How to transfer an order to another server

This document will walk you thru the four ways to transfer an order to another server.

1. The Orders View Screen (or Table View screen)
2. Inside an order
3. In the Tools Screen in order entry mode

1. Orders Screen (or Tables View Screen - same steps)

1. Select the orders screen.

   

   
   

    

2. Select the order you would like to transfer by clicking once. (it will turn yellow)

3. Select the server transfer button.

   

   

    
   

   
   

    

4. A prompt with all available servers will open. (This list will show you all of the servers who are clocked in). Select the server you would like to transfer the order too.

   

   1. If the server you are looking for is not in the list, press the [List All Servers] button. Be aware that the server your trying to transfer too might not be clocked in if they are not on the list above.

       

    

    

5. Depending on the settings your location uses, and your privilege level, a message will appear stating that the order is pending transfer. (If you have the 2 step transfer right)(If you have 1 step transfer privileges' you may transfer the server without them approving the transfer.)
   

    

    

    

6. If the transfer was made in error you may cancel it by pressing the decline button.

   

    

    

7. The order will need to be accepted by the server that it is being transferred to before the transfer is complete. The recipient server will need to log into their account to accept the order.  

   

   
   

2. Inside an order

1. If you are already in and order and want to transfer it, select the button with the name of the server.

   

    

2. Select the server you would like to transfer the table too.

   

    

3. A message will prompt stating that the order is pending acceptance before it will finish transferring.

   

    

4. The order will show the "Pending transfer" until the other person accepts it

   

    

5. The transfer will need to be accepted by the recipient server before the transfer is complete. The recipient server will need to log into their account to accept the transfer. If you have manager privileges' you may transfer the server without them approving the transfer. The message in step 4 will not appear if this is the case.

   

    

3. Tools Screen - inside an order

1. If you are already in and order and want to transfer it, you can click on the Tools button on the bottom tool bar

   

    

2. In the transfer section select the "Transfer Server" button
   

   

   
   
   

3. Select the server you would like to transfer the table too.

   

    

4. A message will prompt stating that the order is pending acceptance before it will finish transferring.

   

    

5. The order will show the "Pending transfer" until the other person accepts it

   

    

6. The transfer will need to be accepted by the recipient server before the transfer is complete. The recipient server will need to log into their account to accept the transfer. If you have manager privileges' you may transfer the server without them approving the transfer. The message in step 4 will not appear if this is the case.

   

 

 

 

Transfer will Prompt for Approval on Terminals

• Now when a server transfers orders to another server or bartender, the recipient will get a prompt letting them know someone has transferred orders to them.
• The prompt will appear on the:
  • Orders View screen
  • Table View screen
  • Or when they first log into the terminal on the Launch screen
• Clicking "Decline" or "Accept" will decline or except all of the orders.
• If you click the "Cancel" button:
  • You can select which ones you want to accept and then decline the rest.
  • Or you can click into the table to see what is on it before you accept it.