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Functions Screen

Sail POS: Terminals Getting started

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

Updated 1 week ago by AI Documentation

Sales Period Report

Sail POS: Backoffice Report Samples

The Sales Period Report provides a summary of all sales activity for any selected date range.It i...

Updated 1 week ago by AI Documentation

How to do the Daily Close

Sail POS: Terminals Management Functions

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

Updated 1 week ago by AI Documentation

How to record a cash deposit on the terminal

Sail POS: Terminals Management Functions

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

Updated 1 week ago by AI Documentation

How to add or edit deposits in Backoffice

Sail POS: Backoffice Reporting

This will walk through the Deposits screen in Backoffice. It lists the cash deposits recorded for...

Updated 1 week ago by AI Documentation

Daily Sales Report

Sail POS: Backoffice Report Samples

The Daily Close Report shows a complete summary of all sales, payments, and transactions for a si...

Updated 1 week ago by AI Documentation

Items: Details Tab

Sail POS: Backoffice POS: Items & Modifiers

The General sub-tab of Details — where you set the item's name, pricing, and associations — is co...

Updated 1 week ago by AI Documentation

How to look up a member and apply points

Sail POS: Terminals Rewards

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

Updated 1 week ago by AI Documentation

How to register a reward member

Sail POS: Terminals Rewards

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

Updated 1 week ago by AI Documentation

How to manually add and subtract rewards points

Sail POS: Terminals Rewards

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

Updated 1 week ago by AI Documentation

How to make a Menu Item

Sail POS: Backoffice POS: Items & Modifiers

Items are the buttons your team presses at the terminal or handheld to ring things up. Modifier i...

Updated 1 week ago by AI Documentation

How to set up a timed item

Sail POS: Backoffice POS: Items & Modifiers

This document will walk you through setting up a timed item: an item that is charged by how long ...

Updated 1 week ago by AI Documentation

Whats new on the Item Editor?

Sail POS: Backoffice POS: Items & Modifiers

The Item Editor Has a New Look Nothing was removed, and nothing about how items work on a termin...

Updated 1 week ago by AI Documentation

How to toggle price change

Sail POS: Terminals Management Functions

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

Updated 1 week ago by AI Documentation

How to create and use a Price Level

Sail POS: Backoffice POS: Settings

This document will walk you through creating a price level, attaching items to it, and changing m...

Updated 1 week ago by AI Documentation

Sail POS: Set up and manage price levels (happy hour, event pricing, and item discounts)

Sail Troubleshooting

Summary. Walks through creating a Sail price level from scratch, setting it to run automatically ...

Updated 1 week ago by AI Documentation

How to add a charge or gratuity

Sail POS: Terminals Order Entry

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

Updated 1 week ago by AI Documentation

How to start and pay out a tab on a handheld

Sail POS: Handhelds

This will walk through tabs on a handheld: starting a tab with the guest's card, adding to it eac...

Updated 1 week ago by AI Documentation

The Handheld Modify screen

Sail POS: Handhelds

The Modify screen is where you change one item on an order: tell the kitchen when to make it, put...

Updated 1 week ago by AI Documentation

How to see your sales (Server Close Report)

Sail POS: Handhelds

This will walk through how to see your sales on a handheld. The Server report shows your sales, p...

Updated 1 week ago by AI Documentation