Sail POS: Terminals
Getting started
How to clock in and out
This document will show how to clock in and out. Clocking In Log into the terminal with ...
Terminal Launch Screen
The terminal launch screen is the “launching” point for all the other par...
Orders Screen
This will detail how to use the orders screen. ...
Table View Screen
This page will detail the Table View screen. 1. The tables - Each table or b...
Edit Tips Screen
This document will detail the Edit Tips screen. Anatomy of...
Functions Screen
This will detail the Functions screen. Many of these options are only av...
Order Entry Screen
This will detail the page for putting in guests orders. There are a few ways to get to this pa...
Order Entry
How to start a table
This will walk through the process of starting a table on a terminal. Please click this link ...
How to modify a table
This will walk you through how to modify a table on a terminal after it has been created. If you...
How to open an existing order
This document will show how to open an order that was placed earlier. There are 2 ways to find o...
How to view your open orders
This document will show you how to view your open orders. The orders screen can be opened by p...
How to view a closed order
This document will show you how to view your open orders. The orders screen can be opened by pre...
How to view a someone else's orders
This document will show how to view someone else's orders. Open the orders screen. ...
How to filter/sort orders
This document will show how to sort orders in the Order View Screen First open the orders ...
How to move a table
This document will show how to change a table number or move an order to a another table. There ...
How to combine tables/orders
This document will show how to combine orders. There are two ways to combine orders on the termi...
How to transfer an order to another server
This document will walk you thru the four ways to transfer an order to another server. The Ord...
How to transfer an order to another server
This document will show how to transfer an order to another server. There are three ways to tran...
How to adjust the 86 list from the Terminal
This document will show you how to add or update items on the 86 list from the Terminal If you w...
How to edit an order: Tools screen
This document will show the tools editing feature. The “Tools” button is on the bottom toolbar...
How to edit an Item: More Screen
This document will show you how to edit items on the order in the "More" screen Select and ite...
How to Void or Comp an item
This will detail the process of editing and moving orders after they have been added to a guest. ...
How to Split & Un-split an item on the terminal
This document will show you how to Split and then Un-split an item on the terminal How to Spl...
How to Hold, Fire, or Re-Fire an item
This will detail the process of editing and moving orders after they have been added to a guest. ...
How to add discounts to an item or check
Discounts: Here is what it looks like on the terminals: We have made it easier for “Req...
How to add notes to an item
This will detail the process of editing and moving orders after they have been added to a guest. ...
How to Move items to a new seat
This will detail the process of editing and moving orders after they have been added to a guest. ...
How to duplicate an item(s)
Duplicate:To duplicate an item first select it then select the Duplicate button.
How to Modify an Item
Modify an Item To get to the modifier screen, select the “Modify” button on the very left of...
How to edit price and name of an item from a terminal
How to Edit an Item: As soon as you click on “Edit item” you will see this screen. ...
How to Add a Rewards Member and Redeem a Reward
This Document will show you how to add a loyalty member and how to redeem rewards for a member ...
How to Issue & Redeem a Gift Card
This document will show you how to Issue a gift card and how to use the gift card for payment ...
Payments
How to print a receipt
This document will show how to print a receipt from a terminal. There are many way From Order ...
How to close a table/order
This document will detail how to close a table/order from a terminal To see how to close a table...
How to reopen a closed table/order
This document will detail how to reopen a closed table/order from a terminal NOTE: If it is a cr...
How to void cash payments
This document will show how to void a cash payment First you need to find the closed order, ...
How to enter tips
This document will detail how to enter tips on a Terminal To see how to edit tips on a handheld ...
How to filter/sort payments
This document will show how to sort and filter payments Anatomy of a button on the Edit Tips s...
How to Edit tips that have already been entered
This document will show how to edit tips that have already been entered If a tip needs to ...
Credit Card Re-Apply
This document will show you videos of different real world scenarios to use Credit Card Re-Apply....
Credit Card Re-Apply Expanded version
This document give a full explanation of how to use Credit Card Re-Apply and will show you videos...
Management Functions
How to run a server report
This document will show how to run a server report. As a server Log onto terminal and nav...
How to close a server
This document will show how to close a server. There are 3 things to do before you run a server ...
How to do the Daily Close
This document will walk you through performing the daily close procedure in Sail. Before you can...
How to add manager rights to an open screen
This document will show how to add manager rights to an open screen. On most of the screens...
How to register and use a swipe card
This document will show how to register and use a swipe card Login and navigate to the Fun...
How to toggle price change
This document will show how to toggle a Manual price level change. Login and navigate to t...
How to adjust Terminal Settings/Defaults
This document will detail the terminal settings page and show how to change system defaults on th...
How to enable training mode
This document will show how to enable training mode. Log in and navigate to the Functions ...
How to open the till
This document will show you the different ways to open the till. Without a sale To open a ti...
How to edit table layout
This document will show how to create and edit the table layout on terminals. Creating a new d...
How to do a Terminal Sync
This document will show how to sync the terminal. Performing a Terminal Sync will pull the curre...
How to check a gift card balance
This document will show how to check the balance of a gift card on the terminal. If you'd like t...
Distribute tip pool
This document will show how to use the Distribute tip pool feature. The distribute tip pool func...
How to Edit button size and font
This document will show you how to change the button, font, and image sizes on the buttons. Note...
How to close an order out to a Room Charge (Non-Integrated)
This document will show you how to close out an order to a Room Charge Open the order you woul...