Orchid IM Guide

Orchid IM Guide

Orchid Inventory Management Guide

This guide will help you get started on the setup for Orchid IM. After you complete the configuration, you will be able to start using inventory moves, assigning serial numbers to employees as well as running reports that are specific to the serial numbers that were added to each location or employee. 

Setup & Permissions

Login into Ebound

Go to your Manage users settings – Click on their/your email address


Verify the Orchid IM Toggle is on – once that is GREEN (toggle on)

Go into your IM Access tab – select inventory manager



On the Ebound left side menu – select Orchid IM –go to the configuration section – select department master – Select the + button in the top right of the menu – give the department a name – “SAVE”

Orchid IM Configuration

Configuration – Location Master - Select the + button in the top right of the menu – give the department a name – “SAVE”

Configuration – Sub Location Master - Select the + button in the top right of the menu – give the department a name – “SAVE”

Configuration – Employee Master - Select the + button in the top right of the menu – give the department a name – “SAVE”

If you want to upload all of your configurations in bulk, you can use the Master Upload to choose your import template and then load in your file. 

Inventory Moves

Location and Quick Assignments - This allows you to search by serial number and assign a location, you can also move to a different location or quick assign a sub location or employee. If you want to make multiple inventory moves, you can use the + Button to add additional serial numbers. Clicking save will add those serial number(s) to their respective assignments. 

Sub-Location Assignment 

Sub-location Move - This allows you to search by a serial number and assign a new sub-location. You can do multiple serial numbers by clicking on the + Button. Clicking save will add those serial number(s) to their respective assignments. 

Employee Assignment

Employee Assignment - This allows you to search by a serial number and assign an employee. You can do multiple serial numbers by clicking on the + Button. Clicking save will add those serial number(s) to their respective assignments. 

Employee Return 

Employee Return - This allows you to search by a serial number and return the serial number back to a sub-location . You can do multiple serial numbers by clicking on the + Button. Clicking save will add those serial number(s) to their respective assignments. 

Reporting

You can use the Reporting Dropdown to run specific reports on your inventory. Each report is exportable in csv format. 

Department Report - This report allows you to pick a specific or multiple departments and return the Department Name, Location, Serial Number, Sub-Location Name, Employee ID/Name and the Employee Assignment Date

Location Report - This report allows you to pick a specific or multiple locations and return the Location Name, Serial Number, Sub-Location Name, Employee ID/Name and the Employee Assignment Date.

Sub-Location Report - This report allows you to pick a specific or multiple locations and sub-locations and return the Location Name, Serial Number, Sub-Location Name, and Sub-Location Assignment Date.

Employee Report - This report allows you to pick a specific or multiple location(s) and employee(s) and return the Employee ID/Name, Location Name, Serial Number, Assignment Date, Return Date and Age.

Firearm Report - This report allows you to search individual serial numbers and see the Current Location, Sub-Location, Employee, Age, Date, Department, Previous Location Assignment, Sub-Location Assignment and Employee Assignment.

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