Sail POS: Backoffice

This document will detail how to make a payout button   You will need to make a new PLU but...

This document will detail how to make a button for a gift card purchase. Creating the gift car...

This document will show how to check the balance of a gift card in Backoffice. If you'd like to ...

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

Modifiers are applied modifications to a PLU entry. Modifiers are very customizable in Sail POS, ...

This will walk you through creating a modifier set. Open back office. Select the POS ta...

This document will detail how to make a new PLU. There are two ways to make a new PLU. You can d...

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

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

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

This document will detail the steering section of a PLU in back office.   S...

This document will detail what is found in prompted modifier sets tab. The Prompted Modifier Set...

This will detail the Price level tab on PLUs Price levels tab shows all the price level changes ...

This document will detail the inventory tab. The Inventory tab is where you can see and edit i...

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

This document will detail the modifier flow tab.   The Modifier Flow tab is a tool that lets yo...

This will show you how to rearrange PLUs within a category which will change the order they appea...

The notes section can be found on the launch screen of the terminal and is a great place to leave...

Log into Backoffice Click on the POS tab on the top Click on the triangle next to System Setu...

This document will walk you thru different ways to set rules around your online order time How...

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

This document will walk you thru the steps of creating a carousel digital sign for Online Orderin...

This document will show you how to set up timed menus for online ordering In the example below t...

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

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

This document will show how to configure surcharging in Backoffice Inactivate NCA or OPF PO...

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

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

This document will show you how to configure an order type so that it prompt for a customer's pho...

This document will walk you thru how to change the customer's CC receipt so that it reflects that...

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

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

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

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

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

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

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

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

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

This article will walk you through adding a new employee. Log into back office. Click o...

This Document is about how to deactivate and re-activate an employee that was once moved to inact...

This document will outline how to create and or edit a job roll in back office. Navigate to the ...

This document will detail how to edit a time clock. In Backoffice Open back office then nav...

This document will detail how to set up the Auto clock out feature. Auto Clock out by time ...

Timecard section in Backoffice You can now use the Timecard section in Backoffice to more easi...

Removing Credit Card Tip Fee Log In to Backoffice Click on the Staff tab along the top Click...

This document will show you how to edit all employees minimum wage at one time How to edit min...

This document will show you how to change an individuals hourly pay rate How to edit pay ray ...

This document will give a breakdown of the Daily Sales Report Each of the important number are...

These are all the report parts (organized alphabetically) that you have the option of to put into...

This will walk you through running a payroll report. To run a payroll report you will need to ...

This will show you how to run a product mix report. To run a product mix report You will need t...

This document will show how to edit a sales report. Editing a report will let you rearrange, a...

This document will show reporting for when a payment on an order is rolled over to the next day. ...

This document will show you how exclusive and inclusive taxes report on the Daily sales report an...

This is the Batch Report by Date Where to find the report Backoffice --> Reporting --> Repo...

This is the Customer Statement Report Where to find the report Backoffice --> Reporting -->...

This is the Customer Account Transaction Report Where to find the report Backoffice --> Rep...

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

This is the Gift Card Funding Report Report Where to find the report Backoffice --> Reporti...

This is the Gift Card Report Where to find the report Backoffice --> Reporting --> Reports ...

This is the Payment Details Report Where to find the report Backoffice --> Reporting --> Re...

This is the Discount Audit Report Where to find the report Backoffice --> Reporting --> Rep...

This is the Discount Audit by Server Report Where to find the report Backoffice --> Reporti...

This is the Discount Summary Report Where to find the report Backoffice --> Reporting --> R...

This is the Void and Comp Summary Report Where to find the report Backoffice --> Reporting ...

This is the Void and Comp Audit Report Where to find the report Backoffice --> Reporting --...

This is the Labor Percent Report Where to find the report Backoffice --> Reporting --> Repo...

Payroll Report This report will show you each clock in and clock out during the pay period No...

Payroll Report w/Overtime A payroll report w/overtime will show you each clock in and clock ou...

Payroll Summary The payroll summary does not show every clock in/out entry. It will summarize ...

Payroll Summary w/Tip Details This report is the same as the Payroll Summary, with only showin...

This is the Ingredient Usage Report Where to find the report Backoffice --> Reporting --> R...

This is the Ingredient Usage by Server Report Where to find the report Backoffice --> Repor...

This is the Item Sales Report by Employee Where to find the report Backoffice --> Reporting...

This is the Menu Engineering Report Where to find the report Backoffice --> Reporting --> R...

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

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

This is the Product Mix of Prompted Modifiers Report Where to find the report Backoffice --...

This is the Prompted Modifier Sets Usage  Report Where to find the report Backoffice --> Re...

This is the Sales Accountability Report Where to find the report There are two ways to find...

This is the Sales Accountability Cumulative Report Where to find the report Backoffice --> ...

This is the Sales by Item Category Report Where to find the report Backoffice --> Reporting...

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

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

This is the Sales Report by Order Type Where to find the report Backoffice --> Reporting --...

This is the Sales vs Labor by Hour Report Where to find the report Backoffice --> Reporting...

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

This is the Phone List Report Where to find the report Backoffice --> Reporting --> Reports...

This is the Time Clock Audit  Report Where to find the report Backoffice --> Reporting --> ...

This is the Time Card Report Where to find the report Backoffice --> Reporting --> Reports ...

This page contains information on how to create customer accounts in Sail. 1. Navigate to Cust...

This page contains information on accepting and redeeming deposits using Customer Accounts in Sai...

This document will show you what it looks like in Backoffice and on Reports when a customer makes...

This document will show you what is looks like when a customer redeems their deposit and applies ...

This page contains information on adding items to a customer account for future invoicing, as wel...

This document will show you what it looks like when a customer puts their bill on their customer ...

This document will show you what it looks like when a customer has a balance on their account and...

This document will show you how to build and assign store groups   How to Build a Store group ...