Overview

This Article will inform the User how to edit Company Details in Trident1 and the pertinent details to site setup success.

Process

Navigate to Company Details

1.Hover over Personal & Admin

2.Hover over Settings

3.Click on Company Details

Explanation

There’s 2 parts to the Company Details:

Corporate Company

This is where the Settings for the overall Site live. These Settings will apply to all of the Locations within the Domain.

Individual Locations

This is where the locations for each Location live. These Settings will ONLY apply to the Location specified.

Company Details

This is editing the Corporate Company as stated above.

View

Whenever you enter the page, you will see the Company Corporate Identifying Details

Edit

1.Click on Edit to the far-right to adjust the Company Details

2.Advised to Edit the following Fields:

a. Company Name- Company Corporate Name

b. Tagline- Tagline for the site upon entering the site

c. Contact Person- best Contact for the site (most will have as CEO/Owner)

d. Address Identifying information- address identifying information of Corporate Headquarters

e.Contact information- contact information for contacting Corporate Headquarters

f. Website- website information for Corporate Headquarters

Note: To Edit the Company Logo, please contact Trident1 Support.

3. Click on Save as finalizing details

Location Details

View

Upon scrolling down the page, you will be able to see the Location Identifying Details

Edit

1.Click on the Pencil to the specific location to Edit

Address Tab

• The Address Tab will display all of the Address Identifying Information that will show on a Purchase Order Invoice and a Sales Order Invoice.

• All Fields are editable and highly advised to ensure PO/SO accuracy.

General Tab

The General Tab will display additional details available for editing the Location and customization of the Location’s site

The Following Fields are advised to Edit and ensure their Accuracy:

a. Federal Firearms License #-Optional- Input the Location’s FFL License Number> click on the Binoculars to verify the FFL License # and validity.

b. FFL Documentation- Optional- attach FFL documentation for the Location.

c. Initials-Optional- customize the Prefixes on certain System and Process created Products for easier navigation and product identifying descriptions.

d. Floating Drawer- covered in How to Create an EOD Reconciliation

e. This location takes Deposits- click this box to enable Deposits for the location.

f. Document Preference- this will be the default Document Preference from a Sales Order that will be automatically printed.

g. EoD Starting Drawer Amount- covered in How to Create an EOD Reconciliation

Tax Tab

The Tax Tab will display the Tax Settings specifically for the location.

The following Fields are advised to Edit and ensure their Accuracy:

a. State (Tax)- the State Tax for the Location

b. Local (Tax)-local and municipality Tax for the Location

c. Silo (Tax)- additional and Silo Tax for the Location

d.Sales Order Trade-In Tax- setting to tax the Trade-In Line Item on the Sales Order

QB Tab

The QB Tab is only pertinent if the Location is utilizing the QuickBooks Functionality of Trident1.

Email & Print Copy Tab

The Email & Print Copy Tab allows for customization of Printing for the location.

The following Fields are advised to Edit and ensure their Accuracy:

Red Circle. Autoprint copies- this allows for the customization of the software to print single or multiple copies of invoices.

Blue Circle. From Email- this allows for the customization of the software to depict a certain Email from where invoices and statements will originate.

Orange Circle. Template- this allows for the customization of the software to generate a pre-loaded Template to generate these Notifications.

Others Tab

The Others Tab allows for further customization of the location and functionality.

The following Fields are advised to Edit and ensure their Accuracy:

a. Receipt Footer Text- this allows for customization of the Receipt and identifying prompts that will be printed on the bottom of the Receipt.

b. Default Customers- this defines the Default Customer Profile that will be for the Quick Default Customer Action on the POS.

c. POS Counter Person List- this settings defines the ability to individually select CPs autopopulated in the Sales Order.

EDI Tab

Not applicable currently in Trident1.

Traverse Tab

Not applicable currently in Trident1.

Save Settings

After editing any and all Settings

1.Click on Save

VIDEO

-THE END-