Auction Imports in Orchid POS

      The first steps are the setup

1. Navigate to Manage > Store Configuration > Options > Pricing/Sales > Find Import Auctions > Turn the Toggle On > Click Save/Update
   
2. Navigate to Manage > Store Configuration > Table Editor > Invoice Types > New Invoice Type > Add Auction as the Invoice Type Name and Active = Yes > Create
   

      Importing Files

1. You will find this feature by going to Manage > Import/Export Data > Import Data > Auction
2.  You will need to download the template and populate the data that is recorded on your Auction software/website.
   
3. After all of the fields have been populated, you will be able to save that template and select the file for import. 
   
1. This import file will automatically create new customers, but it will not add new products. The file will fail to import if the product SKU/Barcode does not exist in the POS. 
1. After the Import is complete you will be able to see all of the Auction Sales in your Manage Invoices Screen. 

      Processing Invoices

1. Click on Sell > Invoices & Online Orders > Change Invoice Type = Auction and click Search. 
   
1. This will filter all of the sales to only include those that were imported from the Auction Data Import. You can use additional filters like dates, customer names and comments to filter specific entries. 
   
2. Select the Invoice Number or Review on any Invoice that you would like to process. 
2. If the item that was purchased on this invoice is not a firearm, you can click the Truck Icon and deliver it immediately. This should only be done if the customer who purchased the inventory is standing in front of you, or if you are packing it up to ship out. 
   
1. You will be able to click on the Action button in the top right corner to print a packing slip to go into the box. 
   
3. If the item that was purchased was a firearm, you will see a Firearm Fulfillment Icon instead of the truck.
   
1. This is to assign a serial number to the order, once you have assigned the serial number, you will need to either initiate an electronic 4473, a paper 4473 or bypass both and manually dispose of the firearm in eBound by clicking Checkout. If the FFL Transfer information was recorded on the import file, once you assign the serial number, it will automatically dispose to the FFL listed. If you find that it does not, please look in your API Error log to see what caused the transaction to fail. 
   
2. Most common is an issue with the FFL Number itself, or it is expired. If you find that the serial number did not dispose properly, you will need to initiate an FFL Transfer in eBound to record the disposition. You can find the instructions for FFL Transaction here.