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:

Transferring an Active Transaction

If you need to transfer an active transaction to another employee, follow these steps:

1. Tap the Transfer Icon: While on the active transaction, locate and tap the transfer icon.

2. Select the Employee: Choose the employee to whom you wish to transfer the ticket from the list of available employees.

3. Confirm the Transfer: Tap Proceed to transfer the ticket or tap Go Back to cancel the cheque transfer.

4. 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:

1. Navigate to the Tickets Section: Access the Tickets section from your POS dashboard.

2. 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.

3. Tap the Transfer Button: Tap the transfer button and select the employee to whom you wish to transfer the ticket.

4. Confirm the Transfer: Tap the Proceed button to continue with the transfer or tap Go Back to cancel the transfer.

5. 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: 05/01/2025