Search Results

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...

This document will detail how to make a new PLU. There are two ways to make a new PLU. You can duplicate an existing PLU then modify it, or create a brand new PLU. The process is the same for both PLUs and modifier PLUs. The difference between a PLU and a mod...

This page will detail the advanced tab on PLUs settings. This tab has many of the PLU settings. It has a variety of different functions from making server notes visible on customer receipts, to deciding sort order, or making it a refund button. This tab can...

This document will detail the online ordering tab in PLUs   Select this checkbox if you want the item to be available for online ordering. Note the Category the item is in must also be available in online ordering for the item to populate...

This document will detail the Location Availability tab. The location availability tab will let you decide which stores have the PLU available to them. This tab will only appear if you have more than one location. If you do not have more than one location th...

This document will detail the steering section of a PLU in back office.   Store section: This section denotes what location your store is in. If you have more than one location each location will have a separate section that you may ...

This document will detail what is found in prompted modifier sets tab. The Prompted Modifier Sets tab is where all of the modifier sets that automatically populate on the PLUs get connected to them. If you would like know how to create Modifier PLUs or assign...

This will detail the Price level tab on PLUs Price levels tab shows all the price level changes that affect this PLU. This tab is an easy way to see any and all price level changes that apply to this item. You can also use this screen to add or modify price l...

This document will detail the inventory tab. The Inventory tab is where you can see and edit inventory from back office. Store: This column will list each of your locations if you have more than one.   Qty on Hand: To the ri...

This document will detail the modifier flow tab.   The Modifier Flow tab is a tool that lets you visualize the modifiers that are connected to the PLU. Each level is also a link to make it easier to navigate to and change anything you notice while using the ...

This will show you how to rearrange PLUs within a category which will change the order they appear in on the terminal and device screens.   Open back office. Select POS from the tabs at the top of the page. Open the PLU list...

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...

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. ...

This article will walk you through adding a new employee. Log into back office. Click on Staff.   Click on employees. Click on “Add new record.”   This will open a record ...

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 back office. They will only be able to log into back off...

This document will outline how to create and or edit a job roll in back office. Navigate to the job roles tab by selecting the staff tab then job roles from the menu. Create a new job role To create a new job role start by selectin...

This document will detail how to edit a time clock. In Backoffice Open back office then navigate to the Staff tab then go to employees. Once there select the employee you would like to edit the time clock of.   Navigate to the t...

This document will detail how to set up the Auto clock out feature. Auto Clock out by time First navigate to the staff tab then to settings.   Once the Enable Auto clock out checkbox has been more options will open up. ...

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...

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. ...