Trident1POS Customer Service

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

 

Trident1POS Customer Service