POS: Bar Tab - Transfer
This option is used to Add or Transfer an Item from one Order to another. It is broken down by the tabs Transfer to Server and Transfer Item.
Transfer to Server
- Note: Only Employees with the proper Role and Permission settings have access to transfer the Checks. Otherwise, a prompt appears where a Manager's PIN must be entered.
The Employees available in the Store will be listed in the Transfer From table and at Transfer To table regardless of whether they're Clocked-In.
- A Clocked-In (online) Employee will be marked with a
green circle.
- A clocked-out (offline) Employee will be marked with a
red circle.
Transfer Item
This option is used to transfer Item(s) from one Check to another. All active Checks will display in the Transfer From and Transfer To columns. Order Names are displayed in the following format [OrderNumber - OrderType/TableName].
- In the Transfer From column select an Order. Once selected the Items on the Order will appear in the Menu Item section.
- Select at least one Item from the Menu Item section
- In the Transfer To column select the Order that the Item will be transferred to then select Done.
The selected Items will no longer be on the original Order and will no longer appear on the Order they were moved to.
- When a Transfer From Check is selected, then the Menu Items within that Check will appear. Select the Menu Item(s) and transfer to the Transfer To Check.
- Once it's transferred, the 'Transferred item success' confirmation pop-up appears.
- When all the Menu Items from the Check are selected, a pop-up with the message 'All the menu items will be transferred... Do you want to continue?' appears.
- Select Yes. The Check will be closed, and the Menu Items will be transferred to the new Check.
Transfer Item (Offline)
- Select an Employee in the Transfer From table. Their assigned Checks will be listed in the Checks section.
- Select at least one Check then select an Employee in the Transfer To column.
- Select Done. The selected Check will be transferred.
- When you Transfer a Check to the Server who is in offline mode: the 'Employee is offline' pop-up appears. Select Yes to confirm transferring the Check or No to cancel.
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