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How to Edit tips that have already been entered
This document will show how to edit tips that have already been entered If a tip needs to be edited on an already adjusted payment select the middle “showing” button and change it from a Pending Tips filter to an All filter. You will now see a...
How to enter tips on a Handheld
This document will detail how to enter tips on a Handheld To see how to enter tips on a terminal please click the link Handheld Once you have made the payment with the handheld you can add the tip to the payment in the payments screen. Go to the paym...
How to refresh cache on a handheld
This document will show how to refresh cache on your handheld. If you'd like to see how to do a Terminal Sync, please click the link. Refreshing cache on a handheld pulls the current version of Sail from the server onto your handheld. This can be used to pu...
How to check a gift card balance on a handheld
This document will show how to check the balance of a gift card on a handheld. If you'd like to see how to check the gift card balance on a Terminal or in Backoffice, please click the link To check the balance on the handhelds go the the more section a...
How to check a gift card balance in Backoffice
This document will show how to check the balance of a gift card in Backoffice. If you'd like to see how to check the gift card balance on a Terminal or on a handheld, please click the link To find a gift card balance in back office go to the POS tab a...
How To Clock In & Out Of The System
To Clock In to the System Step 1 On the order access screen click the clock icon Step 2 Enter in your access code number Step 3 If you have multiple jobs choose the job you are work...
Create and View Open Checks
Creating a Check Step 1 Enter access code in the order access screen Step 2 Click on a table or click Start Tab button. Step 3 Click on a Canvas button Step 4 Click on a me...
Delete a Menu Item That Has Not Been Sent to the Kitchen or Bar Printer
Step 1 In the check that is open highlight the menu item that needs to be deleted. Step 2 Click the Delete button. NOTE: If the menu item has been sent (printer icon next to it) you will need to use the Void button.
Modify a Menu Item
Step 1 Highlight the menu item you want to modify. Step 2 Click on Modify Item. Step 3 Click on the modifier buttons, then click done. NEXT STEPS ONLY NEEDED IF YOU HAVE A SPECIAL REQUEST. Step 4 Click Type Note button. S...
Hold and Fire Menu Items
Step 1 Click on the menu items that you want to hold. Step 2 Click the hold button. Step 3 Quit out of the system. Step 4 Log back in and click on the table that has held menu item (green table) Step 5 ...
Delay Send Menu Items
Step 1 Click on the menu items you want to delay send. Step 2 Click on the Delay Send button. Step 3 Enter in the amount of time you want to delay send & click OK.
Split a Check - Before Order
Step 1 Click on menu items. Step 2 Click Split button (to go up to the next seat number) Step 3 Click menu item for seat two. OR: Step 4 Click the menu item. Step 5 Click on Seat # (whichever seat you want that menu item to go to) ...
Split a Check - After Order
Step 1 Open the check you want to split. Step 2 Click Split button. Step 3 Click on the menu item that you want to move to another check. Step 4 Click on the open area to create a new seat. ...
Split a Single Menu Item on Split Check
Step 1 From Split Check screen click on the item and click on the Split Item button. Step 2 Enter in number of splits desired.
Transfer a Check to Employee, Table & Item
Step 1 Open the check you want to transfer. Step 2 Click Transfer and select how you would like to transfer. To Transfer to an Employee Step 1 Tp transfer to an employee: Click employee button. Step ...
Payment with Cash, Credit Card & Gift Card
Step 1 Open the check you want to make a payment on. Step 2 Click PMNTS & Discounts button. Step 3 Choose a payment button. Cash Even Cash button will make the payment equal to the amount of balance due. Zero balance due checks nee...
Split Payments on a Check
Step 1 Open the check you want to make a payment on. Step 2 Click PMNTS & Discounts button. Step 3 Choose a payment button: Cash, Gift Card or Credit Card Step 4 Click the payment method and then click the number of splits (3 way p...
Issue a Gift Card
Step 1 Enter access code on the order access screen. Step 2 Click on the main screen. Step 3 Click PMNTS & Discounts button. Step 4 Click Issue Gift Card. Step 5 Enter amount and swipe Gift Card. Step 6 Select payment type and pay...
Add Money to Gift Card & Check Balance
Step 1 Click PMNTS & Discounts button. Step 2 Click add to gift card button or gift card balance button. Checking Balance Swipe Gift Card to check balance. Adding to Gift Card Enter in amount to add and swipe gift card.
Edit Your Credit Card Tips
To Enter Credit Card Tips Step 1 On the Order Access Screen enter in your access code. Step 2 Click on Edit Tips button (on the ribbon or table menu). Step 3 Click on the credit card transaction that needs a tip added. ...