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:
- How to get business automation off to the right start. Receiving goods. Classification and database management: product types and manufacturers.
- How to manage and monitor inventory records.
- Accurate financial accounting and monitoring of settlements with business partners, suppliers, customers, and employees.
- 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?
- Skype,
- TeamViewer,
- Торгсофт inventory management software installed on your computer,
- 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.
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