Overview

This article will inform the user on how to edit company details in Trident1 and the pertinent details for setup success.

Process

Navigate to Company Details

1. Hover the mouse over the Personal & Admin menu

2. Then hover over Settings

3. Click Company Details

Open

Explanation

There are two parts to the Company Details:

Corporate Company

Open

This is where the settings for the overall site live. These settings will apply to all of the locations within the domain.

Individual Locations

This is where the locations for each company live. These settings will only apply to the location specified.

Company Details

This is editing the details for the entire company as stated above.

View

When you enter the screen, you will see the company’s identifying details

Edit

1. Click Edit at the top right to change the company details

2. It is advised to edit the following fields:

Note: To edit the company logo, please contact Trident1 support.

3. Click Save after finalizing details

Location Details

View

Upon scrolling down the page, you will be able to see the location identifying details

Edit

1. Click the Pencil icon for the specific location to edit

Address Tab

• The Address tab will display all of the address identifying information that will show on purchase orders, invoices and sales order Invoices.

• All fields are editable and highly advised to ensure purchase order/sales order accuracy.

General Tab

The General tab will display additional details available for editing the location and customization of the location’s site

It is advised to edit the following fields and ensure their accuracy:

a. Federal Firearms License # - Optional - Input the location’s FFL license number > click the Binoculars to verify the FFL License #.

b. FFL Documentation - Optional - attach FFL documentation for the location.

c. Initials - Optional - customize the prefixes on certain system and process created products for easier navigation and product identifying descriptions.

d. Floating Drawer - covered in the article, ‘How to Create an EOD Reconciliation’

e. This location takes Deposits - check this box to enable deposits for the location.

f. Document Preference - this will be the default document preference from a sales order that will be automatically printed.

g. EoD Starting Drawer Amount - covered in the article, ‘How to Create an EOD Reconciliation’

Tax Tab

The Tax tab will display the tax settings specifically for the location.

It is advised to edit the following fields and ensure their accuracy:

a. State (Tax) - the state tax for the location

b. Local (Tax) - local and municipal tax for the location

c. Silo (Tax) - additional and silo tax for the location

d. Sales Order Trade-In Tax - setting to tax the trade-in line item on the sales order

QB Tab

The QB tab is only relevent if the Location is utilizing the QuickBooks functionality of Trident1.

Email & Print Copy Tab

The Email & Print Copy tab allows for customization of printing for the location.

It is advised to edit the following fields and ensure their accuracy:

Red Circle. Autoprint Copies - this defines the number of copies of invoices to print.

Blue Circle. From Email - this defines the email address that will appear in the ‘From’ field when sending emails.

Orange Circle. Template - this defines the template to use when generating the specific notifications.

Others Tab

The Others tab allows for further customization of the location and functionality.

It is advised to edit the following fields and ensure their accuracy:

a. Receipt Footer Text - this allows for customization of the Receipt and identifying prompts that will be printed on the bottom of the receipt.

b. Default Customers - this defines the default customer profile that will be used for the quick default customer action on the POS.

c. POS Counter Person List - this setting defines the ability to individually select counter person(s) auto-populated in the Sales Order.

EDI Tab

Not applicable currently in Trident1.

Traverse Tab

Not applicable currently in Trident1.

Save Settings

After you have finished editing the settings

1. Click Save

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