Orders & Order Management

Transferring POS Carts between Sales Associates

Transfer POS Carts from one Sales Associate to Another

  1. To transfer the Cart, the receiving Sales Associate should click on the Transfer link located at the top left corner of the screen. 
    Screen Shot 2023-06-27 at 2.11.06 PM-1

  2. In the modal, choose the Cart that needs to be transferred.
    Screen Shot 2023-06-27 at 2.12.46 PM

  3. Now the receiving Sales Associate will see the Cart was transferred in their POS screen.
    Screen Shot 2023-06-27 at 2.20.25 PM
  4. Continue with the Order as normal. (The receiving Sales Associate will be the one listed on the final Order).