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Published: 2024-06-24

Transfer Folio Items To Other Folios

Transfer Folio Items To Other Folios

How To Transfer Folio Items To Other Folios

Welcome to this tutorial on how to transfer folio items to other folios using SORASO PMS. Let’s get started!

  1. After logging in, navigate to the Cashier menu located in the left sidebar.
  2. Locate the room for which you want to transfer folio items and click on the Enter icon in the corresponding row.
  3. This will take you to the cashier screen for the selected room.
  4. Next, from the folio tab menu, select the folio that contains the charges you want to transfer.
  5. Click on the Transfer button located at the top. A new folio window will appear on the right, which will be the target folio for the transfer.
  6. In the second window, select the room and folio you want to transfer the items to.
  7. Check the boxes in front of the transactions you wish to transfer.
  8. Drag the selected items to the second folio window and choose whether to transfer the full or partial amount.

And that's it! You have successfully transferred folio items to another folio.

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