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Terminals & Handhelds

Getting started

Order Entry

How to transfer an order to another server

This will document how to transfer an order to another server. There are two ways to transfer a ...

How to adjust quantity on-hand (86) list

This will show you how to add or update items on the 86 list From the Terminal Adding An Item ...

How to start a table

This will walk through the process of starting a table. There are three ways to start a table and...

How to modify a table

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

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 open an existing order

This will detail how to open an order that was placed earlier. There are two ways to get to an o...

How to view your open orders

This will document how to view your open orders. The orders screen can be opened by pressing t...

How to view a closed order

This will document how to view your open orders. The orders screen can be opened by pressing t...

How to view a someone else's orders

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

How to transfer an order to another server

This will document how to transfer an order to another server. There are two ways to transfer a ...

How to combine tables/orders

This document will detail how to combine orders. There are two ways to combine orders. You can...

How to move a table

This document will detail how to change a table number or move an order to a another table. Tabl...

How to sort orders

This will document how to sort orders   First open the orders screen. ...

How to edit an order: Tools screen

This document will detail the tools editing feature.   The “Tools” button is in the row along t...

Payments

Management Functions

How to run a server report

This document will detail how to run a server report.   Log onto terminal and navigate to t...

How to close a server

This document will detail how to close a server. Go to the terminal and log in. Go to t...

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 will detail how to add manager rights to an open screen. On most of the screens in the...

How to register and use a swipe card

This document will detail how to register and use a swipe card   Log in and navigate to the...

How to toggle price change

This document will detail how to toggle a Manual price change.   Log in and navigate to the...

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 detail how to enable training mode.   Log in and navigate to the tools s...

How to open the till

This will document how to open the till.   To open a till without a transaction press the n...

How to edit table layout

This document will detail how to create and edit the table layout on terminals. Creating a new...

How to refresh cache

This will document how to refresh cache on your terminal. Refreshing cache on a terminal or hand...

How to check a gift card balance

This will detail how to check the balance of a gift card. On the Terminal Navigate to the...

Distribute tip pool

This will document how to use distribute tip pool. The distribute tip pool function will take a ...