Thank you for choosing RedFox POS. To get the most out of your POS terminal, please take time to review this document. This document contains all essential information for the user to make full use of the RedFox POS terminal.
RedFox POS Welcome screen
The register button is where the menu can be viewed and new orders are entered.
1. Select "New Sale" at the upper right of the screen to enter a new order.
2. Select the service type. Service types are Dine In, To-Go, Pick-Up, or Delivery.
Order service types are described as follows:
Dine In: Orders intended to be served to and eaten within the dining establishment, these orders are typicaly taken and served by a waiter.
To-Go: Orders typically placed by a walk-in customer, intended to be packed up and eaten outside of the dining establishment.
Pick Up: Orders typically placed via phone or internet, intended to be picked up and eaten outside of the dining establishment.
Delivery: Orders intended to be delivered to a specified address by an employee of the dining establishment.
5. If an item has a modifier associated with it, select the desired option(s).
Pizza items will have the option to place a topping on the whole pizza or on half the pizza.
6. Once the entire order is entered, select either "Hold" or "Pay Now"
Hold: Used when payment will be taken at a later time such as for Dine-in or pick up orders, or for to-go orders where payment is collected once the order is prepared.This will allow the order to be placed and sent to the kitchen printer.
For Dine-In orders, the RedFox POS system will ask for a table number.
To enter payment for an order previously put on hold, select "Recall", then select the order that you wish to collect payment for.elect "Pay Now" to collect payment.
Pay Now: Used when collecting payment. Select the desired payment option and enter the amount. After collecting payment, you will have the option to print a receipt for the customer, a receipt to the kitchen, both or neither.
Open Drawer: Opens the cash drawer without making a sale. Requires a manager password. A reason for opening the drawer must be given. All drawers opened without sale are recorded and displayed (along with reasons) in the open drawer report (see Back Office / Reports / Open Drawer Report).
Recall: See "Recall Order".
Select the recall order button to retrieve an order that was previously placed but not paid for yet. Recall an order to add, modify or remove items from an order. Recall order is also used when collecting payments that were not collected when the order was placed.
Users with manager or assistant manager privileges can see all open orders, other users will only be able to see orders that they have placed.
Orders can also be recalled from the Register.
Order History is used to view older orders that have been paid for and marked as completed. Open orders should be viewed through the recall order button.
All Orders: Lists all currently open (unpaid) orders.
Order History (Last 4 Hrs): Will bring up recently completed orders.
Order History (Older): Brings up all orders within a given date range.
All orders: Will display all order statuses.
In Preparation: Orders that are currently being prepared by the kitchen.
Printed: Orders that have been sent to the kitchen printer.
Ready: Orders that have been prepared and ready to be served or handed to the customer or delivery driver.
On The Way: Delivery orders that are enroute to the customer.
Pending: Orders waiting to be sent to the kitchen.
Future: Orders placed more than 2 hours ahead of time to be prepared later.
Driver Assigned: Delivery orders that have been prepared and are awaiting driver pick up. Once driver picks order up, status should be changed to "on the way".
CASH IN / OUT
Driver tracking displays a map showing the location of each driver. Drivers phones are tracked via GPS. This feature is useful for providing more accurate time frames when a customer calls inquiring about the status of a delivery order.
Refund / Tips button is used to add tips to credit / debit card orders or to issue refunds after payment has been taken.
Back Office is where Managers can perform most administrative functions from the RedFox POS terminal.
Several reports are available for use by owners and managers to analyze and manage your food service business. Select the reports button to view any of the following reports:
Daily Settlement Report:
Employee Summary Report:
Order Log Report:
Void Report: Displays a history of voided transactions withing a given time frame.
Employee Payments Report:
Employee Transaction Report:
Refund Report: Displays all refunds given within a certain date range.
Open Drawer Report: Displays a history of each time cash drawer was opened without a corresponding transaction.
Tax Report: Displays total meals tax collected.
Cashier In/Out Report:
Clock In/Out Report: Displays a history of when each employee has clocked in and out.
Sales By item Report: Displays item count of each item sold within a given time frame.
The Employee button is where each employee is entered into the system.
Availability: When an employee no longer works for the restaurant, the former employee availability status should be set to "inactive"
The marketing function will allow you to send messages to customers phones (SMS) or email addresses. Typical use of this feature would be for marketing campaigns. Quick reminders of daily specials or special pricing are a few examples. When a new online order is received, customers are asked for there contact information, including email address and phone number. For each new customer, a record is created. Once a customer record is created, the RedFox POS system will keep track of how many orders each customer has placed and the date of last order.
Registered Customers: Customers that have placed at least 1 online order or have had there contact information manually entered into the POS terminal by an employee.
Imported Customers: A list of customers may be imported from an Excel spreadsheet document. Importing customers must be done from a PC and cannot be done from the POS terminal.
Filters: Customer list can be narrowed to show customers who haven't ordered in the last 30 days, 60 days or 90 days. This is a great way to try to retain customers who stopped ordering for one reason or another. Sending a text or email offering them a great deal may get them to come back to your establishment! Customer list can also be sorted by number of orders placed. Congratulate a customer on there 100th order!
To send an SMS (text message) or email, select the customers that you wish to send the email to. Next, choose the message delivery option you want (SMS or email). Enter the text of the message that you wish to send. When completed, press the SEND button.
NOTE: SMS (text) is limited to 160 characters)
Printer: Allows you to assign printers and there rolls (receipt printer or kitchen printer).
PAX Terminal Settings: Allows for setup of credit card processing equipment. Once equipment is set up and working properly, these settings are not typically changed.
Set Default Printer: Allows you to assign which printer will print incoming online orders.
Change Station Name: Allows you to change the name of the terminal.
Employee Passcode On/Off: Allows you to disable (or enable) station passcode requirements. Passcodes are enabled by default.
Cash in/Cash out: Allows you to disable (or enable) the requirement to cash in (and out) at the start of each shift. Cashing in/out is enabled by default.
Online Menu On/Off: Allows you to control weather or not the menu is viewable online. Online menu is activated by default.
Logout allows managers to disable access to the terminal. A manager password is required to activate the terminal again.
CLOCK IN / OUT
The Clock In / Clock Out feature provides the ability to keep track of each employees hours. Employees should clock in when starting a shift, and clock out when the shift is over.