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How to add or subtract Rewards points on the terminal

Sail POS: Terminals Rewards

This document will show you how to add or subtract points from a terminal 1. Set job role rights in Backoffice Backoffice --> Staff --> Job Roles Click the pencil next to the job role you'd like to edit Open the tree: POS --> Front of house --> Order (or...

Release 2025.3.1 "Jalapeno Potatoes"

Sail POS: Release Notes 2025

Notes: This release consists of New features and Improvements being added to discounts!  **This release will NOT require a handheld update** If you would like any additional information or help setting up any of these new features, please contact support at:...

Press and Hold

Sail POS: Terminals Order Entry

Press and Hold Buttons Several buttons that if the button is held, will give you a shortcut to other options   Seats You can name each seat. NOTE this will only show up on the terminal or handheld not on the check or remote check   Log This allow...

How to configure a Discount

Sail POS: Backoffice POS: Settings

There are many different setting on what can be configured in a discount, and this document will walk you thru how to set one up. Note: A couple of the features you will only see if you have Online Ordering configured To Navigate to Discounts POS --> Se...

Release 2025.3.2 "Kettle Corn"

Sail POS: Release Notes 2025

Notes: This release consists of 10 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 NOT require a handheld update** If you would like any additional inform...

Release 2025.4.1 "Lasagna"

Sail POS: Release Notes 2025

Notes: This release consists of 2 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 NOT require a handheld update** If you would like any additional informa...

Release 2025.4.2 "Monkey Bread"

Sail POS: Release Notes 2025

Notes: This release contains a new payroll report.  **This release WILL require a handheld update to version 2025.4.2** If you would like any additional information please contact support at:Support@ingageit.com or call (612) 861-5277 New Features 1. Payro...

Release 2025.5.1 "Nachos"

Sail POS: Release Notes 2025

Notes: This release consists of 1 Report Improvement  **This release will NOT require a handheld update** If you would like any additional information or help setting up any of these new features, please contact support at:Support@ingageit.com or call (612) ...

Release 2025.5.2 "Okra"

Sail POS: Release Notes 2025

Notes: This release consists of 2 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 a handheld update to version 2025.5.2** If you ...

Release 2025.6.1 "Poutine"

Sail POS: Release Notes 2025

Notes: This release consists of 4 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 a handheld update to version 2025.6.1** If you ...

Release 2025.6.2 "Quesadilla"

Sail POS: Release Notes 2025

Notes: This release consists of 1 New feature and many fixes.  **This release WILL require a handheld update to version 2025.6.2** If you would like any additional information or help setting up any of these new features, please contact support at:Support@in...

Release 2025.6.3 "Ribs"

Sail POS: Release Notes 2025

Notes: This release consists of 4 New Features and Improvements and many fixes. 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 a handheld update to version 2025...

Example Deposit Payment in Backoffice and Reporting

Sail POS: Backoffice CRM

This document will show you what it looks like in Backoffice and on Reports when a customer makes an Deposit Payment The customer is added to the order. (You can see the customers name as the Table Name.)Use the "Account Deposit" or "Deposit Payment" or "Ho...

Example Customer Account Payment in Backoffice and Reporting

Sail POS: Backoffice CRM

This document will show you what it looks like when a customer has a balance on their account and they come in to make a payment towards their account Backoffice --> CRM --> CustomersFind the customer you are looking for You will notice here that Barry Bond...

Example Deposit Redemption in Backoffice and Reporting

Sail POS: Backoffice CRM

This document will show you what is looks like when a customer redeems their deposit and applies it towards their bill on event day.  Backoffice --> CRM --> CustomersFind the customer you are looking forYou will notice that Dawn Stewart has an account Bal...

Example of putting an order on their customer account in Backoffice and Reporting

Sail POS: Backoffice CRM

This document will show you what it looks like when a customer puts their bill on their customer account to pay for at a later date.  Backoffice --> CRM --> CustomersFind the customer you are looking forYou will notice that Abby has a credit limit of $1000T...

Customer Statement Report

Sail POS: Backoffice Report Samples

The Customer Statement report provides a summary of all invoices, payments, and balances for a customer within a selected time period. This report is commonly used for customer billing, account reconciliation, and tracking outstanding balances. Where to fin...

Customer Account Transactions

Sail POS: Backoffice Report Samples

The Customer Account Transactions report shows all times a customer account was used as the tender to pay for items or redeem deposits. This allows you to track account-based payments, verify balances, and monitor when and how accounts were used across a selec...

Customer Accounts on a Daily Close Report

Sail POS: Backoffice Report Samples

This is an example of how Customer accounts report  on the Daily Close Report Money coming into the account is going to report in the Sales/Non-Sales Section This would include the Deposits and payments towards an existing balance When the account i...

How to create a Shortcut

Sail POS: Backoffice POS: Items & Modifiers

This document will show you how to create a Shortcut A shortcut is a set of actions that can occur with 1 button click How to create a new Shortcut Backoffice --> POS Right Click on the category you'd like to add the shortcut to Shortcuts ca...