on the ARROW icon.

1.4. Click on LAYOUT and then on ADD/REMOVE COLUMNS.

1.5. Select only the INFORMATION required for table control in your business

The PROCEDURE, NAME and DEBT/CREDIT columns are fixed. In the example above, we only selected the DEBT LIMIT.

1.6. Click on the ARROW icon again, then on LAYOUT and then SAVE.

This setting will keep the previously created filter saved, even if you close the system.

1.7. Still on the Customers screen, click on the GEAR in the upper right part of the system.

1.8. Set a MAXIMUM AMOUNT that the customer can consume in the establishment and click on SAVE - F2.

If you do not have a maximum consumption amount, simply enter a very high amount, so that the limit does not influence the time of the sale.

2. Consumption Record

2.1. On the Sales screen, click on NEW SALE - F3.

2.2. Click on CUSTOMER, select the TABLE in question and then click on OK.

2.3. After selecting all the PRODUCTS and adding the table, click on SAVE (F2) in the upper left corner.

2.4. When selecting the payment method, select the option SAVE AS DEBT ON CUSTOMER'S ACCOUNT (F4).

When leaving the sale as debt, the amount will be pending payment in the table registration.

3. Payment of the bill

3.1. Access the CUSTOMER screen and select the TABLE from which the payment will be made.

3.2. Click on DEBT and then on PAY CUSTOMER DEBT.

3.3. Select the ITEMS that will be paid and click on SAVE - F2. If the customer is going to pay the full amount, click on TOTAL PAYMENT.