Overview

This article is meant to inform the user how to create a sales order i.e. "ring up a customer"

Process

Log in to Trident1

1. Visit the Trident1 provided portal

2. Enter your user name and password

3.Click Login

Open

Create a Sales Order

Non-Serialized Items

1. Click the Point of Sale menu at the very top left beside your company logo

   Open

   

2. Utilize the Customer Name field to find the customer by:

Note: If the customer doesn’t have a profile or is a walk-in customer, click on the icon for Default Customer

3. Select “Normal Sale” for the Transaction Type

4. Find the product by:

5. Ensure that the Sell Price has populated properly or manually change the Sell Price

Note: If Tax is not populated correctly, click the Tax to ensure that tax is applied correctly.

6. Click Add Product if you need to add additional items

Note: If you are scanning items, the POS will automatically add a new line for flawless scanning

7. Choose the payment method

7. Follow the payment prompts to finish the sales order

Serialized Items

Complete Steps 1-4 as above

5. Click the Select SN button to select the SN associated (if there are multiple SNs to the product)

6. Ensure that the Sell Price has populated properly or manually change the Sell Price

Note: If tax is not populated correctly, click on the Tax to ensure that tax is applied correctly.

7. Click Add Product if you need to add additional items

8. Click Confirm BoundBook Info to confirm the disposition

9. Verify the info is correct and the OTSN/NTN is filled in

10. Click Proceed with FastBound Disposition

11. Select the payment method

12. Follow prompts to finalize the sales order

Note: If you are utilizing the Delayed Disposition setting, you will need to manually dispose at this time.

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