How to Transfer Order Ownership

Overview

Transfer open orders when another employee needs to take responsibility for them. An employee cannot clock out while still owning open orders, so a Manager must reassign them first.

Follow the steps below to transfer orders:

Transferring Order Ownership

1. On the PAD’s Tables screen, swipe right on the order and choose Change Owner.

   

2. In the assignment pop-up, find and select the employee receiving the order.

   

3. Choose Confirm to transfer ownership.

   

4. The order now belongs to the selected employee.

Video Instructions:

Transferring Multiple Orders Ownership

1. Alternatively, open Shift Mgr and select the employee’s Orders count, then Change Owner.

   

2. Choose the employee who will receive the orders.

   

3. In the order list, choose Select all or check only the orders to transfer. Select Change Owner.

   

4. Select Confirm to finish.

   

5. The selected orders now belong to the new employee.

Check out our How to transfer an existing table to a new table article