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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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months ago by Cheryl Fuhrmann

Edit Tips Screen

Sail POS: Terminals Getting started

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

Updated 4 months 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 4 months 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 4 months 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 4 months 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 4 months 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 4 months ago by Cheryl Fuhrmann

How to refund a credit card from a previous day transaction

Sail POS: Terminals Management Functions

Create Refund Click Quick Order on the default screen    Click Charge Tab   Click on on...

Updated 5 months ago by Tim Theobald

How to add a recipe to a menu item

Sail POS: Backoffice POS

When pressing and holding on a menu item a recipe of the menu item can be added and printed out. ...

Updated 5 months ago by Tim Theobald

How to exit and restart Sail Software

Sail POS: Terminals Management Functions

Exit Sail Software On the Log In screen enter 987654321 Enter   On any other screen, clic...

Updated 5 months ago by Tim Theobald

How to see your sales (Server Close Report)

Sail POS: Handhelds

Log in Click on the Report Icon (bottom right)      

Updated 5 months ago by Tim Theobald

How to move an item to different seat and hold, delete & duplicate items

Sail POS: Handhelds

Move an item to a different seat Click Edit    In the item you want to move – Click & Hold t...

Updated 5 months ago by Tim Theobald

How to modify, duplicate or add note it a menu item

Sail POS: Handhelds

Slide right on the menu item you want to modify, duplicate, or add a note     Modify Item C...

Updated 5 months ago by Tim Theobald

How to Delete or Void a Menu Item

Sail POS: Handhelds

If an item has not been sent it will be green and can be deleted   Delete Slide to the left an...

Updated 5 months ago by Tim Theobald

How to assign a receipt check printer

Sail POS: Handhelds

A handheld device can be assigned to a guest check printer to print off customer receipts.   E...

Updated 5 months ago by Tim Theobald