Transferring tabs, tables, and guest checks
You can transfer an order from one table to another, to a tab, from a tab to a table, and a split check to a table or a tab. If you are transferring to an occupied tab or table, then you must own both tabs or tables.
Note: You can transfer tabs, tables and guests only with the active the tabs (with assigned order), if not add a tab and items to it.
This document discusses the following:
- Transferring a tab to a table.
- Transferring a table to a tab.
- Transferring a guest check to another table or tab.
- Taking ownership of a table.
Transferring a tab to a table
- Log in to the POS.
- Tap Point of Sale. The Tabs screen appears.
- Press and hold the tab you wish to transfer.
- Tap Transfer tab from the menu that appears.
- Tap the desired room. The unoccupied tables begin flashing.
- Tap the table to which to transfer the tab.
Transferring a table to a tab
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Log in to the POS.
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Tap Point of Sale. The Tabs screen appears.
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Tap hamburger menu icon to slide out the menu and tap Table. The floor plan screen appears.
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Tap a room which has the tables to transfer.
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Press and hold the table you wish to transfer.
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Tap Transfer tab from the menu that appears.
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(Optional) Name the tab.
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Tap OK. The transfer status is updated.
Transferring a guest check to another table or tab
- Log in to the POS.
- Tap Point of Sale. The Tabs screen appears.
- Tap the table or tab at which the guest is seated.
- In the guest check, press and hold the seat for the guest being transferred.
- Tap Transfer seat from the menu that appears. The floor plan screen appears. Unoccupied tables begin flashing.
- Tap the table to which the party is transferring or tap ADD TAB to transfer the guest to a tab.
To transfer a split check to another table or tab:
After splitting a check for a table, one party decides to join another table. You can transfer the open ticket to another table.
- Log in to the POS.
- Tap Point of Sale. The Tabs screen appears.
- Tap the hamburger menu icon to slide out the menu. Tap Table.
- Press and hold the table at which the party is seated.
- Tap Transfer order from the menu that appears. Unoccupied tables begin flashing.
- Tap the table or tab to tarsnfer. The ' Select tickets to transfer' screen appears.
- Tap the ticket(s) you want to transfer, and then tap OK.
Taking ownership of a table
You can take ownership of a table you do not own, and another employee can take ownership of a table currently owned by you. When you take ownership of a table, you assume financial responsibility for the table.
- Tap a table you do not own.
- Tap Take ownership from the menu that appears. If your user role allows you to take ownership of a table, you now own the table -OR- if your user role does not permit you to take ownership of a table, the ' Supervisor's approval needed' screen appears. It is necessary for you to obtain manager approval.
View video
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