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
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 configure Delivery Zones
Delivery Zones can be defined in the system and optionally linked to a Charge. When an order tha...
Delivery & Dispatch
This document will show you how to set up delivery zones and dispatch in Backoffice. It will also...
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...
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...
Receipt Setup Settings
There are a couple settings you can adjust on your receipts To find the settings Go to Ba...
Kitchen Ticket Examples
This document will show you examples of kitchen and bar tickets using different fonts, spacing, a...
How to Configure Surcharging
This document will show how to configure surcharging in Backoffice Inactivate NCA or OPF PO...
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 edit time clock
This document will detail how to edit a time clock. In Backoffice Open back office then nav...
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 Card
Timecard section in Backoffice You can now use the Timecard section in Backoffice to more easi...
How to remove CC Tip Fee
Removing Credit Card Tip Fee Log In to Backoffice Click on the Staff tab along the top Click...
How to edit Minimum Wage
This document will show you how to edit all employees minimum wage at one time How to edit min...
How to edit an employees Hourly Pay Rate
This document will show you how to change an individuals hourly pay rate How to edit pay ray ...
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...
Which Payroll Report is right for me?
Our system offers five different payroll reports. Each one serves a slightly different purpose. U...
How to run a product mix report
This will show you how to run a product mix report. To run a product mix report You will need t...
How to edit a report
This document will show how to edit a sales report. Editing a report will let you rearrange, a...
Rollover/Prior Payments
This document will show reporting for when a payment on an order is rolled over to the next day. ...
Exclusive vs Inclusive Tax on reports
This document will show you how exclusive and inclusive taxes report on the Daily sales report an...
How to set up Scheduled Reports
Scheduled Reports allow you to automatically receive any report from the system via email, on a s...
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
Creating Customer Accounts
This page contains information on how to create customer accounts in Sail. 1. Navigate to Cust...
Accepting and Redeeming Deposits for Customer Accounts
This page contains information on accepting and redeeming deposits using Customer Accounts in Sai...
Example Deposit Payment in Backoffice and Reporting
This document will show you what it looks like in Backoffice and on Reports when a customer makes...
Example Deposit Redemption in Backoffice and Reporting
This document will show you what is looks like when a customer redeems their deposit and applies ...
Customer Accounts for future Invoicing
This page contains information on adding items to a customer account for future invoicing, as wel...
Example of putting an order on their customer account in Backoffice and Reporting
This document will show you what it looks like when a customer puts their bill on their customer ...
Example Customer Account Payment in Backoffice and Reporting
This document will show you what it looks like when a customer has a balance on their account and...
Enterprise
For clients with more than 1 location or brand