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The Sales Report by Order Type shows your net sales broken down by order type (like Dine-In, To-Go, Bar, Delivery, Customer Account, etc.). It helps you see which order types bring in the most revenue and how sales, non-sales, and charges are distributed acros...

The Sales vs Labor by Hour Report compares hourly sales performance against labor costs, helping you visualize how efficiently labor is being used throughout the day. You can choose to view the data by hour, half-hour, or quarter-hour, depending on how detail...

The Server Close Report shows all sales and payment activity for one employee’s shift close.It’s used to confirm the total cash that must be turned in, verify all sales and tips, and ensure that each server’s drawer balances correctly before performing the Dai...

The Phone List Report provides a quick, printable directory of all employees who have a phone number entered in their Employee Details section of Backoffice.It’s a simple reference tool designed to make it easy for managers or staff to contact team members dir...

The Time Clock Audit Report shows all clock-in and clock-out changes made for employees during the selected date range.It’s designed to help managers track edits, deletions, and schedule overrides—making it easy to verify accuracy and identify manual changes t...

The Time Card Report provides a detailed look at employee time punches for a selected date range.This report is most commonly used to review daily punches, confirm clock-ins and clock-outs, and identify any punches that may need manager attention or correction...

Notes: This release consists of 4 Improvements. Use the page navigation section on the top left of this screen to jump between the features you'd like to read about. **This release WILL require a handheld update to version 2025.11.1** If you would like any a...

Notes: This release consists of 2 New features and Improvements. Use the page navigation section on the top left of this screen to jump between the features you'd like to read about. **This release WILL require a handheld update to version 2025.7.3** If you ...

This document will show you how to create a Point Rule A Point Rule is a rule that defines how Rewards Members earn points and Rewards How to create Point Rule From the Rewards Merchant Portal navigate to Points Select Complete Point Details Form ...

This document will show you how to add a new Store A Store is a location used in Rewards. Single location merchants will only have one store added in the Rewards Merchant Portal.  How to create a new Store From the Rewards Merchant Portal navigate to ...

This document will show you how to add a Bonus Points Schedule.  Bonus points change the points earned for every dollar spent to a different multiplier. How to Create a Bonus Points Schedule From Rewards Merchant Portal navigate to Points tab In the ...

This document will show you how to create Rewards Rewards are earned, purchased or given (Events/Campaigns) How to create a new Reward From the Rewards Merchant Portal click on the Rewards Tab Select the button Fill out the required fields NOT...

This guide explains how to create and manage Events to communicate with members based off of their data points (Birthday, Anniversary, Last visit, etc.) Key Terms:  Event: Emails automatically sent to members based off of the member data points (Birthday, An...

This document will show you how to configure the Member Options for the Member Portal. The Member Portal is where the member logs into to their rewards account. Once logged in they can view their points balance, available rewards, transaction history and up...

This article provides instructions on how to manually toggle the online ordering status. These methods are intended for use only when online ordering needs to be turned off during scheduled operating hours.  To adjust the regular online ordering schedule, navi...

This document will walk you thru the two ways to submit a tip out to another employee. The Submitted Tipout feature allows team members to transfer a portion of their tips to another employee, ensuring accurate tip reporting and fair payroll distribution. Her...

Notes: This release consists of 2 Improvements. Use the page navigation section on the top left of this screen to jump between the features you'd like to read about. **This release WILL require a handheld update to version 2025.7.4** If you would like any ad...

Notes: This release consists of some fixes **This release WILL require a handheld update to version 2025.8.1** Fixes Fixed an issue where a charge would still appear on the check after reopening an order but wasn’t included in the total amount due. R...

Notes: This release consists of 1 Improvements and many fixes as part of our ongoing effort to make Sail smoother and more dependable If you would like any additional information or help setting up any of these new features, please contact support at:Support@...

Notes: This release consists of 4 Improvements. Use the page navigation section on the top left of this screen to jump between the features you'd like to read about. **This release WILL require a handheld update to version 2025.9.1** If you would like any ad...