Transferring Order(s) to Other Employees
Written By Mark Hardwick
Last updated Over 1 year ago
The Register includes a function that allows users to transfer open orders and tabs between tills. This function is typically utilized at the close of a shift or before an employee's break when the departing employee has open orders/tabs that must be transferred to another terminal (and, therefore, another employee).
Requirements to Transfer Open Orders and Tab
Three basic requirements must be met to transfer open orders and tabs.
The order or tab must be open (not yet paid).
There must be another till open with a different employee assigned to it.
A manager code (or permitted user) is required to complete the transfer.
View Open Orders & Tabs
You can access a list of open orders by tapping the
Orderstab above the speed screen.This will display all open orders with the Order ID, Time, Tab (Customer Name), Subtotal, Tax, and Total Amount, with the option to
Resumethe order. If needed, you can filter the results to only display orders opened on the till being used by tapping theOpened Herecheckbox in the top-left corner of the screen.
Transfer Open Orders & Tabs
Once you have identified which orders/tabs need to be transferred from the Orders tab, transferring the orders to another till (and employee) is easy.
Tap the Plus icon to the left of the Order ID column to expand the order.
Tap on the β
Transfer" button on the right side of the order details.A screen will pop up with a keypad and a list of all the open tills. Enter the four-digit manager code and select the drawer where you wish to transfer the open order/tab.