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This Document will show you how to add a loyalty member and how to redeem rewards for a member Add a new Rewards member Start a new order or open an existing order Select the Rewards button along the bottom of the screen Select the Lookup button to sea...

This document will show you how to Issue a gift card and how to use the gift card for payment How to issue a gift card Log into the station and start a new order Find the "Gift card sale" button (it is usually on the charges or misc tab along the top)...

This page contains information on accepting and redeeming deposits using Customer Accounts in Sail POS. Accepting Deposits 1. Log in to Order Entry Log into order entry on any POS station and select Quick Order. 2. Changing Order Type to Customer A...

This page contains information on how to create customer accounts in Sail. 1. Navigate to Customers In Back Office, navigate to CRM -> Customers. This will display a list of all active customer accounts. 2. Creating a Customer Account If creating a n...

This page contains information on adding items to a customer account for future invoicing, as well as information paying a customers invoice. How to use a Customer Account for Future Invoicing To use this method the customer will need to have a credit limi...

This document will show you how to close out an order to a Room Charge Open the order you would like to apply the room charge. Change the Order Type to "Room Charge". This will update how the guest check footer will print (See Below). Print the itemiz...

Introduction  Most EVPay compliance steps for PCI take just 10-15 min.  What is PCI?Payment Card Industry Data Security Standards (PCI DSS) compliance is mandated by credit card companies and the payment network to ensure the security of credit card transact...

 Most online ordering compliance steps for PCI take just 10-15 min.  Introduction What is PCI?Payment Card Industry Data Security Standards (PCI DSS) compliance is mandated by credit card companies and the payment network to ensure the security of credit car...

Introduction What is PCI?Payment Card Industry Data Security Standards (PCI DSS) compliance is mandated by credit card companies and the payment network to ensure the security of credit card transactions and cardholder data. It exists to protect cardholders f...

Valid Bank Letter Various scenarios, such as ACH re-authorization and bank information changes, require a bank letter to be resolved or proceed. The requirements for a bank letter to be considered valid are very specific, so it is important to make sure your ...

Introduction You have two options to choose from in deciding when you want the payment processer to deduct your credit card fees from your  account: Monthly or daily discount. Monthly discount: The processor deducts fees from the account in one lump sum once...

 Most online ordering compliance steps for PCI take just 10-15 min.  Introduction What is PCI?Payment Card Industry Data Security Standards (PCI DSS) compliance is mandated by credit card companies and the payment network to ensure the security of credit car...

The Adobo release includes new modules for locations that provide delivery.  If you have a location that does or would like to use Sail to help manager deliveries please read below to see our new features.  And if you are interested in any additional informati...

Notes: This release consists of 2 New features and Improvements.  **This release WILL require an update to handheld version 2023.11.2** If you would like any additional information or help setting up any of these new features, please contact support at:Suppo...