Sail POS: Backoffice

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

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

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

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

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

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...

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

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

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 ...

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

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

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

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 edit your current Comps & Voids in the system Whats the dif...

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

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

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 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...

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

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

Delivery Zones can be defined in the system and optionally linked to a Charge.  When an order tha...

This document will show you how to set up delivery zones and dispatch in Backoffice. It will also...

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 how to change the customer's CC receipt so that it reflects that...

There are a couple settings you can adjust on your receipts To find the settings Go to Ba...

This document will show you examples of kitchen and bar tickets using different fonts, spacing, a...

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

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

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

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

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 is a quick reference guide to the report parts to see what its purpose is, and when and wher...

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

Our system offers five different payroll reports. Each one serves a slightly different purpose. U...

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 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...

Scheduled Reports allow you to automatically receive any report from the system via email, on a s...

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

The Product Mix Report provides a detailed breakdown of every item and modifier sold during the s...

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 ...