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1. Visit the Trident1 provided portal
2. Enter your User Credentialsusername and password
3. Click Login
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Pertinent Settings
1 .Hover the mouse over Personal & Admin
2. Hover Then hover over Settings
3. Click on Custom Settings
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There are 5 Custom Settings five custom settings that are pertinent to Depositsdeposits:
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Default Apply Deposit on Related SO- When the User user creates a Sales Order sales order and has a Deposit deposit on their Accountaccount, this Setting setting will auto-check the box for Apply Deposit to apply to the Sales Ordersales order.
Force Deposits on non-processor info Credit Card Partial Payment- Support will need to be educated in this capability, standby for future information.
View "Deposit" Button in SO (Sales Order)- arguably Arguably the most important Deposit Settingdeposit setting: this Custom Settings custom setting makes visible the Manage Deposit button.
View Deposit Comments in End of Day- when When an Associate associate creates a Depositdeposit, they have the option to add a comment, this setting makes the Associateassociate-added comments appear in the EOD Reconciliationreconciliation.
Who can change payment method of Deposit- there There are several payment options in order to collect the Depositdeposit, this Useruser-Role Setting role setting dictates the Roles roles that are able to modify the payment types in order to collect the Depositdeposit.
Create a Sales Order
Click on the Point of Sale button to menu at the very top left beside your Company Logocompany logo
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2. Enter in the Customer Name customer’s name and choose click on the drop down to populate the Customer Name if there are multiple entries
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3. Change your Transaction Type to Normal Sale‘Normal Sale’
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4. Enter in the Product Number product number or UPC within the Product Number field or the Product Description product description in the Product Description Field field
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5. Choose the Product within product in the drop-down if there are similar entries
6. Ensure that your Sell Price sell price has populated properly or manually change the Sell Pricesell price
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Collect Deposits
1.Click on the Manage Deposits button (made active through the Custom SettingSettings)
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2. You will then get a pop up to collect the Depositdeposit
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3. Enter an Amount amount for the Deposit deposit in the Deposit Amount Fieldfield
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4. Click the drop-down to select the Payment Methodpayment method
5. Click the checkbox to Open ppen the Cash Drawer cash drawer (applicable in the collection of Cash cash or Checkcheck)
6. Click Add
a. If Cash
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, the
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cash Drawer will pop for you to collect
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cash
b. If Check
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, the
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cash drawer will pop for you to collect
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check
c. If Credit Card
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,the Credit Card Processor will popup for you to collect
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credit card payment
7. Click Close to close the Deposit Box dialog
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Apply Deposits
Apply Deposits deposits is applying a Deposit Balance deposit balance towards the purchase of a Sales Ordersales order.
To Finalize a Sales Order
Create the Sales Order sales order by following Steps steps 1-6 in the Create a Sales Order Sectionsection
1. If Customer customer has a Deposit Balance deposit balance to their Profileprofile, they will show a Balance balance below the Manage Deposit button
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2. Click the Apply Deposit box checkbox to apply a portion of their Deposit Balance deposit balance to the Sales Ordersales order
3. The amount applies applied will appear in the box to the far right which will cover the Sales Order Totalsales order total
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4. Click Cash to cash out the Customercustomer
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To a Pending Sales Order
Create a Sales Order sales order by following Steps 1-6 in the Create a Sales Order Sectionsection
1. If Customer customer has a Deposit Balance deposit balance to their Profileprofile, they will show a Balance balance below the Manage Deposit button
2. Click on Apply Deposit to apply a Depositdeposit
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3. Click Save as Pending at the very bottom of the Sales Ordersales order
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4. Follow the prompts to allocate Inventory or name the Pending Sales Orderpending sales order
5. Click Save as Pending
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Manage Deposits
The ability to manage Deposits is if you as a Business deposits allows you to be able to see what Deposits deposits a Customer customer has on their Profileprofile.
From the Point of Sale Module
1.Create a Sales Order sales order by entering in the Customer Namecustomer’s name
2.Click on the Manage Deposit button
Within the Add Deposit Boxdialog
3.Click on View All Deposits
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The Add Deposit Box dialog will now show what the Customercustomer's Deposit Balance stands at.deposit balance
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Click on the Saved Deposits IN Pending SO tab to view the Deposits deposits that are allocated to a Pending Sales Orderpending sales order
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Click Back to Add to add a Deposit or click Close to close the Add Deposits Boxdialog.
From the Customer Profile
There are 2 two ways to navigate to the Customer Profile customer profile to view the Deposits deposits associated to their Profileprofile:
From the POS
1. Create a Sales Ordersales order
2. Enter the Customer Name customer’s name in the Customer Name field
3. Click Customer Name to hyperlink directly to their Profileprofile
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The Customercustomer's unapplied Deposits deposits as well as the applied Deposits in Pending Sales Orders deposits in pending sales orders will appear in the Customer Information Box box.
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The User can also click on View All Deposits to view all of the Customercustomer's Depositsdeposits
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From the Customer Module
1. Click on the Customers Module Customer menu
2. Utilize the Customer Search customer search to find the Customercustomer
3. Click on Customer Name to navigate to the Customer Profilecustomer profile
The Customercustomer's unapplied Deposits deposits as well as the applied Deposits in Pending Sales Orders deposits in pending sales orders will appear in the Customer Information Box box.
VIDEO
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-THE END-