Add, Edit, and Delete Options in Agency Drop Down Menu
Nearly every drop down menu choice in your Orchid POS can be seen in Table Editor, including categories, manufacturers, training agencies, sizes and colors. Go to Manage > Store configuration > Table Editor > Agencies
Add, Edit, and Delete Options in Certifications Drop Down Menu
Nearly every drop down menu choice in your Orchid POS can be seen in Table Editor, including categories, manufacturers, training agencies, sizes and colors. Go to Manage > Store configuration > Table Editor > Certifications
Automated Course Emails
There are three types of automated course emails: Welcome (sent at purchase), Reminder (sent X days prior to the course’s start date), and Thank You (sent as a follow up after the course is completed). All are sent automatically for online and ...
Beta Release: New Calendar Booking
Courses have a new, updated calendar view and booking process. Booking from Quick Keys in Point of Sale has not changed. View Available Courses You will continue to select the Calendar option from within the Quick Keys area: Click any course on any ...
Create a Course
A course requires a defined start and end date, at least one session, and a specific number of available spaces. You will create a unique course part for each set of sessions or course offering. Note: Once you have the first course created, ...
Create a Membership
Memberships group customers together, provide a note on their customer all in one popup noting their membership status, and flag them as members in their POS profile. You can search for membership groups to create mailing lists. You can use price ...
Create a Rental Reservation
Once your rental inventory is set up and ready to go, you are ready to start renting to customers. To create a rental reservation for a future time or date: 1. Bring up the customer in Point of Sale. 2. Click the Rentals icon below their customer ...
Create Rental Inventory
How Orchid POS Tracks Rental Parts Orchid POS supports two kinds of rental items: inventoried and non-inventoried. If a rental item is inventoried, that means Orchid POS will track each piece’s status and availability in detail. If a rental item is ...
Edit a Student's Course Reservation
In order to remove a student from a course, you must return the course from the customer's purchase history. You can, however, edit their Student Notes from their reservation page. Go to Service > Courses > Search Courses. Click the arrow to expand ...
Edit the Learning Agreement
Each time a course is sold to a customer, Orchid POS generates a learning agreement for each student. A learning agreement has all of the course details -- date, time, session information – as well as course terms (which can be used for a student’s ...
Edit the Rental Agreement
Every time a rental is checked out, Orchid POS will print a rental agreement. This agreement displays the details of the rental -- items rented, due date, and rates – as well as the rental agreement terms. The terms are used to display customer ...
Export Rental Items
There is no way for a user to export rental inventory directly at this time. However, our support staff can help with this! Please contact Orchid POS support for assistance in receiving your export file. CONTACT US
Issue a Refund for a Rental
If a customer is due a refund on items rented: 1. Return the rental. 2. Review the rental reservation from Rentals > Rental History (click rental number or View link) or from the customer's rental history tab. 3. Enter the amount to be refunded in ...
Rentals in Orchid POS
Export Rental Items Issue a Refund for a Rental Create a Rental Reservation Edit the Rental Agreement Rental System Default Settings Rent Items to Customers Now Track Rental Part Inspection and Service History See a Rental Part's Current Rental ...
Rental System Default Settings
Every business is unique. Orchid POS's rental system has multiple settings (and combination of settings) to help you run your rental program however you'd like, with the software doing as much of the work for you as possible. Orchid POS's goal is to ...
Rent Items to Customers Now
Once your rental inventory is set up and ready to go, you are ready to start renting to customers. To rent to a customer now / for immediate pickup: 1. Bring up the customer in Point of Sale. 2. Click the Rentals icon below their customer profile. 3. ...
Reprint a Learning Agreement
Learning agreements print with the transaction receipt when a student purchases a course. They contain all the details of the course along with the terms. If you need to print a learning agreement, there are two ways to do so: Bring up the customer ...
See a Rental Part's Current Rental Status
If you need to find who has a specific rental item, its rental status is displayed on its part details page. Go to Office > Inventory > Rentals. Use the search filters to find the rental item. Click the rental part number in blue to view the rental ...
Sell a Course to a Customer
To book a student into a course - to sign them up - you will sell the course in Point of Sale. 1. To sell a course you will begin by bringing up the customer who is paying in Point of Sale. In the case of multiple students signing up at once, each ...
Sell Course Materials to a Student
Materials that may accompany your courses - books, agency ID cards, training DVD's - Can be setup as auto add ons. This is done by going to Service > Courses > Search Courses > Manage > Click part number > Course addons > search part number/barcode ...
Track Rental Part Inspection and Service History
Rental parts have fields where you can manually enter their service date information. Alternately, you can create your store as a customer in Orchid POS then enter your rental inventory under the customer service records. This will add your rental ...
Using the Rental Builder
Once your rental inventory is set up and ready to go, you are ready to start renting to customers. While creating a rental for immediate pickup or a rental reservation, the Rental Builder is useful for selecting many rental items at once. 1. Bring up ...
View or Print a Course Roster
To see a comprehensive list of students booked into a specific class: 1. Go to Service > Courses > Search Courses. 2. Search for the course. 3. Click the Roster icon.