Trident1POS Customer Service
How to Create an FFL Outbound Transfer
Overview
This document outlines the newly updated FFL Outbound Transfer Process. This Process incorporates whenever a Customer has purchased a firearm and needs it to be shipped to them or you are performing a Transfer to another entity that requires an FFL intermediary.
Process
Login to Trident1
1. Visit your Trident1 provided domain
2. Enter you username and password
3. Click Login
Pertinent Settings
Defining the Transfer Out Prefix
1. Hover the mouse over Personal & Admin menu
2. Then hover over Settings
3. Click on Company Details
4. Scroll down the page to the pertinent location
5. Click on the pencil icon to edit the location
6. Click on the General tab
7. Click in the FFL Transfer Outbound Field to edit and define
8. Click on Save
Create a Sales Order
1. Hover the mouse over Point of Sale
2. Then hover over Sales Order
3. Click on Create Sales Order
On the SLI Creation
5. Change your Transaction Type to ‘Transfer Out’
Create a Transfer Out Product
After selecting ‘Transfer Out’ as a transaction type, you will be prompted by the Create a Transfer Out Product dialog box in which you'll have two options:
Create a New Transfer-Out Product- the product details don't exist anywhere in the system, you are creating a product from scratch
Use Existing Transfer-Out Product as Template- You are creating a new transfer out but the product details are already in the system and you will be utilizing a product template for your creation.
Create a New Transfer-Out Product
1. Select Create New Transfer-Out Product
2. Click on Continue
3. Fill out the product information:
Product Number - Will be auto-generated
Product Description -Required
ATF Manufacturer -Required
ATF Importer - If applicable
ATF Model -Required
ATF Type -Required
ATF Caliber - Required
Has Serial Number - system will default to Yes, Enter the serial number and click out of the box
After you've filled out the Product Information, click Save
Use Existing Transfer-Out Product as Template
1.Select Use Existing Transfer Out Product as Template
2. Enter your product number in the Type Product Number, UPC, Barcode, and press Enter field
3. Utilize the Product drop-down to select your product
4. Click Continue
5. Verify the product information is filled out accordingly to the pre-existing product:
Product Number - Will be auto-generated
Product Description -Required
ATF Manufacturer -Required
ATF Importer - If applicable
ATF Model -Required
ATF Type -Required
ATF Caliber - Required
Has Serial Number - system will default to Yes, Enter the serial number and click out of the box
After you have verified and filled out the required product information, click Save
Manage Receiver Details for Transfer-Out
After you have successfully created your transfer out product, you will then be prompted to enter your receiving customer’s details.
Enter in the Receiving Customer Details
Enter in the following Receiving Customer Details:
Contact First Name - Required
Contact Middle Name - Required
Contact Last Name - Required
Street Address - Required
City -Required
State -Required
Zip Code - Required
If FFL is known:
1.Click in the Federal Firearms License # field
2.Enter the FFL # of the Receiving FFL
3.Click on the binoculars to utilize the FFL Scope auto populate
4. Click on Submit
If FFL is not known:
1.Click on Save without Receiving FFL details
2. There will be an error message that asks to confirm the creation of a Transfer Out without a Receiving FFL
3.Click on Proceed
4.Click on Submit
Finish the Transfer Out Sales Order
After creating the transfer out product and filling out the receiving customer’s details, you will be sent back to the sales order screen with auto-filled data.
1. Verify that the sales order information is correct
Verify that the sales order information is correct when auto-populated from your data.
Your sales order should include one transfer out item and a Transfer Fee SLI
2. Modify the Transfer Fee quantity or Sell Price of the Transfer Fee if needed
3. Click Confirm Bound Book info
4. Click Proceed with FastBound Acquisition after information is verified
5. Click Confirm Transfer Receiver Details if needed
6. Click Submit after information is verified
7. Cash out the customer using the appropriate payment method
After the transaction finalizes, you'll receive an Acquisition Confirmation
Transferring Out
After you've created the transfer out transaction, you are ready to transfer out the product.
When ready to transfer:
1. Hover the mouse over Products
2. Then hover over Firearm Transfers
3. Click on Outbound FFL Transfers
4. Print packing slip for the firearm by clicking the Printer icon to right of the line item of the appropriate transfer out record
5. Click on the Dispose button when ready to ship
Note: If the Receiving FFL is not known and wasn’t already established, the arrow will be red and you will have to enter in an FFL to proceed.
After clicking Dispose, you'll receive the Confirm Receiver Detail for Transfer-Out dialog once again for verification
6. Click Submit
After clicking Submit, you'll receive verification that the disposition is a success
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Trident1POS Customer Service