Check transfers are a common operational need in restaurants, often due to shift changes, table reassignments, or guest server preferences. The Handheld POS makes handling these transfers efficient and straightforward. Key advantages include:

• Speed and Simplicity: Complete transfers with just a few taps directly on the handheld device.
• Automated Accuracy: Server assignments and revenue tracking are updated automatically in the system, keeping your records precise.

To Transfer a Check on the Handheld POS:

1. If logged out to the PIN screen, enter your PIN and tap OK

2. Create a New Check or open an existing one to transfer:

• From the Floor Plan view: Tap the table corresponding to the check. If there are multiple checks at the table, tap the table to bring up the open check list for that table, and select the check you want to open

• From the Checks List view: Tap the check you want to open from the list of all available checks

3. Open the check options by tapping the three-dot menu in the upper right corner

4. Tap Transfer

5. Confirm or select the Revenue Center by tapping it. Then, tap Table to pick one, and tap Server to choose who gets the check

6. Tap Save to confirm the transfer

• If your terminal is configured in the Bridge to prompt you for unsent items (as shown in the image), you will see the message: 'You have [X] unsent items on this check.' To proceed:

  • Tap Send to send these items and continue with the transfer
  • Tap Go Back to return to the check; this will cancel the transfer process