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How to create and/or edit a job role
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
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
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
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...
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 ...
How to edit table layout
This document will show how to create and edit the table layout on terminals. Creating a new dining area This must be done in Backoffice before you can edit the table layout on the terminals Login to Backoffice and navigate to the POS tab. Navig...
How to do a Terminal Sync
This document will show how to sync the terminal. Performing a Terminal Sync will pull the current version of Sail from the local server onto your terminal. Log into the terminal and navigate to the Functions screen. From ...
How to check a gift card balance
This document will show how to check the balance of a gift card on the terminal. If you'd like to see how to check the gift card balance on a handheld or in Backoffice, please click the link From the Launch Screen Navigate to the Functions screen from...
Release: 2023.7.2 "Serval"
Notes: This release consists of 14 New features and Improvements. Use the page navigation section on the top left of this screen to jump between the features you'd like to read about. **This release WILL require you to update your handheld to version 2023.7.2...
Release: 2023.8.1 "Tetra"
Notes: Handhelds WILL need to be updated to 2023.8.1 New Features Terminal: Be able to see the item as you are ringing it in As you click buttons it will appear on the guest check on the left AS YOU RING IT IN! Report: Time Clock Audit Report ...
Release: 2023.8.2 "Utonagan"
Notes: This release consists of 7 New features and Improvements. Use the page navigation section on the top left of this screen to jump between the features you'd like to read about. **This release WILL require you to update your handheld to version 2023.8.2*...