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RedTail FAQ

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

The RedTail login screen contains four text boxes that require user input. These text boxes can be pre-recorded for a more convenient login and can be set for automated login.

The first two boxes are for the user’s username and password while the other two boxes are for the names of the server and database. Note that the server and database boxes have an inactive color indicating that once set – they seldom change.

The server can be either the IP address or server name that runs RedTailSQL server and stores the company data. The database should always read redtail for any live installation. In the event of a test database residing on the RedTail server, a user can change the name from redtail to the name of the test database.

Once you have your login credentials you can click on the RedTail logo in the login screen to save your configuration.

You can also click on the Help button to the left of the RedTail logo for additional login assistance. 

CONSIDERATIONS FOR CUSTOMIZING THE LOGIN
Before saving your login information, consider the environment where the computer is being used. In places where the username and password is always the same such as a PC at an ordering desk, pre-recording data in all four boxes may be applicable. In locations that require secure access such as a back office you may want to avoid saving the username and password.

If you decide to pre-record the username and password for a more convenient login you should use a login with low RedTail security.

 

FULLY AUTOMATED LOGIN:
RedTail also provides configuration for a fully automated login whereby no user intervention is required. This may be applicable for single purpose station such as a PC running the RedTail Time Clock module. You can configure as many stations as you like for automated login which must be done from each station requiring such a configuration.

  • Login into RedTail
  • From the Main Menu click on the System Configuration page tab
  • Click on the Change Login Defaults button
  • Review your username, password, server and database configuration
  • Make any necessary changes
  • Place a checkmark in the Auto Login This Computer checkbox
  • Choose an Auto Login Station from the drop down list of stations
  • Click the Save and Close button

 

You can click on the Show Tips menu button for additional assistance. Carefully choose your station for the auto login procedure to avoid duplicate stations designated for an auto login. RedTail will not permit a user to choose a station that is already in use by another user. Therefore, when the first auto login computer is actually logged on, the configured station will then be in use. If a second station designated as an auto login station with the same station selection attempts to login – the system will prompt the user with a message to choose a different station.

Category: Login

 

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

The RedTail login screen contains four text boxes that require user input. These text boxes can be pre-recorded for a more convenient login and can be set for automated login.

The first two boxes are for the user’s username and password while the other two boxes are for the names of the server and database. Note that the server and database boxes have an inactive color indicating that once set – they seldom change.

The server can be either the IP address or server name that runs RedTailSQL server and stores the company data. The database should always read redtail for any live installation. In the event of a test database residing on the RedTail server, a user can change the name from redtail to the name of the test database.

Once you have your login credentials you can click on the RedTail logo in the login screen to save your configuration.

You can also click on the Help button to the left of the RedTail logo for additional login assistance. 

CONSIDERATIONS FOR CUSTOMIZING THE LOGIN
Before saving your login information, consider the environment where the computer is being used. In places where the username and password is always the same such as a PC at an ordering desk, pre-recording data in all four boxes may be applicable. In locations that require secure access such as a back office you may want to avoid saving the username and password.

If you decide to pre-record the username and password for a more convenient login you should use a login with low RedTail security.

 

FULLY AUTOMATED LOGIN:
RedTail also provides configuration for a fully automated login whereby no user intervention is required. This may be applicable for single purpose station such as a PC running the RedTail Time Clock module. You can configure as many stations as you like for automated login which must be done from each station requiring such a configuration.

  • Login into RedTail
  • From the Main Menu click on the System Configuration page tab
  • Click on the Change Login Defaults button
  • Review your username, password, server and database configuration
  • Make any necessary changes
  • Place a checkmark in the Auto Login This Computer checkbox
  • Choose an Auto Login Station from the drop down list of stations
  • Click the Save and Close button

 

You can click on the Show Tips menu button for additional assistance. Carefully choose your station for the auto login procedure to avoid duplicate stations designated for an auto login. RedTail will not permit a user to choose a station that is already in use by another user. Therefore, when the first auto login computer is actually logged on, the configured station will then be in use. If a second station designated as an auto login station with the same station selection attempts to login – the system will prompt the user with a message to choose a different station.

Category: Login

 

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

The RedTail login screen contains four text boxes that require user input. These text boxes can be pre-recorded for a more convenient login and can be set for automated login.

The first two boxes are for the user’s username and password while the other two boxes are for the names of the server and database. Note that the server and database boxes have an inactive color indicating that once set – they seldom change.

The server can be either the IP address or server name that runs RedTailSQL server and stores the company data. The database should always read redtail for any live installation. In the event of a test database residing on the RedTail server, a user can change the name from redtail to the name of the test database.

Once you have your login credentials you can click on the RedTail logo in the login screen to save your configuration.

You can also click on the Help button to the left of the RedTail logo for additional login assistance. 

CONSIDERATIONS FOR CUSTOMIZING THE LOGIN
Before saving your login information, consider the environment where the computer is being used. In places where the username and password is always the same such as a PC at an ordering desk, pre-recording data in all four boxes may be applicable. In locations that require secure access such as a back office you may want to avoid saving the username and password.

If you decide to pre-record the username and password for a more convenient login you should use a login with low RedTail security.

 

FULLY AUTOMATED LOGIN:
RedTail also provides configuration for a fully automated login whereby no user intervention is required. This may be applicable for single purpose station such as a PC running the RedTail Time Clock module. You can configure as many stations as you like for automated login which must be done from each station requiring such a configuration.

  • Login into RedTail
  • From the Main Menu click on the System Configuration page tab
  • Click on the Change Login Defaults button
  • Review your username, password, server and database configuration
  • Make any necessary changes
  • Place a checkmark in the Auto Login This Computer checkbox
  • Choose an Auto Login Station from the drop down list of stations
  • Click the Save and Close button

 

You can click on the Show Tips menu button for additional assistance. Carefully choose your station for the auto login procedure to avoid duplicate stations designated for an auto login. RedTail will not permit a user to choose a station that is already in use by another user. Therefore, when the first auto login computer is actually logged on, the configured station will then be in use. If a second station designated as an auto login station with the same station selection attempts to login – the system will prompt the user with a message to choose a different station.

Category: Login

 

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

The RedTail login screen contains four text boxes that require user input. These text boxes can be pre-recorded for a more convenient login and can be set for automated login.

The first two boxes are for the user’s username and password while the other two boxes are for the names of the server and database. Note that the server and database boxes have an inactive color indicating that once set – they seldom change.

The server can be either the IP address or server name that runs RedTailSQL server and stores the company data. The database should always read redtail for any live installation. In the event of a test database residing on the RedTail server, a user can change the name from redtail to the name of the test database.

Once you have your login credentials you can click on the RedTail logo in the login screen to save your configuration.

You can also click on the Help button to the left of the RedTail logo for additional login assistance. 

CONSIDERATIONS FOR CUSTOMIZING THE LOGIN
Before saving your login information, consider the environment where the computer is being used. In places where the username and password is always the same such as a PC at an ordering desk, pre-recording data in all four boxes may be applicable. In locations that require secure access such as a back office you may want to avoid saving the username and password.

If you decide to pre-record the username and password for a more convenient login you should use a login with low RedTail security.

 

FULLY AUTOMATED LOGIN:
RedTail also provides configuration for a fully automated login whereby no user intervention is required. This may be applicable for single purpose station such as a PC running the RedTail Time Clock module. You can configure as many stations as you like for automated login which must be done from each station requiring such a configuration.

  • Login into RedTail
  • From the Main Menu click on the System Configuration page tab
  • Click on the Change Login Defaults button
  • Review your username, password, server and database configuration
  • Make any necessary changes
  • Place a checkmark in the Auto Login This Computer checkbox
  • Choose an Auto Login Station from the drop down list of stations
  • Click the Save and Close button

 

You can click on the Show Tips menu button for additional assistance. Carefully choose your station for the auto login procedure to avoid duplicate stations designated for an auto login. RedTail will not permit a user to choose a station that is already in use by another user. Therefore, when the first auto login computer is actually logged on, the configured station will then be in use. If a second station designated as an auto login station with the same station selection attempts to login – the system will prompt the user with a message to choose a different station.

Category: Login

 

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

The RedTail login screen contains four text boxes that require user input. These text boxes can be pre-recorded for a more convenient login and can be set for automated login.

The first two boxes are for the user’s username and password while the other two boxes are for the names of the server and database. Note that the server and database boxes have an inactive color indicating that once set – they seldom change.

The server can be either the IP address or server name that runs RedTailSQL server and stores the company data. The database should always read redtail for any live installation. In the event of a test database residing on the RedTail server, a user can change the name from redtail to the name of the test database.

Once you have your login credentials you can click on the RedTail logo in the login screen to save your configuration.

You can also click on the Help button to the left of the RedTail logo for additional login assistance. 

CONSIDERATIONS FOR CUSTOMIZING THE LOGIN
Before saving your login information, consider the environment where the computer is being used. In places where the username and password is always the same such as a PC at an ordering desk, pre-recording data in all four boxes may be applicable. In locations that require secure access such as a back office you may want to avoid saving the username and password.

If you decide to pre-record the username and password for a more convenient login you should use a login with low RedTail security.

 

FULLY AUTOMATED LOGIN:
RedTail also provides configuration for a fully automated login whereby no user intervention is required. This may be applicable for single purpose station such as a PC running the RedTail Time Clock module. You can configure as many stations as you like for automated login which must be done from each station requiring such a configuration.

  • Login into RedTail
  • From the Main Menu click on the System Configuration page tab
  • Click on the Change Login Defaults button
  • Review your username, password, server and database configuration
  • Make any necessary changes
  • Place a checkmark in the Auto Login This Computer checkbox
  • Choose an Auto Login Station from the drop down list of stations
  • Click the Save and Close button

 

You can click on the Show Tips menu button for additional assistance. Carefully choose your station for the auto login procedure to avoid duplicate stations designated for an auto login. RedTail will not permit a user to choose a station that is already in use by another user. Therefore, when the first auto login computer is actually logged on, the configured station will then be in use. If a second station designated as an auto login station with the same station selection attempts to login – the system will prompt the user with a message to choose a different station.

Category: Login

 

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

The RedTail login screen contains four text boxes that require user input. These text boxes can be pre-recorded for a more convenient login and can be set for automated login.

The first two boxes are for the user’s username and password while the other two boxes are for the names of the server and database. Note that the server and database boxes have an inactive color indicating that once set – they seldom change.

The server can be either the IP address or server name that runs RedTailSQL server and stores the company data. The database should always read redtail for any live installation. In the event of a test database residing on the RedTail server, a user can change the name from redtail to the name of the test database.

Once you have your login credentials you can click on the RedTail logo in the login screen to save your configuration.

You can also click on the Help button to the left of the RedTail logo for additional login assistance. 

CONSIDERATIONS FOR CUSTOMIZING THE LOGIN
Before saving your login information, consider the environment where the computer is being used. In places where the username and password is always the same such as a PC at an ordering desk, pre-recording data in all four boxes may be applicable. In locations that require secure access such as a back office you may want to avoid saving the username and password.

If you decide to pre-record the username and password for a more convenient login you should use a login with low RedTail security.

 

FULLY AUTOMATED LOGIN:
RedTail also provides configuration for a fully automated login whereby no user intervention is required. This may be applicable for single purpose station such as a PC running the RedTail Time Clock module. You can configure as many stations as you like for automated login which must be done from each station requiring such a configuration.

  • Login into RedTail
  • From the Main Menu click on the System Configuration page tab
  • Click on the Change Login Defaults button
  • Review your username, password, server and database configuration
  • Make any necessary changes
  • Place a checkmark in the Auto Login This Computer checkbox
  • Choose an Auto Login Station from the drop down list of stations
  • Click the Save and Close button

 

You can click on the Show Tips menu button for additional assistance. Carefully choose your station for the auto login procedure to avoid duplicate stations designated for an auto login. RedTail will not permit a user to choose a station that is already in use by another user. Therefore, when the first auto login computer is actually logged on, the configured station will then be in use. If a second station designated as an auto login station with the same station selection attempts to login – the system will prompt the user with a message to choose a different station.

Category: Login

 

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

The RedTail login screen contains four text boxes that require user input. These text boxes can be pre-recorded for a more convenient login and can be set for automated login.

The first two boxes are for the user’s username and password while the other two boxes are for the names of the server and database. Note that the server and database boxes have an inactive color indicating that once set – they seldom change.

The server can be either the IP address or server name that runs RedTailSQL server and stores the company data. The database should always read redtail for any live installation. In the event of a test database residing on the RedTail server, a user can change the name from redtail to the name of the test database.

Once you have your login credentials you can click on the RedTail logo in the login screen to save your configuration.

You can also click on the Help button to the left of the RedTail logo for additional login assistance. 

CONSIDERATIONS FOR CUSTOMIZING THE LOGIN
Before saving your login information, consider the environment where the computer is being used. In places where the username and password is always the same such as a PC at an ordering desk, pre-recording data in all four boxes may be applicable. In locations that require secure access such as a back office you may want to avoid saving the username and password.

If you decide to pre-record the username and password for a more convenient login you should use a login with low RedTail security.

 

FULLY AUTOMATED LOGIN:
RedTail also provides configuration for a fully automated login whereby no user intervention is required. This may be applicable for single purpose station such as a PC running the RedTail Time Clock module. You can configure as many stations as you like for automated login which must be done from each station requiring such a configuration.

  • Login into RedTail
  • From the Main Menu click on the System Configuration page tab
  • Click on the Change Login Defaults button
  • Review your username, password, server and database configuration
  • Make any necessary changes
  • Place a checkmark in the Auto Login This Computer checkbox
  • Choose an Auto Login Station from the drop down list of stations
  • Click the Save and Close button

 

You can click on the Show Tips menu button for additional assistance. Carefully choose your station for the auto login procedure to avoid duplicate stations designated for an auto login. RedTail will not permit a user to choose a station that is already in use by another user. Therefore, when the first auto login computer is actually logged on, the configured station will then be in use. If a second station designated as an auto login station with the same station selection attempts to login – the system will prompt the user with a message to choose a different station.

Category: Login

 

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

The RedTail login screen contains four text boxes that require user input. These text boxes can be pre-recorded for a more convenient login and can be set for automated login.

The first two boxes are for the user’s username and password while the other two boxes are for the names of the server and database. Note that the server and database boxes have an inactive color indicating that once set – they seldom change.

The server can be either the IP address or server name that runs RedTailSQL server and stores the company data. The database should always read redtail for any live installation. In the event of a test database residing on the RedTail server, a user can change the name from redtail to the name of the test database.

Once you have your login credentials you can click on the RedTail logo in the login screen to save your configuration.

You can also click on the Help button to the left of the RedTail logo for additional login assistance. 

CONSIDERATIONS FOR CUSTOMIZING THE LOGIN
Before saving your login information, consider the environment where the computer is being used. In places where the username and password is always the same such as a PC at an ordering desk, pre-recording data in all four boxes may be applicable. In locations that require secure access such as a back office you may want to avoid saving the username and password.

If you decide to pre-record the username and password for a more convenient login you should use a login with low RedTail security.

 

FULLY AUTOMATED LOGIN:
RedTail also provides configuration for a fully automated login whereby no user intervention is required. This may be applicable for single purpose station such as a PC running the RedTail Time Clock module. You can configure as many stations as you like for automated login which must be done from each station requiring such a configuration.

  • Login into RedTail
  • From the Main Menu click on the System Configuration page tab
  • Click on the Change Login Defaults button
  • Review your username, password, server and database configuration
  • Make any necessary changes
  • Place a checkmark in the Auto Login This Computer checkbox
  • Choose an Auto Login Station from the drop down list of stations
  • Click the Save and Close button

 

You can click on the Show Tips menu button for additional assistance. Carefully choose your station for the auto login procedure to avoid duplicate stations designated for an auto login. RedTail will not permit a user to choose a station that is already in use by another user. Therefore, when the first auto login computer is actually logged on, the configured station will then be in use. If a second station designated as an auto login station with the same station selection attempts to login – the system will prompt the user with a message to choose a different station.

Category: Login

 

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

The RedTail login screen contains four text boxes that require user input. These text boxes can be pre-recorded for a more convenient login and can be set for automated login.

The first two boxes are for the user’s username and password while the other two boxes are for the names of the server and database. Note that the server and database boxes have an inactive color indicating that once set – they seldom change.

The server can be either the IP address or server name that runs RedTailSQL server and stores the company data. The database should always read redtail for any live installation. In the event of a test database residing on the RedTail server, a user can change the name from redtail to the name of the test database.

Once you have your login credentials you can click on the RedTail logo in the login screen to save your configuration.

You can also click on the Help button to the left of the RedTail logo for additional login assistance. 

CONSIDERATIONS FOR CUSTOMIZING THE LOGIN
Before saving your login information, consider the environment where the computer is being used. In places where the username and password is always the same such as a PC at an ordering desk, pre-recording data in all four boxes may be applicable. In locations that require secure access such as a back office you may want to avoid saving the username and password.

If you decide to pre-record the username and password for a more convenient login you should use a login with low RedTail security.

 

FULLY AUTOMATED LOGIN:
RedTail also provides configuration for a fully automated login whereby no user intervention is required. This may be applicable for single purpose station such as a PC running the RedTail Time Clock module. You can configure as many stations as you like for automated login which must be done from each station requiring such a configuration.

  • Login into RedTail
  • From the Main Menu click on the System Configuration page tab
  • Click on the Change Login Defaults button
  • Review your username, password, server and database configuration
  • Make any necessary changes
  • Place a checkmark in the Auto Login This Computer checkbox
  • Choose an Auto Login Station from the drop down list of stations
  • Click the Save and Close button

 

You can click on the Show Tips menu button for additional assistance. Carefully choose your station for the auto login procedure to avoid duplicate stations designated for an auto login. RedTail will not permit a user to choose a station that is already in use by another user. Therefore, when the first auto login computer is actually logged on, the configured station will then be in use. If a second station designated as an auto login station with the same station selection attempts to login – the system will prompt the user with a message to choose a different station.

Category: Login

 

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

The RedTail login screen contains four text boxes that require user input. These text boxes can be pre-recorded for a more convenient login and can be set for automated login.

The first two boxes are for the user’s username and password while the other two boxes are for the names of the server and database. Note that the server and database boxes have an inactive color indicating that once set – they seldom change.

The server can be either the IP address or server name that runs RedTailSQL server and stores the company data. The database should always read redtail for any live installation. In the event of a test database residing on the RedTail server, a user can change the name from redtail to the name of the test database.

Once you have your login credentials you can click on the RedTail logo in the login screen to save your configuration.

You can also click on the Help button to the left of the RedTail logo for additional login assistance. 

CONSIDERATIONS FOR CUSTOMIZING THE LOGIN
Before saving your login information, consider the environment where the computer is being used. In places where the username and password is always the same such as a PC at an ordering desk, pre-recording data in all four boxes may be applicable. In locations that require secure access such as a back office you may want to avoid saving the username and password.

If you decide to pre-record the username and password for a more convenient login you should use a login with low RedTail security.

 

FULLY AUTOMATED LOGIN:
RedTail also provides configuration for a fully automated login whereby no user intervention is required. This may be applicable for single purpose station such as a PC running the RedTail Time Clock module. You can configure as many stations as you like for automated login which must be done from each station requiring such a configuration.

  • Login into RedTail
  • From the Main Menu click on the System Configuration page tab
  • Click on the Change Login Defaults button
  • Review your username, password, server and database configuration
  • Make any necessary changes
  • Place a checkmark in the Auto Login This Computer checkbox
  • Choose an Auto Login Station from the drop down list of stations
  • Click the Save and Close button

 

You can click on the Show Tips menu button for additional assistance. Carefully choose your station for the auto login procedure to avoid duplicate stations designated for an auto login. RedTail will not permit a user to choose a station that is already in use by another user. Therefore, when the first auto login computer is actually logged on, the configured station will then be in use. If a second station designated as an auto login station with the same station selection attempts to login – the system will prompt the user with a message to choose a different station.

Category: Login

 

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

The RedTail login screen contains four text boxes that require user input. These text boxes can be pre-recorded for a more convenient login and can be set for automated login.

The first two boxes are for the user’s username and password while the other two boxes are for the names of the server and database. Note that the server and database boxes have an inactive color indicating that once set – they seldom change.

The server can be either the IP address or server name that runs RedTailSQL server and stores the company data. The database should always read redtail for any live installation. In the event of a test database residing on the RedTail server, a user can change the name from redtail to the name of the test database.

Once you have your login credentials you can click on the RedTail logo in the login screen to save your configuration.

You can also click on the Help button to the left of the RedTail logo for additional login assistance. 

CONSIDERATIONS FOR CUSTOMIZING THE LOGIN
Before saving your login information, consider the environment where the computer is being used. In places where the username and password is always the same such as a PC at an ordering desk, pre-recording data in all four boxes may be applicable. In locations that require secure access such as a back office you may want to avoid saving the username and password.

If you decide to pre-record the username and password for a more convenient login you should use a login with low RedTail security.

 

FULLY AUTOMATED LOGIN:
RedTail also provides configuration for a fully automated login whereby no user intervention is required. This may be applicable for single purpose station such as a PC running the RedTail Time Clock module. You can configure as many stations as you like for automated login which must be done from each station requiring such a configuration.

  • Login into RedTail
  • From the Main Menu click on the System Configuration page tab
  • Click on the Change Login Defaults button
  • Review your username, password, server and database configuration
  • Make any necessary changes
  • Place a checkmark in the Auto Login This Computer checkbox
  • Choose an Auto Login Station from the drop down list of stations
  • Click the Save and Close button

 

You can click on the Show Tips menu button for additional assistance. Carefully choose your station for the auto login procedure to avoid duplicate stations designated for an auto login. RedTail will not permit a user to choose a station that is already in use by another user. Therefore, when the first auto login computer is actually logged on, the configured station will then be in use. If a second station designated as an auto login station with the same station selection attempts to login – the system will prompt the user with a message to choose a different station.

Category: Login

 

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

The RedTail login screen contains four text boxes that require user input. These text boxes can be pre-recorded for a more convenient login and can be set for automated login.

The first two boxes are for the user’s username and password while the other two boxes are for the names of the server and database. Note that the server and database boxes have an inactive color indicating that once set – they seldom change.

The server can be either the IP address or server name that runs RedTailSQL server and stores the company data. The database should always read redtail for any live installation. In the event of a test database residing on the RedTail server, a user can change the name from redtail to the name of the test database.

Once you have your login credentials you can click on the RedTail logo in the login screen to save your configuration.

You can also click on the Help button to the left of the RedTail logo for additional login assistance. 

CONSIDERATIONS FOR CUSTOMIZING THE LOGIN
Before saving your login information, consider the environment where the computer is being used. In places where the username and password is always the same such as a PC at an ordering desk, pre-recording data in all four boxes may be applicable. In locations that require secure access such as a back office you may want to avoid saving the username and password.

If you decide to pre-record the username and password for a more convenient login you should use a login with low RedTail security.

 

FULLY AUTOMATED LOGIN:
RedTail also provides configuration for a fully automated login whereby no user intervention is required. This may be applicable for single purpose station such as a PC running the RedTail Time Clock module. You can configure as many stations as you like for automated login which must be done from each station requiring such a configuration.

  • Login into RedTail
  • From the Main Menu click on the System Configuration page tab
  • Click on the Change Login Defaults button
  • Review your username, password, server and database configuration
  • Make any necessary changes
  • Place a checkmark in the Auto Login This Computer checkbox
  • Choose an Auto Login Station from the drop down list of stations
  • Click the Save and Close button

 

You can click on the Show Tips menu button for additional assistance. Carefully choose your station for the auto login procedure to avoid duplicate stations designated for an auto login. RedTail will not permit a user to choose a station that is already in use by another user. Therefore, when the first auto login computer is actually logged on, the configured station will then be in use. If a second station designated as an auto login station with the same station selection attempts to login – the system will prompt the user with a message to choose a different station.

Category: Login

 

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

The RedTail login screen contains four text boxes that require user input. These text boxes can be pre-recorded for a more convenient login and can be set for automated login.

The first two boxes are for the user’s username and password while the other two boxes are for the names of the server and database. Note that the server and database boxes have an inactive color indicating that once set – they seldom change.

The server can be either the IP address or server name that runs RedTailSQL server and stores the company data. The database should always read redtail for any live installation. In the event of a test database residing on the RedTail server, a user can change the name from redtail to the name of the test database.

Once you have your login credentials you can click on the RedTail logo in the login screen to save your configuration.

You can also click on the Help button to the left of the RedTail logo for additional login assistance. 

CONSIDERATIONS FOR CUSTOMIZING THE LOGIN
Before saving your login information, consider the environment where the computer is being used. In places where the username and password is always the same such as a PC at an ordering desk, pre-recording data in all four boxes may be applicable. In locations that require secure access such as a back office you may want to avoid saving the username and password.

If you decide to pre-record the username and password for a more convenient login you should use a login with low RedTail security.

 

FULLY AUTOMATED LOGIN:
RedTail also provides configuration for a fully automated login whereby no user intervention is required. This may be applicable for single purpose station such as a PC running the RedTail Time Clock module. You can configure as many stations as you like for automated login which must be done from each station requiring such a configuration.

  • Login into RedTail
  • From the Main Menu click on the System Configuration page tab
  • Click on the Change Login Defaults button
  • Review your username, password, server and database configuration
  • Make any necessary changes
  • Place a checkmark in the Auto Login This Computer checkbox
  • Choose an Auto Login Station from the drop down list of stations
  • Click the Save and Close button

 

You can click on the Show Tips menu button for additional assistance. Carefully choose your station for the auto login procedure to avoid duplicate stations designated for an auto login. RedTail will not permit a user to choose a station that is already in use by another user. Therefore, when the first auto login computer is actually logged on, the configured station will then be in use. If a second station designated as an auto login station with the same station selection attempts to login – the system will prompt the user with a message to choose a different station.

Category: Login

 

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

The RedTail login screen contains four text boxes that require user input. These text boxes can be pre-recorded for a more convenient login and can be set for automated login.

The first two boxes are for the user’s username and password while the other two boxes are for the names of the server and database. Note that the server and database boxes have an inactive color indicating that once set – they seldom change.

The server can be either the IP address or server name that runs RedTailSQL server and stores the company data. The database should always read redtail for any live installation. In the event of a test database residing on the RedTail server, a user can change the name from redtail to the name of the test database.

Once you have your login credentials you can click on the RedTail logo in the login screen to save your configuration.

You can also click on the Help button to the left of the RedTail logo for additional login assistance. 

CONSIDERATIONS FOR CUSTOMIZING THE LOGIN
Before saving your login information, consider the environment where the computer is being used. In places where the username and password is always the same such as a PC at an ordering desk, pre-recording data in all four boxes may be applicable. In locations that require secure access such as a back office you may want to avoid saving the username and password.

If you decide to pre-record the username and password for a more convenient login you should use a login with low RedTail security.

 

FULLY AUTOMATED LOGIN:
RedTail also provides configuration for a fully automated login whereby no user intervention is required. This may be applicable for single purpose station such as a PC running the RedTail Time Clock module. You can configure as many stations as you like for automated login which must be done from each station requiring such a configuration.

  • Login into RedTail
  • From the Main Menu click on the System Configuration page tab
  • Click on the Change Login Defaults button
  • Review your username, password, server and database configuration
  • Make any necessary changes
  • Place a checkmark in the Auto Login This Computer checkbox
  • Choose an Auto Login Station from the drop down list of stations
  • Click the Save and Close button

 

You can click on the Show Tips menu button for additional assistance. Carefully choose your station for the auto login procedure to avoid duplicate stations designated for an auto login. RedTail will not permit a user to choose a station that is already in use by another user. Therefore, when the first auto login computer is actually logged on, the configured station will then be in use. If a second station designated as an auto login station with the same station selection attempts to login – the system will prompt the user with a message to choose a different station.

Category: Login

 

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

The RedTail login screen contains four text boxes that require user input. These text boxes can be pre-recorded for a more convenient login and can be set for automated login.

The first two boxes are for the user’s username and password while the other two boxes are for the names of the server and database. Note that the server and database boxes have an inactive color indicating that once set – they seldom change.

The server can be either the IP address or server name that runs RedTailSQL server and stores the company data. The database should always read redtail for any live installation. In the event of a test database residing on the RedTail server, a user can change the name from redtail to the name of the test database.

Once you have your login credentials you can click on the RedTail logo in the login screen to save your configuration.

You can also click on the Help button to the left of the RedTail logo for additional login assistance. 

CONSIDERATIONS FOR CUSTOMIZING THE LOGIN
Before saving your login information, consider the environment where the computer is being used. In places where the username and password is always the same such as a PC at an ordering desk, pre-recording data in all four boxes may be applicable. In locations that require secure access such as a back office you may want to avoid saving the username and password.

If you decide to pre-record the username and password for a more convenient login you should use a login with low RedTail security.

 

FULLY AUTOMATED LOGIN:
RedTail also provides configuration for a fully automated login whereby no user intervention is required. This may be applicable for single purpose station such as a PC running the RedTail Time Clock module. You can configure as many stations as you like for automated login which must be done from each station requiring such a configuration.

  • Login into RedTail
  • From the Main Menu click on the System Configuration page tab
  • Click on the Change Login Defaults button
  • Review your username, password, server and database configuration
  • Make any necessary changes
  • Place a checkmark in the Auto Login This Computer checkbox
  • Choose an Auto Login Station from the drop down list of stations
  • Click the Save and Close button

 

You can click on the Show Tips menu button for additional assistance. Carefully choose your station for the auto login procedure to avoid duplicate stations designated for an auto login. RedTail will not permit a user to choose a station that is already in use by another user. Therefore, when the first auto login computer is actually logged on, the configured station will then be in use. If a second station designated as an auto login station with the same station selection attempts to login – the system will prompt the user with a message to choose a different station.

Category: Login

 

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

The RedTail login screen contains four text boxes that require user input. These text boxes can be pre-recorded for a more convenient login and can be set for automated login.

The first two boxes are for the user’s username and password while the other two boxes are for the names of the server and database. Note that the server and database boxes have an inactive color indicating that once set – they seldom change.

The server can be either the IP address or server name that runs RedTailSQL server and stores the company data. The database should always read redtail for any live installation. In the event of a test database residing on the RedTail server, a user can change the name from redtail to the name of the test database.

Once you have your login credentials you can click on the RedTail logo in the login screen to save your configuration.

You can also click on the Help button to the left of the RedTail logo for additional login assistance. 

CONSIDERATIONS FOR CUSTOMIZING THE LOGIN
Before saving your login information, consider the environment where the computer is being used. In places where the username and password is always the same such as a PC at an ordering desk, pre-recording data in all four boxes may be applicable. In locations that require secure access such as a back office you may want to avoid saving the username and password.

If you decide to pre-record the username and password for a more convenient login you should use a login with low RedTail security.

 

FULLY AUTOMATED LOGIN:
RedTail also provides configuration for a fully automated login whereby no user intervention is required. This may be applicable for single purpose station such as a PC running the RedTail Time Clock module. You can configure as many stations as you like for automated login which must be done from each station requiring such a configuration.

  • Login into RedTail
  • From the Main Menu click on the System Configuration page tab
  • Click on the Change Login Defaults button
  • Review your username, password, server and database configuration
  • Make any necessary changes
  • Place a checkmark in the Auto Login This Computer checkbox
  • Choose an Auto Login Station from the drop down list of stations
  • Click the Save and Close button

 

You can click on the Show Tips menu button for additional assistance. Carefully choose your station for the auto login procedure to avoid duplicate stations designated for an auto login. RedTail will not permit a user to choose a station that is already in use by another user. Therefore, when the first auto login computer is actually logged on, the configured station will then be in use. If a second station designated as an auto login station with the same station selection attempts to login – the system will prompt the user with a message to choose a different station.

Category: Login

 

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

The RedTail login screen contains four text boxes that require user input. These text boxes can be pre-recorded for a more convenient login and can be set for automated login.

The first two boxes are for the user’s username and password while the other two boxes are for the names of the server and database. Note that the server and database boxes have an inactive color indicating that once set – they seldom change.

The server can be either the IP address or server name that runs RedTailSQL server and stores the company data. The database should always read redtail for any live installation. In the event of a test database residing on the RedTail server, a user can change the name from redtail to the name of the test database.

Once you have your login credentials you can click on the RedTail logo in the login screen to save your configuration.

You can also click on the Help button to the left of the RedTail logo for additional login assistance. 

CONSIDERATIONS FOR CUSTOMIZING THE LOGIN
Before saving your login information, consider the environment where the computer is being used. In places where the username and password is always the same such as a PC at an ordering desk, pre-recording data in all four boxes may be applicable. In locations that require secure access such as a back office you may want to avoid saving the username and password.

If you decide to pre-record the username and password for a more convenient login you should use a login with low RedTail security.

 

FULLY AUTOMATED LOGIN:
RedTail also provides configuration for a fully automated login whereby no user intervention is required. This may be applicable for single purpose station such as a PC running the RedTail Time Clock module. You can configure as many stations as you like for automated login which must be done from each station requiring such a configuration.

  • Login into RedTail
  • From the Main Menu click on the System Configuration page tab
  • Click on the Change Login Defaults button
  • Review your username, password, server and database configuration
  • Make any necessary changes
  • Place a checkmark in the Auto Login This Computer checkbox
  • Choose an Auto Login Station from the drop down list of stations
  • Click the Save and Close button

 

You can click on the Show Tips menu button for additional assistance. Carefully choose your station for the auto login procedure to avoid duplicate stations designated for an auto login. RedTail will not permit a user to choose a station that is already in use by another user. Therefore, when the first auto login computer is actually logged on, the configured station will then be in use. If a second station designated as an auto login station with the same station selection attempts to login – the system will prompt the user with a message to choose a different station.

Category: Login

 

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

The RedTail login screen contains four text boxes that require user input. These text boxes can be pre-recorded for a more convenient login and can be set for automated login.

The first two boxes are for the user’s username and password while the other two boxes are for the names of the server and database. Note that the server and database boxes have an inactive color indicating that once set – they seldom change.

The server can be either the IP address or server name that runs RedTailSQL server and stores the company data. The database should always read redtail for any live installation. In the event of a test database residing on the RedTail server, a user can change the name from redtail to the name of the test database.

Once you have your login credentials you can click on the RedTail logo in the login screen to save your configuration.

You can also click on the Help button to the left of the RedTail logo for additional login assistance. 

CONSIDERATIONS FOR CUSTOMIZING THE LOGIN
Before saving your login information, consider the environment where the computer is being used. In places where the username and password is always the same such as a PC at an ordering desk, pre-recording data in all four boxes may be applicable. In locations that require secure access such as a back office you may want to avoid saving the username and password.

If you decide to pre-record the username and password for a more convenient login you should use a login with low RedTail security.

 

FULLY AUTOMATED LOGIN:
RedTail also provides configuration for a fully automated login whereby no user intervention is required. This may be applicable for single purpose station such as a PC running the RedTail Time Clock module. You can configure as many stations as you like for automated login which must be done from each station requiring such a configuration.

  • Login into RedTail
  • From the Main Menu click on the System Configuration page tab
  • Click on the Change Login Defaults button
  • Review your username, password, server and database configuration
  • Make any necessary changes
  • Place a checkmark in the Auto Login This Computer checkbox
  • Choose an Auto Login Station from the drop down list of stations
  • Click the Save and Close button

 

You can click on the Show Tips menu button for additional assistance. Carefully choose your station for the auto login procedure to avoid duplicate stations designated for an auto login. RedTail will not permit a user to choose a station that is already in use by another user. Therefore, when the first auto login computer is actually logged on, the configured station will then be in use. If a second station designated as an auto login station with the same station selection attempts to login – the system will prompt the user with a message to choose a different station.

Category: Login