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286 total results found

PLU: Location Availability

Sail POS: Backoffice POS

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...

PLU: Steering

Sail POS: Backoffice POS

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 ...

PLU: Prompted Modifier Sets

Sail POS: Backoffice POS

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...

PLU: Price Levels Tab

Sail POS: Backoffice POS

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...

PLU: Inventory

Sail POS: Backoffice POS

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...

PLU: Modifier Flow

Sail POS: Backoffice POS

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 ...

How to rearrange PLUs within a category

Sail POS: Backoffice POS

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...

How to run a payroll report

Sail POS: Backoffice Reporting

This will walk you through running a payroll report. To run a payroll report you will need to log into Backoffice. To navigate to it, go to Reporting --> Reports --> Payroll, and select the report you'd like to run There are 4 different payroll report...

How to run a product mix report

Sail POS: Backoffice Reporting

This will show you how to run a product mix report. To run a product mix report You will need to log into Backoffice and navigate to Reporting --> Reports --> Sales --> Product Mix Next you will be prompted to enter some para...

How to edit a report

Sail POS: Backoffice Reporting

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

Sail POS: Backoffice Staff

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 ...

How to Deactivate or Reactivate an employee.

Sail POS: Backoffice Staff

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...

How to create and/or edit a job role

Sail POS: Backoffice Staff

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...

How to edit time clock

Sail POS: Backoffice Staff

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...

How to set up auto clock out

Sail POS: Backoffice Staff

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. ...

How to clock in and out

Sail POS: Terminals Getting started

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

Sail POS: Terminals Getting started

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

Sail POS: Terminals Getting started

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

Sail POS: Terminals Getting started

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

Sail POS: Terminals Getting started

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...