Add, Edit, Delete Categories
You can add a new category from any part details page by selecting the Category drop down menu, scrolling to the bottom, and clicking Add New. You can also add new categories in Office > Back Office Settings > Table Editor > Categories. This same ...
Adjust Inventory in Stock Manually
If you need to adjust your inventory levels manually for one or a few items you can use the Update Wizard or the part's details page. Both options are covered in this article. For a physical count and resulting adjustment of an entire store or ...
Beta Release: New Manage Products Page
The new Manage Products page comes with not just a new look, but major functionality updates including the ability to select which columns display by default and in what order. All features and available actions defined below. The most obvious change ...
Change What Shows on Barcode Labels
Orchid POS barcode labels only have a few format options that can be adjusted. You can decide to: Hide the item's price on the label Print the date the item was received on the label Show tax-inclusive pricing on the label All three of these ...
Conducting a Physical Inventory Count
The Physical Inventory tool is used to count each piece of inventory in your store, allowing you to use a wireless barcode scanner if available and to work in teams if desired. It is recommended you do a full count just prior to going live with ...
Create a New Product (Part, Item, Retail Inventory)
What is a Product? Products are: Standard tangible and non-tangible items sold on an invoice during a transaction. Examples: Eye protection, shipping fee, bag of chips, t-shirt, admission fee. Creating a New Product (individually, without a template, ...
Creating a Non-Inventoried Item
If you have something you need to sell/place on an invoice that is not a tangible item and cannot have a physical quantity in stock (or run out of stock), Orchid POS refers to this as a non-inventoried item. Examples of non-inventoried items: Fees ...
Delete a Part
If a part number is no longer needed in your database, you can choose to delete - or archive - it. Archived parts are stored in a separate area of your inventory and can be reactivate if needed. Parts that have been archived are still considered ...
How to add Products into the POS - Video
Below is a video that will walk you through step by step how to create products to receive and sell in the POS How to Receive Products into the POS
How to create a new Package
This guide will walk you through the process of setting up a new package. A package is a bundle of items that you can sell together under one UPC. In the Setup Options Page, there are a few toggles that you can turn on to help with Package Creation ...
Maintain a Preferred Quantity in Stock for a Product
Every product has the option to use Preferred Stock Level to assist with ordering. Orchid POS will calculate the difference between your current quantity in stock and the preferred stock level when you add the item to the purchase order cart. For ...
Manually Adjusting Inventory in the POS
Manually Adjusting Serial Numbers and Inventory Serial numbers should always be acquired and disposed of through the proper procedure (External Order, PO receipt, Sale or Transfer.) However in a rare occasion it might be necessary to make a manual ...
Move Multiple Items to a New or Different Category
Go to Office > Inventory > Products > Manage Products. Use the search filters to find the group of products you’d like to move to a new category. You can select individual items or use the Select All box in the upper left of the search results. If ...
Move Multiple Items to a New or Different Manufacturer
Go to Office > Inventory > Products > Manage Products. Use the search filters to find the group of products you’d like to move to a new manufacturer. You can select individual items or use the Select All box in the upper left of the search results. ...
NLA (No Longer Available) or Discontinued Products
Items listed under a particular vendor / manufacturer in your product database that are NOT found to be in the vendor’s current catalog will now offer to be marked as No Longer Available as part of the catalog update process. If you confirm that you ...
Orchid POS Says Part Number Already Exists, but I Can't Find It
If you are creating a new part and Orchid POS warns you that the part number already exists, you may need to check a few place. Search for the part number on: 1. Products page 2. Products page with "List Archived Parts Only" filter turned ON. ...
POS- Why is my Serial Number Selection Screen “greyed” out?
Why is my Serial Number Selection Screen “greyed” out? We now require that a customer is selected prior to selecting a serial number for a firearm sale. Previously users could add a sku and a serial number to their cart before selecting a ...
Printing Barcode Labels
For printing labels, the three most commonly used methods are: Printing as you receive items in Orchid POS will prompt you to print labels for your products as you receive the purchase order, external order, or receive inventory in from the product's ...
Print Only One Label While Receiving Multiple Parts
If you would prefer to print a single label while receiving multiple quantities of a product, you can turn off "Print Label for Each Item in Stock" in its part details page. Office > Inventory > Products > Manage Products; search for the item and ...
Product Requires Annual Service
When an item needs to be inspected or serviced annually after it is sold, you want to turn on the "Warranty Reminder to be Created" option on its part details page. Office > Inventory > Products > Manage Products; search for the item and click its ...
Quick Add New Inventory from Point of Sale
Quick Add is available only to certain users, determined by permission level settings. It allows you to add a new product to your inventory if you are certain of an exact part number but it is not found in your system as you are trying to sell it. ...
Re-Activate a Deleted Part
1. Go to Office > Inventory then select the appropriate page (Products > Manage Products, Rentals, etc.). 2. Turn the "List Archived Items Only" search filter ON 3. Search for the part using the other available filters (keyword, category, etc.); ...
Return a Product Without Sales History
For standard returns with sales history, see Process a Return. During your transition to Orchid POS, or even after you are live, you may encounter products that need to be returned that were sold in your previous POS system, or if store policy allows ...
Sell a Package
To sell a package to a customer, you will enter and select the package part number to add it to the invoice in Point of Sale. To replace an item within the package with another (different size, different color, equipment upgrade), click the package's ...
Setting Up a Barcode Printer on a Mac
Zebra Barcode Configuration for Mac OSX Zebra barcode printers do not install directly to Mac operating systems. A third party print driver called CUPS must be used. The CUPS driver is usually installed automatically when using the Add Printer ...
Setting Up a Barcode Printer on a PC
Orchid POS supports the use of 2.5x1 inch labels only. You will need to adjust driver settings for the printer to work properly with Orchid POS. If you find your labels are skipping one during printing, please double check all settings per below. ...
Splitting a Case of Products
If you have products that can be ordered and sold by the case (or spool, or crate) but also sold by the individual piece from within that case, you can now quickly and easily break the case to move the quantity from the case part to the individual ...
Track Product Serial Numbers
Office > Inventory > Products > Manage Products; create a new Product or click a product’s part number in blue to edit. There are two ways to track product serial numbers. Both will ask which serial number is being sold when the item is put on an ...
Update Inventory Using a Spreadsheet
Sometimes there are groups of inventory that need adjustments in bulk that Orchid POS does not have a specific function for. As an example, you have an entire category of inventory that you would like to reduce the Preferred Customer price by $10 ...
Use a Barcode on Receipts or Invoices for Quick Recall
Using the Barcode: When a customer presents you with an invoice or receipt for refund or exchange, you can recall their purchase using your barcode scanner by clicking the Barcode Check icon in Point of Sale: Then, scan (or type) the invoice number ...
What are the letters at the start of our Orchid POS generated barcodes?
If you ask Orchid POS to generate a unique barcode for a part, it will insert a barcode prefix at the start of it. This prefix is set in Office > Back Office Settings > Setup Options.
What is a Package?
A package is a set of pre-bundled product parts with a pre-set price, which are sold with a single click or part number selection in Point of Sale. Product upgrade and product swap/replacement is easy to do at the time of sale, so that you are always ...