Guide to Transferring Tickets
Transferring a ticket or transaction to another employee is a straightforward process in the Point-of-Sale system. Follow the steps below to ensure a smooth transfer of tickets:
If you need to transfer an active transaction to another employee, follow these steps:
Tap the Transfer Icon: While on the active transaction, locate and tap the transfer icon.
Select the Employee: Choose the employee to whom you wish to transfer the ticket from the list of available employees.
Confirm the Transfer: Tap Proceed to transfer the ticket or tap Go Back to cancel the cheque transfer.
Switch Users to View Transferred Checks: Once the ticket is successfully transferred, you can no longer make changes to it. To view the transferred check, switch to the selected employee's user account.
To transfer a fired or saved ticket to another employee:
Navigate to the Tickets Section: Access the Tickets section from your POS dashboard.
Select the Ticket: Choose the ticket you wish to transfer from the list. Note that you can only transfer a ticket if the transaction is still being prepared. The transfer feature is no longer available once the ticket is completed.
Tap the Transfer Button: Tap the transfer button and select the employee to whom you wish to transfer the ticket.
Confirm the Transfer: Tap the Proceed button to continue with the transfer or tap Go Back to cancel the transfer.
Receive Confirmation: A confirmation prompt will appear indicating that the transfer is successful.
By following these steps, you can efficiently manage and transfer tickets within your POS system.
Transferring an Active Transaction
If you need to transfer an active transaction to another employee, follow these steps:
Tap the Transfer Icon: While on the active transaction, locate and tap the transfer icon.
Select the Employee: Choose the employee to whom you wish to transfer the ticket from the list of available employees.
Confirm the Transfer: Tap Proceed to transfer the ticket or tap Go Back to cancel the cheque transfer.
Switch Users to View Transferred Checks: Once the ticket is successfully transferred, you can no longer make changes to it. To view the transferred check, switch to the selected employee's user account.
Transferring a Fired or Saved Ticket
To transfer a fired or saved ticket to another employee:
Navigate to the Tickets Section: Access the Tickets section from your POS dashboard.
Select the Ticket: Choose the ticket you wish to transfer from the list. Note that you can only transfer a ticket if the transaction is still being prepared. The transfer feature is no longer available once the ticket is completed.
Tap the Transfer Button: Tap the transfer button and select the employee to whom you wish to transfer the ticket.
Confirm the Transfer: Tap the Proceed button to continue with the transfer or tap Go Back to cancel the transfer.
Receive Confirmation: A confirmation prompt will appear indicating that the transfer is successful.
By following these steps, you can efficiently manage and transfer tickets within your POS system.
Updated on: 09/22/2024
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