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Report Samples
Enterprise
For clients with more than 1 location or brand
CRM
Customer Relations Management - Customer Accounts
Surcharge
2025
Here are release notes from 2025
PCI Compliance
Order Entry
Rewards
Focus Online Ordering
Contains articles on adjusting various settings in Command Center
POS: Gift Cards
POS: Online Ordering
POS: Settings
POS: System Setup
For Staff
2026
Here are release notes from 2026
How to create a gift card button
This document will detail how to make a button for a gift card purchase. Creating the gift card button Navigate to create a new item Backoffice --> POS --> Expand items --> Expand Charges category Right click on Charges category to see the option to...
How to create a pay out button
This document will detail how to make a payout button You will need to make a new PLU but first you will need to make a new PLU group to add to it. Navigate to the PLU Groups section under settings on the POS Tab. Select the...
How to set up auto close
This document will detail how to set up auto close. Navigate to the POS tab and click to open the settings menu then select the closing section. The closing settings contains “close settings” and “Auto Close settings”. ...
Setting Up Modifiers
Modifiers are applied modifications to a PLU entry. Modifiers are very customizable in Sail POS, but initial setup can be a little daunting at first. This guide will walk you through the ins and outs of how modifiers work and how to configure them. In the POS...
How to create a modifier set
This will walk you through creating a modifier set. Open back office. Select the POS tab at the top of the page. Navigate to modifier set. To create a new modifier set select the plus sign in th...
How to start a table
This will walk through the process of starting a table on a terminal. Please click this link if you'd like to see how to start a table from a handheld. There are 3 most common ways to start a table from the terminal. Table View Screen New Order Qui...
How to modify a table
This will walk you through how to modify a table on a terminal after it has been created. If you'd like to see how to modify a table on the handheld please click the link. On a terminal The table number, guest count, type of order, server name, and name of...
How to edit an Item: More Screen
This document will show you how to edit items on the order in the "More" screen Select and item on the check and press the “More” button on the bottom toolbar of the order entry screen. Once selected you will see this screen ...
How to print a receipt
This document will show how to print a receipt from a terminal. There are many way From Order Entry Screen From Tools Screen From Table View Screen From Order View Screen Order Entry Inside the order you can press the Receipt button on the bott...
How to close a table/order
This document will detail how to close a table/order from a terminal To see how to close a table/order from a handheld please click the link To close a table or an order you will need to locate the order you would like to close. Once it has been located, pay...
How to open an existing order
This document will show how to open an order that was placed earlier. There are 2 ways to find orders on the terminal Orders View Screen Table View Screen Orders Screen Go to the orders screen. Look for and select the ...
How to view your open orders
This document will show you how to view your open orders. The orders screen can be opened by pressing the orders button. If you want more information on all the functions of the orders screen, see the Orders Screen Article. (This button can be found on most...
How to view a closed order
This document will show you how to view your open orders. The orders screen can be opened by pressing the orders button. If you want more information on all the functions of the orders screen, see the Orders Screen Article. (This button can be found on most o...
How to view a someone else's orders
This document will show how to view someone else's orders. Open the orders screen. Select the button on the top that shows your name Select the server you would like to view from the list. ...
How to combine tables/orders
This document will show how to combine orders. There are two ways to combine orders on the terminal The Order Screen The Table View screen From Orders Screen Find the orders you would like to combine on the orders screen. Select each ord...
How to move a table
This document will show how to change a table number or move an order to a another table. There are four ways to change a table number In the Table View Screen In the Orders View Screen In the Order Entry Screen In the Tools Screen in an order Table ...
How to sort orders on the order view screen
This document will show how to sort orders in the Order View Screen First open the orders screen. You will see all of your orders in the middle of the screen. To rearrange/sort the orders select the Sort By button in the top ...
How to edit an order: Tools screen
This document will show the tools editing feature. The “Tools” button is on the bottom toolbar of the order entry screen. Once selected the tool options will appear. Receipt Printing All ...
How to add manager rights to an open screen
This document will show how to add manager rights to an open screen. On most of the screens in the Sail interface you will see a logout button on the bottom left corner. Press and hold the log out button and a prompt will appe...
How to void cash payments
This document will show how to void a cash payment First you need to find the closed order, navigate to the orders screen and select the middle showing button to toggle it to closed orders. Locate the order you would like void the payment on then doubl...