Create a Customer Account for a Business
We recommend using the Last Name field for a business name, in the event the customer account that is a business rather than an individual.
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Create a Customer Account Balance to be Paid Later
An accounts receivable balance is a balance due on a finalized invoice. Customers can pay A/R balances in full, or partially over time. A balance due is established by using House Account as a payment option for the amount they will pay later. House ...
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 Travel or Charter Reservation - Book a Customer on a Trip
1. To create a new travel reservation, you will begin by bringing up the customer who is paying the initial deposit in Point of Sale. In the case of multiple travelers paying on a single reservation, each person will be listed on the reservation and ...
Create a New Work Order - Video
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 ...
Customer Master Data
This transaction should be used by an FFL to create “Master Data” files for Customers. By creating these Master Data files, Users can be sure that the same Customer information will be recorded in the eBound Book every single time. **NOTE: Customer ...