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 ...
Contacts in Orchid POS
Customer Credit Card on File (Not compatible with FAPS) Delete a Customer Create or Edit a Vendor Sharing Customers Between Stores (Multiple Locations) View a Customer's History Create a Customer Account for a Business Add a New Customer Adding, ...
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 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 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 ...