Backoffice
POS
How to create a pay out button
This document will detail how to make a payout button You will need to make a new PLU but...
How to create a gift card button
This document will detail how to make a button for a gift card purchase. Creating the gift car...
How to set up auto close
This document will detail how to set up auto close. Navigate to the POS tab and click to ...
Setting Up Modifiers
Modifiers are applied modifications to a PLU entry. Modifiers are very customizable in Sail POS, ...
How to create a modifier set
This will walk you through creating a modifier set. Open back office. Select the POS ta...
How to make a PLU
This document will detail how to make a new PLU. There are two ways to make a new PLU. You can d...
PLU: Advanced Tab
This page will detail the advanced tab on PLUs settings. This tab has many of the PLU settings...
PLU: Online Ordering
This document will detail the online ordering tab in PLUs Select this che...
PLU: Location Availability
This document will detail the Location Availability tab. The location availability tab will let...
PLU: Steering
This document will detail the steering section of a PLU in back office. S...
PLU: Prompted Modifier Sets
This document will detail what is found in prompted modifier sets tab. The Prompted Modifier Set...
PLU: Price Levels Tab
This will detail the Price level tab on PLUs Price levels tab shows all the price level changes ...
PLU: Inventory
This document will detail the inventory tab. The Inventory tab is where you can see and edit i...
PLU: Modifier Flow
This document will detail the modifier flow tab. The Modifier Flow tab is a tool that lets yo...
How to rearrange PLUs within a category
This will show you how to rearrange PLUs within a category which will change the order they appea...
How to update today's notes
The notes section can be found on the launch screen of the terminal and is a great place to leave...
How to update your tax rates
Log into Backoffice Click on the POS tab on the top Click on the triangle next to System Setu...
Staff
How to add a new employee
This article will walk you through adding a new employee. Log into back office. Click o...
How to Deactivate or Reactivate an employee.
This Document is about how to deactivate and re-activate an employee that was once moved to inact...
How to create and/or edit a job role
This document will outline how to create and or edit a job roll in back office. Navigate to the ...
How to edit time clock
This document will detail how to edit a time clock. In Backoffice Open back office then nav...
How to set up auto clock out
This document will detail how to set up the Auto clock out feature. Auto Clock out by time ...
Reporting
Daily Sales Report Breakdown
This document will give a breakdown of the Daily Sales Report Each of the important number are...
Report Parts
These are all the report parts (organized alphabetically) that you have the option of to put into...
How to run a payroll report
This will walk you through running a payroll report. Log into back office. Select t...
How to run a product mix report
This will show you how to run a product mix report. Log into back office and navigate to ...
How to edit a report
This will document how to add elements to a report. Editing a report will let you add element...