Transfers

Summary

Use transfers to move an active order, table responsibility, or check context to the right place in service without losing control of the order.

Before you begin

• Open the active order or table you want to transfer
• Confirm the destination exists and is ready
• Check that the user has permission to perform transfers
• Make sure the order is still in a transferable state
• Clarify whether you are transferring the whole order or only its active service context

Steps

1. Open the order or table you want to transfer.
2. Open the transfer action.
3. Choose the correct transfer target based on the service situation.
4. Review the transfer details before confirming.
5. Confirm the transfer.
6. Open the destination view to verify the order now appears in the correct place.
7. Continue service from the updated order location or ownership.

Troubleshooting