Add, Edit, Delete Work Order Priority Options
To edit the Priority menu go to Office > Back Office Settings > Work Order Settings > Priority. Priority can be used in work order searches and is displayed in a drop down menu on each work order.
Add, Edit, Delete Work Order Status Options
To edit the Status menu go to Office > Back Office Settings > Work Order Settings > Status. The work order system has four default status options, which are displayed in a drop down menu on each work order: Open, Cancelled, Closed, and Complete. ...
Always Show Additional Items Area on Work Orders
Go to Office > Back Office Settings > Work Order Settings > Configuration > "Products and Additional Items Default to ON" If you always or mostly include products in addition to services on a work order, this is a recommended setting.
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 ...
Change Number of Work Orders Claim Checks that Print
Go to Office > Back Office Settings > Work Order Settings > Claim Checks Edit the Number of claim checks to print field, then click Update to save changes.
Courses in Orchid POS
Automated Course Emails Reprint a Learning Agreement Edit a Student's Course Reservation View or Print a Course Roster Sell Course Materials to a Student Sell a Course to a Customer Create a Course Edit the Learning Agreement Add, Edit, and Delete ...
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 ...
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 New Work Order
When a customer brings equipment in for repair, service, inspection, or maintenance, you want to create a work order to track that service. This not only allows you to follow the service process, but it updates the equipment service history in the ...
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 ...
Custom Work Order Forms and Checklists
If you require specific information to be gathered and recorded with a work order, you can create your own form. Creating a Work Order Form Go to Office > Back Office Settings > Work Order Settings > Work Order Forms. Click Create New Form. Name the ...
Decide What Prints on Work Order Claim Checks
Go to Office > Back Office Settings > Work Order Settings > Claim Check to determine what details you want to include on your printed claim checks. Options that can be turned on or off include: Store name and address Customer name and address Work ...
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 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 ...
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 ...
Edit the Work Order Claim Check Disclaimer
Go to Office > Back Office Settings > Work Order Settings > Claim Checks Edit and format the Claim Check Disclaimer field as needed; click Update to save your changes.
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
Get Started with Work Orders by Creating Service Parts
The first step to using the work order system is to create your service inventory. Service parts are the services you provide - repairs, inspections, labor, maintenance, etc. Service parts are used only in conjunction with Work Orders. Items needed ...
Including Additional Items in the Work Order Claim Check Total
Go to Office > Back Office Settings > Work Order Settings > Configuration > Claim Check Settings to turn this option off or on. If off, products on a work order will not be included in the total due on claim checks.
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 ...
Overview of the Gunsmithing Module in Point of Sale
Gunsmithing Module Objective This SOP outlines the steps to effectively use the gunsmithing module within the point of sale system, ensuring all work orders are created and managed correctly. Key Steps 1. Accessing the Gunsmithing Module 0:00 ...
Print a Claim Check When Selling a Work Order
The copy of the claim check that prints as you sell (close) a work order is called a Post Work Order Summary. To turn this on or off, and to decide what to include, go to Office > Back Office Settings > Work Order Settings > Claim Checks.
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 ...
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. ...
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 ...
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 ...
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 ...
SSI Integration
If you offer SSI certifications at your store you can link your customer database with SSI’s! Customer records will display all of their SSI certifications, new course bookings will update their existing SSI record, and new students will ...
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 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 ...
Sell a Completed Work Order
When a work order is complete and is ready to be closed, you must sell the work order. This will move any open balance of the work order to be paid into Point of Sale, deliver any associated inventory to the customer, and update the work order's ...
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 ...
Setting When to Take Initial Work Order Deposit
Based on your most frequent scenario, you can tell Orchid POS if you take work order payments as the work order is created, or would prefer to wait until it is complete. You can always edit payments either way, but setting a preference saves time and ...
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 Pre-Printed Claim Check Forms with Store's Own Work Order Numbers
We recommend letting Orchid POS create unique work order numbers for you. But! If you have pre-printed claim check forms are need to use your own work order numbers for any reason, you can. Go to Office > Back Office Settings > Work Order Settings > ...
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.
Work Orders in Orchid POS
Custom Work Order Forms and Checklists Using the Work Order Builder Sell a Completed Work Order Edit an Open Work Order Create a New Work Order Get Started with Work Orders by Creating Service Parts Print a Claim Check When Selling a Work Order Edit ...