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Sail POS: Terminals & Handhelds

Getting started

Order Entry

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 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 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 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 combine tables/orders

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

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 sort orders

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

How to edit an order

This will detail the process of editing and moving orders after they have been added to a guest. ...

How to edit an order: Tools screen

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

Payments

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...