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How to manage a store yourself?

10.01.2024 15:15
Volodymyr Vytyshchenko
Volodymyr Vytyshchenko

Trade automation expert at Torgsoft

How to manage a store yourself Torgsoft

Customer service efficiency and automation are becoming key to the success of small businesses, and the program of accounting in the store plays a crucial role. This tool not only simplifies the management of a small business, but also replaces an entire team of employees - from accounting to marketing and customer interaction.

If you work in a store on your own, try to do everything yourself or with the help of your loved ones, we will tell you what accounting functions will help you on a daily basis and which employees will be replaced by the Torgsoft accounting system.

Functions of the accounting system for an entrepreneur

Torgsoft is a multifunctional accounting system that allows you to optimize almost all business processes of store management:

1. Inventory accounting and management

  • Automation of accounting for the quantity of goods in the warehouse.

  • Quick revaluation of goods based on the exchange rate.

  • Re-accounting of goods for an up-to-date reflection of the state of affairs.

  • Work with commercial equipment - label and receipt printers, scanners, scales, data collection terminals.

2. E-commerce

  • Selling goods online, including Rozetka and Prom marketplaces.

  • Integration with online stores for easy sales management.

  • Synchronization of prices, features, descriptions, and product photos.

3. CRM - working with the customer base

  • Maintaining a customer database with details of contacts and purchases.

  • Mass mailings via SMS, e-mail, and Viber.

  • Developing discount and bonus systems to attract and retain customers.

4. Work with the staff

  • Automation of time tracking and payroll.

  • Monitoring the efficiency of salespeople.

5. Financial accounting

  • Maintaining warehouse, financial and management accounting.

  • Control of the company's gross income.

  • Multi-currency accounting, settlements with suppliers and intermediaries.

  • Business control from a smartphone.

6. Logistics and postal services

  • Integration with Nova Poshta and Ukrposhta, simplifying the sending of goods.

  • Автоматизація формування транспортних накладних.

7. Analytics and reporting

  • Analysis of the movement of goods, trade results - the number, amount, and frequency of purchases.

  • Calculation of profit, where profit = amount of sales - amount of returns including discounts - cost of sales + cost of returns - amount of expenses.

  • Demand forecasting.

  • Generate reports to make informed management decisions.

  • Sale of fiscal goods through cash registers: printing receipts, sending e-checks, excise and VAT, analysis of sales of accountable goods.

Replacing traditional employee roles

Torgsoft performs functions that traditionally required the hiring of a number of specialists:

Accountant

  • Automation of document management: printing tax invoices, exporting data to financial programs such as M.E.Doc and ArtReport.

  • Financial management: control of account balances, automatic checking of Privat and Mono statements, maintenance of financial documents.

  • Inventory and sales management: accounting for the arrival of goods, inventory, and sales analytics with the generation of relevant reports.

  • Payroll: accounting of working hours, calculation and payment of wages, maintenance of statements, accounting / recording of payroll taxes.

  • Archiving of payroll and payment history for each employee allows you to keep a complete record of HR information.

  • A flexible hierarchical structure for different positions and individual salary settings for each employee ensures effective personnel management.

Customer service manager

  • Maintaining the customer base and marketing campaigns.

  • Automation of the customer base accounting, including the history of communication, purchases, and important dates, which allows you to quickly access all the necessary information about customers.

  • Pairing with Binotel IP telephony to record calls, integrate with customer information, and provide quick access and response to customer requests.

  • Manage contacts and notifications to help you stay in touch with your customers.

Logistical

  • Working with postal services and sending goods.

  • Creation of waybills - TTN directly from invoices.

  • The ability to track parcels in real time and notify customers about the status of their orders.

  • Store customer data - address and contact information for faster shipment processing.

  • Customize shipment details - weight and dimensions of parcels for better delivery planning.

  • Information about the place of storage.

Marketer

  • Promotions, discounts, and sales analytics.

  • Customer base management and segmentation: tools for collecting detailed information about customers and their behavior, which allows you to effectively target marketing campaigns.

  • Loyalty programs: creating and managing loyalty and discount programs to help attract and retain customers.

  • Bulk marketing campaigns: functions for sending mass SMS and emails, allowing you to inform customers on a large scale.

  • Analytics and reports: tools for analyzing the effectiveness of marketing campaigns and sales, providing valuable information for planning a marketing strategy.

Purchasing Manager

  • Accounting of work with suppliers and inventory control.

  • Procurement automation: the program automatically monitors inventory levels and notifies you of the need to order from suppliers.

  • Accounting of mutual settlements with suppliers: Torgsoft allows you to keep records of debts, payments and other financial transactions with suppliers.

  • Procurement analytics: the program provides detailed procurement analytics, including prices, volumes, and delivery times, which allows you to optimize procurement processes.

  • Integration with suppliers: the ability to integrate with supplier systems to improve coordination and efficiency of procurement - importing incoming invoices from Excel or purchasing goods using an electronic catalog.

Using Torgsoft opens up new opportunities for small store owners. This is not just an accounting program, but a comprehensive business management solution that allows you to focus on strategic development and personal contact with customers, delegating routine tasks to a digital assistant. With Torgsoft, small businesses can compete in the market, using resources efficiently and maximizing profits.


Програма обліку товару | Торгсофт



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