Working with Suppliers: Accounting Program Features

Adding and editing supplier cards. Store all important information about the supplier, including contacts, details, cooperation terms, and interaction history. For example, you can add a new supplier "TechnoPlus" for a household appliance store with their contacts and payment terms.

Saving the supplier database. Save basic information about the supplier, such as name, phone, comments, and address. For example, you can add a comment that the supplier "BuildMarket" provides discounts for orders over 1000 units of building materials.

Automatic details for accounting. Enter the supplier's legal data, such as tax identification number (TIN), VAT registration certificate number, and contract details. For example, for the cosmetics supplier "BeautyPro," you can add the TIN for correct tax invoice processing.

Recording initial supplier debts and their amounts in the selected currency. For example, for the stationery supplier "OfficeMarket," you can indicate that as of the time of adding the supplier, you have a debt of 5000 UAH.

Consignment goods. Set the period and accounting centers for analyzing goods received on consignment. For example, you can configure the analysis of goods received on consignment from January 1 to December 31, 2025, for a bookstore.

Supplier documents. Store supplier documents such as passports and driver's licenses. For example, you can add the passport details of the garden center "GreenLand" expediter responsible for handing over cash to the supplier.

Creating a supplier order. Create orders for goods by selecting them from the catalog or using filters.

Comments on items in the order. Add notes to each item in the order to clarify details or requirements. For example, for a shoe store, you can specify the desired color or size of the shoes in the comments.

Using filters to select items. Use various filters - by name, category, price, availability, etc., to quickly find the necessary items. For example, for a grocery store, you can filter items by category "Dairy Products" and price from 10 to 50 UAH.

Setting minimum stock parameters. Set the minimum stock level for each item so that Torgsoft automatically suggests ordering it when the stock reaches this level. For example, for a cosmetics store, you can set the minimum stock for the item "L'Oreal Paris Face Cream" at 10 units.

Choosing supply parameters. Choose the supplier based on the last delivery, minimum price, or supplier's stock. For example, you can choose the supplier with the lowest price for the item "Xiaomi Mi Smart Band 7" for an electronics store.

Order preview and printing. Preview and print the order before saving it. For example, before sending the order to the supplier "BuildMarket," you can review it and print a copy for the employee who will receive the goods.

Exporting the order to Excel or other formats. For example, you can export the order for a bookstore in Excel format for further analysis or email.

Adding a new item to the order. Create a new item card directly during order placement. If the item "Garden Pruner Fiskars" is not in your database, you can create its card while placing the order.

Grouping by model. Form an order for the supplier by models without specifying the size. For example, for a shoe store, you can order 50 units of models in different colors without specifying the size.

Supplier's internal code in the order. Display the code the supplier uses to identify the item. You can specify the internal code for the item "Samsung Galaxy A53" to facilitate communication with the supplier "TechnoPlus."

Filter items with zero quantity. Search for items that are out of stock. For example, for a grocery store, you can find all items with zero stock to order from the supplier.

Supplier filter. Select and view items from a specific supplier. For example, you can view all items supplied by "BeautyPro" for a cosmetics store.

Discount on product group. Set discounts for the supplier on certain product groups. For example, you can set a 10% discount on the entire "Electronics" group from the supplier "TechnoPlus."

Additional fields in the order print template. Customize the printed order form with additional product characteristics. For example, for a construction store, you can add information about the manufacturer, season, color, material, etc., to the printed order form.

Product movement. View all actions with the product in the warehouses. For a shoe store, you can view the movement history of the product "Nike Air Max Sneakers" from receipt to sale.

Setting the method of calculating the quantity for order. Choose a method for calculating the quantity of goods to order. For your store, you can set up the calculation of product quantities based on current stock and minimum reserve.

Supplier's stock. Get up-to-date information about the supplier's products, including their quantity and prices. You can check how much of a particular product is available from your supplier.

Automatic import of supplier's stock. Automatically update information about the supplier's products. You can set up automatic import of the supplier's price lists from their FTP server.

Automatic creation of product cards during price list import. Automatically create new product cards when importing the supplier's price list. For example, when importing the supplier's price list, new product cards that were not in your database are automatically created.

Linking supplier's products to warehouse products. Create a link between the supplier's products and warehouse products. For example, for an electronics store, you can link the supplier's product "Xiaomi Mi Smart Band 7" with the corresponding product in your database.

Quality certificates from the supplier. Track and attach quality certificates to the product card. For example, for a cosmetics store, you can add a quality certificate for the product "L'Oreal Paris Face Cream" from the supplier.

Consignment sale of goods. Separate accounting for goods received from the supplier without prepayment. For example, for a bookstore, you can take the product "Harry Potter and the Philosopher's Stone" on consignment from the supplier and pay for it after the sale.

Sales analysis of consignment goods. Track sales of consignment goods. For example, for an electronics store, you can see how many units of the product "Xiaomi Mi Smart Band 7" were sold last month.

Return of goods to the supplier. Processing returns of goods to the supplier for any reason. 

Return of goods with warranty. Enter each item as a separate line when returning under warranty. For example, for an electronics store, you can return the item "Xiaomi Mi Smart Band 7" with a warranty certificate and specifying the exact serial number.

Linking the return of goods with receipt. Automatically specify the invoice when returning the goods. When forming a return, the program will add the number of the receipt invoice by which the goods were received.

Additional variables in the return print form. Add the accounting center address to the return documents. For example, for a construction store, you can add the address of your warehouse to the return document to the supplier.

Balance calculation when creating a return. Calculate the debt to the supplier when returning the goods. To obtain up-to-date information about the debt, you need to click the "Calculate debt" button.

Payment to the supplier by invoice. Make payments to the supplier selectively, by specific invoice. 

Foreign currency settlements. Accounting and settlements with suppliers in foreign currency. For example, for an electronics store, you can make a payment to the supplier in US dollars.

Balance with partners. Accounting for commodity-money relations with suppliers and customers. For example, for a manufacturing company, you can view all financial transactions with the raw material supplier and track the debt.

Supplier revenue analysis. Report on revenue from the sale of goods from different suppliers. You can see how much revenue you have received from selling a supplier's products.

Sales analysis by suppliers and outlets. Analysis of sales of goods from different suppliers in various stores. For example, for a bookstore, you can compare the sales of products from different publishers in different stores in your network.

Stock analysis. Monitoring product stocks and planning orders from suppliers. For example, for an electronics store, you can check how many units of the "Xiaomi Mi Smart Band 7" are left in stock and whether more need to be ordered.

Financial settlements control. View financial transactions, payments, and settlements, control mutual debts. You can check how much you owe the intermediary for the last month and the amount of your last payment to the supplier.

Reports and analytics. Generate and send reports to the intermediary, with breakdowns by product. You can create a report on all product sales through the intermediary for the past month.

Invoices. View all invoices related to the supplier, with details on payments and expenses. You can view all invoices from the supplier for the past month and see which products were delivered and when.

Contacts. Record all interactions with the supplier, including calls and emails. You can save a record of a phone conversation with the supplier's representative for monitoring and tracking agreements.

Creating and setting up an intermediary. Entering intermediary data, setting individual discounts and rewards. For example, for a bookstore, you can add a new intermediary "BookPartner" and set a 5% discount on all products in the "Detectives" category.

Intermediary. Reports and analytics for working with intermediaries, including period reports, detailed product reports, and printed reports. For example, for a dropshipping business, you can create a report on settlements with the intermediary for the last quarter.

Invoicing and sales accounting. Options for working with intermediaries (payment by intermediary or client), viewing invoices, and payment information. You can issue an invoice to a client through the intermediary and automatically account for their reward.

Invoicing in different currencies, controlling financial settlements within the framework of dropshipping

Warehouse synchronization via FTP and "Supplier's Warehouse" mode

CRM. You can record all calls and emails with the intermediary for further analysis.