Add or Change What Prints at the Top and Bottom of Receipts and Invoices
Navigate to Invoice settings Accounting > Billing & Collections > Invoice Settings Invoice Title This prints at the top of the receipt or invoice and distinguishes it as a purchase receipt. Enter up to 45 characters. Top Line This prints at the top ...
Add, Sort, and Manage Product Quick Keys
Access Manage Quick Keys Page POS Dropdown> Manage Quick Keys Rename a Quick Key Tab Once in Manage Quick Keys, select a tab from by either clicking the Edit icon or the name of the quick key tab. Tab names will be A, B, C, etc. until renamed. Enter ...
Cash Drawer Setup and Options
If you have a single cash drawer at your business, you will not need to set up additional drawers; Orchid POS comes with one drawer by default. In Office > Back Office Settings > Setup Options, you will want to make sure that "Shared Drawer" is ...
Check Gift Card / Certificate Available Balance
In Point of Sale, click the price check / check balance icon: Type or scan the serial number, then click Check Balance:
Choose Receipt or Full 8.5x11 Invoice Print Format
While you can always reprint an invoice in either receipt or 8.5x11 format (from Manage Invoices page or Invoice Review), you will want to select which you use as your default for transactions. This setting is in Accounting > Billing & Collections > ...
Edit an Open Work Order - RMA Return to Vendor
To add services or parts to an open work order in progress, you can access the work order from the customer's record or from Work Orders > Search Work Orders. To access from the customer's record, bring the customer up in Point of Sale. Click the ...
Gift Cards and Gift Certificates in Orchid POS
Check Gift Card / Certificate Available Balance Ordering Gift Cards How to Create a Gift Certificate / Gift Card / E-Gift Card How to Sell a Gift Card/Gift Certificate How to Redeem a Gift Card or Gift Certificate View a Report of Open Gift Card / ...
How to Connect and Configure a Cash Drawer for your Orchid POS
Connect the cash drawer to your printer Your cash drawer should be plugged directly into the back of your printer via an RJ11/RJ12 cable (these look similar to phone cables). Ensure the cable is plugged into the correct port on the receipt printer. ...
How to Correctly Complete a Sales Transaction
1. Select the customer from the system, or add them 2. Make sure that the customer's information is accurate 3. Add items to the cart 4. Select the serial from the drop down list 5. Complete the check out process
How to Create a Gift Certificate / Gift Card / E-Gift Card
Create a Gift Certificate: Gift certificates are created and managed in the Accounting > Gift Certificates Page The certificate's value can be specified at time of creation, or at the time of sale. Navigate to the Gift Certificates page. Accounting > ...
How to Redeem a Gift Card or Gift Certificate
Redeem a Gift Certificate: Gift certificates are redeemed by selecting the "Gift Certificate" payment method at time of checkout. Starting in the main point-of-sale screen, pull up the customer who will be redeeming their certificate. Gift ...
How to return Products or Serialized inventory to the Vendor
Return to Vendor Select Inventory > Purchase > Search Change the Filter on the Purchase Order Screen to include all Purchase Orders or enter the PO number that you need to complete the return on in the filter for PO Number. Click on the Hyperlink for ...
How to sell a firearm in the POS
Selling firearms in the POS requires that a customer is selected prior to adding the firearm into the cart. Step 1 - Select Customer Step 2 - Scan Barcode or Part Number for the Firearm Step 3 - Enter in the Serial number for the firearm - this must ...
How to Sell a Gift Card/Gift Certificate
Once you have created a Gift Certificate/Gift Card in your system as an inventory item, you can now start selling them to your customers. For more information on how to Create Gift Cards in inventory, visit this Article. How to Sell A Gift ...
How to sell regulated firearms in POS - Video
Below is a video of selling regulated items in the POS How to sell firearms in the POS
Manage Existing Gift Cards and Gift Certificates
Gift certificates can be managed from the Back Office > Inventory > Gift Certificates page. This page will show a list of existing gift certificate items. To manage a specific card type, click on the card's "Part #" (highlighted in blue). This will ...
Orchid POS Point-of-Sale Equipment
Setting up a Cash Drawer with an Epson Printer on a Mac Install a Logo to Your Epson Receipt Printer Setting Up a Barcode Printer on a Mac Setting Up a Barcode Printer on a PC Print Directly to Receipt and Document Printers Using Print Manager ...
Orchid POS Reference Articles
Beta Release: New Calendar Booking Using Multiple Payment Methods Return a Product Without Sales History Add, Sort, and Manage Product Quick Keys Use a Barcode on Receipts or Invoices for Quick Recall Print a Gift Receipt Save an Invoice to Check Out ...
Ordering Gift Cards
You can order customized plastic gift cards from DuraCard. Add your store logo, text and more. These are great for driving additional sales year round, and especially around the holiday season. There are several barcode options to choose from. There ...
Point-of-Sale Hardware Recommendations
Is there any special equipment required to use Orchid POS? Orchid POS is a cloud-based browser application, which means you can use it on any device that supports the Google Chrome web browser. This includes desktops, all-in-one computers with a ...
Print a Gift Receipt
Any transaction can be reprinted as a gift receipt from its invoice review page. 1. Click the invoice number to review it from customer history, Manage Invoice Page, or by using the Price Check icon in Point of Sale. 2. Go to Action > Print Gift ...
Print Directly to Receipt and Document Printers Using Print Manager
The Print Manager tool is currently available on PC/Windows only. Mac compatible release is in progress and coming soon. This tool maps printers for Orchid POS receipts and documents. This will allow you to skip print preview. Orchid POS documents ...
Process a Return
An employee can only issue a return if their permission settings allow it. If they do not, Orchid POS will ask for manager override. Refunds can be issued in any payment form including in-store credit. If there is a re-stocking fee or non-refundable ...
Return Policy on Receipts and Invoices
Your return policy and any other terms and conditions you'd like to print on every receipt or invoice can be found in Accounting > Billing & Collections > Invoice Settings under Terms and Conditions.
Selling an Item with a Unique Description Each Time
If a product consistently requires a new description each time it is sold, you can set it to be a miscellaneous item. "Is Miscellaneous Item" is an option on the part details page. Office > Inventory > Products > Manage Products; search for the item ...
Selling an Out of Stock Item – Special Orders or Adjusting Inventory
When an out of stock product is placed on an invoice, you have several choices presented to you in Point of Sale: Special Order Special order from another location; Initiate a transfer request This appears for accounts that have multiple stores that ...
Setting up a Cash Drawer with an Epson Printer on a Mac
Your Epson printer will be what tells the cash drawer to open. Connect your receipt printer and cash drawer with RJ12 connector cable. The cable looks like a phone line. 2. Open your browser and enter the following ...
Turn Off Guest Sale Option
To prevent use of Guest Sale (which allows sales to proceed without a specific customer account), you can turn this option off entirely. Office > Back Office Settings > Setup Options.
View a Report of Open Gift Card / Certificates Balances
To view a report of open balances, go to Back Office > Reports and select the "Gift Certificate" report.
What is Guest Sale?
We recommend collecting customer information whenever possible; not jut for future marketing purposes but in order to provide the best customer service available to your customers! If creating a customer account for a sale is not possible or ...