Merge and Move Orders

Estimated reading time: 5 minutes.

This is the ability to combine multiple accounts or individual orders into a single, consolidated one. This is useful in situations where customers want to merge several accounts into one order to simplify the payment and billing process.

• Merge Accounts Between Orders
• Merge Accounts Within the Order
• Move Accounts Between Orders
  • From the Menu
  • From the Account Number

Merge Accounts Between Orders

This feature allows the merging of individual accounts from different orders into a single one. It is useful in situations where customers with different orders or at different tables wish to pay together, as this function enables combining those orders into a single shared account, consolidating payments, and issuing a joint invoice.

Note: If the order has split bills, these will be presented in the same format in the new order.

Once we have the orders open, they can be merged to receive a single payment.

To merge the orders, follow the steps outlined below

1. Open the order. 
2. Press the Invu POS icon.
3. Select Merge with Another Order. 
4. A selection box will appear for you to define the order in which the account will be moved. (Note: If you click outside this box, the action will be automatically canceled.) 

Note: To make the selection of orders easier, you can create them directly at the tables so that when viewing the selection box, they can be quickly distinguished.

Merge Accounts Within the Order

This refers to combining or merging individual accounts within the same order. When customers place individual orders, they may have a separate account in the system to facilitate billing and payment tracking. However, these accounts can be combined into one.

Once we have the split accounts, they can be merged back either into a common account to receive a single payment or to merge the open and empty accounts.

After the accounts are separated, follow these steps for reunification:

1. Open the order.
2. Press the account number until the selection box appears.
3. Select the option Merge Open Accounts. 

Note: If there are empty accounts in the order, when finalizing payments, you can use this function to merge all accounts that do not have items and then press Fiscal to close them into a single account.

Move Accounts Between Orders

This involves transferring an existing account from one order to another within the system, allowing accounts to be reassigned to different orders as needed.

Once the action is completed, it will appear as a split account in the new order. This can be done in two ways: From the menu and from the account number.

From the Menu

After creating the orders, follow these steps to move the accounts:

1. Open the order.
2. Press the Invu POS icon.
3. Select Move Account to Another Order. 
4. A selection box will appear for you to choose the account you want to move or cancel the action. 
5. A new selection box will appear for you to define the order to which the account will be moved. (Note: If you click outside this box, the action will be automatically canceled.) 

Note: When moving an account to another order, only its number changes, but it retains its data, such as the customer's name and added items.

From the Account Number

After creating the orders, follow these steps to move the accounts:

1. Open the order.
2. Press the account number until the selection box appears.
3. Select the option Move Account. (Note: A selection box will appear for you to choose the order number to which the account will be moved.)  

Note: If the rest of the accounts are closed, after the open account is moved to the new order, you need to press Fiscal so that the originating order is removed from the list of open orders and can be viewed as a closed order.

Important: If the order is not split, this function cannot be performed.