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 ...
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
Adjust Main Menus Display Options
Orchid POS software comes with many areas and features, but your store may not need or use them all. For instance, you do not offer rentals or provide services like repairs. In this case, you can edit which menu options appear so the areas of Orchid ...
Change Date Format
Options for U.S. or international stores based on local standard, or for U.S. stores preferring to view dates in line with PADI. Office > Back Office Settings > Setup Options. Both MM/DD/YYYY and DD/MM/YYYY are offered. This will affect all dates ...
Change Incorrect Time on Invoices
The time stamp displayed on your Orchid POS invoices is determined by your timezone settings. An incorrect time stamp can occur after daylight saving time starts or ends as Orchid POS does not adjust for that automatically (as not all locations take ...
Change or Edit Store Name
Each account will come pre-set with Store Name, Store Code and contact information. Store Name and Store Code cannot be edited by the user. Contact Orchid if changes are required. Store Nickname is defined by you and can be found in Office > Back ...
Change or Update the Store Address on Invoices and Receipts
Store address information is in Office > Back Office Settings > Store Settings (click Edit icon)
Change or Update the Store Email Address and Website
Store email and website information is in Office > Back Office Settings > Store Settings (click Edit icon)
Change or Update the Store Phone Number that Prints on Invoices and Receipts
Store phone number information is in Office > Back Office Settings > Store Settings (click Edit icon)
Change the Photo on the Point of Sale Home Page
Each location can have its own profile picture. This is the photo that shows on the main POS home page. To load a new image: Click the Add icon under the first available image space. Select Choose Files and navigate to your saved .PNG or .JPEG image. ...
Customer Names in All Capital Letters
Customer names saving in all caps even if they're not entered that way is a system setting, and can be changed in Manage > Store Configuration > Options > "Capitalize Names & Addresses"
Default Currency Display in Point of Sale, Count In / Out
Orchid POS supports all currencies. Go to Office > Back Office Settings > Store Settings (click Edit icon next to store location) to adjust default currency. All world currencies and countries are listed as options. Currency selection determines the ...
Edit, Add, and Delete Manufacturers
Orchid POS treats vendors and manufacturers separately. Vendors are located in Contacts, whereas Manufacturer listings are in Office > Back Office Settings > Table Editor > Manufacturers.
Go Directly Back to Point of Sale After Invoice is Completed
When a sale (or any other type of transaction) is completed in Point of Sale, Orchid POS may take you to the Invoice Review page rather than directly back to POS for the next transaction. To prevent this stop at the Invoice Review page, go to Office ...
How Can I Tell Which Store Locations I'm Logged Into?
Store name and nickname display in the upper right corner of all Orchid POS pages. Account owners can choose different display colors to help tell stores apart as well. These colors show in the upper right and, in the case of multiple store ...
Orchid POS Invoice and Receipt Format Display
Showing an Item was Sold at a Discount on Receipts and Invoices Rename Column Headers on Receipts and Invoices Printing Multiple Currencies with Exchange Rate on Receipts and Invoices Tax-Inclusive Pricing on Receipts and Invoices Print Customer's ...
Orchid POS System Admin & Settings
Getting Started with Setting Up Your New Orchid POS Software Setup Options Page - Setting System Defaults Cash Drawer Setup and Options Count Drawer In and Out, Start of Day and End of Day Create an Employee Login or New Salesperson Access Level ...
Print Total Amount Saved on Receipts and Invoices
Orchid POS offers the option to show your customers how much they saved below your regular retail pricing. This displays as a single You Saved amount. Go to Accounting > Billing & Collections > Invoice Settings > "Print Savings."
Print Your Logo on Invoices and Documents
Go to Manage > Store configuration > My Store & FFL (click Edit icon next to store location). You can choose to print your business logo at the top of 8.5x11 invoices and other system documents, like rental agreements and travel summaries. You can ...
Rename Column Headers on Receipts and Invoices
Note: This is particularly helpful if your preferred or required language on receipts and invoices is something other than English. Orchid POS allows you to customize the terminology your receipts and invoices use. For instance, any mention of ...
Require Employee Login for Each Sale
Orchid POS's Auto Logout feature will force a salesperson to login for each invoice but automatically logging out after the previous sale was completed. Recommended for busier stores with multiple salespeople on shift. To change this setting go to ...
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.
Setup Options Page - Setting System Defaults
All system default located in Office > Back Office Settings > Setup Options: All in One Popup When on, this provides a popup in Point of Sale whenever a customer is brought up, showing all current balances, notes, quotes, trip or course reservations, ...
Showing an Item was Sold at a Discount on Receipts and Invoices
This settings can be found in Accounting > Billing & Collections > Invoice Settings > Indicate Discount. Any time an item is sold below its retail price, it will note DISCOUNTED on the invoice or receipt.
Store Owner on the Employee Settings Page
The Owner ID does not show on the Employee or Manager page lists. Also: Each account has just one owner ID. If there are multiple store locations, the Owner ID can access all locations with their one username. The Owner ID login credentials are ...
Using Invoice Types
Invoice Type Settings These are found in Office > Back Office Settings > Invoice Settings Invoice Types are used for reporting purposes; all sales reports will organize by Invoice Type. Available Invoice Types by default are: Retail, Staff, Tax ...