Moving items

Transfer Items

I. PURPOSE

This feature allows cashiers to transfer items from one customer to another within the same order, or move items to a different order (existing or new), in cases such as:

• Transferring items to another customer

• Transferring items to another order

II. USE CASES

2.1. TRANSFER ITEMS TO ANOTHER CUSTOMER

Steps:

Step 1: Open the order that contains the item to be transferred, or click the icon and select Edit order.

Step 2: Right-click the item to be transferred and select Move to guest.

Step 3: Enter the quantity to transfer and select the target customer.
Then click Done.

→ The item will be transferred to the selected customer.

2.2. TRANSFER ITEMS TO ANOTHER ORDER

a. Transfer items to an existing order

Step 1: Open the order that contains the item to be transferred, or click the icon and select Edit order.

Step 2: Right-click the item to be transferred and select Move to other order.

Step 3: Select Move to existing order and choose the target order.
Then click Save.

→ The item will be transferred to the selected existing order.

b. Transfer items to a new order

Step 1: Open the order that contains the item to be transferred, or click the icon and select Edit order.

Step 2: Right-click the item to be transferred and select Move to other order.

Step 3: Select Move to new order.
Then click Save.

→ The item will be transferred to a newly created order.

NOTES

• If the order has only 1 customer: the item is transferred to Guest 1.

• If the order has more than 1 customer: the item is transferred to the shared items of that order.