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How to enter tips
This document will detail how to enter tips on a Terminal To see how to edit tips on a handheld please click the link Credit card tips Note: Cash tips do not need to be added to each transaction manually, There is a prompt during clock out of all tippable e...
How to rearrange Items within a category
This will show you how to rearrange items within a category which will change the order they appear in on the terminal and device screens. Open Backoffice. Click POS at the top of the page. Click the arrow next to Items in the menu on the le...
Which Payroll Report is right for me?
Our system offers five different payroll reports. Each one serves a slightly different purpose. Use this guide to choose the right report for your needs. How to run a payroll report To navigate to it, go to Reporting --> Reports --> Payroll --> Then sele...
How to edit a report
This document will show how to edit a sales report. Editing a report will let you rearrange, add or remove sections from pre-existing reports. Navigate to the settings section of the reporting tab and select the report you would like to edit. ...
How to add a new employee
This article will walk you through adding a new employee. Log into Backoffice. Click Staff at the top, then Employees in the menu on the left. Click New Employee. This will open a record for you to fill out your new employees information in order to a...
How to Deactivate or Reactivate an employee
This Document is about how to deactivate and re-activate an employee that was once moved to inactive status. Active status means that the employee can log into and out of Sail POS terminals, devices, and Backoffice. They will only be able to log into Backoffic...
How to create and/or edit a job role
This document will outline how to create and or edit a job role in Backoffice. Navigate to the Job Roles screen by clicking Staff at the top, then Job Roles in the menu on the left. Create a new job role To create a new job role, click New Job Role above t...
How to edit time cards in Backoffice
This document will walk you through how to fix an employee's time card in Backoffice. You can change a clock in, clock out or job role, add a shift someone forgot to clock in for, fix breaks and clear a shift, for any day. Permissions you need Both are permis...
How to set up auto clock out
This document will detail how to set up the Auto clock out feature. Auto Clock out by time First navigate to Backoffice --> Staff --> Settings: click Staff at the top, then Settings in the menu on the left. This opens Staff Settings. Note: These settings ar...
How to clock in and out
This document will show how to clock in and out. Clocking In Log into the terminal with your personal password. If you are clocked out a pop up will appear asking you if you would like to clock in. Select yes to log in at t...
Orders Screen
This will detail how to use the orders screen. Anatomy of an order button 1. Clear - Un-select tables. 2. Select all - Selects all of the current servers tables. ...
Table View Screen
This page will detail the Table View screen. 1. The tables - Each table or bar stool on the screen is a button. When selected you can open new tables or edit existing tables. When opening a new table, it will automatically enter in the tab...
Edit Tips Screen
This document will detail the Edit Tips screen. Anatomy of the payment button 1. Clear - unselects all selected items on screen. 2. Select all - Selects all orders on screen. 3. Showing Server - This shows ...
Functions Screen
This will detail the Functions screen. Many of these options are only available to a user with the rights to use the options. Assign Drawer - Assign a drawer to a bartender so no one else has access to open it. (Expect a manag...
Order Entry Screen
This will detail the page for putting in guests orders. There are a few ways to get to this page and depending on how the table is opened it will be set up differently. Quick Order - The table number will be set to 0, the guest count to 1, and it will open di...
How to register and use a swipe card
This document will show how to register and use a swipe card Login and navigate to the Functions button on the launch screen. Select Register User Card Select the person who will use the swipe card...
How to adjust Terminal Settings/Defaults
This document will detail the terminal settings page and show how to change system defaults on the terminal. How to find the Terminal Settings Navigate to the Functions page. Select the Settings button. ...
How to toggle price change
This document will show how to toggle a Manual price level change. Login and navigate to the Functions Screen from the launch page. Select the Toggle Price Levels button. You will be prompted with a list of...
How to enable training mode
This document will show how to enable training mode. Log in and navigate to the Functions screen. Select Enable Training. Training mode will stop the system from entering payments and printing tickets to the kitchen, so that ...
How to open the till
This document will show you the different ways to open the till. Without a sale To open a till without a transaction press the No Sale button. With a cash transaction The quick way is fast cash. This option does not offer ...