How to manage a store yourself?
10.01.2024 15:15
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
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Automation of accounting for the quantity of goods in the warehouse.
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Quick revaluation of goods based on the exchange rate.
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Re-accounting of goods for an up-to-date reflection of the state of affairs.
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Work with commercial equipment - label and receipt printers, scanners, scales, data collection terminals.
2. E-commerce
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Selling goods online, including Rozetka and Prom marketplaces.
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Integration with online stores for easy sales management.
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Synchronization of prices, features, descriptions, and product photos.
3. CRM - working with the customer base
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Maintaining a customer database with details of contacts and purchases.
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Mass mailings via SMS, e-mail, and Viber.
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Developing discount and bonus systems to attract and retain customers.
4. Work with the staff
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Automation of time tracking and payroll.
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Monitoring the efficiency of salespeople.
5. Financial accounting
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Maintaining warehouse, financial and management accounting.
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Control of the company's gross income.
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Multi-currency accounting, settlements with suppliers and intermediaries.
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Business control from a smartphone.
6. Logistics and postal services
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Integration with Nova Poshta and Ukrposhta, simplifying the sending of goods.
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Автоматизація формування транспортних накладних.
7. Analytics and reporting
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Analysis of the movement of goods, trade results - the number, amount, and frequency of purchases.
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Calculation of profit, where profit = amount of sales - amount of returns including discounts - cost of sales + cost of returns - amount of expenses.
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Demand forecasting.
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Generate reports to make informed management decisions.
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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
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Automation of document management: printing tax invoices, exporting data to financial programs such as M.E.Doc and ArtReport.
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Financial management: control of account balances, automatic checking of Privat and Mono statements, maintenance of financial documents.
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Inventory and sales management: accounting for the arrival of goods, inventory, and sales analytics with the generation of relevant reports.
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Payroll: accounting of working hours, calculation and payment of wages, maintenance of statements, accounting / recording of payroll taxes.
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Archiving of payroll and payment history for each employee allows you to keep a complete record of HR information.
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A flexible hierarchical structure for different positions and individual salary settings for each employee ensures effective personnel management.
Customer service manager
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Maintaining the customer base and marketing campaigns.
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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.
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Pairing with Binotel IP telephony to record calls, integrate with customer information, and provide quick access and response to customer requests.
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Manage contacts and notifications to help you stay in touch with your customers.
Logistical
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Working with postal services and sending goods.
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Creation of waybills - TTN directly from invoices.
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The ability to track parcels in real time and notify customers about the status of their orders.
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Store customer data - address and contact information for faster shipment processing.
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Customize shipment details - weight and dimensions of parcels for better delivery planning.
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Information about the place of storage.
Marketer
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Promotions, discounts, and sales analytics.
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Customer base management and segmentation: tools for collecting detailed information about customers and their behavior, which allows you to effectively target marketing campaigns.
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Loyalty programs: creating and managing loyalty and discount programs to help attract and retain customers.
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Bulk marketing campaigns: functions for sending mass SMS and emails, allowing you to inform customers on a large scale.
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Analytics and reports: tools for analyzing the effectiveness of marketing campaigns and sales, providing valuable information for planning a marketing strategy.
Purchasing Manager
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Accounting of work with suppliers and inventory control.
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Procurement automation: the program automatically monitors inventory levels and notifies you of the need to order from suppliers.
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Accounting of mutual settlements with suppliers: Torgsoft allows you to keep records of debts, payments and other financial transactions with suppliers.
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Procurement analytics: the program provides detailed procurement analytics, including prices, volumes, and delivery times, which allows you to optimize procurement processes.
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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.
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