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Sail POS: 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 check a gift card balance in Backoffice

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

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...

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 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...

Online Order Throttling

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

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 Carousel Digital Sign

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

How to set up timed menu items for Online Ordering

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

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 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 configure an order type to prompt for a phone number

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

How to add Auto Gratuity to a CC Receipt

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

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...

Staff

Reporting

CRM

Customer Relations Management

Enterprise

For clients with more than 1 location or brand