Orchid POS — Orchid Help Center

Run the register, manage inventory, integrate hardware, and connect QuickBooks. Step-by-step guides for every workflow in Orchid POS.

Quick Start Guide

Video Resources

FAQ

Catalogs

Adding Vendor Catalogs into the POS
Catalogs Page has no Vendors or Manufacturers Listed
Using the Catalog System to Import New and Update Existing Products / Inventory

Compliance

NYS P12 Handgun Form Workflow

Customers and Loyalty

Add a Customer to an Existing Travel Reservation
Add a New Customer
Adding, Editing, and Using Customer Filter Menus
Contacts in Orchid POS
Create Campaign Emails with AWS SES Credentials

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Employees and Payroll

Access Level Permission Options
Commission Settings
How to create a new eBound User and POS Employee
Manager on the Employee Settings Page
Monitor Employee Login History (Date, Time, & Location)

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Gunsmithing

Add or Change What Prints at the Bottom of Sale Orders
Add, Edit, Delete Work Order Priority Options
Add, Edit, Delete Work Order Status Options
Always Show Additional Items Area on Work Orders
Change Number of Work Orders Claim Checks that Print

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Integrations Other

AmmoReady Integration
Avalara Tax Integration
Gunbroker Integration
Orchid POS integration with GUNS.COM
Orchid POS Reports, Accounting, & Quickbooks Set-Up

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Inventory

Add, Edit, Delete Categories
Adjust Inventory in Stock Manually
Beta Release: New Manage Products Page
Change What Shows on Barcode Labels
Conducting a Physical Inventory Count

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Order Management

Add or Change What Prints at the Bottom of Quotes
Copy a Quote or Invoice to Another Customer
Create, Edit, and Close Sale Orders (Layaways)
What is a Sale Order (Layaway)?

Other

Change Date Format
Clearing Chrome's Cache

Payments

Create a Coupon - Line Item Credit

PO and Receipt

Beta Release: New Create Purchase Order Page
Beta Release: New Select Parts to Order Page
Create or Edit a Vendor
How to receive regulated items into the POS - Video
Move Multiple Items to a New or Different Vendor

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POS Data Mgmnt

How to Import Auction Orders into your POS
Import New Products using Spreadsheet

Pricing

Discount Button Missing from Point of Sale
Naming Custom Price Levels
Put Products on Sale, Set a Discount, Create a Buy One Get One (BOGO)
Setting a Package Price
Setting Default Price Formulas

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Product Management Guide

Orchid Gun Show POS Common Tasks
Orchid Gun Show POS Product Tour
Orchid POS - Technical Support
Sending Automated System Email from Orchid POS

Quick Start Guide

Coming Soon

Range Management

Courses in Orchid POS

Range Mgmnt

Add, Edit, and Delete Options in Agency Drop Down Menu
Add, Edit, and Delete Options in Certifications Drop Down Menu
Automated Course Emails
Beta Release: New Calendar Booking
Create a Course

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Add or Change What Prints at the Top and Bottom of Receipts and Invoices
Add, Sort, and Manage Product Quick Keys
Cash Drawer Setup and Options
Check Gift Card / Certificate Available Balance
Choose Receipt or Full 8.5x11 Invoice Print Format

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Reports

Generating Reports
How To Perform A POS / eBound Reconciliation
Orchid POS Reports, Titles and Descriptions
See How Much Money was Received
Showing an Item was Sold at a Discount on Receipts and Invoices

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Server DB and Maint

Drop Down Search Results Covered by Auto-Fill Results
Pipe "I" Error message for POS Transactions
Using a Mobile Hotspot or Cell Phone as Internet Backup
What Internet Speed is Needed for Orchid POS?

Store Setup

Adjust Main Menus Display Options
Change or Edit Store Name
Change or Update the Store Address on Invoices and Receipts
Change or Update the Store Email Address and Website
Change or Update the Store Phone Number that Prints on Invoices and Receipts

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Tax and Accounting

Change Incorrect Time on Invoices
Correctly Calculating the sales tax on a trade
Count Drawer In and Out, Start of Day and End of Day
Create a Customer Account Balance to be Paid Later
Create a Customer Account for a Business

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Trade Consign and Layaway

Trade-In and Consignment Steps - POS

Transfers

Receiving Inbound Transfers SOP
Third Party and FFL Transfers in POS
Transfer Inventory from One Location to Another