Sail POS: Terminals

This document will show how to clock in and out.   Clocking In Log into the terminal with ...

The terminal launch screen is the “launching” point for all the other par...

This will detail how to use the orders screen. Anatomy of an order b...

This page will detail the Table View screen. 1. The tables - Each table or b...

This document will detail the Edit Tips screen. Anatomy of...

This will detail the Functions screen. Many of these options are only available to a user with t...

This will detail the page for putting in guests orders. There are a few ways to get to this page...

This will walk through the process of starting a table on a terminal.  Please click this link ...

This will walk you through how to modify a table on a terminal after it has been created. If you...

This document will show how to open an order that was placed earlier. There are 2 ways to find o...

This document will show you how to view your open orders. The orders screen can be opened by p...

This document will show you how to view your open orders. The orders screen can be opened by pre...

This document will show how to view someone else's orders. Open the orders screen. ...

This document will show how to sort orders in the Order View Screen First open the orders ...

This document will show how to change a table number or move an order to a another table. There ...

This document will show how to combine orders. There are two ways to combine orders on the termi...

This document will walk you thru the four ways to transfer an order to another server. The Ord...

This document will show you how to add or update items on the 86 list from the Terminal If you w...

This document will show the tools editing feature. The “Tools” button is on the bottom toolbar...

This document will show you how to edit items on the order in the "More" screen Select and ite...

This will detail the process of Voiding or Comping an item after it has been added to a order. ...

This document will show you how to Split and then Un-split an item on the terminal How to Split...

This will show you how to Hold, Fire, or Re-fire an item How to hold an item Hold until you fire...

This document will show you how to add a discount to an item or the check on a terminalIf you wan...

This will Show you how to add notes to an item or modifier item Add notes to an item The notes ...

This this document will show you how to move an item to a another seat.  How to move an item t...

This document will show you how to duplicate one or multiple items How to duplicate 1 item ...

Modify an Item To get to the modifier screen, select the “Modify” button on the very left of...

How to Edit an Item from the terminal Note that you can only edit items if your job role has a...

This document will show you how to Issue a gift card and how to use the gift card for payment ...

Press and Hold Buttons Several buttons that if the button is held, will give you a shortcut to ...

Sail has the ability to take an order and have it send to the kitchen later that day or on a fu...

This document will walk you through finding a customer and attaching them to an order on the term...

This document will walk you through the special buttons on the Charges/Misc tab of the order scre...

This will walk you through the modifier prompts that pop up when you ring in an item, and the Hot...

This will walk through how to add a charge to an order on the terminal, like a gratuity for a lar...

This document will show you how to use the Split Item buttons on the order screen to split an ite...

This document will walk through using timed items on a terminal. A timed item is charged by how l...

This document will show how to print a receipt from a terminal. There are many way From Order ...

This document will detail how to close a table/order from a terminal To see how to close a table/...

This document will detail how to reopen a closed table/order from a terminal NOTE: If it is a cr...

This document will show how to void a cash payment First you need to find the closed order, ...

This document will detail how to enter tips on a Terminal To see how to edit tips on a handheld ...

This document will show how to sort and filter payments Anatomy of a button on the Edit Tips s...

This document will show how to edit tips that have already been entered If a tip needs to ...

This document will show you videos of different real world scenarios to use Credit Card Re-Apply....

This document will show you how to close out an order to a Room Charge Open the order you woul...

This document give a full explanation of how to use Credit Card Re-Apply and will show you videos...

This document will walk you through the Payments screen on the terminal: what each part does, how...

This document will walk you through how to use the Split Calculator on the Payments screen to div...

This document will walk you through tabs on the terminal: starting a tab with the guest's card, a...

This document will show how to run a server report. As a server Log onto terminal and nav...

This document will show how to close a server. There are 3 things to do before you run a server ...

This document will walk you through performing the daily close procedure in Sail. Before you can ...

This document will show how to add manager rights to an open screen.  On most of the screens...

This document will show how to register and use a swipe card Login and navigate to the Fun...

This document will show how to toggle a Manual price level change. Login and navigate to the F...

This document will detail the terminal settings page and show how to change system defaults on th...

This document will show how to enable training mode. Log in and navigate to the Functions ...

This document will show you the different ways to open the till.   Without a sale To open a ti...

This document will show how to create and edit the table layout on terminals: adding sections (di...

This document will show how to sync the terminal. Performing a Terminal Sync will pull the curre...

This document will show how to check the balance of a gift card on the terminal. If you'd like t...

This document will show you how to change the button, font, and image sizes on the buttons. Note...

Click Quick Order on the default screen    Click Charge Tab   Click on one of the Refund ...

Exit Sail Software On the Log In screen enter 987654321 Enter   On any other screen, clic...

Create Refund Click Quick Order on the default screen    Click Charge Tab   Click on on...

This document will walk you thru the two ways to submit a tip out to another employee. The Submi...

In the unlikely event that the primary credit card processor goes down, we can switch you to a ba...

Credit Card Offline Mode allows your POS terminals to continue accepting credit card payments in ...

The order screen on the terminal can be edited right where it lives — tabs, sections, speed rails...

This document will walk you through how to fix an employee's time clock from a terminal. You can ...

This document will walk you through assigning a cash drawer to a person on the terminal, so only ...

This document will walk you through recording tonight's cash deposit on the terminal - the cash y...

Click the Rewards button    Click the Lookup button   Click the New Member button   Enter the ...

Start an order and enter in items Click the Rewards button   Click the Lookup button   Type th...

Click the Rewards button   Click the Lookup button   Type the member's name, phone number, emai...

Click the Rewards button   Click the Lookup button   Type the member's name, phone number, ema...

This Document will show you how to add a loyalty member and how to redeem rewards for a member ...

This document will show you how to add or subtract points from a terminal 1. Set job role rights ...