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

Coming Soon

Video Resources

FAQ

Admin and Accounts

Access Level Permission Options
Manager on the Employee Settings Page
Monitor Employee Login History (Date, Time, & Location)
Setting Employee Permissions with Access Levels

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 a Customer Account for a Business

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Employees and Payroll

Commission Settings
How to create a new eBound User and POS Employee

Integrations

AmmoReady Integration
Avalara Tax Integration
Gunbroker Integration
How To Perform A POS / eBound Reconciliation
Install a Logo to Your Epson Receipt Printer

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Inventory Management

Adding Vendor Catalogs into the POS
Adjust Inventory in Stock Manually
Beta Release: New Manage Products Page
Catalogs Page has no Vendors or Manufacturers Listed
Change What Shows on Barcode Labels

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Order Management

Add or Change What Prints at the Bottom of Quotes
Add or Change What Prints at the Bottom of Sale Orders
Choose Receipt or Full 8.5x11 Invoice Print Format
Copy a Quote or Invoice to Another Customer
Create, Edit, and Close Sale Orders (Layaways)

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Other

Clearing Chrome's Cache
Getting Started with Setting Up Your New Orchid POS Software

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
How to return Products or Serialized inventory to the Vendor

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POS Data Mgmnt

How to Import Auction Orders into your POS
Import New Products using Spreadsheet
Update Inventory Using a Spreadsheet

Pricing

Create a Coupon - Line Item Credit
Discount Button Missing from Point of Sale
How to assign specific Price Levels to a Customer Profile
Naming Custom Price Levels
Put Products on Sale, Set a Discount, Create a Buy One Get One (BOGO)

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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

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
Gift Cards and Gift Certificates in Orchid POS

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Reports

Generating Reports
Orchid POS Reports, Titles and Descriptions
Print Month End Reports
See How Much Money was Received
Trip Payments Not Showing on Sales Reports

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Server DB and Maint

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

Services

Add, Edit, Delete Work Order Priority Options
Add, Edit, Delete Work Order Status Options
Always Show Additional Items Area on Work Orders
Automated Course Emails
Beta Release: New Calendar Booking

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Store Setup

Add, Edit, and Delete Options in Agency Drop Down Menu
Add, Edit, and Delete Options in Certifications Drop Down Menu
Add, Edit, Delete Categories
Adjust Main Menus Display Options
Change Date Format

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Tax and Accounting

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 In-Store Credit
Edit or Update Sales Tax Rates

View all 17 articles ›

Trade-in or Consignment

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

Use and Simplification

How to Get Started with Orchid POS — First Sale Guide