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Transfer Order

Overview​

Transfer Order lets a server or staff member reassign their active order to another server or staff member who is currently on shift. The order — including all line items, pricing, and any payments — moves to the recipient's balance sheet.

Common use cases:

  • Server relief or shift change — passing table orders to an incoming server
  • Consolidating orders — moving orders to a single staff member for easier management
  • Correcting mis-assigned orders — fixing orders that were opened under the wrong server

Prerequisites​

  • Authorization — The user's User Type must have Transfer Order enabled. See User Types → Order Auths.
  • Target server on shift — The recipient must be clocked in with an open balance sheet. Only staff with open balance sheets appear in the transfer list.

How to Transfer an Order​

  1. Open the Orders screen by clicking the blue Register button in the top toolbar.
  2. Select the order you want to transfer.
  3. Click the Transfer button in the toolbar.
  4. A panel appears listing all available servers and staff currently on shift.
  5. Click the name of the server you want to transfer the order to.
  6. The order is reassigned and the panel closes automatically.

Transfer Order Dialog

Transfer Order Dialog

Important Notes​

  • The order is transferred immediately upon selecting a name — there is no additional confirmation step.
  • If no other staff members have open balance sheets, the Transfer button will show an empty list.
  • The original server loses ownership of the order; the recipient's balance sheet reflects the transfer.
  • The Transfer Order authorization is set per User Type in Settings → Authorizations & Access → User Types. After enabling, users must log out and log back in for the change to take effect.