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 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...

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 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. ...

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...

These are examples of running different date ranges for the Sales Report by Day 3 days ...

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

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