What Orchid Does With This File
Orchid POS imports your catalog of gunsmith services - the menu of services you offer (scope mounting, action job, bluing, Cerakote per coat, parts install per hour, etc.). This is your PRICE LIST for gunsmithing, separate from individual open work orders. Each service becomes a SKU in Orchid POS that can be added to invoices and to new work orders.
Required File Format
Excel (.xlsx) - one row per service offered
Required Fields
- Service SKU / Code
- Service Name (customer-facing)
- Description (more detail, optional)
- Category (e.g., Optics, Action, Finish, Repair, Parts)
- Standard Price
- Pricing Type (flat, hourly, per-coat, per-inch, etc.)
- Estimated Time (minutes or hours)
- Tax Class
- Active Flag (yes/no - if you've retired a service, exclude it)
- Notes
Reconciliation Rules
- Service SKU must be unique.
- Active services only - retired/deprecated services should be excluded.
Before You Start
- This is a good time to clean up your service catalog - retire old SKUs, normalize naming conventions, fix pricing inconsistencies.
- If you've added Cerakote color options, parts service options, or warranty-vs-non-warranty splits, decide whether each is a separate SKU or a single SKU with a notes field.
How to Export from Your Current System
QuickBooks POS
Export your Service-type items from the Inventory > Items list. Filter to the Service item type. Use File > Utilities > Export > Inventory Items, then filter the resulting workbook.
Connected Data Systems (CDS)
Reports > Service Catalog / Gunsmith Services. Confirm with CDS support.
Celerant
Reports > Service Items. Export dropdown > Excel.
Coreware / coreSTORE
Items view filtered to Service type, or a dedicated Services view. Click '...' > Excel Export.
Trident 1 POS
Reports area > Service Items / Gunsmith Catalog. Confirm with Trident 1 support.
Bravo
Reports > Service Items.
Cervelle / Merchant Magic
Reports menu > Service Items.
Watch Out For
- Service catalog is the LIST OF SERVICES you offer. Open Work Orders is the LIST OF JOBS IN PROGRESS. These are two separate files.
- Hourly-rate services need a defined hourly rate at import. If your legacy system stores rate as a custom field, flag it to your consultant.
- Most stores treat parts (e.g., 'Vortex Crossfire scope' to be installed) as inventory items, not service catalog items. Don't mix them.
This file may contain sensitive information (customer addresses, pricing, costs). Send it to Orchid using the secure upload link your consultant provided. Do not email exports as unencrypted attachments.
Questions about this export? Reach out to your Orchid implementation consultant, or email implementations@joinorchid.com with the subject line "[Migration] [Your Store Name] - [Legacy System] [File Type] export."