Beta Release: New Create Purchase Order Page
Once items are added to your vendor carts, you can proceed with completing the order. All vendors with open carts will display in Office > Purchase Orders > Create Purchase Orders (items are added to the carts via the Select Parts to Order page). ...
Beta Release: New Select Parts to Order Page
Filter Expansion Search Filters Select multiple options from each drop down menu Click Search when finished, or simply click off of the menu; results auto-load based on selections. View current search filters Click the X to clear a filter Add a New ...
Create or Edit a Vendor
Vendor listings are unique in that, unlike most lists and menus in Orchid POS software, they are not created or edited from the Table Editor. Vendors are contacts, so can be created, edited, and deleted from Inventory > Purchase > Vendors. To see ...
How to receive regulated items into the POS - Video
Below is a video to show you how to receive regulated items into the POS. Receive Regulated Items into the POS
Move Multiple Items to a New or Different Vendor
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 vendor. You can select individual items or use the Select All box in the upper left of the search results. If your ...
Order the Same Quantity Every Time
If you have a preferred or required number of an item that you need to order each time (i.e., you always order 5 at a time), use the Reorder Quantity field on the product's part details page. Office > Inventory > Products > Manage Products; search ...
Purchase Orders: Select Items to Order, Create a Purchase Order, Receive Inventory
There are, essentially, three steps to the PO system: Select Parts, Create PO, and Manage PO. These are listed as individual pages in the Purchase Order menu. Click on the Inventory Tab - Order Inventory - Select Parts to Order Select Parts is used ...
Receive External Order
To receive in items utilizing the Receive External Order operation, follow the steps outlined below: 1) From the main point of sale, select the Inventory dropdown. Select Receive > External Order 2) Using the drop down, select the correct vendor you ...
Receive Items in Bulk Without a Purchase Order aka Receive External Order
Orchid POS's Receive External Order feature allows you to receive a full order from a vendor on a single page, without a pre-existing purchase order. This was developed for purchase orders created outside of Orchid POS, such as phone or vendor ...
Reminder to Order Inventory
Every product has a Reorder Level field. This is the number at which the Purchase Order system will flag the item as needing to be reordered. The Reorder Level field is on each item's part details page. Office > Inventory > Products > Manage ...
Replenish Local Inventory
Replenish Local Inventory Replenishing your inventory can be done in just a few clicks by following the steps below. Inventory – Order Inventory – Select Parts to Order You can use the filters in the Order Parts page to narrow down the search ...