Training Documents

These documents are a great place to get started. All files are downloadable by selecting the "Read More" link.

Setting Up a Terminal

You've opened up your new terminal, what comes next? This guide walks through a Windows 10 Setup and shows you where to plug in different cables.

Installing TeamViewer

TeamViewer is how our support team will access your computer from our office!

Sapphire Basics

This is a generic guide that walks through several features of Sapphire that are used by many businesses.

Sapphire From Home

As long as you have internet, you are able to access Sapphire from home! See how here. (Note: If you are having issues signing in call the support team to ensure you are setup properly)

Sapphire Manual

The comprehensive Sapphire manual. If it exists in Sapphire - it's mentioned in this document!

Save Credit Cards

You're internet is out but you don't want to write down credit card details. You don't need to get out the carbon copy machine! Use this guide to set up "Save for Later."

Batching and Running the Day End Close

Step by step process to settle your credit card batch, close your credit card batch and finish your day end close. Great for new managers!

When I Work Integration

Sapphire syncs with When I Work to limit when your employees can clock in. 

Schedule Tax Rate Update

Schedule your tax rate to update automatically. 

Built in Loyalty Programs

This comprehensive guide walks through the five Sapphire loyalty options and how to set up each. Also see how the loyalty points are applied and redeemed. 

Uploading Menu Images

Add menu images to your POS to simplify the cashier process.

Server Checkout Process

When it's the end of your server's shift - what happens next? Note: steps may vary based on location settings.

POS Module: Sales Reporting

The POS Module is home to many functions of Sapphire. Here are a few of our favorite sales reports you can find there.

Adding New Employees

A breakdown of how to add employees as well as their wage rates and security rights to Sapphire.

Adjusting Time Clock Entries

Update the time an employee clocked in, clocked out, wage rate selected, breaks taken or tips declared.

Inventory & Sapphire

Inventory Setup, Usage, and Maintenance in Sapphire

Printing Retail Barcodes in Sapphire

Steps to use your barcode printer with Sapphire

DoorDash Drive

Information on our DoorDash Drive Integration

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