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  • From a market stall to a store

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  • From a store to a retail chain

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  • From retail to manufacturing

# 1: Start Accounting Torgsoft warehouse accounting course

Inventory Management Course

If you do not have time to learn the inventory management software on your own, take a training course with an automation specialist.

What does the complete Торгсофт course cover?

The training is divided into four subject areas:

  1. How to get business automation off to the right start. Receiving goods. Classification and database management: product types and manufacturers.
  2. How to manage and monitor inventory records.
  3. Accurate financial accounting and monitoring of settlements with business partners, suppliers, customers, and employees.
  4. How to attract customers: marketing tools and loyalty systems for a shop. How to analyse business profitability.

Module 2: Inventory documents

The complete sales cycle

  • «Реализация» (Sales): adding goods and selecting a customer:

by barcode,
by product code,
from the stock status view,
from stock grouped by product type,
selecting a customer manually, by the discount card barcode, or by phone number.

  • Cashless payments: how to set the default bank account.
  • VIP customer. Creating a customer in «Реализация» (Sales) and in the «Маркетинг» (Marketing) menu.
  • Settlements with VIP customers: how to sell on credit and monitor customer debts.
  • Bonus points and gift certificates: how to pay with bonus points, sell gift certificates, and accept them as payment.
  • Cash collection, depositing sales proceeds, and adding and withdrawing cash.
  • Goods report for a period and cash register report for a day. A demonstration of basic reports and analyses for entrepreneurs.
  • E-commerce and order management.
  • Customer returns:

using a receipt,
selecting a receipt,
creating a new return and selecting the sale,
a manual return from an identified customer,
a return from a VIP customer,
returning bonus points and marked-down goods.

  • Sales with invoice issuance: working with an online shop, Nova Poshta and Ukrposhta, wholesale sales for size ranges, and more.
  • Returning goods to a supplier and returning defective goods
  • Writing off goods: shortages, theft, breakage, or use for business or personal needs.

Stock status

  • Finding goods: what filters are and how to use them.
  • Stocktaking: where to start and how to carry out an inventory count correctly.
  • Goods movement analysis: a tool for monitoring stock levels.
  • How to change product prices quickly.
  • Printing price lists, labels, and the required inventory documents. Customising label appearance.

What do you need for a session?

  1. Skype,
  2. TeamViewer,
  3. Торгсофт inventory management software installed on your computer,
  4. Headphones and a microphone.

How does a session work?

  • At the agreed date and time, a Торгсофт specialist contacts you via Skype.
  • The manager connects via TeamViewer to your computer, on which Торгсофт has been installed in advance.
  • You can see both the specialist and the actions in the software on your computer screen.
  • During the training, you practise and enter data into the software yourself. This helps you or your employees develop practical skills.
  • The specialist saves a recording of the training, including the screen and audio, on a computer. You can watch the video at any time to refresh your memory.