thread Re: Move Transaction from one employee to another in Archived Discussions (Read Only)

Move Transaction from one employee to another

m4munson — Fri, 21 Jul 2017 20:28:52 GMT

One of my employees rung up a customer while the register still had the other employee logged in.

Our employees get a commission on gross revenue from the services they sell...so I need to move that transaction from one employee to another.

How do I do that?

Thanks.

Re: Move Transaction from one employee to another

Spenser — Thu, 26 Jan 2017 20:35:15 GMT

Welcome to the Community, @m4munson - good question.

There isn't a way to retroactively transfer the sale to a different employee, unfortunately, so the correction would need to take place outside of Square. If you're not already using Open Tickets, they would help with this scenario in the future.

We recently added an update that allows Open Tickets to be transferred between employees, so you staff could reassign them as needed. (Though to be clear, this still needs to be prior to closing the ticket/sale.) Here's how to Transfer an Open Ticket on an iPad. Hopefully that helps, let us know if you have any other questions.

Re: Move Transaction from one employee to another

m4munson — Fri, 27 Jan 2017 00:32:37 GMT

That's pretty surprising. I can't be the only one to think it would be a good idea to be able to do this. If business are going to be tracking sales by employees, there should be a way to correct for the occasional transaction being rung up under the wrong employee.

Is there a way to submit for system updates?

Re: Move Transaction from one employee to another

Spenser — Fri, 27 Jan 2017 02:18:27 GMT

It is a common request, @m4munson, and definitely see how it would help in this example. At least for the time being we not developing a way to change completed sales but nonetheless, we do share the feedback we receive here in the Community. Thanks again!

Re: Move Transaction from one employee to another

beardsandbeers — Sun, 05 Nov 2017 02:22:35 GMT

Our shop could really use this feature as well. Being able to transfer a sale when accidentally applied to the wrong team member seems like a pretty basic feature. I hope square will add it quickly!

Re: Move Transaction from one employee to another

Helen — Tue, 07 Nov 2017 18:56:51 GMT

Thanks for your post @beardsandbeers, I'll share your interest with the team. If this feature does become available in future we'll update this thread!

😊

Re: Move Transaction from one employee to another

Complexions — Thu, 09 Nov 2017 18:15:35 GMT

I was hoping to be able to do this too as it happens frequently in my place or work. -OR- it would be nice if the ap would force you to enter employee for every sale.

Re: Move Transaction from one employee to another

Helen — Thu, 09 Nov 2017 20:09:48 GMT

Hey @Complexions, thanks for posting. I'll add your vote and I'll also send the team your thoughts about requiring an employee for each sale!

Re: Move Transaction from one employee to another

smokinbull — Thu, 07 Dec 2017 04:47:05 GMT

I could also use this feature. Had this problem tonight where ticket was closed on one employee and needed to transfer the transaction to another employee in order to keep the tips on credit card that was left to the server.

Re: Move Transaction from one employee to another

joyorganics — Sat, 28 Jul 2018 23:36:55 GMT

Add us to the list of people who would benefit from this feature. Pretty shocking to be mid-2018 and still not able to....

Re: Move Transaction from one employee to another

nicfresh — Wed, 09 Jan 2019 01:22:16 GMT

we could really use this ability too. Thinking about changing POS system due to this lack of a feature.

Re: Move Transaction from one employee to another

APSAutospa — Fri, 05 Jun 2020 23:41:10 GMT

This is a crucial function if we pay for team member subscription of $35 per month. Square, you need to get your stuff together. This is not a nice to have, but a must have if we’re paying an added premium per month.

Switch employees from posted transactions.

APSAutospa — Fri, 05 Jun 2020 23:45:06 GMT

We paid $35 to have team membership subscription. However, the system does not allowed to switch employees after you post a transaction (not open ticket) However, the system does not allowed to switch employees after you post a transaction (not open ticket)

this is a very crucial function, especially if we have to pay extra to square. Can you please advise when you’ll have this function available.

Re: Move Transaction from one employee to another

AshleyK — Sun, 07 Jun 2020 17:24:46 GMT

Hey @APSAutospa thank you so much for taking the time to post in this thread. I moved your other thread into this one so we can keep all of the requests for this feature into one place.

Your feedback has been shared with our Development Team and feel free to follow this thread so you can get updated anytime someone posts. Thank you!

Re: Move Transaction from one employee to another

Westwoods — Mon, 27 Jul 2020 02:46:18 GMT

Has anything been done to help with this feature? I run a furniture store and I have sales employees create an invoice. However, I have other employees that deliver the furniture and take payment upon delivery. When they do this, the delivery person is then credited with the sale. I pay my sales employees by commission and my delivery employees by the hour. I can't have my sales employees losing their commission because my delivery employees are taking payment. Please help.

Thank you.

Re: Move Transaction from one employee to another

FedUpWithThis — Thu, 29 Oct 2020 23:17:53 GMT

Lol, its only been 3 years since this thread was started. Looks like this simple change won't be happening anytime in the near future. But thanks for the patronizing standard tech support responses.

Re: Move Transaction from one employee to another

TomCR — Wed, 11 Nov 2020 14:47:31 GMT

The ability to transfer transactions is critical. If this cannot be changed, I will need to move to a different POS system.

Re: Move Transaction from one employee to another

ALX61 — Sat, 14 Nov 2020 14:44:47 GMT

In order to prevent the wrong transaction accountability, I have my team members close the pos after the transaction. This way whoever will next use the pos will have to log in with their code. Problem solved.

Hopefully this helps.

Adam Stibinger

Master Barber/Founder

Alex's Barber Shop LLC

www.alx61.com

@ALX61

Transfer transaction to another Team Member

Merchant_Barber — Sat, 28 Nov 2020 01:39:06 GMT

Paying $45 (CAD) a month for Team Management, and there's no way to transfer a closed sale from one team member to another?

This is a serious issue for commission reports. I saw another thread on this topic that is 3 years old! When is this feature going to be available?

I need to be able to do this.

Re: Move Transaction from one employee to another

user12039123 — Wed, 21 Apr 2021 21:14:44 GMT

I agree. It is extremely important that this feature is added to Square, or I will have to change to another POS. It's really disappointing to see that after 3+ years of this topic being discussed that nothing has been done. It is throwing off the books. When will this be available!?