Sales Training
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.
Tebi 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. Als Quick Pay is ingeschakeld, verschijnt er een groene knop voor de voorkeurbetaalmethode. Voor alternatieve betalingsmethoden, zoals Contant, Factuur, Cadeaubonnen of anderen, selecteer de drie stippen om meer keuzes te zien. Als QuickPay niet is geselecteerd, klik dan gewoon op de groene Betalen-knop.
Op het betaal-scherm kun je ook opties zien zoals gesplitste betaling of een lagere gedeeltelijke betaling. Bevestig altijd de betalingsdetails en controleer dubbel of het juiste bedrag voor elke gast wordt verwerkt.
Tebi Tip: Het splitsen van de rekening is vaak nodig bij groepsinstellingen. Tebi laat je de rekening verdelen en iedere aandeel afzonderlijk verwerken, waardoor fouten worden voorkomen en de service wordt gestroomlijnd.
Stap 8: Sluit de verkoop af
Na de laatste betaling, wanneer geïntegreerde betalingen worden gebruikt, sluit Tebi de verkoop af en slaat de voltooide transactie op in je administratie voor toekomstige referentie.
Stap 9: Verwerk terugbetalingen en correcties
Als je een terugbetaling moet doen nadat de verkoop is afgesloten, zoek de verkoop op in je lijst met afgesloten verkopen in de Verkooplijst. Tik op de drie stippen naast de verkoop om meer opties te openen, kies Verkoop corrigeren, selecteer vervolgens de specifieke producten om terug te betalen en tik op het prullenbikpictogram. 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.
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.