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This document will walk you through creating and managing Job Role Departments in Backoffice. A department is a group of job roles that work in the same area, for example Front of House (Server, Host, Bartender), Back of House (Cook, Dishwasher) and Management...

This document will walk you through setting up a kitchen printer collection: a group of prep printers that an item's ticket prints on all at once. Normally an item prints on one prep printer. When the same item needs to print in more than one place - for examp...

This document will walk you through creating a price level, attaching items to it, and changing menu and modifier prices in bulk. A price level changes the price of the items you pick, on the days and at the times you pick. For example, a Happy Hour price leve...

You can make the font bigger on an A77 device using the device's own settings. TableSide follows the device's font size, so its text gets bigger too.   Where to change the setting: Open the A77's Settings: swipe down from the top of the screen and tap the ge...

This document will walk you through finding a customer and attaching them to an order on the terminal, starting from the check header at the top left of the order screen. Attaching a customer puts their name, phone number and account on the order. You can then...

The Welcome screen is the first screen you see after you log in on a handheld. It shows who is logged in, the handheld's settings, the billboards from your managers and the items running low. This will walk through each part of it. To come back to it from anyw...

This will walk through how to log in on a handheld, clock in and out, and take a break. If you'd like to see how to clock in and out on a Terminal, please click the link.   Logging in Type your login number on the number pad, then tap Sign in. While the hand...

The Orders screen lists your orders on the handheld, the ones still open and the ones already paid. From here you open an order, start a new one, see other servers' orders and print a list of your tables. This will walk through each part of it. To get there, t...

This will walk through how to ring in items on a handheld: finding them on the menu, answering the item's questions (like temperature or side), what the colors mean, and taking an item off before it's sent. You'll start from an open order. If you'd like to see...

This will walk through how to add a discount on a handheld: to one item, to several items at once, or to the whole check, and how to take a discount off again. You'll start from an open order. If you'd like to see how to start one, click here: How to start a t...

This document will walk you through the special buttons on the Charges/Misc tab of the order screen: open items, refunds, customer account payments and gift card sales. The tab is one of the tabs along the top of the order screen, usually named Charges or Misc...

This will walk you through the modifier prompts that pop up when you ring in an item, and the Hot Mod buttons that change an item's ingredients: which prompts must be answered and which can be skipped, how to go back and change an answer, and what each Hot Mod...

This document will walk you through setting up an Auto Charge: a charge the system adds to an order by itself, such as a gratuity for large parties, a delivery fee or a service charge. An Auto Charge is made of three parts, all on the same page (Backoffice -->...

This document will walk you through the Payments screen on the terminal: what each part does, how to pay the whole table or one guest at a time, and how to take each kind of payment - cash, credit card, gift card, 3rd party and customer account. To close an or...

This document will walk you through how to use the Split Calculator on the Payments screen to divide a check evenly between 2 or more guests. It works out each guest's share for you, so you don't have to move items between guests first. To split one item betwe...

This document will walk you through tabs on the terminal: starting a tab with the guest's card, adding to it each time they order, and paying it out when they're done. A tab keeps the guest's card on the order. Nothing is charged until you pay the tab out, so ...

This document will walk you through assigning a cash drawer to a person on the terminal, so only they can use it: assigning a drawer to yourself or to someone else, sharing one drawer, giving each person their own drawer on a terminal with two drawers, picking...

This document will walk you through the Staff Settings page in Backoffice: when your staff can clock in, what they must finish before they clock out, how tips are handled, and your payroll settings. Note: These settings are for one location. If you have more t...

This will walk you through the four ways Sail can charge tax - Exclusive, Included In Price, Included If Quick Sale and Smart Tax - what each one means for the price your guest pays, and how to set each one up in Backoffice.   What a tax type is A tax type is ...

This will walk through the Sales History screen in Backoffice. Sales History shows every day you closed, with its sales, orders and guests, and lets you open the orders, receipts, credit card payments, server closes and credit card batches behind each day.   P...