Overview

This Article is meant to inform the User how to properly use the Save SLI State Feature instituted in the 12/9/20 Feature Push.  This Feature is invaluable for Waiting States that have a Sales Order with Serialized and Non-Serialized Items.  The intention of this Feature is to allow the Business to mark non-serialized Items as left the store while leaving the Serialized Items as in store.

Process

Log in to Trident1

1. Visit the Trident1 provided portal

2. Enter your username and password

3. Click Login

Pertinent Settings

1. Hover the mouse over Personal & Admin

2. Then hover over Settings

3. Click Custom Settings

View Pending Sales Order Button

1. Click in the Search CS Custom Setting By Title box

2. Type 'save as pending' in the box and press Enter

3. Click the custom setting "View "Save as Pending" Button in SO (Sales Order)" in the drop-down

4. Check the checkbox to turn the custom setting on

5. Utilize the arrows to define what roles have access to the Save as Pending button

Save SLI State Custom Setting

1. Click in the Search CS Custom Setting By Title box

2. Type 'Show SLI' and press Enter

3. Click the Checkbox to toggle on

Create a Sales Order

1. Click the Point of Sale menu

2. Enter the customer name

3. Click Line Options button to expand the setting

4. Click the Save SLI State checkbox

Note: currently this Feature is being worked on to be Upgrade.  The Upgrade would include the Save SLI State checkbox will be auto checked if utilized previously.

5. Scan or key in the individual items

You'll notice after creating the SLIs, there will be a green and red button to the far right that appears

By Default, this box will be green and the tooltip will state "Item In Store"

6. Collect a deposit for the entire sales order

7. Click on the green box to toggle red that the non-serialized Items are leaving the Store

8. Click Save as Pending

Pickup Day

After the background check has cleared or the waiting period guidelines have been met

1. Re-open the pending sales order

2. Click the green box to toggle red, indicating the serialized Items are now leaving the store

3. Ensure that the Apply Deposit checkbox is checked

4. Click Confirm the Bound Book Info

If the information is correct

5. Click Proceed with FastBound Disposition

6. Click Cash as the payment method

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