Train your staff on sales
This article will help you master the basics of managing sales, applying discounts, firing courses and issuing refunds in Tebi. Follow these steps to efficiently navigate Tebi and understand the logic and purpose behind each action you take.
Step 1: Get familiar with the Tebi Sales Views
In the Tebi App, there are three Sales Views: sales list, table grid, and floor plan. Take a moment to explore each area. The sales list shows all open and closed sales of that day (switch days at the top of the page to see past closed sales), the table grid shows the status and occupation of each table (best used on handhelds), and the floor plan organizes tables visually for easier management.
Step 2: Start a new sale
Click on a table in the sales grid to start an order (or click on the green plus button at the bottom - this will open a direct sale, not tied to a table). The selected table will appear at the top of the screen. When using table service or table related sales, opening a sale on a table is important because it associates each sale with a specific table, helping your team stay organized during busy shifts.
Step 3: Add products and apply modifiers
Choose products from the Sales Grid to add them to the sale. If a product has required modifier groups tied to it (e.g., various sauce options or a different milk type), you'll see prompts to select the options.
Step 4: Review the receipt and customize sales
By tapping on the 3 dots at the top of the sale, you can: apply discounts; print/view digital receipt; view the history of the sale; change the view between summary and order; and remove all products.
To apply a discount to one product, select the product, and click the discount icon in the shortcuts bar.
To add notes for the kitchen (like special dietary needs), click the pencil icon. Notes help the kitchen prepare orders accurately.
There are also other shortcuts available: like changing courses, moving products to other sales, paying for a selection of products, and more.
Tip: Only managers, team leads, or owners can apply discounts and remove products. Staff members will be prompted for approval (the above users need to put in their PIN code to give permission for this action).
Step 5: Finalize & submit the order
Once you have placed the order and applied necessary modifiers or notes to the products, click Submit. This sends the order to the Prep Station (when applicable).
Step 6: Add notes to a table when needed
If you need to communicate a note that applies to the whole table (such as a birthday celebration or allergy warning), using the note feature will make it visible at the top of the sale. Make the note visible to the kitchen by selecting the chef's hat icon — this ensures no important details are missed during food preparation. Click the table at the top and "add note" to add the details.
Step 7: Process payments
When guests are ready to pay, choose the payment method. If Quick Pay is enabled, a green button appears for the preferred payment option icon. For alternate payment methods, such as Cash, Invoice, Gift Cards, or others, select the three dots to view more choices. If QuickPay is not selected, simply click the green Pay button.
In the payment screen you can also see options like split payment or a lower partial payment. Always confirm payment details and double-check that the correct amount is processed for each guest.
Tip: Splitting the bill is often needed in group settings. Tebi lets you divide the check and process each share individually, preventing mistakes and streamlining service.
Step 8: Close out the sale
After the final payment has gone through, when using integrated payments, Tebi closes up the sale, and stores the completed transaction in your records for future reference.
Step 9: Handle refunds and corrections
If you need to issue a refund after the sale has been closed, locate the sale in your list of closed sales in the Sales List. Tap the three dots next to the sale to open more options, choose Correct Sale, then select the specific products to refund and tap the bin icon. This will delete the products and show a Refund amount at the bottom of the page. To initiate the Refund click the red button at the bottom of the sale, this brings you to the payment screen. Confirm with what payment method you want to refund the guest and click the Refund button again.
Important: Only users with team lead, manager and owner roles have authorization to process refunds or remove products from closed sales.
Helpful Tebi tips
Review orders carefully before submitting to the kitchen or bar.
Always double-check which user is logged in to ensure accountability (click the three dots, View History to see which user did which action on the sale).
Use notes to minimize communication errors and speed up service.
Only users with certain permissions can process sensitive actions like discounts and refunds; contact a team lead, manager, or owner if you need assistance.
By following these steps, you'll efficiently manage tables, orders, and payments — resulting in smoother service and fewer mistakes.