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Introduction to Forms in the Restaurant Module

The 'Forms' function allows you to print particular records or documents in batches.

Each separate document that you can print contains two elements, the "Form" and the "Form Template". The Form element extracts the relevant information from the database and places it in printable fields, while the Form Template is the graphic layout design of the printed output i.e. it determines where on the page the printable fields will be placed.

To begin printing, first ensure you are in the Restaurant module. Then, if you are using Windows or macOS, click the [Forms] button in the Navigation Centre or use the Ctrl-D (Windows and Linux)/⌘-D (macOS) keyboard shortcut. If you are using iOS or Android, tap the [Routines] button in the Navigation Centre and then tap [Forms]. A window similar to the one illustrated below appears, listing the forms that you can print from the Restaurant module.

To print a form, follow this procedure:

If you are using Windows or macOS, double-click the form name in the list or highlight it and press the Enter key. If you are using iOS or Android, tap the form name. In both cases, a specification window will then appear, where you can determine the records that you want to be printed (e.g. which Bar Tabs are to be printed). The specification window for each document is described in detail on the pages describing each form.
Click or tap [Run] to print the forms.
Close the 'Forms' window using the close box (Windows/macOS) or by tapping < (iOS/Android).

In some cases, you can also print a form from an individual record by clicking the Printer icon (Windows/macOS) or selecting 'Print' from the File menu (all platforms). You can also print a record to screen by clicking the Preview icon (Windows/macOS only).

Before you can print a form, you must connect it to a Form Template. The Form Template contains the layout of the printed output. If necessary you can connect a form to more than one Form Template: for example, you might need a particular form to be able to produce printed output in different Languages determined by the Language of the Customer. To connect a form to a Form Template, follow this procedure, which you must carry out using Windows or macOS:

For each option, design a Form Template using the Form Template register in the System module. A file containing samples of each Form Template is supplied with Standard ERP: if you want to use these samples as the basis for your own designs, import the "UKForms.txt" file as described on the Importing Set-up Data page.
Change to the Restaurant module and open the 'Forms' window by clicking the [Forms] button in the Navigation Centre or using the Ctrl-D/⌘-D key combination.
Highlight each item in the list in turn and for each one select 'Define Form' from the Operations menu. In the subsequent 'Form Definition' window, assign a Form Template (or more than one Form Template) to each form. The 'Form Definition' window is fully described here.
You only need use the 'Define Form' function once. Afterwards, Form Template selection will be automatic.

The selection process for each form is described on the pages describing each one. Except where specified, leave all the fields in the specification window blank if you want forms to be printed from every record in the relevant register. If you need to restrict the number of forms printed, use the fields as described.

You can often print forms from a range of records, such as a range of Bar Tabs. To do this, enter the lowest and highest values of the range, separated by a colon. For example, to print Bar Tabs 001 to 010, enter "001:010" in the Bar Tab Number field. Depending on the field, the sort used might be alpha or numeric. In the case of an alpha sort, a range of 1:2 would also include 100, 10109, etc.

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Please follow the links below for details about each form:

Introduction
Bar Tab
Bar Tab Kitchen Order
Bar Tab Receipt
Cash Events
Gift Vouchers
and please refer here for a list of standard fields that you can include in almost every Form Template

Go back to:

Home page for Restaurant module manual
Home page for Standard ERP manual

Bar Tab

This page describes the Bar Tab form in the Restaurant module.

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The Bar Tab form allows you to print Bar Tabs in batches.

The Bar Tab form will not print any Items in a Bar Tab that have been voided using the "Void Item" button. This separates the Bar Tab form from the Bar Tab Receipt form, which will include voided Items.

If the Bar Tab being printed has not been finished, it will printed with a "Test Printout" watermark. If you do not need this watermark, select the No Test printout option in the Optional Features setting in the System module. If the Bar Tab has been finished it will be printed with a "Copy" watermark, which is not optional (finishing a Bar Tab will cause it to be printed automatically using the Bar Tab Receipt form, so all subsequent printings will be copies).

You can also print an individual Bar Tab using the Bar Tab form using the following methods:

Bar Tabs will be printed automatically using the Bar Tab form if you have specified in the Auto Actions setting in the System module that Bar Tabs will be printed An Insert or At Insert & Update and providing the Bar Tab will not be printed on a fiscal printer (i.e. providing the Customer is not one in which the Fiscal Invoices Only check box has been ticked).
The "Finish and Print" button will first print a Bar Tab using the Bar Tab Receipt form (providing the Bar Tab will not be printed on a fiscal printer) and then using the Bar Tab form.
The "Print Tab" button will print a Bar Tab using the Bar Tab form.
The "Print Preview" button will print a preview of a Bar Tab to screen using the Bar Tab form.
If you have selected the Print Receipt option in the Restaurant Settings setting, a Bar Tab will be printed automatically using the Bar Tab form after you register a payment using the "Pay" button.

Number: Range Reporting Numeric; Enter a Bar Tab Number to print a single Bar Tab, or a range of Bar Tab Numbers, separating the first and last number with a colon (:).

Please follow the links below for lists of the fields that you can use when you design the Form Template to be used by the Bar Tab form:

Basic Information

The following fields print information taken directly from the Bar Tab being printed

Field in Form Template	Prints (from Bar Tab)

Address	Name (if you are using the Organisation name option in the Form Settings setting) and Invoice Address. This information will be printed on separate lines, so you should specify a Line Height for this field. Use the Form Settings setting to set the format of this field (e.g. to specify whether blank lines will be printed, whether parts of the address will be printed on the same line, etc.).
	The Address will be brought in to the Bar Tab from the Contact record for the Customer, and can be changed using the "Change Address" button
Address 1	First line of Address
Address 2	Second line of Address
Address 3	Third line of Address
Address 4	Fourth line of Address
Address 5	Fifth line of Address
Address 6	Sixth line of Address
Branch	Branch
Change	Change
Class	Bar Tab Class
Comment	Customer Name (in Bar Tabs connected to Hotel Reservations) or blank (otherwise)
Current User Name	Name from the current user's Person record
Customer Fax Number	Fax from the Contact record for the Customer
Customer Name	Customer Name
Customer Number	Customer Number
Customer Registration No. 1	Reg. No. 1 (brought in to the Bar Tab from the Contact record for the Customer)
Customer Registration No. 2	Reg. No. 2 (brought in to the Bar Tab from the Contact record for the Customer)
Customer Telephone Number	Telephone from the Contact record for the Customer
Customer VAT Reg. Number	VAT Reg. No. (brought in to the Bar Tab from the Contact record for the Customer)
Duplicate	Prints "Duplicate as of " followed by the current date (only prints if the Bar Tab has previously been printed)
Guest	Contact Number of Hotel Guest (in Bar Tabs connected to Hotel Reservations) or blank (otherwise)
Guest Name	Contact Name of Hotel Guest (in Bar Tabs connected to Hotel Reservations) or blank (otherwise)
Local Machine	Local Machine Code of the till or device on which the Bar Tab was created, taken from the Local Machine setting
Location	Location
Loyalty Card Number	Loyalty Card Number
Net Amount	TOTAL - VAT
Print Date	When you print a Bar Tab for the first time using the "Finish", "Finish and Print" and "Print Tab" buttons, the date of printing will first be saved in the Bar Tab and then printed in this field. The date of printing will not be updated if you print the Bar Tab again, so in effect this field will print the date of first printing. If you register a payment for a previously unprinted Bar Tab using the "Pay" button and the Bar Tab is then printed because you are using the Print Receipt option in the Restaurant Settings setting, this field will print the date of printing but it will not be saved in the Bar Tab
Reporting Date	The date when the current Session was opened (if you are using the Require Open Session option) or the Transaction Date of the Bar Tab (otherwise)
Room Number	Hotel Room Number (in Bar Tabs connected to Hotel Reservations) or blank (otherwise)
Sales Group	Sales Group
Subtotal without discount	Sum of (Qty * Unit Price) for each row
Sum	Subtotal
Table	Table Number
To Pay	TOTAL
To Pay in Text	Prints TOTAL as a phrase. The phrase will be constructed using the relevant record in the Values in Text setting for the Language of the Bar Tab or, if that is blank, the Language in the current user's Person record or in the Company Info setting
Total Discount	Sum of (Qty * Unit Price) for each row - Subtotal
Total Row Total	Sum of the Sums in each row in Bar Tabs in which prices include VAT, or sum of (Sum + VAT) in each row otherwise (i.e. the total Bar Tab value including VAT).
Total VAT Base	Sum of the Sums in each row in Bar Tabs in which prices exclude VAT, or sum of (Sum - VAT) in each row otherwise (i.e. the total Bar Tab value excluding VAT).
Total VAT Value	Sum of the VAT values in each row
Transaction Date (transdate)	Trans. Date
Transaction Time (transtime)	Trans. Time
Transaction Number	No.
VAT	VAT
Waiter	Waiter Signature
Waiter Name	Name from the Waiter's Person record

Location Information
The following fields print information from the record in the Locations setting for the Location specified in the Bar Tab:

Field in Form Template	Prints (from Location)

Location Address	Address. This information will be printed on separate lines, so you should specify a Line Height for this field
Location Contact	Contact
Location Email	Email
Location Fax	Fax
Location Name	Name
Location Phone	Telephone

Note: use the "Location" field to print the Location itself, taken from the Location field in the Bar Tab.
Official Serial Number information
The following fields print information regarding the Official No. of a Bar Tab, taken from the Bar Tab being printed or from the relevant row in the Legal Record Numbers setting for the Official No.

Field in Form Template	Prints (from Bar Tab or Legal Record Numbers setting)

Official Serial Number	Prints the Official No. 2 if there is one or the Official No. otherwise.
Official Serial Number 2	Official No. 2
Official Serial Number without Serie	Official No. (without the Serie specified in the relevant row in the Legal Record Numbers setting)

Tax Template Summary
If you are using Tax Templates (i.e. you are using the Use Tax Templates for Tax Calculation option in the Transaction Settings setting), you can use the following fields to add a table to the Form listing the VAT Codes used in the Tax Templates in the Bar Tab together with various totals. These fields will each be printed once for each VAT Code used in a Bar Tab. "VAT Base" and "VAT Value" will print negative figures if you specify a minus sign as the Field Argument. You should specify a Line Height in these fields, and set the Format to "Header":

Field in Form Template	Prints

Excl. VAT Percentage	VAT percentage
VAT Base	Total excluding VAT
VAT Code Total	VAT Code
VAT Comment	Description from the VAT Codes setting
VAT Value	VAT value

If you are not using Tax Templates, please refer to the 'VAT Code Summary' section immediately below for a list of the fields you can include in a table listing the VAT Codes used in a Bar Tab.
VAT Code Summary
The following fields allow you to add a table to the Form listing the VAT Codes used in the Bar Tab together with various totals. These fields will each be printed once for each VAT Code used in a Bar Tab. You should specify a Line Height in these fields, and set the Format to "Header":

Field in Form Template	Prints

VAT %	VAT percentage
VAT Base	Total excluding VAT
VAT Comment	Description from the VAT Codes setting
VAT Total	Total including VAT
VAT Value	VAT value

If you are using Tax Templates, please refer to the 'Tax Template Summary' section immediately above for a list of the fields you can include in a table listing the VAT Codes used in an Bar Tab.
Country-Specific Fields - Croatia

Field in Form Template	Prints

Control Code (Croatia)	Prints the Control Code of a Bar Tab. This is generated automatically when the Bar Tab is marked as OK and contains unique identifying data for each Bar Tab, encrypted and presented in hexadecimal format
Croatian QR Barcode	Prints a QR barcode constructed from the Tax Seal, the Date and Time of the Bar Tab and the Bar Tab TOTAL You should give this field a Style in which the Barcode has been set to "QR Code", the QR Error Correction is "L" and the QR Version is "9". This field will only be printed if the VAT Law in the Company Info setting is set to "Croatian"
Tax Administration Service Seal	Tax Seal

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Go to:

Header Fields
Row Fields
Standard Fields

Go back to:

Home page for Forms in the Restaurant module
Home page for Restaurant module manual
Home page for Standard ERP manual

Bar Tab - Row Fields

The fields that you can use when you design the Form Template to be used by the Bar Tab form are listed on two pages, as follows:

Header Fields
Row Fields

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Row fields will be printed once for each Bar Tab row, so in each one you should specify a Line Height and set the Format to "Matrix". If you do not want to print the decimal places in numeric fields, choose the Cut Decimals option in the record in the Values in Text setting for the Language specified in the Company Info setting. This will remove the decimals even in fields where you have used the Field Argument to control the rounding.

Field in Form Template	Prints (from Bar Tab row)

Description 1	Description. If a row has been voided using the "Void Item" button, the Description will be preceded by "(VOIDED)" as a prefix. Voided rows will not be printed by the Bar Tab form
Discount	%
Item Code	Item
Price, row	Unit Price. This field prints the Unit Price as shown on screen in the Bar Tab record (i.e. including VAT in Bar Tab in which prices include VAT, excluding VAT otherwise)
Quantity	Qty
Row Base	Sum excluding VAT (i.e. prints Sum in Bar Tabs in which prices exclude VAT, or Sum - VAT otherwise).
	If prices exclude VAT, the number of decimal places will be as shown on screen in the Bar Tab. If prices include VAT, the calculation of the VAT value to be subtracted will obey the Default for Calculated Values rounding rules in the Round Off setting. You can enter an ad hoc rounding (which will be applied after the subtraction of VAT when prices include VAT) by entering "0" or a positive number as the Field Argument. For example, to round to the nearest whole number, enter "0", or to round to one decimal place, enter "1"
Row Number	Row number (only printed if a row has a Description)
Row Sum	Sum ("0" will be printed for zero sums)
Row Text	Prints the word "Void" if a row has been voided using the "Void Item" button or blank otherwise. Voided rows will not be printed by the Bar Tab form
Total Row	Sum (blank will be printed for zero sums)
Unit	If the Item has a Unit, the correct translation for the Language of the Bar Tab of the Comment from the Units setting, the Comment itself or the Unit Code
Unit Price	Unit Price. This field prints the Unit Price as shown on screen in the Bar Tab record (i.e. including VAT in Bar Tab in which prices include VAT, excluding VAT otherwise).
	This figure will be rounded to a maximum of three decimal places if you have set Discount Calculation to "Row Sum" in the Round Off setting. If you have set Discount Calculation to "Unit Price", rounding will obey the Default for Calculated Values rounding rules in the same setting. However, you can overrule this by entering "0" or a positive number as the Field Argument. For example, to round to the nearest whole number, enter "0", or to round to one decimal place, enter "1"
VAT Code	V-Cd
VAT % excl., row	VAT rate with the % character as a suffix
VAT %, row	VAT rate without the % character
VAT Value, row	VAT value of the row.
	Usually, the number of decimal places will obey the Default for Calculated Values rounding rules set in the Round Off setting. However, you can overrule this by entering "0" or a positive number as the Field Argument. For example, to round to the nearest whole number, enter "0", or to round to one decimal place, enter "1"

Receiving Cash Payments
The following fields will only be printed from rows recording the receiving of cash payments. You should specify a Line Height and set the Format to "Matrix" in these fields:

Field in Form Template	Prints

Payment Mode, row	Prints "Cash"
Payment Mode Summary (Amount)	Cash payment amount
Payment Mode Summary (Text)	The Label of the "Cash" button that was used to receive the cash payment, as defined in the POS Buttons setting (or, if the payment was registered using the "Pay" button, the Label in the row in the Local Machine Payment Modes setting that added the cash payment method to the 'Payment' window)
Received Currency	Currency or, if blank, Base Currency 1

Standard row fields will not be printed from rows recording the receiving of cash payments.
Receiving Credit Card Payments
The following fields will only be printed from rows recording the receiving of credit card payments. You should specify a Line Height and set the Format to "Matrix" in these fields:

Field in Form Template	Prints

Authorisation Code, row	Authorisation Code
Payment Mode, row	Prints "Credit Card"
Payment Mode Summary (Amount)	Credit card payment amount
Payment Mode Summary (Text)	The Label of the "Credit Card" button that was used to receive the cash payment, as defined in the POS Buttons setting (or, if the payment was registered using the "Pay" button, the Label in the row in the Local Machine Payment Modes setting that added the credit card payment method to the 'Payment' window)

Standard row fields will not be printed from rows recording the receiving of credit card payments.
Receiving Gift Vouchers in Payment
The following fields will only be printed from rows recording the receiving of Gift Vouchers in payment. You should specify a Line Height and set the Format to "Matrix" in these fields:

Field in Form Template	Prints

Gift Voucher No.	Gift Voucher Number
Payment Mode, row	Prints "Gift Voucher Received"
Payment Mode Summary (Amount)	Gift Voucher payment amount
Payment Mode Summary (Text)	The Label of the "Gift Voucher" button that was used to receive the Gift Voucher in payment, as defined in the POS Buttons setting

Standard row fields will not be printed from rows recording the receiving of Gift Vouchers in payment.
Receiving Loyalty Points in Payment
The following fields will only be printed from rows recording the receiving of Loyalty Points in payment. You should specify a Line Height and set the Format to "Matrix" in these fields:

Field in Form Template	Prints

Payment Mode, row	Prints "Loyalty Points"
Payment Mode Summary (Amount)	Loyalty Points payment amount
Payment Mode Summary (Text)	Prints "LOYPOINTS"

Standard row fields will not be printed from rows recording the receiving of Loyalty Points in payment.

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