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Accessing Your Statements in MX Merchant

Payments

Introduction  This document will guide you in how to access your statements in MX Merchant (MXM)...

Updated 1 month ago by Maya Byers

Example of putting an order on their customer account in Backoffice and Reporting

Sail POS: Backoffice CRM

This document will show you what it looks like when a customer puts their bill on their customer ...

Updated 1 month ago by Cheryl Fuhrmann

Example Customer Account Payment in Backoffice and Reporting

Sail POS: Backoffice CRM

This document will show you what it looks like when a customer has a balance on their account and...

Updated 1 month ago by Cheryl Fuhrmann

Example Deposit Payment in Backoffice and Reporting

Sail POS: Backoffice CRM

This document will show you what it looks like in Backoffice and on Reports when a customer makes...

Updated 1 month ago by Cheryl Fuhrmann

Creating Customer Accounts

Sail POS: Backoffice CRM

This page contains information on how to create customer accounts in Sail. 1. Navigate to Cust...

Updated 1 month ago by Cheryl Fuhrmann

Example Deposit Redemption in Backoffice and Reporting

Sail POS: Backoffice CRM

This document will show you what is looks like when a customer redeems their deposit and applies ...

Updated 1 month ago by Cheryl Fuhrmann

How to manually add and subtract rewards points

Sail POS: Terminals Rewards

Click the Rewards button   Click the Lookup button   Enter member card or mobile number ...

Updated 1 month ago by Tim Theobald

How to apply rewards discount to order

Sail POS: Terminals Rewards

Click the Rewards button   Click the Lookup button   Click on the member who has the rewa...

Updated 1 month ago by Tim Theobald

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   ...

Updated 1 month ago by Tim Theobald

How to register a reward member

Sail POS: Terminals Rewards

Click the Rewards button    Click the Lookup button   Enter in card number or mobile phon...

Updated 1 month ago by Tim Theobald

Edit Tips Screen

Sail POS: Terminals Getting started

This document will detail the Edit Tips screen. Anatomy of...

Updated 1 month ago by Cheryl Fuhrmann

Table View Screen

Sail POS: Terminals Getting started

This page will detail the Table View screen. 1. The tables - Each table or b...

Updated 1 month ago by Cheryl Fuhrmann

Orders Screen

Sail POS: Terminals Getting started

This will detail how to use the orders screen. ...

Updated 1 month ago by Cheryl Fuhrmann

How to sort payments on the edit tips screen

Sail POS: Terminals Payments

This document will show how to sort and filter payments Anatomy of a button on the Edit Tips s...

Updated 1 month ago by Cheryl Fuhrmann

How to enter tips

Sail POS: Terminals Payments

This document will detail how to enter tips on a Terminal To see how to edit tips on a handheld ...

Updated 1 month ago by Cheryl Fuhrmann

How to reopen a closed table/order

Sail POS: Terminals Payments

This document will detail how to reopen a closed table/order from a terminal NOTE: If it is a cr...

Updated 1 month ago by Cheryl Fuhrmann

How to Hold, Fire, or Re-Fire an item

Sail POS: Terminals Order Entry

This will show you how to Hold, Fire, or Re-fire an item How to hold an item Hold until you f...

Updated 1 month ago by Cheryl Fuhrmann

How to sort orders on the order view screen

Sail POS: Terminals Order Entry

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

Updated 1 month ago by Cheryl Fuhrmann

How to add discounts to an item or check

Sail POS: Terminals Order Entry

This document will show you how to add a discount to an item or the check on a terminalIf you wan...

Updated 2 months ago by Cheryl Fuhrmann

How to configure a Discount

Sail POS: Backoffice POS

There are many different setting on what can be configured in a discount, and this document will ...

Updated 2 months ago by Cheryl Fuhrmann