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
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 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 clock
This document will detail how to edit a time clock. In Backoffice Open back office then nav...
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 ...
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...
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...
How to run a payroll report
This will walk you through running a payroll report. To run a payroll report you will need to ...
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. ...
CRM
Customer Relations Management
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...
Customer Accounts for future Invoicing
This page contains information on adding items to a customer account for future invoicing, as wel...
Enterprise
For clients with more than 1 location or brand