Q4S24.23 Release Notes
Orchid POSTM
This program, printed documentation and documents should not be used as a substitute for professional advice in specific situations. The procedures, images and examples in this document are for illustrative purposes only and may not be applicable in your setting due to differences in preference, settings and/or state and local regulations.
Coming By SHOT Show 2024
The following features, amongst others, will be released prior to SHOT Show 2024, if not sooner.
Current Releases
Contact Pages - ! Contact Types Are Changing !
The contact pages have been streamlined to remove data fields that are no longer applicable and to align the views between contact types. In addition, as shown in this article (https://orchidadvisors.com/21492-2/), the names of the contact types are changing. This is to reflect the greater volume of FFL transfer and B2B customer requests from our client base. In addition, we’ve added back the middle names and birthdates of retail customers as requested by our user base.
In preparation for our forthcoming release of the GunStores.com and Guns.com integrations, we’ve rebuilt the web visibility settings to give users much greater control over the display of inventory by site. In addition, changes in visibility can be done in bulk by category.
Compliance Exception Reporting and Warnings
In an effort to continuously enhance your compliance, we’ve improved our ‘compliance warnings’ and associated reports. All compliance reports have been moved from the Office menu to the Compliance menu. The reports have been renamed to provide greater clarity and an overview of each reports purpose has been provided. Should any firearms fail to post to your bound book, the user will receive a red-dot notification on the compliance menu, as well as a failure notice on the left-hand side of the screen. And, as an additional prudent measure, a red warning bar will display across the top of the screen if a user ever disables the integration between Orchid POS and Orchid eBound.
QuickBooks Error Mitigation
A few users have reported failures in the migration of data from Orchid POS to QuickBooks. We have found this to be largely associated with two categories: (1) The introduction of AmmoReady transaction fees that did not have a corresponding product in Orchid POS; and (2) User modification of product taxonomies that were mapped to QuickBooks accounts. These issues caused an out-of-balance condition that prevented data transfer. We’ve alleviated this issue and will be providing more prominent error displays to warn the user. In addition, for those of you who use QuickBooks POS, we’ve added an error message to the integration screen if your integration becomes idle for 100 days or more. The error message is to warn the user that QuickBooks requires an updated API key due to the lack of use.
Orchid POS Search / Catalog Sync Speeds
We are continuously making changes to enhance the speed of catalog synchronization and the search of inventory in the Managed Products pages. Effective 12.18, users will also be able to synchronize catalogs that hold more than 35,000 items, which is a current system limitation. Nonetheless, please remember to sync only one catalog at a time to achieve a successful result. In addition, we’ve added a feature called “Sync New Items Only” that will allow you to pull in new items added to each vendor catalog. And, at some point in the first quarter of 2024, we’ll be added a ‘news’ page with a running list of all new product additions to the Orchid portal.
Simplified Catalog Usability
Commission by Role
We’ve enhanced our sales commission functions to allow users to apply a commission level by employee role.
UPC on SN Load
The “Import Serial Numbers” function found on the Managed Products pages has been updated to assign serial numbers to UPCs rather than Part Numbers. Please note that this function should be used with great caution and is typically use during the initial POS implementation only. Importing serial numbers through this admin function does not post to the bound book.
PO Freight Toggle
We’ve added a toggle to the Setup Options page that allows an account owner to force users to add a value to the PO receipt freight amount. Please note that zero ($0) is also a valid option.
Consignment Fee Toggle
We’ve added a toggle to the Setup Options page to allow each store to set a default value for consignment transaction fees. The options are either a dollar value or a percentage.
Receive External Order – Printing Invoice Option
At the end of the receive external order function, we’ve added printing option. This new option will allow users to download or print the associated invoice.
Reuse Prior Gift Cards
We identified and fixed a bug that prevented users from reusing gift cards. Please note that this function will only work after a gift card balance has been depleted in full.
Ship Station Integration – Removal of Dimensions
We have witnessed the use of shipping dimensions lead to the lack of shipping options in the Orchid eCommerce checkout. This is driven by the aggregate dimensions of larger orders exceeding the package sizes allowable by Stamps.com/USPS. As such, we have temporarily removed the dimensional aspect of the ShipStation integration, resulting in a cost driven by weight alone.
Pending Layaways and Associated Serial Numbers
We’ve enabled the visibility of serial numbers associated with pending and cancelled layaways.
POS / eBound Integration and Password
As many of you know, the integration between Orchid POS and Orchid eBound is based on a private API key and a user's log in and password.
Other recent software updates and release notes can be found as follows:
For questions or additional information, please submit tickets through the Orchid Online Support Portal at https://orchidllc.zohodesk.com/portal/en/home