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Sail POS & Focus POS: A tip edit failed after batch settlement - the tip isn't lost, it needs a rekey
Link to rekey form https://form.jotform.com/ingage/rekey-authorization Summary. Explains why editing a tip after the credit card batch has settled will fail, why that's expected behavior rather than a system problem, and what actually needs to happen next s...
A cash drawer won't open or won't stay closed - troubleshoot the hardware causes
Summary. Walks through the physical/hardware causes behind the two most common cash drawer complaints - the drawer not opening when prompted from the POS, and the drawer not staying closed - before escalating to support. Applies to. Sail POS and Focus POS - a...
Sail POS & Focus POS: A customer reports two charges for one visit - don't refund right away
Summary. Walks through why a suspected duplicate charge is usually not a real error, why it shouldn't be treated as an emergency or refunded on the spot, and what to actually do (and when) if it turns out to be a genuine duplicate. Applies to. Sail POS and Fo...
Sail POS: A kitchen printer is down — reroute its tickets to a working printer
Summary. When a kitchen or bar printer stops printing, add a Ticket Routing Rule in Backoffice to send its tickets to a working printer instead — no waiting on a repair to keep the kitchen moving. Applies to. Sail POS — all current versions. Before you start...
Sail POS: A kitchen printer is down — reroute its tickets to a working printer
Common things to try first If the printer powered on but not receiving any print jobs at all - reseat the network cable at the back of the printer, then at the wall or switch. Give it a minute, then send a test order to that station. If it printing, but f...
Sail POS & Focus POS: A tip edit failed after batch settlement - the tip isn't lost, it needs a rekey
Link to rekey form https://form.jotform.com/ingage/rekey-authorization Summary. Explains why editing a tip after the credit card batch has settled will fail, why that's expected behavior rather than a system problem, and what actually needs to happen next s...
Sail POS & Focus POS: A customer reports two charges for one visit - don't refund right away
Summary. Walks through why a suspected duplicate charge is usually not a real error, why it shouldn't be treated as an emergency or refunded on the spot, and what to actually do (and when) if it turns out to be a genuine duplicate. Applies to. Sail POS and Fo...
PCI for Using the MX Merchant Gateway Only
Introduction Most 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 transactions a...
Sail POS: Set up and manage price levels (happy hour, event pricing, and item discounts)
Summary. Walks through creating a Sail price level from scratch, setting it to run automatically (happy hour) or be manually toggled (event pricing), and choosing which items get the price change - either from the price level side or from an individual menu it...
Sail POS: KDS hardware troubleshooting (MicroTouch, Windows controllers, and bump bars)
Summary. Basic hardware troubleshooting for Kitchen Display (KDS) stations. Starts with identifying which type of hardware and input method is installed, since that determines which checks actually apply. Applies to. Sail POS - all current versions. Before y...
Surcharge Signage Door 6x8 Pro-Print
Downloadable Print for Surcharge Notice: Surcharge Signage Door 6x8 Pro-Print
Sales vs Labor By Day Part Report
The Sales vs Labor By Day Part Report compares sales performance against labor costs, summarized by your preconfigured day parts (for example, Lunch and Dinner). It works similarly to the Sales vs Labor by Hour report, but instead of breaking data into time in...
How to make a Menu Item
Items are the buttons your team presses at the terminal or handheld to ring things up. Modifier items are the changes made to an order — like a sauce, a topping, or a side. Items print black on kitchen tickets; modifier items print red. There are two ways to ...
Items: Details Tab
The General sub-tab of Details — where you set the item's name, pricing, and associations — is covered in How to Make a Menu Item. This document covers the rest of the Details tab: Price Levels, Terminal & Behavior, Printing, Security & Integration, and Descri...
Item: Kitchen Tab
The Kitchen tab controls where this item's ticket goes to get made, how it behaves when it's used as a modifier on someone else's ticket, and how it shows up on kitchen tickets and displays. It's broken into four sections: Steering, Modifier Steering, Tickets,...
Items: Online Ordering Tab
The Online Ordering tab controls whether and how this item shows up when customers order online. Unlike some of the others, everything here lives on one page — there are no sub-tabs. Online Options Available Online — turns on whether this item can be ordered...
Item: Modifiers Tab
The Modifiers tab covers two different relationships: which modifier sets this item prompts for when it's ordered, and — if this item is used as a modifier itself — which other items' modifier sets it belongs to. It's broken into three sections: Prompted Sets,...
Items: Inventory Tab
The Inventory tab covers stock tracking for this item. Like Online Ordering, it's a single page with no sub-tabs. Inventory Tracking A table listing every location, with a Reorder Point and Quantity On Hand for each. If you only have one location, you'll jus...
Items: Ingredients Tab
The Ingredients tab lists what goes into this item. Like Online Ordering and Inventory, it's a single page with no sub-tabs. Ingredients A list of every ingredient tied to this item. Click + New Ingredient to multi-select ingredients to add to the list. Inheri...
Whats new on the Item Editor?
The Item Editor Has a New Look Nothing was removed, and nothing about how items work on a terminal has changed. Every setting you use today is still here, with the same name and the same permissions. What's changed is where things live. Clicking an item in t...