Add a Customer to an Existing Travel Reservation
To add another travel to an open trip reservation: Related: See Book a Customer on a Trip for steps on starting a new reservation. 1. Bring up the customer in Point of Sale. 2. Unless you have All in One Popups turned off, you will see the open ...
Add a New Customer
From your POS home page, click the + icon on the right side of the customer search fields:
Adding, Editing, and Using Customer Filter Menus
Interest Level, Type of Lead, Prospect Type, and Prospect Level Each customer can be assigned one or more of these in their contact information. All are user defined and can be used however you like, organizationally. Typically they are used as ...
Contacts in Orchid POS
Customer Credit Card on File (Not compatible with FAPS) Delete a Customer Create or Edit a Vendor Sharing Customers Between Stores (Multiple Locations) View a Customer's History Create a Customer Account for a Business Add a New Customer Adding, ...
Create Campaign Emails with AWS SES Credentials
The first thing you need to do is register your email address with AWS for an SES Account. You can do this by following the link below. https://portal.aws.amazon.com/billing/signup#/start/email You will need to enter card information, but the account ...
Customer Names in All Capital Letters
Customer names saving in all caps even if they're not entered that way is a system setting, and can be changed in Manage > Store Configuration > Options > "Capitalize Names & Addresses"
Delete a Customer
Orchid POS will only allow you to delete a customer record if there is no sales history associated with it. To delete a customer, go to Customers > Search all > Search. Search for the record, then use the delete icon under the Action column on the ...
Email a Group of Customers
Direct email marketing and a slew of customer notification options are coming soon! For now, you can export a list of contacts to use with an outside email service like Mail Chimp or Constant Contact. From the Contacts page, bring up the group ...
Emails from Orchid POS
Email a Group of Customers Sending Automated System Email from Orchid POS
Find a List of Customers Who Purchased a Specific Item
You can view, print, and export lists of customers based on their purchases. If you need to simply view a list quickly of customers who have purchased a certain part: Search for the part on the Products page. Click the part number in blue to view its ...
How to assign specific Price Levels to a Customer Profile
This guide will walk you through the process of creating custom price levels and how to assign them to Memberships or Customer Profiles. What are Price Levels? Price levels are included on every single product in the POS. They are different tiers of ...
How to create a contact list for e-mail Campaigns and Loyalty Programs
Create a Contact List 1. Click on Loyalty 2. Click on Contacts 3. Click on the General Tab 4. Filter the Contacts in the POS to who you are trying to Target 5. Click Search 6. Click Save Contact List 7. You can either add this to an existing list or ...
Loyalty Program Setup
Loyalty Programs Setting up a loyalty program can incentivize additional spending for your customers. The guide below will outline the basic setup of a Loyalty Program. You can setup individual programs for your needs, whether this is a standard ...
Marketing Emails / Email Campaign Setup
This program, printed documentation and documents should not be used as a substitute for professional advice in specific situations. The procedures, images and examples in this document are for illustrative purposes only and may not be applicable in ...
Merging Duplicate Contacts
If you have two or more contacts in your system which contain duplicate information, you can merge them together into a single contact record. Merging will consolidate the purchase history of each contact into the target record. Note: Only contacts ...
Point of Sale is Requiring Customer's Birthday when Booking a Trip
Requiring date of birth to be entered during travel or charter booking is a system setting. If you turn off the requirement, the fields will still display and can be used, but it will not stop the salesperson from proceeding with the reservation if ...
Point of Sale Shows Customer Home Phone Instead of Cell or Mobile Phone
While both phone numbers can easily be collected while creating a customer account, only one displays by default in the customer profile area of Point of Sale. You can change this preference in Office > Back Office Settings > Setup Options > ...
Require Country for New Customers
To make Country a required field when adding a customer to Orchid POS, go to Manage > Store Configuration > Options > "Require Customer Country". This is an excellent data analysis and marketing tool for businesses or international stores.
Sharing Customers Between Stores (Multiple Locations)
For stores with multiple locations, customers created at one store can be recreated at another with a single click. For example, if customer Ted Smith was created at The Downtown Store but comes to visit the Marina Store location, his name will ...
Show a Customer Paid with a Custom Tender
If a customer paid you through alternative means - if the option is not listed in the Payment Options menu on the Split/Other (four squares) payment screen - we recommend using CHECK as the invoice's payment method. This allows you to use the Check ...
SMTP Setup Guide
Email Campaign Setup Only Amazon SES and Sendgrid are compatible with our SMTP setup The first step is to reach out to Customer Support to turn on the email campaign functionality, there is no additional fee for this. You can use the Support Portal ...
Turn Off All in One Customer Popup in Point of Sale
By default, the All-in-one customer popup will appear when a customer is selected in Point of Sale. This popup provides information on open rentals, trips, and work order, quotes, etc. as well as notice of an account balance due. If this ...
Using Customer Groups
Group listings are used in Contacts to group customers together, with Groups used as a Contacts search results filter. Groups can have set popup messages that are seen first thing when a group member is brought up in Point of Sale. Creating a New ...
Using Customer Types
Customer Type Settings These defaults are found in Office > Back Office Settings > Setup Options Customer Types are used for reporting purposes; all sales reports will organize by Customer Type. Available customer types by default are: Retail, ...
View a Customer's History
1. Bring the customer up in Point of Sale. 2. Click the History icon at the bottom of their profile information. 3. Here, sorted by tabs, you will see all purchases, deposits, payments, rentals, and more that this customer has on file.