Terminals & Handhelds
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 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
How to print a receipt
This document will detail how to print a receipt. Orders screen First open the orders scre...
How to close a table/order
This document will detail how to close a table or an order. To close a table or an order you w...
How to void cash payments
Go to the launch screen and click on orders. Click Open orders (t...
How to enter tips
This document will detail how to enter tips Credit card tips Note: Cash tips do not need to b...
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 ...