Training Sessions

 

Training Video Links

Topics

Articles

Training Video Links

Topics

Articles

Training Session 1

General Setup: Speed Test, Company Details, User Setup, Roles Setup.

Customers: Create a Customer. Products: Create a Product, Create a Vendor.

 

System Requirements for Trident1

How to Perform a SpeedTest

Editing Company Details in Trident1

How to Create a User

Modifying Roles in Trident1

How to Create a Customer

How to Create a Product

How to Create a Vendor-Simple

Training Session 2

Receiving: Create a Purchase Order, Receive a Purchase Order

POS: Various payment methods, Pending SOs, Listings Page, Deposits, Layaways

How to Create a Purchase Order

How to Receive a Purchase Order

How to Receive by Product

How to Create a Sales Order

Pending Sales Orders in Trident1

How to Create and Edit Filters

How to Manage Deposits

How to Create a Layaway

Training Session 3

POS: Trade-In, Transfers, Returns, Drop Ship

How to Create a Trade-In

How to Create an FFL Transfer In

How to Create an FFL Outbound Transfer

How to Perform a Person to Person Transfer

How to Perform a Normal Return

Drop Ship Functionality in Trident1

Training Session 4

POS: Sell Price Plans, Consignments, Special Orders/BackOrders, Out of Stock Options

How to Create a Sell Price Plan

How to Create a Consignment

How to Cash Out a Consignment

How to Return a Consignment

How to Store Buy a Consignment

How to Create a Special Order

How to Create a BackOrder

Out of Stock Options in Trident1

Training Session 5

Membership: Create a Membership Package, Create a Membership, Membership Statuses. Range: Range Setup, Reservation Process, Rental Process.

How to Create a Membership Package

How to Purchase a Membership

Membership Statuses Navigation

How to Setup your Range

How to Perform a Range Reservation

How to Create a Rental

Training Session 6

Events: Create a Course, Create an Event, Schedule an Event. Products: Serial Number Tracking

Reports: Inventory Process, Most Common Reports, End of Day Reconciliation

How to Create a Course

How to Schedule an Event

Serial Number Tracking in Trident1

How to Perform an Inventory

Most Common Reports in Trident1

How to Perform an End of Day Reconciliation