Overview

This article explains how to transfer a full receipt from one table to another or merge receipts between tables using the Actions panel on the order screen. The feature works for both sent and unsent orders and automatically updates the table information in the system.

Prerequisites

• The floor plan is configured and available in the system

• Staff have permission to access the Floor Plan

Steps to Transfer a Receipt

1. Open the table that contains the order you want to transfer.

   

2. Tap the Actions button above the order list. The Actions panel opens.

   
   

3. Choose Transfer Receipt to transfer the entire receipt.

   

4. The Floor Plan will appear on the screen.

5. Select the destination table where you want to move the receipt.

   

6. A confirmation pop-up will appear.

7. Tap Transfer to confirm.

   

After confirmation

• The receipt will move to the selected table.

• The original table will automatically close.

• If a customer is assigned, the customer information will also transfer.

• The Kitchen Display System (KDS) will automatically update the new table information.

Steps to Merge Receipts / Tables

Users can also merge receipts or tables using the same process. This is useful when two tables want to combine their orders into a single receipt.

1. Open the table that contains the receipt you want to merge.

2. Tap the Actions button.

3. Choose Transfer Receipt.

4. The Floor Plan will appear.

5. Select the table that is currently open or in use where the receipt should be merged.

6. A Table in use pop-up will appear.

7. Tap Merge receipts to merge the receipts.

   

After confirmation

• The receipts from both tables will be combined into one order.

Troubleshooting

• If the receipt does not move after confirmation, reopen the table and try the action again.

• If the KDS does not reflect the updated table, check that the order was successfully transferred or merged and that the KDS is connected properly.

• Transfer Receipt does not need any items selected. Send Items, Transfer Items and Move to Seat stay greyed out until at least one item is selected.

• Ensure the user role has permission to access the Floor Plan and table actions.