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Home > Execu/Touch Point Of Sale > Execu/Touch POS Procedures > Transfer Checks

There are two ways to transfer a POS check.  The first way is by a Server opening another Server's check, if the Store Record allows this.  The second way is by Supervisor opening a check and then selecting Options > Transfer Check and then entering the server to transfer the check to at the prompt.  Options > Transfer Check does nothing when selected by a Server or Cashier.

The Store Record  determines when and how checks can be transferred. 
The Employee Type  determines who can transfer checks.

If the Store Record field “Can servers transfer cks” is 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 the Store Record field “Can servers transfer cks” is set to S -

  1. Server opening 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 opening another check:  Prompt states, “Check belongs to someone else.  Transfer this check to you?”  No allows supervisor to add items or close check, with remaining under server’s number.  Yes transfers to the supervisor.
  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 prompts “Check belongs to someone else.  Transfer this check to you?  No  allows cashier to add items or close check. Yes transfers check to cashier.
  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 the Store Record field “Can servers transfer cks” is set to N -

  1. Server receives 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 the 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 Checks 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 check to transfer to.
  3. These rules apply regardless of how “Can servers transfer cks” is set in Store Record.


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Article ID
 transfer_checks
Views
 1268
Last Modified
 7/25/2014 4:57 PM