Reassign Order
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Reassign only the orders that adhere to the following conditions:
They are in the Open or Saved state
Contain ADO items, but exclude EDO and par stock items
Do not have any payments
To reassign an order:
Navigate to Suite Catering Order List.
From the Order Number column, directly select the order.
From the Actions dropdown, select Reassign.
The Reassign option is hidden when multiple orders or a single committed order is selected.
From the Reassign Order popup, use the Account, Authorized User, Event, Suite Class, and Suite dropdowns to select the desired account, authorized user, event, suite class, and suite,.
In the Account dropdown, only active accounts are available.
If selecting a temporary guest account, complete the First Name, Last Name, Email, Phone (Business), Phone (Home) and Phone (Mobile) fields.
The Authorized User dropdown defaults to the appropriate contact based on these rules:
If the email in the source order matches an authorized user, that user is selected.
If no email match but point of contact info exists, From Source Order is selected.
If no contact info, the primary authorized user is selected.
If none apply, Not Selected is selected.
Turn on the Universal Assignment toggle if needed. This toggle is hidden from guest accounts.
If the Universal Assignment toggle is enabled, it is possible to reassign orders to unassigned suites and events.
If the selected suite is a target suite after reassignment, the menu from the source suite is used. For multiple source suites, the menu from any source suite may be used.
From the lower-right of the Reassign Order popup, select Confirm to save the settings.
Alternatively, from the lower-left of the Reassign Order popup, select Cancel to abandon the settings.
When the event of the original order is open within the sales period, a warning message is displayed. Proceed based on site conditions.
If an order has been created for the selected account, suite, and event, the Order Already Exists popup appears. In the popup, select Cancel, Edit Existing Order, or Continue Reassign based on site conditions.
Following this operation, the state of the original order transitions to Voided.