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Sail POS: Backoffice

POS: Items & Modifiers

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: Location Availability

This document will detail the Location Availability tab. The location availability tab will let...

PLU: Advanced Tab

This page will detail the advanced tab on PLUs settings. This tab has many of the PLU settings...

How to add a recipe to a menu item

When pressing and holding on a menu item a recipe of the menu item can be added and printed out. ...

PLU: Online Ordering

This document will detail the online ordering tab in PLUs   Select this che...

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...

How to adjust the 86 list in Backoffice

This document will show you how to add or update items on the 86 list from Backoffice If you wou...

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 create a Shortcut

This document will show you how to create a Shortcut A shortcut is a set of actions that can o...

How to configure a "BOGO" Shortcut

This document will show you how to configure a BOGO (or 2 for 1) discount This can be used whe...

How to configure "Double Up for a Buck" Shortcut

This document will show you how to configure a "Double up for a Buck" discount This can be use...

How to Configure a "Food Special" Shortcut

This document will show you how to create a shortcut with a food special that rings in multiple i...

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...

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 update Billboards

This document will show you how to edit Billboards in Backoffice Billboards allow you to have im...

POS: Gift Cards

POS: Settings

How to change your Default Receipt Type

When you tap the Receipts button in the POS, a receipt prints using your default receipt type.H...

How to configure the Speed Rail

This document will show you how to configure the Speed Rails on the Terminal Speed rails are f...

How to create Item Filters

This document will show you how to create Item Filters To Navigate to Items filters POS -->...

How to create a context filter

This document will show you how to create a context filter. How to Build a context filter B...

How to configure a context filter for the alcohol modifier set not prompting

This document will show you how to configure a context filter so that the Alcohol modifier set do...

How to Edit Comps & Voids

This document will show you how to edit your current Comps & Voids in the system Whats the dif...

Size Groups

This document will walk you thru all things Size Groups. From how to set them up, how to ring the...

How to configure a Discount

There are many different setting on what can be configured in a discount, and this document will ...

How to configure Cash Discounting

This Document will show you how to configure Cash Discounting in Backoffice   Make sure the ten...

How to configure Order Processing Fee

This document will show you how to configure order processing fee in Backoffice Set up a tax f...

How to configure a delivery charge on an order type

This document will show you how to configure a fixed dollar amount for delivery charge on the To-...

How to configure an auto gratuity based on guest count

This document will show you how to configure an auto gratuity based off a guest count Charge...

How to set up auto close

This document will detail how to set up auto close.   Navigate to the POS tab and click to ...

POS: System Setup

Staff

Reporting

Report Samples

Batch Report by Date

The Batch Report by Date provides a detailed summary of all card transactions that were grouped (...

Customer Statement Report

The Customer Statement report provides a summary of all invoices, payments, and balances for a cu...

Customer Account Transactions

The Customer Account Transactions report shows all times a customer account was used as the tende...

Customer Accounts on a Daily Close Report

This is an example of how Customer accounts report  on the Daily Close Report Money coming int...

Gift Card Funding Report

The Gift Card Funding Report shows the net balances owed between store locations when gift cards ...

Gift Card Report

The Gift Card Report provides a detailed record of every gift card transaction within the selecte...

Payment Details Report

The Payment Details Report provides a detailed record of all payments received during a selected ...

Discount Audit Report

The Discount Audit Report shows every discount applied within a selected date range. It helps man...

Discount Audit by Server Report

The Discount Audit by Server Report shows all discounts applied by employees within a selected da...

Discount Summary Report

The Discount Summary Report provides an overview of all discounts applied within a selected date ...

Void and Comp Summary Report

The Void and Comp Summary Report provides an overview of all voids and comps processed within a s...

Void and Comp Audit Report

The Void and Comp Audit Report provides a detailed record of every void and comp processed within...

Labor Percent Report

The Labor Percent Report shows the relationship between labor costs and sales for a selected date...

Labor Productivity Report

The Labor Productivity Report shows how effectively labor hours are being used compared to sales ...

Payroll Details Report

The Payroll Details Report provides the most detailed view of payroll. It lists every employee sh...

Payroll Report

The Payroll Report provides a detailed breakdown of employee hours, wages, tips, and sales for a ...

Payroll Report w/Overtime

The Payroll Report with Overtime provides a detailed breakdown of employee hours, wages, tips, an...

Payroll Summary

The Payroll Summary Report provides a consolidated overview of employee payroll for a specific pa...

Payroll Summary w/Tip Details

The Payroll Summary Report with Tip Details provides a high-level payroll summary by employee, in...

Ingredient Usage Report

The Ingredient Usage Report shows how often each ingredient was added, modified, or removed durin...

Ingredient Usage by Server Report

The Ingredient Usage by Server Report shows how often each ingredient was added, modified, or rem...

Item Sales Report by Employee

The Item Sales Report by Employee is most often used for contests or sales challenges (for exampl...

Menu Engineering Report

The Menu Engineering Report shows how menu items are performing based on both profitability and p...

Product Mix Report

This is the Product Mix Report Where to find the report Backoffice --> Reporting --> Report...

Product Mix by Store Report

The Product Mix by Store Report compares item sales across multiple store locations within the se...

Product Mix of Prompted Modifiers Report

The Product Mix of Prompted Modifiers Report shows how often each prompted modifier was used for ...

Prompted Modifier Sets Usage Report

The Prompted Modifier Sets Usage Report shows how often specific modifier choices are used when e...

Sales Accountability Report

The Sales Accountability Report is used to reconcile server/bartender/employee sales and payments...

Sales Accountability Cumulative Report

The Sales Accountability Cumulative Report is used to reconcile sales and payments across a longe...

Sales by Item Category Report

The Sales by Item Category Report shows sales activity summarized by item category within broader...

Sales Period Report

This is the Sales Period Report Where to find the report Backoffice --> Reporting --> Repor...

Sales Report by Day

The Sales Report by Day lets you run sales for any date range and see net sales broken down by re...

Sales Report by Order Type

The Sales Report by Order Type shows your net sales broken down by order type (like Dine-In, To-G...

Sales vs Labor by Hour Report

The Sales vs Labor by Hour Report compares hourly sales performance against labor costs, helping ...

Server Close Report

This is the Server Close Report Where to find the report Backoffice --> Reporting --> Repor...

Phone List Report

The Phone List Report provides a quick, printable directory of all employees who have a phone num...

Time Clock Audit Report

The Time Clock Audit Report shows all clock-in and clock-out changes made for employees during th...

Time Card Report

The Time Card Report provides a detailed look at employee time punches for a selected date range....

CRM

Customer Relations Management - Customer Accounts

Enterprise

For clients with more than 1 location or brand