Trident1POS Customer Service

How to Manage Deposits

Overview

This Article follows the November 3rd, 2020 Release of the updated Deposit functionality. This Article is meant to inform the User how to utilize the Deposit functionality.

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

 

There are five custom settings that are pertinent to deposits:

 

Default Apply Deposit on Related SO- When the user creates a sales order and has a deposit on their account, this setting will auto-check the box for Apply Deposit to apply to the sales 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 the most important deposit setting: this custom setting makes visible the Manage Deposit button.

View Deposit Comments in End of Day- When an associate creates a deposit, they have the option to add a comment, this setting makes the associate-added comments appear in the EOD reconciliation.

Who can change payment method of Deposit- There are several payment options in order to collect the deposit, this user-role setting dictates the roles that are able to modify the payment types in order to collect the deposit.

Create a Sales Order

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

 

2. Enter the customer’s name and click on the drop down to populate the Customer Name if there are multiple entries

 

3. Change your Transaction Type to ‘Normal Sale’

 

4. Enter in the product number or UPC within the Product Number field or the product description in the Product Description field

 

5. Choose the product in the drop-down if there are similar entries

6. Ensure that your sell price has populated properly or manually change the sell price

 

Collect Deposits

1.Click Manage Deposits (made active through the Custom Settings)

 

2. You will then get a pop up to collect the deposit

 

3. Enter an amount for the deposit in the Deposit Amount field

 

4. Click the drop-down to select the payment method

5. Click the checkbox to ppen the cash drawer (applicable in the collection of cash or check)

6. Click Add

a. If Cash, the cash Drawer will pop for you to collect cash

b. If Check, the cash drawer will pop for you to collect check

c. If Credit Card, the Credit Card Processor will popup for you to collect credit card payment

7. Click Close to close the Deposit dialog

 

Apply Deposits

Apply deposits is applying a deposit balance towards the purchase of a sales order.

To Finalize a Sales Order

Create the sales order by following steps 1-6 in the Create a Sales Order section

1. If customer has a deposit balance to their profile, they will show a balance below the Manage Deposit button

 

2. Click the Apply Deposit checkbox to apply a portion of their deposit balance to the sales order

3. The amount applied will appear in the box to the far right which will cover the sales order total

 

4. Click Cash to cash out the customer

 

To a Pending Sales Order

Create a sales order by following Steps 1-6 in the Create a Sales Order section

1. If customer has a deposit balance to their profile, they will show a balance below the Manage Deposit button

2. Click Apply Deposit to apply a deposit

 

3. Click Save as Pending at the very bottom of the sales order

 

4. Follow the prompts to allocate Inventory or name the pending sales order

5. Click Save as Pending

 

 

Manage Deposits

The ability to manage deposits allows you to be able to see what deposits a customer has on their profile.

From the Point of Sale Module

1.Create a sales order by entering in the customer’s name

2.Click the Manage Deposit button

Within the Add Deposit dialog

3.Click View All Deposits

 

The Add Deposit dialog will now show the customer's deposit balance

 

Click the Saved Deposits IN Pending SO tab to view the deposits that are allocated to a pending sales order

 

Click Back to Add to add a Deposit or click Close to close the Add Deposits dialog.

From the Customer Profile

There are two ways to navigate to the customer profile to view the deposits associated to their profile:

From the POS

1. Create a sales order

2. Enter the customer’s name in the Customer Name field

3. Click Customer Name to hyperlink directly to their profile

 

The customer's unapplied deposits as well as the applied deposits in pending sales orders will appear in the Customer Information box.

 

The User can also click View All Deposits to view all of the customer's deposits

 

From the Customer Module

1. Click the Customer menu

2. Utilize the customer search to find the customer

3. Click on Customer Name to navigate to the customer profile

The customer's unapplied deposits as well as the applied deposits in pending sales orders will appear in the Customer Information box.

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Trident1POS Customer Service