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Example Customer Account Payment in Backoffice and Reporting
This document will show you what it looks like when a customer has a balance on their account and...
Example Deposit Payment in Backoffice and Reporting
This document will show you what it looks like in Backoffice and on Reports when a customer makes...
Creating Customer Accounts
This page contains information on how to create customer accounts in Sail. 1. Navigate to Cust...
Example Deposit Redemption in Backoffice and Reporting
This document will show you what is looks like when a customer redeems their deposit and applies ...
Edit Tips Screen
This document will detail the Edit Tips screen. Anatomy of...
Table View Screen
This page will detail the Table View screen. 1. The tables - Each table or b...
How to sort payments on the edit tips screen
This document will show how to sort and filter payments Anatomy of a button on the Edit Tips s...
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 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 sort orders on the order view screen
This document will show how to sort orders in the Order View Screen First open the orders ...
How to refund a credit card from a previous day transaction
Create Refund Click Quick Order on the default screen Click Charge Tab Click on on...
How to exit and restart Sail Software
Exit Sail Software On the Log In screen enter 987654321 Enter On any other screen, clic...
How to see your sales (Server Close Report)
Log in Click on the Report Icon (bottom right)
How to move an item to different seat and hold, delete & duplicate items
Move an item to a different seat Click Edit In the item you want to move – Click & Hold t...
How to modify, duplicate or add note it a menu item
Slide right on the menu item you want to modify, duplicate, or add a note Modify Item C...
How to Delete or Void a Menu Item
If an item has not been sent it will be green and can be deleted Delete Slide to the left an...
How to assign a receipt check printer
A handheld device can be assigned to a guest check printer to print off customer receipts. E...
How to add a item through search
Click Add button In the search box type in the menu item Click the + button next to t...
How to check a gift card balance on a handheld
This document will show how to check the balance of a gift card on a handheld. If you'd like to ...
How to refresh cache on a handheld
This document will show how to refresh cache on your handheld. If you'd like to see how to do a ...