B2C

B2C Retail Overview

About this guide

This guide explains the complete B2C retail flow for Tabzy: choosing POS tabs, creating bills, finding past orders, managing saved orders, controlling tabs, and reviewing performance using analytics. Each section starts with a visual preview of the screen, followed by detailed usage instructions and recommended step-by-step flows for new users.

Use the left sidebar to jump directly to any screen. The layout below ensures a consistent experience — full-width preview image followed by the title and explanatory content that aligns perfectly with the page padding.

B2C POS – Select Tab

The B2C POS Select Tab screen is used to choose which POS counter/tab you want to operate at a particular outlet. It's ideal when a store runs multiple counters or devices and needs separate active sessions for each.

What this page is used for

Tabs isolate billing sessions: every tab behaves like an independent POS instance while sharing the same product catalog, prices and reports. This lets multiple cashiers work simultaneously without interfering with each other's orders.

1. Store POS Login Link

At the top is the Store POS Login Link — a short URL that opens the POS for this store. Copy and open this link on the POS device, then pick a free tab.

  • Click Copy to copy the link to clipboard.
  • Open the link on the POS device and choose a free tab number to start billing.
  • Sharing the link with staff avoids giving out store admin credentials directly.

2. Available vs Occupied tabs

A small header summary shows Available and Occupied counts so you know how many free sessions remain.

  • Available – free tabs you can claim.
  • Occupied – tabs currently used by other devices/users.

3. Tab boxes and claiming a tab

Click a green tab to claim it. Occupied tabs show a different style so cashiers avoid accidentally interrupting others.

  1. Open the Store POS Login Link on the POS device.
  2. Pick any green (available) tab number.
  3. The system opens the POS billing screen for that tab and logs the session as active.

Tabs let you track per-device activity, simplify shift handovers, and maintain separate cash/shift reports per counter.

Order Logs

The Order Logs screen provides a complete list of all bills generated from the B2C POS. It is used for reprinting invoices, verifying totals, checking bill statuses, reviewing customer purchases, and exporting sales data for audits or accounting purposes. This page is essential for daily reconciliation and tracking billing accuracy.

Top Summary Cards

These quick metrics give an instant overview of your POS performance for the selected period:

  • Total Orders – The count of all bills created in the selected date range.
  • Pending Orders – Orders that are created but not marked as completed. Useful for identifying incomplete transactions or open bills.
  • Total Value – The combined monetary value of all displayed bills. Helps understand revenue flow for the period.
  • Total Items – Total quantity of products sold across all orders. Useful for identifying demand patterns.

Search & Filters

The search and filtering tools help you quickly find specific orders:

  • Search by Order ID, product name, customer name, or location.
  • Date range filter to view orders in daily, weekly, monthly, or custom periods.
  • Status filter to view Completed, Pending, or All orders.

These tools make it easy to find bills for customer queries, accounting tasks, or end-of-day summaries.

Understanding the Order Row

Each row in the order list represents a single bill and contains:

  • Order ID – Unique bill number for tracking and reprinting.
  • Location – The outlet or store where the order was billed.
  • Items – Products included in the bill along with their quantities.
  • Status – Indicates whether the bill is Completed or Pending.
  • Date – Timestamp of when the bill was generated.
  • Total – Final payable amount including all taxes and charges.
  • Actions – Options to Reprint the bill or view detailed invoice information.

Quick Actions

The following actions are available to manage and export order data efficiently:

  • Refresh the list to load the latest orders.
  • Export to Excel for accounting, audits, or offline reporting.
  • Reprint Bills for customer requests or internal verification.

When No Orders Appear

If the system shows "No orders found", it means:

  • No bills exist in the selected date range, or
  • Your search filters did not match any orders.

Reset filters or expand the date range to view more results.

Order Logs are essential for financial reconciliation, handling customer disputes, reprinting lost bills, and generating accurate sales reports for accounting teams. Reviewing this screen regularly ensures smooth POS operations and error-free end-of-day closing.

Tabs Management

The Tabs Management screen lets administrators create and manage POS tabs — each tab represents a login panel or counter session for the store.

Key fields

  • Tab – counter/session number.
  • Login Name – username assigned to this tab (e.g., guest).
  • Login Password – password staff must enter to use the tab.
  • Warehouse – optional location tied to the tab for inventory tracking.
  • Status – Available or Active (in-use).

Actions

You can create, edit, or delete tabs. Editing lets you rotate credentials or change assigned warehouse; deleting removes old/unused tabs.

How to onboard staff

  1. Share the POS Login Link with staff.
  2. Assign each staff member a Tab number and login credentials.
  3. Ask staff to use their assigned tab for consistent tracking and reports.

Tabs provide accountability, per-counter reporting, and smoother multi-counter management across your retail outlets.

Tabs Management

The Tabs Management screen allows administrators to create and configure POS tabs. Each tab represents a unique login session or billing counter in the store. By assigning separate login credentials to each counter, stores can track user activity, maintain accountability, and manage multiple billing points smoothly.

Key Fields

When creating or editing a tab, you will configure these fields:

  • Tab – The counter/session number. Helps identify which physical POS counter is being used (e.g., Counter 1, Counter 2, Delivery Counter).
  • Login Name – The username staff will enter at the POS login screen. Common examples: cashier1, guest, userA.
  • Login Password – A PIN or password that staff must enter to access the POS. Enables accountability and prevents unauthorized billing.
  • Warehouse – (Optional) Assign a warehouse or outlet location to this tab. Useful when each counter needs to pull stock from a specific inventory source.
  • Status – Shows whether the tab is Available or currently Active (being used by a logged-in staff member).

Actions

The Tabs Management screen allows you to perform the following operations:

  • Create Tab – Add a new POS login session for a new counter or staff member.
  • Edit Tab – Update the login name, password, or associated warehouse. Helpful for rotating credentials or moving a counter to a new branch.
  • Delete Tab – Remove tabs that are no longer required. (Tabs currently in use cannot be deleted.)

How to Onboard Staff Using Tabs

Follow this workflow when giving new staff access to the POS:

  1. Share the POS Login Link with the staff member.
  2. Assign a specific Tab Number along with its login name and password. (Each staff should use their designated tab for clean reporting.)
  3. Ensure staff use the same tab consistently so managers can track:
    • Sales made from that counter
    • User-specific billing activity
    • Shift accountability

Tabs help maintain per-counter billing accuracy, prevent unauthorized access, and ensure proper tracking of staff activity across all retail outlets. They are essential for multi-counter stores, cafés, food courts, and outlets with rotating staff shifts.