Transfer Checks

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There are two ways to transfer a POS check.

1. A server can open another server's check (if the Store Record allows this) and the check automatically transfers to the new server opening the check.


2. A Supervisor or Administrator can open a check and then select Options > Transfer this check. Then at the prompt, enter the ID of the server to transfer the check to. The Transfer this check button does nothing when selected by a Server or Cashier.
   
   

Store Record Setting

The Store Record determines when and how checks can be transferred.
The Employee Type (Server, Supervisor, Administrator, Cashier) determines who can transfer checks.

"Can servers transfer cks?" is a setting in the Store Record.

If set to Y:

1. Server can open another's check. It automatically transfers to the new server opening the check.
2. Supervisor can open another's check. It remains the server's check.
3. Administrator can open another's check. It remains the server's check.
4. Cashier can open another's check. It remains the server's check.
5. These rules have nothing to do with the type or level of the original check's server (the owner of the check before you opened it).

If set to S:

1. Server may open another's check. A prompt states "Wrong server. Transfer this check to you?" Yes transfers it. No takes you back to the login screen without transferring.
2. Supervisor may open another's check. A prompt states, "Check belongs to someone else. Transfer this check to you?" Yes transfers to the Supervisor. No allows the Supervisor to add items or close the check, with the check remaining under Server's number.
3. Administrator may open someone else's check.  A prompt states "Check belongs to someone else. Transfer this check to you?" Yes transfers the check. No opens without transferring.
4. Cashier may open someone else's check. A prompt states "Check belongs to someone else. Transfer this check to you?" Yes transfers the check to cashier. No allows the cashier to add items or close the check without transferring.
5. These rules have nothing to do with the type or level of the original check's server (the owner of the check before you opened it).

If set to N:

1. Server receives the message "This check belongs to someone else" and may not open it. Goes back to login.
2. Supervisor may open another's check. It remains the server's check.
3. Administrator may open another's check. It remains the server's check.
4. Cashier may open another's check. It remains the server's check. 
5. These rules have nothing to do with the type or level of the original check's server (the owner of the check before you opened it).

Using Options > Transfer this check from an open check:

1. Nothing happens when selected by Server or Cashier. The ticket stays open until Done/New or Total.
2. Administrators and Supervisors are prompted for the ID of the server to transfer the check to.
3. These rules apply regardless of how "Can servers transfer cks?" is set in the Store Record.