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RedTail FAQ

Installation & Updates

RedTail uses a print engine by Crystal Reports to generate all reports including PDF generated documents. At the time of installing RedTail the installer identifies 2 pre-requisites required for printing. The first one is the MySQL Connector/ODBC 5.1 print driver by Oracle. The second one is SAP Crystal Report Runtime engine for .NET. You can verify installation in Control Panel, Programs and Features. If these components are not installed re-run the RedTail workstation installer or download each one from our Downloads page.

Once installed the print service must be configured in Control Panel, Administrative Tools. Click here for complete installation and configuration details.

 

RedTail contains a easy to use built in auto update utility. Users can obtain online updates by downloading and installing both the RedTailSQL server and workstations releases.

From the RedTail Main Menu:

  • Click on the Support button
  • Click on the Check for Updates menu item to check the update server for updates
  • Help is Available in the Update Utility Screen by clicking on the Show Help button
    • You will receive 1 of 3 responses from the update server
      1. No Updates
        1. Your RedTail software is up to date and no further action is required
           
      2. Workstation  Update
        1. A workstation update is available without requiring a server side update for your dataset
        2. Click the Download & Install Workstation Update button
        3. Once the update files are downloaded you will need to then close RedTail before running the installation
          1. Follow the instructions in the install wizard to install the RedTail update
      3. Server & Workstation Updates
        1. A workstation update is available without requiring a server side update for your dataset
        2. First click on the Download & Install RedTailSQL Server Update button
          1. You can save the update file to a drive location on your workstation or network by clicking the Save button
          2. or – You can run the update file once the download completed by clicking on the Run button
        3. Next click on the Download & Install Workstation Update button

Once the update files are downloaded you will need to then close RedTail before running the installation. Follow the instructions in the install wizard to install the RedTail update

IMPORTANT NOTE ABOUT RUNNING REDTAILSQL SERVER UPDATES!
When you run a server update from a workstation you will need to know either the IP address of the server or the server name (DNS).  If you run the server update file directly from the RedTailSQL server, such information will not be required.

Using the Check for Updates Locally Option:

The RedTail auto update utility also allows for applying update files locally. If you have a slow Internet connection or simply prefer updating from your local network you can save the downloaded file to a designated drive/folder location on your network to be accessible by your IT support personnel or employees.

From the RedTail Main Menu:

  • Follow the above instructions on this FAQ page to download updates by saving to a specified folder location
  • Move to the next workstation that requires the RedTail update
  • From the RedTail Main Menu on that station, click on the Support button
  • Click on the Check for Updates Locally menu item
  • Click the Browse button to browse to the location of your recently downloaded
  • Select the downloaded file to set the download location
    • The set path will auto save and be available until a different path is chosen in the future
  • Click the Close RedTail & Install Update button to apply the update
    • RedTail will close and the RedTail Install Wizard will launch
  • Follow the install wizard instructions to complete the update

 

Login

There are 3 ways to login – Username and Password, On Screen Keypad for Touch, and Employee Access Card (swipe card)

Method 1: Username and Password

  • Launch the RedTail application
  • Enter your username and password in the respective white boxes
  • Record the server name and name of the database in the respective purple boxes
    • The purple boxes indicate that once set, the server name and database name are seldom changed
  • Click OK to Login
  • Choose a Station from the drop down list
    • RedTail is built with the recording of the Username and Station name on transactions
  • Click OK to proceed with the login

 

Method 2: On Screen Touch Keypad

  • Launch the RedTail application
  • If not already the default method, press the Show Keypad button
  • With the Set for Username button selected as indicated with a button color of Blue use the keypad to enter the username
  • Press the OK button
  • Press the Set for Password button to prepare the keypad for password entry
  • If not accurately set, apply the same procedure for recording the server and database names
    • Record the server name and database name in the respective purple boxes
    • The purple boxes indicate that once set, the server name and database name are seldom changed
  • Press OK to login
  • Click OK to Login
  • Choose a Station from the drop down list
    • RedTail is built with the recording of the Username and Station name on transactions
    • Stations are typically named in reference to physical locations within your organization
  • Click OK to proceed with the login

Method 3: Employee Access Card (Swipe Card)

  • Launch the RedTail application
  • If not already the default method, press the Swipe In button and Swipe your Employee Access Card (numeric)
  • Insert the card into the swipe reader and swipe the access card for validation
  • If your swipe reader is configured for auto enter (recommended) the login will proceed with validation
    • Otherwise, press the OK button to proceed
  • Choose a Station from the drop down list
    • RedTail is built with the recording of the Username and Station name on transactions
    • Stations are typically named in reference to physical locations within your organization
    • Click OK to proceed with the login

Choosing a Station: All Methods

Whenever a user logs into RedTail they must choose a Station. If a customer sales session has been opened (via the QuickTouch selling screen) by the user – the station will be exclusively assigned to that user and session. As a result, the station is no longer available at the time of login to other users. In order for the station to once again become available for selection, the user must close out the sales session by performing an SRead, followed by a graceful log out of RedTail.

If a user decides to log out of RedTail without performing an SRead, the assigned Station will only be available to that particular user. When that user logs back into RedTail, the system will automatically rejoin the current session and will continue to do so until that session is closed out with an SRead end of shift procedure. In the meantime, that user will receive a message indicating that they are rejoining the session already in progress. This message will also appear in the event of an inadvertent shutdown where a graceful logout by a RedTail user did not occur.

 

Category: Login

The first thing you should do is to follow the Getting Started wizard. When RedTail installs, it is automatically set to Configuration mode. When in Configuration mode the Getting Started wizard is available and enables you to configure the system in order to get it into Live (operating) mode. 

There are specific requirements for getting the system into Live mode. If you are using the RedTail Accounting module, you must configure a General Ledger Chart of Accounts. Once the accounts are configured, you must then create opening balances for the accounts. From there you will then have an opening Balance Sheet and Income Statement. The Accounts Receivable (A/R) GL account must tie off to any historical opening customer balances. The Accounts Payable (A/P) GL account must tie off to any historical opening supplier balances. The Getting Started wizard will walk you through the step by step process for crating these accounts and opening balances.

If you are not using the RedTail Accounting module, skip this section of the Getting Started wizard and continue with the next steps. The system will launch with the default chart of accounts and you can use the default chart of accounts with zero balances.

 

 

Category: Login

If a particular station is not available at the time of login – it means that some other user is already logged in to RedTail and assigned to that station name. The station can only be released when the user closes out any sales session by performing an SRead from within QuickTouch followed by logging out of RedTail.

If all users are logged out but the system is still showing an active login – this means that a graceful log out was not applied. This could be a result of a power outage or simply powering off the computer without first logging out.

Log in to RedTail from the same computer using the same username to rejoin the session already in progress. If the user is unavailable you can perform a Recover login using the admin user credentials. Refer to the FAQ – How Do I Log Out an Employee Who Forgot to Logout?

 

Category: Login

With authorization or by using the built in admin user account you can perform a Recover login.

  • From the Main Menu click View System Logins
  • Click the Recover Login button
  • Choose the Username from the list of open sessions that need recovering
  • Click OK
  • Log out of RedTail and back in using the desired username
  • Choose the newly recovered station
Category: Login

 

Accounting

The RedTail Accounting module contains a utility to create your GL Chart of Accounts.  From the Main Menu:

  • Click on the Accounting page tab
  • Click the GL Chart of Accounts button
  • Click on the Default GL Chart of Accounts Page tab to familiarize yourself with the numbering scheme
  • The General Ledger Chart of Accounts is a listing of all accounts in the general ledger. A GL cannot have duplicate account numbers. RedTail Accounting uses a four digit numbering system ranging from 1000 to 5999.  
    • RedTail uses a 4 digit numbering system
    • 1000 accounts = Assets
    • 2000 accounts = Liabilities
    • 3000 accounts = Equity
    • 4000 accounts = Revenue
    • 5000 accounts = Expenses

Specific numbers in this range have been reserved by the system to form the financial reporting structure pertaining to the Trial Balance, Balance Sheet, and Income Statement. Click on the Reserved Accounts tab for a complete list of reserved account numbers.

It is recommended to consult an accounting professional when creating your GL chart of accounts. RedTail Accounting includes a default template that is preloaded to serve as a starting point. The GL Chart of Accounts tab shows the current assignment of account numbers. Once you have configured your chart of accounts the next step is to configure the system’s integration accounts.

Integration accounts are GL accounts that are configured for automated GL posting procedures throughout the application. Automated GL posting procedures eliminate the need for users to possess in-depth accounting knowledge when working with the various application modules. For example, when a sale is made from the RedTail POS module, a GL entry is automatically created recording the sales revenue, inventory adjustments, cash drawer activity and tax collections. All applicable GL accounts are configured (integrated) at the time of creating RedTail stations.

RedTail Accounting’s integrated GL accounts can be station specific. Station specific accounts are as the name implies – accounts that can be configured on a station by station basis. For example, if you run two point of sale stations called Station 1 and Station 2 respectively – Station 1 may post to Cash Drawer Account 1010 while Station 2 posts to Cash Drawer Account 1011. It is up to the business as to whether or not it is necessary to use different integration accounts for each station. If you decide not to, you can use the duplication tool in Configure Stations under System Configuration to save time on creating each station. To access the GL integrated accounts, click the following link below.

Collective Group:
RedTail Accounting can also function as a departmentalized accounting system for all inventory that is managed by RedTail POS. Each inventory item is assigned an Inventory Department. You can create as many departments as necessary via System Configuration, Modify Drop Down Lists (Department tab). Each department can be linked to 4 GL ledger accounts. The first account is for posting inventory supplier purchases while the second account is for posting inventory cost adjustments (e.g. theft and damage). The third account is for posting the inventory sales revenue, while the fourth is for cost of goods sold. If you want to implement a departmentalized accounting system, link your GL account to your inventory departments. If not, leave them empty and the system will instead use the station integration accounts. Note that you can link Inventory Purchases and Inventory Adjustments to the same GL account within your Departments. Some businesses may want to show cost adjustments as an Expense account while others post all purchases and adjustments to an Inventory asset account.

Tax Account:
The RedTail Accounting module can generate a tax remittance report based on your designated sales revenue accounts and tax accounts. The RedTail POS and RedTail PO modules contain procedures to compute cost of inventory and sales of inventory. All of these tasks need to reference all of the GL accounts that are associated with sales and inventory. If you are running RedTail Accounting as a departmentalized accounting system you will need to identify all of the GL accounts to include in computing cost of inventory and total sales. To do this, use the Collective Group field to link all of your inventory accounts and sales revenue accounts. The options are to link accounts to Inventory, Inventory Adjustments or Sales Revenue.

Control Account:
A control account can be used as an integrated account but will not be available for selection by users.   

 

Departmentalized Accounting:

RedTail POS is a perpetual inventory management system. This means that inventory is managed in real time and constantly changing with the buying and selling of product. Such changes pertain to On Hand quantities as well as overall monetary value. Stock levels are managed by RedTail POS while its monetary value needs to be reflected in the asset section of your company Balance Sheet.

RedTail Accounting is an optional integrated accounting module that seamlessly interfaces with RedTail POS to manage that monetary value of inventory. If you are using RedTail Accounting, it can be configured to function as a departmentalized accounting system.

This means that each inventory item being managed by RedTail POS is assigned four GL accounts (from RedTail Accounting) based on the Department from which the inventory belongs. That is, each inventory department you create can be assigned four GL accounts to manage purchases, cost adjustments (adjustments to On Hand quantities) and sales and cost of goods sold. This allows you to maintain multiple inventory accounts in your General Ledger to comprise your total cost of inventory.

Consider the following example:
Your business is comprised of three departments and adopts a departmentalized accounting system. The Department names are as follows:
Food      Beverage      Other

The Food department is linked to GL Account number 1200 – Food Inventory
The Beverage department is linked to GL Account number 1210 – Beverage Inventory
The Other department is linked to GL Account number 1220 – Other Inventory
The GL also contains account number 1250 – Total Cost of Inventory (Subtotal Account)

The Food department is linked to GL Account number 5750 – Food Inventory Adjustments
The Beverage department is linked to GL Account number 5751 – Beverage Inventory Adjustments
The Other department is linked to GL Account number 5752 – Other Inventory Adjustments
The GL also contains account number 5755 – Total Inventory Adjustments (Subtotal Account)

The Food department is linked to GL Account number 4100 – Food Inventory Sales
The Beverage department is linked to GL Account number 4110 – Beverage Inventory Sales
The Other department is linked to GL Account number 4120 – Other Inventory Sales
The GL also contains account number 4150 – Total Inventory Sales Revenue (Subtotal Account)

The Food department is linked to GL Account number 4100 – Food: COGS
The Beverage department is linked to GL Account number 4110 – Beverage: COGS
The Other department is linked to GL Account number 4120 – Other: COGS
The GL also contains account number 4150 – Total Inventory COGS (Subtotal Account)

The Balance Sheet is able to report your total cost of inventory, broken down by each Department within your organization. This particular example configures your ledger to show inventory adjustment accounts (5750, 5751, and 5752) to show cost adjustments (i.e. theft or damage). If you do not require this level of detail, you can record the same GL account for both Inventory Purchases and Adjustments.

Non Departmentalized Accounting:
If you simply want show your entire inventory as a single item on your Balance Sheet, leave the four Department Ledger Account columns blank. When inventory related GL postings are necessary, RedTail will use each Station’s integrated ledger accounts instead for inventory postings. (System Configuration, Configure Stations, Accounting tab)

It is extremely important to properly configure a departmentalized accounting system in order for the cost of inventory to remain accurate in both the POS module (Total combined cost of all inventory profiles) and the Accounting (GL) module. Consult an accounting professional for further information pertaining to departmentalized accounting.

Category: Accounting

Yes, RedTail has an Accounts Receivable sub ledger that is part of the RedTail POS module. The A/R sub ledger links directly to the General Ledger that is part of the RedTail Accounting module.

Category: Accounting

Yes, RedTail has an Accounts Payable sub ledger that is part of the RedTail Accounting module. The A/P sub ledger links directly to the General Ledger that is also part of the RedTail Accounting module.

Category: Accounting

Yes, you can trigger A/P reminders by pressing the F2 key from the Main Menu at any time. You can also access the A/P Reminders button from the Accounting page tab from the Main Menu.

Category: Accounting

The RedTail Accounting module is equipped with a Check Register that allows for computer generated checks. The style of check is set in the Station settings under Check Type setting. You can choose a Top, Middle or Bottom style check. When you choose Check as the Payment Method in either the GL or the A/P sub ledger, the check writer will automatically display. You can fill out the check and either Post and Print or Post and Send it to the Check Register for printing at a later date.

The Check Register can still be used if you decide to hand write checks and not generate them through the Check Writing utility.

Here is a sample of our pre-designed check. Customization services are available by contacting our support team.

 

Category: Accounting

Yes, With the RedTail Accounting module, a Check Register is available to allow users to view a list of checks that have been issued. In the register, you are able to reprint checks, change check numbers and void checks.

From the RedTail Main Menu:

  • Click on the Accounting page tab
  • Click the View Check Register button
  • If you have a foreign bank account, you can click on the Switch to Foreign Checks View button to view your foreign checks.
Category: Accounting

No, we are currently working on a RedTail Payroll module. For small payroll operations, you can create Recurring GL entries in the General Ledger which can be recalled at any time for quick posting.

 

Category: Accounting
  • From the RedTail Main menu click on the System Configuration page tab
  • Click the Configure System Defaults button
  • Click Save or Save and Close to Apply
  • Note! Some RedTail system defaults require logging out of RedTail and back in for changes to take effect

 

 

Backup

RedTail has a built in backup solution that provides one touch access to a complete data backup. The user can choose whether or not to apply data encryption at the time of performing the backup. It also provides a timestamp of the most recent backup.

RedTail Backup handles a complete backup of all RedTail data. However, businesses can choose to develop a backup strategy for its entire business data and include RedTail as part of that strategy.

RedTail data is generated on the RedTailSQL server which is built on the Oracle MySQL database solution. Backup the entire MySQL folder under the ProgramData folder on the RedTail server. Note that the ProgramData folder may be hidden.

Category: Backup

 

Configuration

RedTail has several hundred system defaults that can be set by the user. These are often referred to as global defaults because unlike station defaults, these settings are applicable across the entire RedTail application.

From the RedTail Main menu:

  • Click on the System Configuration page tab
  • Click the Configure System Defaults button
  • Click on the Show Field Description menu item for a detailed explanation on each setting
  • Click the Save or Save and Close button to Save your changes
  • Note! Some of the system defaults will require logging out of RedTail and back in for changes to take effect.
Category: Configuration

From the RedTail Main menu:

  • Click on the System Configuration page tab
  • Click the Configure System Defaults button
  • Click on the Show Field Description menu item for a detailed explanation on each setting
  • Click the Save or Save and Close button to Save your changes
  • Note! Some of the system defaults will require logging out of RedTail and back in for changes to take effect.
Category: Configuration

 

 

 

 

Point of Sale

Yes, RedTail is capable of handling foreign currency. There is an important distinction to address when it comes configuring the system to manage foreign currency. The system records any number of foreign currency rates to easily convert currency at the point of sale. All sales transactions are recorded in the domestic amount. This configuration would be acceptable for most general retail operations where no capturing of customer information takes place. At the time of closeout, users simply count the foreign currency separately on the end of shift SRead (Station Read). The total foreign currency can then be converted back to domestic currency to balance the cash.

Another means of managing foreign currency is to designate customers as a foreign customers in their customer profiles. When a foreign customer is retrieved into the selling screen, the sales transaction will settle in the foreign currency. The invoice and accounts receivable sub ledger (applicable for house charges) will record the transaction in the foreign currency while the General Ledger records the transaction in domestic currency. The GL records all transactions in domestic currency.

 

Setting Currency Rates for General Retail Transactions:

  • From the RedTail Main Menu click on the System Configuration page tab
  • Click on the View Product Registration button
  • Choose your (Domestic) Country Code from the drop down list
  • Click the Save or Save and Close button to save your changes
  • Once you have your domestic currency set click on the POS page tab from the RedTail Main Menu
  • Click on the Manage Foreign Currencies button
  • Record your Domestic currency with a conversion rate of 1
  • Record your foreign currency you wish to manage with the rate being offered by your financial institution
  • Set your currencies to Active status
  • Click on the Save and Close button to save your currencies
  • Once you have your currencies set begin selling using any of the currencies
  • From the QuickTouch selling screen click on the Tender Sale button to settle your transaction as you normally would
  • Click or Press the Foreign Currency button in the top right corner
  • Click or Press the Choose a Foreign Country button
  • Record the Foreign currency amount given to you by the customer in the Enter Foreign Tender Amount box
  • Click or Press the Accept button to return to the Tender screen
  • Click or Press the Finish Sale to complete the sale
  • Give the customer back the applicable change in either currency
Category: Point of Sale
  • From the RedTail Main menu click on the System Configuration page tab
  • Click the Configure System Defaults button
  • Click Save or Save and Close to Apply
  • Note! Some RedTail system defaults require logging out of RedTail and back in for changes to take effect

 

 

Purchase Orders

When items are placed on a purchase order, the On PO quantities of those items are automatically updated.  The PO release function is an indicator that the items have actually been released and sent to the supplier. When released, the item’s On PO quantity moves to an On Order quantity. This leads to greater accuracy with respect to re-order reports as users can determine whether items need to be ordered or are already added to pending orders that are soon t be released. Both quantities factor in to the items min max order levels.

All of the quantities can be viewed within an item’s profile will drill down features to allow users to view items on on pending and released orders.

Category: Purchase Orders

When you receive stock via the CPQ in Receive mode, there is no recording of supplier information. That is, the new stock is simply received into inventory with no reference to where it came from. A purchase order contains an abundance of information including the inventory supplier, ship dates and agreed upon pricing.  The purchase is integrated with both inventory and the Accounts Payable sub ledger.

Category: Purchase Orders

When in Receiving mode, the system will always add the received stock and subsequently its cost value and post the receiving cost to the GL Cost of Inventory account. This mode does not consider current stock values but instead simply adds new stock and related cost to the GL Cost of Inventory account.  For example, if your GL Account for Cost of Inventory contains a debit balance of $1,000.00 and you receive new stock for $100.00 – the posting will add the $100.00 to the GL account bringing the debit balance to $1100.00. Receiving mode can be used to decrease stock levels (negative counts) due to breakage or theft.

When in Spot Check mode, the system processes a change in cost of inventory as an adjustment to the GL Cost of Inventory account. That is, a Spot Check count assumes the user is counting a specific section or portion of stock in the business and posting an adjustment to the ledger to reconcile the value. Spot check mode does consider current stock values prior to making any GL posting. For example, if your GL Account for Cost of Inventory contains a debit balance of $1,000.00 and a CPQ Spot Check resulted in a decrease to a specific SKU the system will compare the current cost value of the SKU to the spot check value and post the difference to the GL. So if a SKU count results in a drop of value by $50.00 – it will post a credit balance of of $50.00 to the GL account bringing the balance to $950.00

 

Category: Purchase Orders

There is an important distinction between the CPQ’s Spot Check mode and Physical Count Mode.

When in Spot Check mode, the system processes a change in cost of inventory as an adjustment to the GL Cost of Inventory account. That is, a Spot Check count assumes the user is counting a specific section or portion of stock in the business and posting an adjustment to the ledger to reconcile the value. Spot check mode considers current stock values prior to making any GL posting. For example, if your GL Account for Cost of Inventory contains a debit balance of $1,000.00 and a CPQ Spot Check resulted in a decrease to a specific SKU the system will compare the current cost value of the SKU to the spot check value and post the difference to the GL. So if a SKU count results in a drop of value by $50.00 – it will post a credit balance of of $50.00 to the GL account bringing the balance to $950.00

In contrast, when in Physical Count mode, the system processes a change in cost of inventory as a reconciliation with the GL Cost of Inventory account. That is, a physical count assumes the user is counting the entire stock in the business. Therefore, the system does not consider the current value of each inventory item but instead the overall cost of inventory. In keeping with the same above example, if a CPQ Physical count results is a count of $50.00 – the system will post a credit adjustment of $950.00 bringing the GL account balance to $50.00.

 

Category: Purchase Orders

From within the CPQ utility, click on the Do Not Generate GL Posting menu item . This is a secure feature. Authorization may be required.

 

Category: Purchase Orders

 

 

Security

Once an order is created, users must either settle that order or cancel it in order for it to clear from the order screen. If a user decides to cancel the order it becomes marked as cancelled but not deleted. Cancelling an order is a secured feature and can be configured in Configure System Security from the System Configuration page tab on the Main Menu.

Users can run sales order reports from the reporting section of the POS page tab and filter by cancelled orders.

Category: Security

Yes, RedTail records a log file in the system’s Event Log for many major tasks. With authorization the Event Log is accessible from the Main Menu

  • Click on the System Configuration page tab
  • Click on View Event Logs
  • A data grid will display various  events that you can sort or filter
  • The filter option appears when you hover over a column header
    • Click on the filter icon to create a filter
  • When a filter is created – it will display the filter criteria in the lower left of the data grid
    • The filtering options are extensive with these types of data grids
Category: Security

 

Suppliers

With authorization, both the Adding of Inventory and Suppliers can be both achieved from the RedTail Main Menu.

  • First, click on the Supplier page tab
  • Click the Add New Supplier button
  • Create a supplier profile and save it
  • Click on the Inventory page tab
  • Click the Add New SKU button. A SKU (stock keeping unit) is the unique code that identifies the item. It is often the UPC bar code on the item’s packaging or can be a made up code.
  • When creating the inventory profile, you will see the newly added supplier in your list of suppliers
Category: Suppliers

Yes, like many RedTail features security can be applied to adding new suppliers. RedTail has 10 levels of security. When you create your RedTail users you assign a security level between 0 and 10 (level 0 indicating that they have no security clearance and will only be able to access features that are unsecured).

From the RedTail Main Menu

  • Click on the System Configuration page tab
  • Click on the Configure Security Settings button
  • Click the Save or Save and Close button to save the security settings
Category: Suppliers

 

 

Tax Configuration

You can configure RedTail as a single tax system which will apply a single tax amount to the customer subtotal at the time of sale.

  • From the RedTail Main Menu click on the System Configuration page tab Click on Modify Tax Structure
  • In the Tax Configuration Screen:
    • Record the Tax Name for your jurisdiction
    • Record the tax rate for your jurisdiction (e.g. 5% = .05)
    • Click either Save button to save the changes
           
  • Note the Optional Functions section:
    • You can choose to apply the new tax rate to all customers
    • You can remove all tax exemptions from all customer that currently have tax exemptions
    • You can also choose to apply the new tax rate to all inventory items
      • Inventory items marked as Exempt from Mass updates in the item’s Inventory Profile will not be affected by this function.
  • Apply the appropriate checkmark(s) and click Proceed to Run the Mass Update Procedure

You can configure RedTail as a single tax system which will apply a single tax amount to the customer subtotal at the time of sale.

  • From the RedTail Main Menu click on the System Configuration page tab Click on Modify Tax Structure
  • In the Tax Configuration Screen:
    • Record the Tax 1 Name for your jurisdiction
    • Record the tax 1 rate for your jurisdiction (e.g. 5% = .05)
    • Record the Tax 2 Name for your jurisdiction
    • Record the tax 2 rate for your jurisdiction (e.g. 5% = .05)
    • Click either Save button to save the changes

           
  • Note the Optional Functions section:
    • You can choose to apply the either of the two rates to all customers
    • You can remove all tax exemptions from all customer that currently have tax exemptions
    • You can also choose to apply either of the two rates to all inventory items
  • Inventory items marked as Exempt from Mass updates in the item’s Inventory Profile will not be affected by this function.
  • Apply the appropriate checkmark(s) and click Proceed to Run the Mass Update Procedure

You can configure RedTail as a single tax system which will apply a single tax amount to the customer subtotal at the time of sale.

  • From the RedTail Main Menu click on the System Configuration page tab Click on Modify Tax Structure
  • In the Tax Configuration Screen:
    • Record the Tax 1 Name for your jurisdiction
    • Record the tax 1 rate for your jurisdiction (e.g. 5% = .05)
    • Record the Tax 2 Name for your jurisdiction
    • Record the tax 2 rate for your jurisdiction (e.g. 5% = .05)
    • Apply the checkmark in the Apply Tax 2 on Principle and Tax 1
    • Click either Save button to save the changes

           
  • Note the Optional Functions section:
    • You can choose to apply either of the two rates to all customers
    • You can remove all tax exemptions from all customer that currently have tax exemptions
    • You can also choose to apply either of the two rates to all inventory items
      • Inventory items marked as Exempt from Mass updates in the item’s Inventory Profile will not be affected by this function.
  • Apply the appropriate checkmark(s) and click Proceed to Run the Mass Update Procedure

 

 

Add-on Modules

RedTail Connect is our Multi Site Add-On Module that delivers sales, sales order and time clock data over the Internet to a central server. This is ideal for businesses with multiple store locations that run each operation independently but with a need for a consolidated view of critical business data . Each location runs RedTail POS with or without Internet service and interfaces with RedTail Connect to send key business data to the central server. Connect is a server based module that installs on a dedicated PC, server or shared computer at each location and sends out data periodically. Time intervals can be easily configured and in the event of an Internet outage, the data will automatically suspend and re-transmit when Internet service is restored.

Category: Add-on Modules

Upon review of your business needs and operating environment Breton Technologies will provide you with pricing and technical support for a RedTail Connect installation. Contact our sales team for more information.

Category: Add-on Modules

RedTail events are recorded in the RedTail Event Log. With authorization, it is available from the Main Menu:

  • Click on the System Configuration page tab
  • Click on the View Events Log button
  • Use the filtering techniques available in the event log grid by hovering over a column header
Category: Add-on Modules

 

Snap-In Modules

RedTail’s Food & Beverage Snap In Module optimizes the selling screen for the Fast Food and Dining business environments.

From the RedTail Main Menu:

  • Click on the System Configuration page tab
  • Click the Configure System Defaults button
  • Place a checkmark in the Enable Food and Beverage Snap in Module checkbox
  • There is an optional feature for printing an additional grill slip. You can enable this feature if your kitchen environment is configured for grill items being prepared in a separate area and as a result, a duplicate order slip that print automatically with the original is beneficial for the food preparation process.
  • Click on the Show Field Description menu item for a detailed explanation on each setting
  • Click the Save or Save and Close button to Save your changes
  • Note! Some of the system defaults will require logging out of RedTail and back in for changes to take effect.
Category: Snap-In Modules

RedTail’s CStore Snap In Module optimizes the selling screen for the Convenience Store business environment.

From the RedTail Main Menu:

  • Click on the System Configuration page tab
  • Click the Configure System Defaults button
  • Place a checkmark in the Enable CStore Snap in Module checkbox
  • Click on the Show Field Description menu item for a detailed explanation on each setting
  • Click the Save or Save and Close button to Save your changes
  • Note! Some of the system defaults will require logging out of RedTail and back in for changes to take effect.

 

Category: Snap-In Modules

RedTail’s Ticket Seller Snap In Module optimizes the selling screen for the Small Venue Arena Ticket Selling environment.

From the RedTail Main Menu:

  • Click on the System Configuration page tab
  • Click the Configure System Defaults button
  • Place a checkmark in the Enable Ticket Seller Snap in Module checkbox
  • Click on the Show Field Description menu item for a detailed explanation on each setting
  • Click the Save or Save and Close button to Save your changes
  • Note! Some of the system defaults will require logging out of RedTail and back in for changes to take effect.
Category: Snap-In Modules