What do each of the Orchid POS Access Permission Options do?
Total Access
Turns on all permission options and grants unlimited access to all features and functions within Orchid POS
Customers
Create New Customer
Allows the user to create new customer records.
Allow Changing Customer Password
Allows the user to reset or change a customer’s online or portal password.
Change Customer Type
Allows changing a customer’s type or classification.
Contact Export
Allows exporting customer and vendor contact information, including name, address, phone, and email.
View Customer Tax ID
Allows viewing the Tax ID field in a customer record.
Multi Store
Approve Transfer Request
Allows approving inventory transfer requests between store locations.
Create Transfer Request
Allows creating inventory transfer requests between store locations.
Loyalty and Memberships
Cancel Loyalty Points
Allows adjusting or removing loyalty points from a customer account.
Manage Memberships
Allows creating, modifying, and managing customer memberships.
Cancel Membership
Allows canceling an active customer membership.
Online
Storefront Control Panel
Provides access to the online storefront control panel for configuring online store appearance and behavior.
Storefront Notification
Shows the user storefront notifications such as new online order banners.
Gunsmithing
Manage Services
Allows creating and managing service-type items, pricing, and scheduling for gunsmithing.
Courses
Manage Courses
Allows creating and managing course and class offerings, including schedules, pricing, and availability.
Inventory
Manage Products
Allows creating, editing, and managing product records.
Inventory System
Provides full access to inventory functions, including editing costs, quantities, product setup, pricing, and categorization.
Minimum Price
Does not allows a user to sell below an item’s minimum price without requiring a manager override.
Modify Serial
Allows editing and deleting serial number records for serialized items attached to pending orders.
Override Serial Number
Allows changing serial numbers that are attached to a pending order.
Catalog Settings
Allows access to the catalog settings.
Package System
Allows creating and editing product packages, including cost and margin information for package components.
Catalog System
Allows access to catalog tools used to manage product catalog data.
Label Generator
Allows accessing and using label printing tools to create and print item labels.
Receive PO With Limits
Allows receiving purchase orders without access to item costs or PO editing.
Purchase Order System
Provides full access to purchase order creation, editing, receiving, and cost visibility.
Review Purchase Orders
Allows viewing purchase orders, including cost, without the ability to edit.
Physical Inventory
Allows access to the physical inventory counting tools but not posting the results.
Post Physical Inventory
Allows posting physical inventory results, updating inventory quantities.
Can Dropship
Allows processing drop-ship orders where inventory is shipped directly to the customer.
Inventory Adjustments
Allows making manual inventory adjustments outside of standard sales, returns, or purchase orders.
Can View Product’s Cost
Allows viewing product cost values within product records, purchase orders, and reports.
Accounting
Cash Drawer Settings
Allows creating, editing, and deleting cash drawers and assigning responsible users.
Edit Drawer
Allows modifying cash drawer entries and drawer details.
Count In/Count Out Reports
Allows viewing sales totals and payment summaries from the Count In/Out report page.
Count In/Count Out
Allows performing daily cash drawer reconciliation at opening or closing.
Sales Tally
Allows viewing the Sales Tally report, showing sales totals and profit by salesperson.
Manage Coupons
Allows creating and managing coupon codes.
Manage Gift Certificates
Allows creating and managing gift certificate items.
Gift Certificate Override
Allows overriding a gift certificate’s available balance.
Expense Account
Allows using an internal Expense Account as a payment method.
House Account
Allows charging an invoice to a customer’s House Account to be paid later.
QuickBooks
Allows using QuickBooks integration features and exporting relevant accounting data.
Analyze
Report Selector
Allows access to all reports, including cost and profit reports, and allows exporting report data.
POS Functions
Store Settings
Allows editing store-level settings such as contact information, invoice logo, and tax rate.
Edit Store Notes
Allows editing store notes displayed on the POS home screen.
Settings Menu
Provides access to most back-office system settings.
Manage Quick Keys
Allows creating and editing product quick keys for the POS register.
Printer Settings
Allows configuring receipt and label printers, and modifying mapped printing settings.
Table Editor
Allows editing configuration tables, including accounting and advanced system mappings.
Integrations
Category for permissions related to external system integrations.
Sales
Process Customer Returns
Allows completing returns and issuing refunds or store credits.
Process Un-Attached Returns
Allows returning items without purchase history if the item is non-inventoried.
Return Without Purchase History
Allows returning items without linked customer purchase history; may overlap with Un-Attached Returns.
Void Invoice
Allows voiding invoices and deleting associated payments.
Change Invoice Date
Allows editing the date on completed invoices.
Change Invoice Type
Allows changing the type of a completed invoice.
Price Override
Allows overriding prices at checkout.
Limit the Ability to Provide a Price Override
Restricts the user from overriding price beyond a set threshold.
Set Price Override Limit ($)
Defines the maximum discount or price change a user can apply.
Register
Change Sales Person
Allows changing the salesperson of record on completed invoices.
Check Payment
Allows accepting check payments at the register.
Contact System
Allows creating, viewing, editing, and deleting contacts (customers and vendors).
Credit Card – Enter Auth Code
Allows marking an invoice as paid by a credit card processed outside the POS.
No Sale (Open Drawer)
Allows opening the cash drawer without a sale.
Petty Cash
Allows recording petty cash transactions and small cash withdrawals from the drawer.
Show Full Birth Date
Allows viewing a customer’s full birth date, including the year.
Switch Cash Drawer
Allows changing which cash drawer was associated with a completed transaction.